Name: Anahi Trujillo

Class Period: ____3rd __________

STOCK MARKET PROJECT

2018-2019
 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.

TEST GRADE

NOTE: Late projects will lose 5 points

per day!!!

DUE DATE: May 3rd, 2019

Name:

STOCK MARKET PROJECT

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

Sample Stock # 1
Walmart, Inc. Target
Corporation Name:

WMT TGT
Stock Symbol:

Stock Exchange:
NYSE, NASDAQ, AMEX NYSE NYSE

CEO/Management: Douglas McMillon Mr. Brian C. Cornell

Who is the CEO and
how much does he/she N/A 6.4 M
make?

(Look under “Profile‟)

Bentonville, AR Minneapolis, MN
Corporation
Headquarters/City
&State:

(Look under “Profile‟)

Discount Stores Discount Stores

Products and/or
Services (Summarize):

(Look under “Profile‟)

 Sample Stock # 1
52 Week High-Low: 52-Week High = $ 106,21 52-Week High = $ 90.39
Give prices & dates.
Date: Date:
(Look under 52-Week Low = $ 60.15
52-Week Low = $ 81.78
“Statistics‟)
Date: Date:

Current Selling Price: Most Recent Closing Price = Most Recent Closing Price =
Give price & date.
$ 98.34 $ 80..97
(Look under “Summary‟)
Date: 3/5/19 Date: 4/5/19

Dividend: Dividend Per Share = Dividend Per Share =

Give price per share, if
applicable. 2.17 % $ 3.22%

(Look under “Summary‟)

Revenue & Profit: What Total Revenue = Total Revenue =

was this corporation’s
total revenue and gross $ 514.41B $ 75.36B
profit for the most recent
year? Gross Profit =

(Look under “Statistics” Gross Profit = $ 22.026B

then “Income
Statement‟) $ 129.1B

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

(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 Stock # 3

Corporation Name: Burlington Stores

Best Buy

BURL
Stock Symbol: BBY

Stock Exchange: NYSE NYSE

NYSE, NASDAQ, AMEX

CEO/Management:
Who is the CEO and Mr. Thomas A. Kingsbury
Mr. Hubert Joly
how much does he/she
make? 3.7 M
5.92 M

(Look under „Profile‟)

Corporation Richfield, MN
Burlington, NJ
Headquarters/Address:

(Look under „Profile‟)

Products and/or
Services (Summarize): Specialty Retail Discount Stores

(Look under „Profile‟)

Major Competitors:
Macy’s Ross Stores
Who are the major
Hennes & Mauritz
competitors of your Canadian tire
corporation?

(Click on „Competitors‟)
 Stock # 2 Stock # 3
52 Week High-Low: 52-Week High = $ 84.37 52-Week High = $ 180.27
Give prices & dates.
Date: Date:
(Look under “Key 52-Week Low = $ 47.72 52-Week Low = $ 132.35
Statistics‟)
Date: Date:

Current Selling Price: Most Recent Closing Price = Most Recent Closing Price =
Give price & date.
$ 74.86 $ 157.25
(Look under “Summary‟)
Date: 4/5/19 Date: 4/5/19

Dividend: Dividend Per Share = Dividend Per Share =

Give price per share, if
applicable. $ 2.80% $ N/A

(Look under “Summary‟)

Revenue & Profit: What Total Revenue = Total Revenue =

was this corporation‟s
total revenue and gross $ 42.88B $ 6.66B
profit for the most recent
year? Gross Profit = Gross Profit =

(Look under “Income $ 9.96B $ 2.8B

Statement‟)

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

(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: Target

$ 81.78 X 35 =$ 2862.3 x 1.05 (fee) = $4,293.45

(Purchase price) (# of shares (Total price) (Total cost of stock #1)
purchased)

+
Stock # 2
Name of Corporation: Best Buy

$ 73.10 X 30 =$ 2193 x 1.05 (fee) = $ 2,302.65

(Purchase price) (# of shares (Total price) (Total cost of stock #2)
purchased)

+
Stock # 3
Name of Corporation: Burlington Stores

$ 161.29 X 15 = $ 2419.35 x 1.05 (fee) = $ 2,540.3175

(Purchase price) (# of shares (Total price) (Total cost of stock #3)
purchased)

Grand Total Spent on All Stock Purchases = $ 9,136.5

Name: Date:

STOCK MARKET PROJECT

Name:

STOCK MARKET PROJECT

Weekly Stock Progress: Checkpoint Sheet
Directions: For 4 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 Dow Jones Industrial Teacher’s
# Average Initial
_____Target______________ ____Best _____Burlington
Buy_______________ Stores_________

Closing Price:
Closing Price: Closing Price:
2 4/15/2019 81.78 73.10 161.29 26,349.03

2 4/16/2019 81.79 73.06 161.00 26,432.05

3 4/22/19 82.78 73.43 161.88 26,547.24

3 4/25/2019 82.25 73.99 178.40 26,450.66

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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 this—do not wait until the last minute!!!***

Stock # 1
Name of Corporation: Target

$ 82.25 X 35 = $ 2,878.75
(Selling price) (# of shares sold) (Total value of stock)

+
Stock # 2
Name of Corporation: Best Buy

$ 73.99 X 30 = $ 2,219.7
(Selling price) (# of shares sold) (Total value of stock)

+
Stock # 3
Name of Corporation: Burlington Stores

$ 178.40 X 15 = $2,676
(Selling price) (# of shares sold) (Total value of stock)

Total Value of Stocks #1, #2, & #3: $ 7,774.45

Original Amount Spent (See Stock Purchase Report): $ 9,136.5

TOTAL GAIN OR LOSS ON YOUR INVESTMENTS: $ Loss of 1,362.05

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.

180

160 v
P
R 140
I
C 120
E
100

80

60

40

20

0
Week 1 Week 2 Week 3 Week 4
BLUE= TARGET
RED= BEST BUY
GREEN= BURLINGTON WEEK
STORES
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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, teacher‟s 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 stock‟s 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 didn’t you like?
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STOCK MARKET PROJECT

Grade Sheet

I. Portfolio Organization: / 5 points

II. Corporation Research: / 30 points

III. Stock Purchase / 15 points

Report:

IV. Weekly Stock Progress: / 15 points

V. Stock Sales / 15 points

Report:

VI. Graph: / 20 points

FINAL GRADE: / 100 points

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