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Name ___________________________________________

STOCK MARKET PROJECT


2009-2010

STOCK MARKET PROJECT


Introduction
Brokers make millions and lose millions on Wall Street based on their ability to
identify successful companies. You will be taking on the role of stockbroker to
research different corporations, decide on their potential for success, and track
their progress over a period of time.
This multi-week project will give you the opportunity to fictitiously invest $10,000
into corporate stocks. During the project you will be asked to identify changes in
the market and analyze the outcomes of your investment.
To accomplish these tasks, you will have to research three corporations of your
choice, track their performance, and draw conclusions based on what you have
learned.
The final project will be all the information that you have gathered and put together
as a portfolio.

THIS IS A REQUIRED PROJECT FOR ALL SENIORS AND COUNTS


AS 50% OF YOUR FINAL EXAM GRADE FOR THIS COURSE!!!

NOTE: Late projects will lose 10%


credit per day!!!
DUE DATE: _________________________________________

Name: ________________________________________

STOCK MARKET PROJECT


Corporation Research Worksheet
Directions: Use finance.yahoo.com to complete the following charts for your three corporations.

Sample
Corporation Name:

Stock Symbol:

Stock Exchange:
NYSE, NASDAQ, AMEX

CEO/Management:
Who is the CEO and
how much does he/she
make?
(Look under Profile)

Corporation
Headquarters/Address:
(Look under Profile)

Products and/or
Services (Summarize):
(Look under Profile)

Major Competitors:
Who are the major
competitors of your
corporation?
(Click on Competitors)

Stock # 1

Sample
52 Week High-Low:
Give prices & dates.

Stock # 1

52-Week High = $ __________

52-Week High = $ __________

Date: ____________________

Date: ____________________

52-Week Low = $ __________

52-Week Low = $ __________

Date: ____________________

Date: ____________________

Most Recent Closing Price =

Most Recent Closing Price =

$ __________________

$ __________________

Date: _______________

Date: _______________

Dividend Per Share =

Dividend Per Share =

$ ___________

$ ___________

Revenue & Profit:


What was this
corporations total
revenue and gross profit
for the most recent year?

Total Revenue =

Total Revenue =

$ ________________________

$ ________________________

Gross Profit =

Gross Profit =

(Look under Income


Statement)

$ ________________________

$ ________________________

General Corporation
Summary:
Describe how the
corporation has done in
the last year. Is there
room for growth or is the
share price overvalued?

Your opinion of buying this stock:

Your opinion of buying this stock:

(Look under Key


Statistics)

Current Selling Price:


Give price & date.
(Look under Summary)

Dividend:
Give price per share, if
applicable.
(Look under Summary)

(Look under Basic


Chart)

Name: ________________________________________

STOCK MARKET PROJECT


Corporation Research Worksheet #2
Directions: Use finance.yahoo.com to complete the following charts for your three corporations.

Stock # 2
Corporation Name:

Stock Symbol:

Stock Exchange:
NYSE, NASDAQ, AMEX

CEO/Management:
Who is the CEO and
how much does he/she
make?
(Look under Profile)

Corporation
Headquarters/Address:
(Look under Profile)

Products and/or
Services (Summarize):
(Look under Profile)

Major Competitors:
Who are the major
competitors of your
corporation?
(Click on Competitors)

Stock # 3

Stock # 2
52 Week High-Low:
Give prices & dates.

Stock # 3

52-Week High = $ __________

52-Week High = $ __________

Date: ____________________

Date: ____________________

52-Week Low = $ __________

52-Week Low = $ __________

Date: ____________________

Date: ____________________

Most Recent Closing Price =

Most Recent Closing Price =

$ __________________

$ __________________

Date: _______________

Date: _______________

Dividend Per Share =

Dividend Per Share =

$ ___________

$ ___________

Revenue & Profit:


What was this
corporations total
revenue and gross profit
for the most recent year?

Total Revenue =

Total Revenue =

$ ________________________

$ ________________________

Gross Profit =

Gross Profit =

(Look under Income


Statement)

$ ________________________

$ ________________________

General Corporation
Summary:
Describe how the
corporation has done in
the last year. Is there
room for growth or is the
share price overvalued?

Your opinion of buying this stock:

Your opinion of buying this stock:

(Look under Key


Statistics)

Current Selling Price:


Give price & date.
(Look under Summary)

Dividend:
Give price per share, if
applicable.
(Look under Summary)

(Look under Basic


Chart)

Name: _________________________________

Date: _______________________

STOCK MARKET PROJECT


Stock Purchase Report
Directions:
Using the information you gathered on the Corporation Research Worksheet, choose
three stocks to purchase with your imaginary $10,000.
Using the Internet or newspaper, look up the current closing price for the stocks you
chose. This will be your purchase price. Put the date you buy on the top right corner of
this worksheet.
Use this worksheet and a calculator to figure the cost of buying your stocks.
Remember, you only have $10,000 to spend, including broker fees!!!
Stock # 1
Name of Corporation: ___________________________________________

$__________ X __________ = $____________ x 1.05 (fee) = $______________


(Purchase price)

(# of shares
purchased)

(Total price)

(Total cost of stock #1)

+
Stock # 2
Name of Corporation: ___________________________________________

$__________ X __________ = $____________ x 1.05 (fee) = $______________


(Purchase price)

(# of shares
purchased)

