week 2 trial

xlsx

School

Moi University *

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COST ACCOU

Subject

Finance

Date

Nov 24, 2024

Type

xlsx

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Uploaded by oromoclinton

Company Name Ticker Symbol # Shares Current Price/Share Price Paid/Share Tesla TSLA 10 $ 1,013.92 $ 764.12 Snap Inc. SNAP 150 $ 37.05 $ 36.98 CarParts.com PRTS 402 $ 7.26 $ 7.53 EOG Resources Inc. EOG 60 $ 121.01 $ 110.33 Upstart Holdings Inc. UPST 50 $ 115.45 $ 112.43 Coca Cola KO 80 $ 60.98 $ 61.59 ACM Research ACMR 40 $ 21.81 $ 74.56 Asana Inc. ASAN 74 $ 42.70 $ 46.80 Roku Inc. ROKU 50 $ 127.33 $ 118.38 Penn National Gaming Inc PENN 90 $ 43.17 $ 47.24 StoneCo Ltd STNE 108 $ 14.35 $ 14.35 ASML ASML 5 $ 690.54 $ 690.04 JD.com JD 20 $ 59.00 $ 46.52 shoprite holdings SRHGF 45 $ 14.13 $ 14.13 Rules for Week 1: 1. You will be required to invest $50,000 in a minimum of 10 US stocks. 2. Use www.finance.yahoo.com to look up the price of the stock you have chosen. 3. Enter the number of shares you wish to purchase and the current stock price in the spreadsheet ab first week the figures in columns D and E will be the same. 4. The best approach for the first week is to choose stocks of companies whose products you like. We scientific about it as the game progresses. 5. In Column K, click on "Review" in the Excel menu and then "New Comment". Give a brief descriptio chose this particular stock. 6. Save the spreadsheet to your desktop as "Week 1 Investment Game" and upload to the assignment 7. Please look at the examples for Coca-Cola and P&G above but delete them before creating your por update the stock price and number of shares if you would like to include them in your portfolio.

Price Change Since Purchase Current $ Value Total Price Paid Total Gain/Loss Gain/Loss % $ 249.80 $ 10,139.20 $ 7,641.20 $ 2,498.00 32.69% $ 0.07 $ 5,557.50 $ 5,547.00 $ 10.50 0.19% $ (0.27) $ 2,918.52 $ 3,027.06 $ (108.54) -3.59% $ 10.68 $ 7,260.60 $ 6,619.80 $ 640.80 9.68% $ 3.02 $ 5,772.50 $ 5,621.50 $ 151.00 2.69% $ (0.61) $ 4,878.40 $ 4,927.20 $ (48.80) -0.99% $ (52.75) $ 872.40 $ 2,982.40 $ (2,110.00) -70.75% $ (4.10) $ 3,159.80 $ 3,463.20 $ (303.40) -8.76% $ 8.95 $ 6,366.50 $ 5,919.00 $ 447.50 7.56% $ (4.07) $ 3,885.30 $ 4,251.60 $ (366.30) -8.62% $ - $ 1,549.80 $ 1,549.80 $ - 0.00% $ 0.50 $ 3,452.70 $ 3,450.20 $ 2.50 0.07% Current Portfolio Value $ 55,813.22 $ 54,999.96 $ 813.26 1.48% $ 46.52 $ 46.52 $ 46.52 $ 46.52 $ 46.52 $ 14.13 $ 14.13 $ 14.13 $ 14.13 $ 14.13 bove. For this e will get more on of why you t manager. rtfolio. Or

