Learn About the Stock Market
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new%20york%20stock%20exchange.jpg
The
An attorney has just
contacted you and a long lost relative from
·
You
must invest the $15,000 in the stock market.
o
You
must purchase 3 stocks-----$5,000 for
each stock.
Is putting your money in the Stock
Market a sound investment?
Find three companies to invest the $15,000. The three companies must be different types of companies. For example, a retailer (Gap), a bio
Every
Friday, record the closing price of each stock on a spreadsheet. Check the closing price at http://finance.yahoo.com/.
In
December, you will graph the results of each stock using Excel.
The final
product will be a PowerPoint
presentation that includes the Excel graphs, and information about each company
including the name, ticker symbol, the type of company, and its’ competition.
Answer the
following questions about your investments:
Would you invest in this company?
Why or Why not?
What advice can you give someone
about investing in the Stock Market?
www.stockexchange.jpg
Inside the
How do I know what stocks to buy?
1. Choose three stocks from the sites below or
if you have any favorites use
those.
Try these
websites to find out what is hot!!!!!
Online Investor----Daily company spotlight and recent company spotlights
Doh.com—Choose the 10 long term or the 10 medium term links.
Multex Investor--Select Today’s Top Movers”
2. Once you have decided on your three stocks
enter the full company name and Ticker
symbol on
your
spreadsheet in a header. Include the
following column headings:
Date (Fridays only), # of shares, Price Per Share, Balance, Profit/Loss
Use formulas!!!!! (Follow
the example)
4. Every
Friday, check your stock at: http://finance.yahoo.com/
---put your ticker symbol in. Enter the
price per share on the spreadsheet. All other columns should change because
formulas have been
entered on the spreadsheet and dragged
down. Mrs.
5 Write three checks to purchase the
stocks. The Payee (person receiving the check) is your banker—
Mrs.
On the memo line enter the name of the
stock and the number of shares purchased.
6. This
step can be worked during your free time!!!!!!
After you have entered the correct amounts
every Friday on your spreadsheet continue working on
the information for each of your three stocks. The information is for your PowerPoint
presentation.
Include in your PowerPoint presentation:
The slide show will consist of at least 9 Slides.
·
Slide
#1 Title slide with your name and the
three companies’ full names
·
The
additional slides may be put in any order you choose. You are the presenter.
·
The
slide show must include-----a graph for each company (inserted from Excel) (3
slides).
·
A
graph comparing your three stocks (inserted from Excel) (1 slide)
·
At
least one slide about each company---Full name, ticker symbol, address of its
headquarters, what type of company it is---pharmaceutical, retail, biotech,
·
A
citation slide----with any of the websites where you obtained your information
or graphics.
(1 slide) Must
have at least 6 sources and slide must be in correct format.
Put in the Symbol or the company
name
Lists information on
"more than 11,000 of the largest public and private companies in the
Put in the Symbol
Choose from an extensive
number of links about a company that interests you. After typing in the stock
symbol or company name, access extensive data and analysis by category:
"Company Links," "Quotes," "Graphs/Charts," "News
Center," "Earnings Estimates," "Summaries,"
"Value Added Links," "News Center," "Research &
Reports," "Earnings Estimates" and "Discussion."