(Total price)

(Total cost of stock #2)

+
Stock # 3
Name of Corporation: ___________________________________________

$__________ X __________ = $____________ x 1.05 (fee) = $______________


(Purchase price)

(# of shares
purchased)

(Total price)

(Total cost of stock #3)

Grand Total Spent on All Stock Purchases = $_______________

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Name: ____________________________________________

STOCK MARKET PROJECT


Weekly Stock Progress: Checkpoint Sheet
Directions: For 6 weeks you will:
Track and record the closing price of your three stocks.
Track and record the Dow Jones Industrial Average (use the symbol ^DJI at the finance.yahoo.com website).
You are required to track your stocks week by week. You MAY NOT wait until the end of the project to fill this out.
You will be given credit for each weekly checkpoint completed on time, and you will lose credit if you do not
complete this worksheet on a weekly basis.

Week
#

Date

Stock #1:

Stock #2:

Stock #3:

_______________

______________

______________

Closing Price:

Closing Price:

Closing Price:

Dow Jones
Industrial
Average

Teachers
Initials

This page intentionally left blank.

Name: _____________________________

STOCK MARKET PROJECT


Stock Sale Reports
Directions: Use the last closing price listed (Week 6) on your Weekly Stock Progress:
Checkpoint Sheet and the number of shares you originally purchased on your Stock
Purchase Report worksheet to figure out how much you made or lost on your stocks.
***Please see me if you need help with thisdo not wait until the last minute!!!***
Stock # 1
Name of Corporation: ___________________________________________

$_____________ X _____________ = $ ___________________


(Selling price)

(# of shares sold)

(Total value of stock)

+
Stock # 2
Name of Corporation: ___________________________________________

$_____________ X _____________ = $ ___________________


(Selling price)

(# of shares sold)

(Total value of stock)

+
Stock # 3
Name of Corporation: ___________________________________________

$_____________ X _____________ = $ ___________________


(Selling price)

(# of shares sold)

(Total value of stock)

Total Value of Stocks #1, #2, & #3:

$___________________

Original Amount Spent (See Stock Purchase Report):

$___________________

TOTAL GAIN OR LOSS ON YOUR INVESTMENTS:

$ __________________

Name: _______________________________________

STOCK MARKET PROJECT


Line Graph
Directions: Use all of the data you have collected on your stocks and graph the information using the form below. All three stocks
should be plotted on this graph. Be sure to set your price increments so that all of your stocks can be plotted on the same line
graph. Be sure to completely label all information and use a different color to represent all your stocks. When you are done, you will
have created a visual illustration of your stocks progress over a 6-week period.

P
R
I
C
E

WEEK

Name: _________________________________

STOCK MARKET PROJECT


Portfolio Checklist
Your portfolio MUST include all of the following parts. Additional information may be provided at
your own discretion. You are to initial next to each topic in the space below to show that you
understand the requirements, have successfully completed the assignment, and are ready to receive a
grade for your efforts.
STUDENT INITIALS:

__________ I. Portfolio Organization (5 points)


Title page: include name, semester, class, date, teachers name (typed)
Table of Contents: list of what is located on each page (typed)
Pages must be numbered
Portfolio must be complete, in a 1 binder, and in the same order as this checklist
__________ II. Research of Companies (20 points)
Neatly complete Corporation Research Worksheet ***CHECKPOINT- Due __________***
ESSAY: What to Consider Before You Invest (1-2 pages double-spaced, typed)
-What do you do before you invest in a stock?
-What information should you research before you invest?
-Where should you research a company?
-What were your initial expectations for your stocks?
__________ III. Purchase of Stocks (15 points)
Neatly complete Stock Purchase Reports worksheet
ESSAY: Choice of Stocks (1-2 pages double-spaced, typed)
-Why did you choose the stocks you did?
-Are they aggressive or conservative stocks?
-Are your investments different from those of a 55-year old? How? Why?
__________ IV. Tracking Your Companies (10 points)
Complete Weekly Stock Progress worksheet ***CHECKPOINT: Checked by teacher weekly***
__________ V. Media Research (15 points)
Find a recent news article about one of your corporations
ESSAY: News Article (1-2 pages double-spaced, typed)
-Summary of article (include a copy of the article)
-How does this information impact your stocks performance?
__________ VI. Overall Summary (20 points)
Complete Stock Sale Reports worksheet
Complete Stock Line Graph worksheet
ESSAY: Summary of Stock Performance (1 page double-spaced, typed)
-How much money did you make or lose?
-How did it compare to the Dow Jones Industrial Average?
-How would you invest differently next time?
__________ VII. Self-Evaluation (15 points)
ESSAY: Self-Evaluation (2 pages double-spaced, typed)
-What would you do differently next time to be more successful with your investments?
-How is what you learned about the stock market of use to you in the real world?

-What did you enjoy about the project? What didnt you like?

Name: _______________________________________

STOCK MARKET PROJECT


Grade Sheet

I. Portfolio Organization:

____/ 5 points

II. Research of Companies:

____/ 20 points

III. Purchase of Stocks:

____/ 15 points

IV. Tracking your Companies:

____/ 10 points

V. Media Research:

____/ 15 points

VI. Overall Summary:

____/ 20 points

VII. Self-Evaluation:

____/ 15 points

FINAL GRADE:

Comments:

______/ 100 points