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Company Name Market Capitalization EPS P/E ratio updated stock prices Tesla 1.137 trillion 4.9 233.77 1145.473 Snap Inc. $60.733 billion -0.31 N/A N/A CarParts.com $0.35 billion -0.2 N/A N/A EOG resources Inc. $70.43 billion 7.99 15.12 120.8088 Upstart Holdings Inc. $9.165 billion 1.43 48.04 68.6972 Coca Cola $272.57 billion 2.25 27.8 62.55 ACM research $1.22 billion 0.58 38.27 22.1966 Asana Inc. $7.56 billion -1.63 N/A N/A Roku Inc. $16.98 billion 1.71 78.71 134.5941 Penn National Gaming $7.07 billion 2.48 17.84 44.2432 StoneCo Ltd $3.5 billion -0.93 N/A N/A ASML $270.43 billion 15.88 43 682.84 JD.com $103.68 billion 0.38 N/A N/A Shoprite Holdings $128.23 billion 9.67 24.83 240.1061

Forward Dividend/Yield Date of Last Stock Split Dividend History Earliest Latest N/A n/a $1,084.59 $1,091.58 N/A n/a $37.39 $38.79 N/A n/a $6.70 $6.70 3.00 (2.49%) 13th april, 2022 $120.33 $121.43 N/A n/a $109.03 $ 108.97 1.76(2.8%) 14th march 2022 $26.45 $26.45 N/A n/a $20.78 $20.87 N/A n/a $40 $40.03 N/A n/a $125.56 $125.85 N/A n/a $41.60 $42.01 N/A n/a $12.48 $12.14 6.28(0.94%) 3rd may 2022 $666.53 $666.73 N/A 17th august 2020 $60.31 $59.09 5.86 (2.49%) 6th april 2022 $15.92 $15.95

Week 2 Instructions: 1. Update the current market prices of the stocks in your portfolio by typing in the new price per share on the Week 1 sheet. All other numbers should update automatically. Type in the date somewhere on the sheet but in a visible location. 2. Spend $5000 to add 2 foreign stocks to your portfolio on the Week 1 sheet. The investment can be in any allocation - 50% stock 1 and 50% stock 2 or any allocation adding up to 100%. 3. On the Week 2 sheet, type in the names of all of the stocks currently in your portfolio (including the two international stocks). Copy and paste from the Week 1 sheet. Then fill in the information in columns B through G. Please click on the column headers for tips on where to find the information on Yahoo Finance. 4. Save the Excel file to your desktop as InvestmentGameWeek2 and then upload to the assignment manager.

