Davey/Economics - Get Well Kathleen
Stock Asset Report
Use this page as a format for your regular asset journal reports. Make sure to remember the difference between paper profit and liquid assets. What Does Paper Profit (Paper Loss) Mean? Unrealized capital gain (or capital loss) in an investment. It is calculated by comparing the market price of a security to the original purchase price. Gains or losses only become realized when the security is sold. Make sure remember that your grade is 95% based on these writeups. You are required to be diversified. This means that you will have stocks of different classifications, in different sectors, bonds, and a significant chunk in ETFs or Mutual Funds
Group Members:______________________ ______________________ Name of Stock Login:__________________
Stock Login Password:_________________ Email:_________________________
SecurityPurchase PriceReason For PurchaseFuture PlansCurrent ValueLoss or GainInterest & DividendsTotal Paper Profit AmtSavings 1:13 months of reservesKeep it14,147.60+5None yet14,147.60ARDEX200@9.79Solid mutual fund @good price pays dividendsKeep it long term9.90+22None yet1980COP100@65Big oil producer with good dividendsLook to sell after 15% gain63.32-168None yet6332DHY1000@2.88High Yield bonds monthly dividendsKeep long term2.95+7025$2950+25PFE150@17.38Defensive Stock (Health Care)Keep it, good dividends low PE2652+45None Yet2652
SecurityPurchase PriceReason For PurchaseFuture PlansCurrent ValueLoss or GainInterest & DividendsTotal Paper Profit
Daily Stock Tracking
Ticker SymbolPurchase
PriceDay 1 CloseDay 2 CloseDay 3 CloseDay 4 CloseDay 5 CloseDay 6 CloseFeesTotal +/-
Total Liquid Assets (Money in cash):__________
Total Paper Value:___________
Davey/Economics
What Drives the Stock Prices?
Obviously, stocks with high growth potential will demand a high price tag. The most common factor to measure this relationship is P/E ratio, short for price-to-earnings ratio, meaning share price divided by earnings per share in the last four quarters. For example, IBM is selling at $100 and has earned $4 per share in the last four quarters. IBM’s P/E is 25 ( 100 divided by 4).
A P/E ratio alone doesn’t tell the whole story. We see Yahoo’s P/E raise as high as 2,000 and Southern California Edison’s P/E drop below 8. It is fair to say that a stock with a high PE means investors’ expectations of earnings growth are high. Most low P/E stocks usually means that their earnings are slowing down or growith is slowing down. Of course if a stock with a high PE ratio disappoints investors...look out below.
1. Extreme earnings surprises can move the stock price up or down considerably. Complete the following table and make observation about the share price movement leading to and after the announcement of the earnings surprises. Find companies that reported earnings surprises under Research in Yahoo! Finance http:// finance.
Company Name Symbol Earn per share %Surprises Change of share prices
Upside surprises Downside surprises
2..Go to Choose one sector and find companies in the area of your choice which are between 5-50 dollars per share and haave a P.E. Ratio less than 20 . Write them down and circle the most attractive for your portfolio. Explain why.
3. AP Only You and your partner should then put together a one slide presentation on the stock which you feel has the best chance for performance growth over the next 8 months. Post the page to facebook over the next week. Your presentation should include what the company does, how its financial and stock market performance have been over the past 52 weeks, where the stock is now, who is running the company and his/her reputation and why you think the stock is poised for growth.
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