Homework and journal
Homework
Select one U.S. publicly traded company and review its most recent annual report. (You may use one of the three companies you selected for your Stock Journal assignment.)
Use the Excel template provided to report assets, liabilities, equity, revenue, and income for your selected company.
Determine changes in assets, liabilities, and equity.
Determine changes in total revenue and net income.
Describe the changes from the current and prior years in each of these key areas and whetherthe changes would be positive or negative from an investor/stockholder’s view.
Use at least two quality references. Consider using the sources of information ideas above or searching and locating resources from the Strayer University Library. Note: Wikipedia and other Websites do not qualify as academic resources.
Journal
I included week 3 to refer back to
Record the current price of the stock for Pfizer Inc, China Mobile and Chevron Corporation,
You may use any price during this week (e.g., day one price, the opening, the low, the high, the close, or any price you find when you check it during the day).
Determine the current value of your total investment.
Do not make any changes to your investment at this time.
Calculate your total based on the number of shares and the new price per share, for each company.
Evaluatethe results of your current investment to provide your opinion/assessment of your investments.
Consider the following questions as you provide your opinion:
Why do you believe the stock increased, decreased, or remained static?
Are you upset because yourinvestment is worth less than $25,000?
Are you happy with the result and the trend?
Use at least two quality references. Consider using the sources of information ideas above or searching and locating resources from the Strayer University Library. Note: Wikipedia and other websites do not qualify as academic resources.
Sheet1
Student Name: Monica Milligan
Week 3 Week 8 Week 10
Column A: (3) U.S. Companies Column B: Investment ($25K) Column C: Share Price (Week 3) # of Shares (Column D) Column E: Share Price (Week 8) # of Shares Week 3 and 8 Change Column H: Dollar Value Change Column I: Share Price (Week 10) # of Shares Week 3 and 10 Change Column L: Dollar Value Change
1) China Mobile $8,000.00 $7 1,159 1,159 -$7 -$8,000 1,159 -$7 -8,000.00
2) Pfizer Inc $12,000.00 $38 319 319 -$38 -$12,000 319 -$38 -12,000.00
3) Chevron Corporation $5,000.00 $90 55 55 -$90 -$5,000 55 -$90 -5,000.00
Total Investment $25,000 $0 $0 -$25,000
Instructions:
Week 3
1. Under Column (A), enter the 3 U.S. Companies you chose.
2. Under Column (B), enter the amount out of the $25,000 you would like to invest in each company.
3. Under Column (C), enter the share price for each of your chosen companies.
4. The # of shares will automatically populate in Column (D).
5. Using the Word document template provided, please discuss why you chose the 3 companies you chose.
Week 8
1. Enter the updated share price in Column (E).
2. The number of new shares that can be purchased will populate in Column (F).
3. The difference in the new number of shares you can purchase for your initial investment will populate in Column (G).
2. The change in the dollar value of your investment will populate in Column (H).
3. Using the Word document template provided, please discuss any gains or losses experienced. Did you make or lose money? Which stocks changed in value?
Week 10
1. Enter the updated share price in Column (I).
2. The number of new shares that can be purchased will populate in Column (J).
3. The difference in the new number of shares you can purchase for your initial investment will populate in Column (K).
2. The change in the dollar value will populate in Column (L).
3. Using the Word document template provided, please discuss any gains or losses experienced. Did you make or lose money? Which stocks changed in value?