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Economic and Industry Analysis Economic Analysis: Please use the internet to find information in regard to a prediction of the direc the United States economy over the next year. Make sure you summarize in your own words (do not copy and paste) and for full credit cite at least 4 of the Economic Indicators from Table 7.1 in your bo GDP, Industrial Production, etc. Just type in below. The type of economy in the United States is known as a mixed economy. The United States governm encourages free market activity, but it does periodically engage in the market, such as with the Fede Reserve's price-cut schemes (AMADEO, 2022). In the fourth quarter of 2021, the economy grew at a disappointing 6.9%, bringing the year to a close. Inflation has risen by approximately 7% year on yea significantly above the Federal Reserve's target of 2%. As a result, interest rates are likely to rise soo rather than later. The unemployment rate was 3.9% in the last quarter of 2021, a drop from 6.4% at beginning of the year. According to a December 2021 prediction given at a Federal Open Market Com (FOMC) meeting on December 15, US GDP growth will reach 4% by 2022. It is then predicted that by will have slowed to 2.2 percent growth, and by 2024, it will have slowed to 2% growth (AMADEO, 20 Fed revised its earlier predictions in its March 16, 2022 meeting, predicting lower GDP growth of 2.8 2022, followed by a 2.2 percent increase in 2023, and a 2.0% increase in 2024. According to the same March 2022 forecast, the unemployment rate in 2022 is expected to be 3.5% 2023, the rate is predicted to remain at that level, rising to 3.6% by 2024. As a result of the outbreak rate soared to 14.8% in April 2020 as employees were laid off. Every year, the Bureau of Labor Statis releases an employment idea that delves deeper into each industry and position (Dubina, 2021). Be 2020 and 2030, the BLS predicts an increase in employment of 11.9 million people. By 2022, the infl rate is expected to be 4.1%, then 2.6% in 2023, and 2.3% in 2024. Electricity and food costs are not i in the core inflation rate, which is the rate at which the Fed chooses to set monetary policy. FOMC c an extraordinary conference in March 2020 to discuss the economic impact of the COVID-19 outbre which decreased supply rates to between 0% and 0.25% (The Conference Board, 2022). It was anno that, in order to battle inflation, FOMC would increase interest rates for the first time since 2018, at meeting on March 16, 2022. FOMC projected a sustained increase in the targeted rate to 1.9% by 20 March 2022 projections. By 2023 and 2024, the goal rate will rise to 2.8% (Cox, 2022). Oil prices are expected to rise, according to the EIA Vision for Power in 2050. According to research, average price of Brent oil could grow to $173 per barrel by 2050, keeping pace with inflation (AMADEO, 2022). By that time, cheaper oil reserves would be depleted, raising the cost of crude oil production. The government's initiatives to enhance renewable energy generation in order to comb warming are not included in this projection. In recent years, both hurricanes and wildfires caused gr losses in the United States in 2020. Natural disasters caused by climate change, such as hurricanes, fl and wildfires, caused $ 210 billion in damage worldwide by 2020, up substantially from $ 66 billion i (Cox, 2022). As a result of global warming, damage claims have increased in severity and frequency. there will have been 980 natural disasters, up from 860 in 2019. References AMADEO, K. (2022, February 19). US economic outlook for 2021 and beyond . The Balance. https://www.thebalance.com/us-economic-outlook-3305669 The Conference Board. (2022, March 10). The conference board economic forecast for the US econom Conference Board | Trusted Insights for What's Ahead. https://www.conference- board.org/research/us-forecast Cox, J. (2022, February 1). After a huge year for growth, the U.S. economy is about to slam into a wa CNBC. https://www.cnbc.com/2022/02/01/after-a-huge-year-for-growth-the-us-economy- is-about slam-into-a-wall.html Dubina, K. (2021, September 24). Some growth projected for the U.S. economy, 2020–30 : Career ou U.S. Bureau of Labor Statistics . U.S. Bureau of Labor Statistics. https://www.bls.gov/careeroutlook/2021/data-on-display/economic-growth.htm

ction of t just ook, i.e. ment eral a ar, oner the mmittee y 2023, it 022). The 8% in %. By k, the stics (BLS) etween flation included convened eak, ounced its 022 in its , the bat global reat floods, in 2019 . By 2020, my . The all . t-to- utlook: Industry Analysis : Choose one of the US stocks from your portfolio. Go to fin on "Profile" and find the "Industry" and "Sector" of the chosen stock. Perform prepare a summary of the direction of the chosen company's industry over th plagiarize. Please make sure you touch on the questions posed in your book important in an industry analysis, i.e. What is the nature of the industry, Is it labor unions, technological developments, economic forces most important i financial and operating considerations, etc. Begin by filling in the following in the industry summary below this information. During your research, try to al company's top 2 competitors. Chosen Stock: Coca Cola Industry: Beverages—Non-Alcoholic Sector: Consumer Defensive Top 2 competitors: Red Bull and Pepsi Co The Coca-Cola Company is an American beverage company established in Atl governed under Delaware's General Corporation Law. It is interested in the m marketing of alcoholic beverages and syrups. It is the world's most popular sw created by scientist John Stith Pemberton in 1886. Coca-Cola has been a publ 1919. Their stock trades under the ticker "KO" on the New York Stock Exchan Coca-Cola, a fizzy beverage that is the cultural hub of the United States and a appeal, plays a vital role in the production and marketing of syrup today. Cold also produced and sold by the corporation. Coca-Cola offers a wide choice of offered a lot of snack foods such as Lays and Kurkure, although Coca-Cola doe competitive advantage over Coca-Cola. Whenever a company is alleged of mi reduced. Coca-Cola is alleged of violating copyright by deploying a device tha tailor drinks to their preferences. It has been identified as among the top fou globally which contribute greatly to global warming and carbon emissions by bottles (Chua et al., 2020). Most social and environmental organizations asce wastes a lot of water in locations where there is not any. Many individuals be contaminates water and puts pesticides into it to kill bacteria. Increased heal Coca-Cola sales and earnings to decline as customers opt for healthier alterna competitors. Coca-Cola has been alleged to cheat the public about the possib plastic bottles. The Coca-Cola Company expresses its gratitude to the IUF for serving as a glo united global workforce, which includes many members of the Coca-Cola pro Company, 2022). Coca-Cola affirms that Coca-Cola employees are free to exer unions and bargain collectively without fear of retaliation. These rights are pr reprisal, abuse, or any other form of retaliation. Coca-Cola is a good firm that shareholder base over the years. However, it does not appear to be a current estimates and slow growth. Even for the most seasoned investors, there are m alternatives to Coke's 2.74 percent return. Coca-Cola has failed to meet its tw annual volume by 3% to 4% (Brondoni, 2019). References Brondoni, S. M. (2019). Shareowners, stakeholders & the global oversize econ company case. Symphonya , (1), 16-27. Chua, J. Y., Kee, D. M. H., Alhamlan, H. A., Lim, P. Y., Lim, Q. Y., Lim, X. Y., & Sin and solutions: A case study of Coca-Cola company. Journal of the Comm Asia (JCDA) , 3 (2), 43-54. The Coca-Cola Company. (2022, February 4). The Coca-Cola Company: Refres Difference. https://www.coca- colacompany.com/content/dam/journey/us/en/policies/pdf/human-workpla engaging-stakeholders/coca-cola-company-and-international- union-fieldw