www.traveladventures.org/continents/
northamerica/nyse1.shtm
The World Famous Wall Street
7. Create
one graph for each stock purchased showing
the outcome of your stock. Click on the
link
for the instructions
Creating
a Graph for your Stock Exchange Project
Make sure the header
is on it
o
File
Page Set up
Click Landscape
o
Choose
the Sheet Tab
Check Print Gridlines
o
Check
Print Preview
Spreadsheet, Graphs, and Checks
|
Points |
4 |
3 |
2 |
1 |
|
Criteria |
|
|
|
|
|
Spreadsheet |
|
|
|
|
|
Spreadsheet contains all
of the following correct information: ·
Date (in
correct format) ·
Company Name ·
Ticker Symbol ·
#of shares ·
Price Per
Share ·
Balance ·
P/L ·
Cells are
properly formatted |
Spreadsheet is complete X2 |
Missing 1 item X2 |
Missing 2 items X2 |
Missing 3 or more items X2 |
|
Formulas are used for all
calculations on the spreadsheet |
Great!!! |
Missed one formula |
Missed 2 formulas |
Missing more than 2 formulas |
|
Spreadsheet contains:
|
Looks great!!! |
Missing one item |
Missing 2 items |
Incomplete |
|
Graphs are labeled
correctly showing all three fluctuating prices over the period |
Easy to understand!! |
One item incorrect |
2 items incorrect |
Cannot understand the graph |
|
Graph is visually
pleasing: Colors, fonts, backgrounds,
pictures work well together |
Great representation of the companies. All colors work well. |
Fonts and/or colors do not work well. Or pictures do not represent companies. |
2 items incorrect |
Graph is hard to read. |
|
Checks |
|
|
|
|
|
Checks have the following
information:
|
All three checks are correct. |
One error |
2 errors |
More than 2 errors |
|
Check register is complete
and all calculations are correct |
Good work!!!! |
One error |
2 errors |
More than 2 errors |
|
Stock Folder is complete: Includes: ·
Completed
check register ·
3 completed
checks |
Great! All info included |
Missing one item or item is not complete |
Missing 2 items or more than 1 item is not complete |
More than 2 errors |
|
Grading |
A = 36 |
B = 27 |
C =18 |
D = 9 |
PowerPoint and Oral Presentation
|
Points |
4 |
3 |
2 |
1 |
|
Criteria |
|
|
|
|
|
PowerPoint |
|
|
|
|
|
Content |
|
|
|
|
|
Slide 1 contains your name
and the three companies full names |
Great!! All information is
complete |
Missing 1 item |
Missing 2 items |
Missing 3 items |
|
Each company’s results are
represented by a graph and an additional graph compares the four companies
results |
All 4 graphs are complete |
Missing 1 graph |
Missing 2 graphs |
Missing 3 or more than
graphs |
|
At least 1 slide for each
company shows:
|
I have a clear
understanding of each company |
Information about each
company is correct, but a bit vague. |
I am confused about one or
more of the companies shown |
Information is
non-existent about one or more of the companies and/or information is very
confusing |
|
Visual |
|
|
|
|
|
Slideshow is
attractive. The fonts are easy-to-read
and font size varies appropriately for headings and text. Text is appropriate in
length. The background and colors
enhance the readability of text. The graphics, sound and/or
animation assist in presenting an overall theme and make visual connections
that enhance understanding of concept, ideas and relationships. |
The slideshow is
attractive and interesting. It
includes all the elements |
Sometimes the fonts are easy-to-read, but
in a few places the use of fonts, italics, bold, long paragraphs, color or
busy background detracts and does not enhance readability. Animation is distracting in a few places |
Overall readability is difficult with
lengthy paragraphs, too many different fonts, dark or busy background,
overuse of bold or lack of appropriate indentations of text. Animation is inappropriate and distracting |
The text is extremely
difficult to read with long blocks of text and small font size,
inappropriate contrasting colors, poor use of headings, subheadings,
indentations, or bold formatting.
Animation has nothing to do with enhancing the concepts of the
slideshow |
|
Citation Slide- Includes at least 6 sources for text and graphics in correct
format |
All sources are listed
including sources for graphics in correct format |
One source is missing or
sources are not in correct format |
2 sources are missing
and/or formatting is incorrect |
Less than 4 citations |
|
Oral Presentation |
|
|
|
|
|
Organization |
Student presents
information in logical, interesting sequence which audience can follow. |
Student presents
information in logical sequence which audience can follow. |
Audience has difficulty
following presentation because student jumps around. |
Audience cannot understand
presentation because there is no sequence of information |
|
|
Student demonstrates full
knowledge (more than required) by answering all class questions with
explanations and elaboration. |
Student is at ease with
expected answers to all questions, but fails to elaborate. |
Student is uncomfortable
with information and is able to answer only rudimentary questions. |