Building A Stock Portfolio

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How do you pick a winning stock?

There is no easy answer.  Stocks are not guaranteed to always go up in value.  We will, however, be researching stocks that we think might be interesting to us.   Many people pick stocks based on company names or reputations, as well as some sophisticated strategies that are beyond the scope of this class....

Your assignment is to try to pick winning stocks based on whatever logical assumptions you can research....see my notes for some suggestions.

 Read The Introductory Material

Proposed Lesson sequence (subject to change and enhancement)

Introduction to the Stock Market and Investments
What's A Stock?
Stock Pricing
What's Market Capitalization?
Stock Exchanges
Indexes and Averages

See some of the essential questions for this unit

Browse the suggested vocabulary list for important terms

Read some random notes that I have composed about stocks....

Links to several online research sources and suggestions

Check the stock price

Useto check stock prices

Your stock must be publicly traded and be listed on either the U.S. NYSE, AMEX or NASDAQ exchanges.  It cannot be an 'index fund', 'option', or foreign stock.

Make a Company Stock Sheet Project

You will hand in three stock sheets for your project.  You may actually submit less if you discuss your concerns about the project with me first.  I would prefer that you do fewer stock sheets, but a terrific job on the ones you submit.  

Please do not do the following companies, as we have discussed them in class or I have used them as samples:

  DO NOT USE:  GE, IBM, MICROSOFT, GOOGLE, YUM Brands, or an index/average.

You may pick any publicly traded company, that sells for less than $1000 per share on the following stock exchanges:
NYSE
AMEX
NASDAQ

Sample model of a stock sheet (GE is the sample - do not use this company!)

View the rubric for determining your grade.  I will "average" your work over all the stock sheets that you produce to come up with a final grade.

Most of the information you need to gather is at Yahoo Finance including:
Ticker Symbol and URL of their web page
Company Logo Image (look for their web page or a product with their logo)
Hint: Save the logo as an image and use Insert->Picture->From File
Pricing: Current price, year's high and low (same as 52 week high/low)
Market capitalization (in dollars) - you determine if large/med/small.  See my guidelines at the link.
Industry and Sector (find this at the company profile link on Yahoo)
Research - can be found at Yahoo finance news, or from general WWW.  You must provide citations in my format !

Don't forget to look at the company's web page or other news websites for information that can help you complete the research sections.

General Research Sources for Stocks

Do the research to complete the project !

Next project:

Working With Excel - Stock Portfolios & Charts

Simple spreadsheet for calculating your portfolio value

Other details to be discussed in class.

 

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