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nance.yahoo.com and click m a Google search to help he next year. Again, do not in regard to what is highly regulated, the role of in the industry, important nformation and then type lso determine the lanta, Georgia, and manufacture, sale, and weetened beverage and was licly-traded company since nge (Brondoni, 2019). a global icon of American d drinks and oranges are f low-cost beverages. Pepsi es not. It grants Pepsi a isconduct, trust is often at can detect consumers and ur biggest consumer labels y the use of single-use plastic ertain that the company elieve Coca-Cola lth awareness may cause atives offered by bility of recycling its old obal representative of the ogram (The Coca-Cola ercise their right to form racticed without fear of t has built a sizable t purchase based on current many more appealing wo-year aim of boosting nomy. The coca-cola ngh, N. (2020). Challenges munity Development in sh the World. Make a ace- rights/human-rights- workers-global-union-

workers-global-union-

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coca-cola pepsi Who Performed Better? Liquidity Current Ratio 1.13 0.83 coca-cola Leverage Debt/Equity 177.98 262.39 coca-cola Profitability Operating Margin 29.29 14.85% coca-cola 25.28% 9.58% coca-cola Return on Assets 7.79% 7.96 pepsi 42.49% 51.71 pepsi Common Stock Trailing P/E 27.63% 30.64 pepsi PEG 2.75% 3.2 pepsi Price/Book 11.72% 14.5 pepsi Diluted EPS 2.25% 5.49 pepsi Trailing Dividend Yield 2.71% 2.54 coca-cola Payout Ratio 74.67% 77.73 pepsi Profit Margin Return on Equity Administrator: Trailing P/E is based on past EPS, whereas forward P/E is based on projected EPS. Administrator: Diluted EPS is a metric used in fundamental analysis to gauge a company's quality of earnings per share, assuming all convertible securities are exercised. Convertible securities include all outstanding convertible preferred shares, convertible debt, equity options (mainly employee-based options), and warrants. Read more: Earnings per share (EPS) versus diluted EPS | Investopedia https://www.investopedia.co m/ask/answers/051115/what -difference-between- earnings-share-eps-and- diluted- eps.asp#ixzz59GyeV7U4 Follow us: Investopedia on Facebook

