Assist mod 1 p1 p2 fin

· You will be “given” $500,000 in fictional funds.

· Each position you take in an asset must be a minimum of 5% of your assets and a maximum of 10% of your assets.

· Cash must not exceed 20% of your portfolio at any time. We want you invested, not sitting on the sidelines.

Resources

Resources that you may find to be particularly valuable for your research include:

· MarketWatch:

http://www.marketwatch.com/

· Wall Street Journal:

www.wsj.com

· Yahoo Finance:

finance.yahoo.com

· Daily Treasury Yield Curve Rates:

http://www.treasury.gov/resource-center/data-chart-center/interest-rates/Pages/TextView.aspx?data=yield

· Bloomberg:

www.bloomberg.com

SLP Assignment

· Make 3 stock purchases and provide information about the companies.

Please download the

Module 1 SLP template

. You will type your answer into this Excel workbook. When finished with the SLP assignment, please save the document with your last name and submit to the dropbox.

1. Purchase 1 through 3: Complete 3 stock purchases of your choice. Buy at least $10,000 worth of each stock. At least one of these stocks must pay a dividend. You are free to make additional purchases. Do not sell your required stock purchases yet.
Don’t worry, you don’t have to use any fancy methods to pick these stocks. The only restrictions are they need to be publicly traded companies with data available on webpages such as Investing.com or Morningstar.com or any of the other webpages mentioned in the directions. Your choice of companies can be made based on a variety of factors. For example, you may want to invest in a company simply because you like its products and personally use them. You can also apply some of the criteria from the background readings such as the P/E ratio, or you can search the internet and see what different analysts are saying about this company.

2. You will need to include the following information for each stock in this workbook:

· Company Name

· Ticker Symbol

· Short Description of Company

· Reason for Buying

· Current Price

· Previous Close Price

· 52-week High

· 52-week Low

· Beta

· Market Cap

· P/E Ratio

· Pays a Dividend? (Yes or No)

The video below should help: https://youtu.be/eAX5xJTQHMQ

SLP Assignment Expectations

 Answer the assignment questions directly.

Question 1: In your small business you have a finance department with a CFO, controller, and treasurer. For the following scenarios, explain which of these three financial executives would be the most likely to work on the issue. Refer to Chapter 8 from the Peterson and Fabozzi (2010) text.”

A. You suspect that a lower-level employee has embezzled about $50,000 over the last three years. You want to try to find out who based on past financial records. Who would be most likely person to look into this issue—the CFO, the treasurer, or the controller? Why?

B. Your chief marketing officer wants to take out a large loan to finance a major advertising campaign that he claims will bring in large sums of new profits over the next few years. However, your chief operating officer wants to take out a large loan to purchase some new equipment and machinery that she claims will save your company a lot of money over the next few years. You would like to see some estimates about which of the two projects will be most likely to increase profits enough to be able to pay back the loan. Who would be most likely person to look into this issue—the CFO, the treasurer, or the controller? Why?

Question 2: Explain whether each of the following assets is a financial asset. Refer to Chapter 2 from the Peterson and Fabozzi (2010) text.

A. A certificate of deposit at your local bank

B. A two-bedroom house

C. $50,000 worth of bonds from an airline company

D. Ownership of a copyright to a hit song

Question 3: Complete financial research on Facebook and General Motors using a webpage such as investing.com, finance.yahoo.com, or Bloomberg.com. Based on their stock’s P/E ratios, dividend yields, and other information, compare and contrast these two stocks. How would you classify these stocks: growth stock, value stock, or income stock? Explain your reasoning using concepts from the background readings as well as any information you find on these two companies. Your answer should be about 100–150 words and can include graphs or diagrams.

The video below should help you with your answers: https://youtu.be/VlZwHfOpibc

Assignment Expectations

Answer the assignment questions directly.

Module 1

Company Name:

Ticker Symbol:

Short Description of the Company:

Reason for Buying:

Current Price:

Previous Close Price:

52-week High:

52-week Low:

Beta:

Market Cap:

P/E Ratio:

Pays a Dividend? (Yes or No)

Company Name:

Ticker Symbol:

Short Description of the Company:

Reason for Buying:

Current Price:

Previous Close Price:

52-week High:

52-week Low:

Beta:

Market Cap:

P/E Ratio:

Pays a Dividend? (Yes or No)

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