This assignment continues from week 3. Using the stock you used to perform industry analysis and on perform a basic Fundamental Analysis on the two companies. Click on "Statistics" in Yahoo Finance fo financial ratios already calculated for the ratios listed here in the Spreadsheet. Change the colum hea company names and then fill in the ratio information. Also, type in the name of the company who pe Then, in this text box, compare your findings. Be sure to make comments about the four categories o Leverage, Profitability, and Common Stock. (Yahoo Finance did not have any Activity Ratio informatio chosen stock or switch to the competition? Why? The liquidity ratio measures the ability of the company to meet its short-term obligations. Both coca- being stable in meeting their short-term obligations. The rule of thumb is that a company should have meet its short-term obligations efficiently. Both Pepsi and coca-cola had a ratio of below, which shows obligations, but coca-cola company did perform well compared to Pepsi inc. Leverage ratios indicate the amount of debts incurred by the company. The ratio also assesses the com of funding for the assets, either via debt or equity. The debt/equity ratio mainly determines the levera cola had very high ratios, which means their operations are mostly financed with debt. Pepsi's debt/e means that most of Pepsi's operations are financed with more debt than that of coca-cola. The profitability ratio determines how a company uses its assets to make a profit. Both Pepsi and coca percentage posed. The ratios indicate that coca-cola company is making more profit than Pepsi, with a Pepsi of 14.85%. The profit margin of coca-cola is 25.28% against that of 9.58% of Pepsi. Though the r higher than that of coca-cola, it means Pepsi has fewer assets than coca-cola. The common stock ratios measure the proportion of the company's total capitalization from the sale o common stock ratios than coca-col. Its Trailing P/E was high at 30.64% compared to 27.63%; PEG was book ratio was higher at 14.5% than that of coca-cola at 11.72%. Pepsi's diluted EPS is 5.49 higher tha is also higher than coca-cola at 77.73% against that of coca-cola at 74.67%. However, the trailing divid Pepsi, which gives it an advantage in issuing dividends at year-end. I'd choose Pepsi over coca-cola fol and its price-to-earnings ratio is also more affordable than that of coca-cola. Its common stock has ou dividends payments will be reasonable compared to that of the coca-cola company.

ne of the competitors you listed, you will now or each of the stocks and you will find the adings for column B and C to the appropriate erformed better on each individual ratio. of ratios that were available, i.e. Liquidity, on available.) Would you stick with your current -cola and Pepsi didn't meet the threshold of e a current ratio of at least 2.0 to show it can s neither of the two can meet its short mpany's financial risk by determining its source age ratio. From the analysis, both Pepsi and coca- equity ratio is higher than that of coca-cola, which a-cola are making profits because of the positive a profitability margin of 29.29% against that return on assets and return on equity of Pepsi is of its common stock. Pepsi performed well in its 3.2 higher than coca-cola at 2.75%. Its price-per- an that of coca-coal at 2.25%, and its payout ratio dend yield of coca-cola is higher than that of llowing the analysis because its stock is cheaper, utperformed that of coca-cola, which means

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Company Name icker Symbo # Shares Current Price/Share Price Paid/Share Tesla TSLA 10 $ 1,013.92 $ 764.12 Snap Inc. SNAP 150 $ 37.05 $ 36.98 CarParts.com PRTS 402 $ 7.26 $ 7.53 EOG Resources Inc. EOG 60 $ 121.01 $ 110.33 Upstart Holdings Inc. UPST 50 $ 115.45 $ 112.43 Coca Cola KO 80 $ 60.98 $ 61.59 ACM Research ACMR 40 $ 21.81 $ 74.56 Asana Inc. ASAN 74 $ 42.70 $ 46.80 Roku Inc. ROKU 50 $ 127.33 $ 118.38 Penn National Gaming Inc. PENN 90 $ 43.17 $ 47.24 StoneCo Ltd STNE 108 $ 14.35 $ 14.35 ASML ASML 5 $ 690.54 $ 690.04 JD.com JD 20 $ 59.00 $ 46.52 shoprite holdings SRHGF 45 $ 14.13 $ 14.13