Company NameAmazonMicrosoftAppleTeslaTickerAMZNMSFTAAPLTSLA2 VisaV3 SPDR S&P 500 ETFSPYPortfolio Beginning Value (PBV)5 S&P 500 Index Value# of sharesPurchased8 Answer these questions each week.How much is the market up or down (%)?0 How much is your portfolio up or down (%) ?1 Name your biggest winner (%)2 Name your biggest loser (%).18079145305026Purchase Beg.PriceValue107.59252.56137.59663.90199.03389.6319,366.2019,952.2419,950.5519,917.009,951,5010,130.3899,267.873,901.36Current CurrentPriceValue113.55256.72150.17720.20210.04385.1320,439.0020,280.8821,774.6521,606.0010.502.0010,013.38104,615.913,817.18% Changefrom begin % weight Beta Value5.54%1.65%9.14%8.48%5.53%-1.15%19.54%19.39%20.81%20.65%10.04%9.57%5.39% 100.00%-2.2%0.000.000.000.000.000.000.001.00

The upward or downward movement of the market is typically measured by market indices like the…

Company Name Amazon Microsoft Ticker AMZN MSFT AAPL TSLA Apple Tesla Visa V SPOR S&P 500 ETF SPY Portfolio Beginning Value (PBV) S&P 500 Index Value # of shares Purchased Answer these questions each week. How much is the market up or down (%)? How much is your portfolio up or down (%) ? Name your biggest winner (%) Name your biggest loser (%). 229888 180 79 145 30 50 26 Purchase Beg. Value Price 107.59 252.56 137.59 663.90 199.03 389.63 19,366.20 19,952.24 19,950.55 19,917.00 9.951.50 10,130.38 99,267.87 3,901.36 Current Current Price Value 113.55 256.72 150.17 720.20 210.04 385.13 20,439.00 20,280.88 21,774.65 21,606.00 10.502.00 10.013.38 104,615.91 3,817.18 % Change from begin % weight Beta Value 0.00 5.54% 1.65% 9.14% 8.48 % 5.53% -1.15% 5.39% -2.2% 19.54% 19.39% 20.81% 20.65% 10.04% 9.57% 100.00% 0.00 0.00 0.00 0.00 0.00 0.00 1.00

Company Name Amazon Microsoft Ticker AMZN MSFT AAPL TSLA Apple Tesla Visa V SPOR S&P 500 ETF SPY Portfolio Beginning Value (PBV) S&P 500 Index Value # of shares Purchased Answer these questions each week. How much is the market up or down (%)? How much is your portfolio up or down (%) ? Name your biggest winner (%) Name your biggest loser (%). 229888 180 79 145 30 50 26 Purchase Beg. Value Price 107.59 252.56 137.59 663.90 199.03 389.63 19,366.20 19,952.24 19,950.55 19,917.00 9.951.50 10,130.38 99,267.87 3,901.36 Current Current Price Value 113.55 256.72 150.17 720.20 210.04 385.13 20,439.00 20,280.88 21,774.65 21,606.00 10.502.00 10.013.38 104,615.91 3,817.18 % Change from begin % weight Beta Value 0.00 5.54% 1.65% 9.14% 8.48 % 5.53% -1.15% 5.39% -2.2% 19.54% 19.39% 20.81% 20.65% 10.04% 9.57% 100.00% 0.00 0.00 0.00 0.00 0.00 0.00 1.00

Essentials Of Investments

11th Edition

ISBN:9781260013924

Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.

Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.

Chapter1: Investments: Background And Issues

Section: Chapter Questions

Problem 1PS

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You've collected the following information from your favorite financial website. 52-Week Price Div Yld PE Close Net Ratio Price Chg Hi Lo Stock (Div) % 77.40 10.43 Palm Coal .36 2.6 6 13.90 .24 55.81 33.42 Lake Lead Grp 1.54 3.8 10 40.43 -.01 130.93 69.50 SIR 2.00 2.2 10 88.97 3.07 50.24 13.95 DR Dime .80 5.2 6 15.43 -.26 .18 35.30 20.77 Candy Galore 0.35 1.5 28 ?? a. Using the dividend yield, calculate the closing price for Candy Galore on this day. (Do not round intermediate calculations and round your answer to 2 decimal places, e.g., 32.16.) b. Assume the actual closing price for Candy Galore was $23.02. Your research projects a 4.75 percent dividend growth rate for Candy Galore. What is the required return for the stock using the dividend discount model and the actual stock price? (Do not round intermediate calculations and enter your answer as a percent rounded to 2 decimal places, e.g., 32.16.) a. Stock price b. Required return %
1 S Book What are the portfolio weights for a portfolio that has 120 shares of Stock A that sell for $30 per share and 100 shares of Stock B that sell for $20 per share? (Do not round intermediate calculations and round your answers to 4 decimal places, e.g., .1616.) Stock A Stock B
XYZ stock price and dividend history are as follows: Year Beginning-of-Year Price Dividend Paid at Year-End 2018 $ 110 $ 3 2019 113 3 2020 100 3 2021 105 3 An investor buys four shares of XYZ at the beginning of 2018, buys another two shares at the beginning of 2019, sells one share at the beginning of 2020, and sells all five remaining shares at the beginning of 2021. Required: a. What are the arithmetic and geometric average time-weighted rates of return for the investor? (Do not round intermediate calculations. Round your answers to 2 decimal places.) b-1. Prepare a chart of cash flows for the four dates corresponding to the turns of the year for January 1, 2018, to January 1, 2021. (Negative amounts should be indicated by a minus sign.) b-2. What is the dollar-weighted rate of return? (Hint: If your calculator cannot calculate internal rate of return, you will have to use a spreadsheet or trial and error.) (Negative value should be indicated by a minus…
You've collected the following information from your favorite financial website. 52-Week Price Div PE Close Net Hi Lo Yld % Ratio Price Chg Stock (Div) Palm Coal .36 77.40 10.43 2.6 6 13.90 -.24 Lake Lead Grp 55.81 33.42 3.8 10 40.43 -.01 130.94 69.55 SIR 2.05 2.3 10 88.98 3.07 50.24 13.95 DR Dime .80 5.2 6 15.43 -.26 35.00 20.74 Candy Galore .32 1.5 28 ?? .18 According to your research, the growth rate in dividends for SIR for the next five years is expected to be 20 percent. Suppose SIR meets this growth rate in dividends for the next five years and then the dividend growth rate falls to 5.25 percent indefinitely. Assume investors require a return of 12 percent on SIR stock. According to the dividend growth model, what should the stock price be today? (Do not round intermediate calculations and round your answer to 2 decimal places, e.g., 32.16.) X Answer is complete but not entirely correct. Current stock price $ 21.33 X 1.54
The following table lists stock price data for four companies held in a mutual fund's portfolio: 52 WEEK HI LO +11.5 29.79 25.00 +15.9 55.55 40.04 +17.8 40.20 30.03 +6.9 38.60 23.17 YTD % CHG STOCK Habib Corp. Marston Tech Chemla Inc. Vistou Co. YLD DIV % 1.50 5.3 2.00 4.9 1.20 3.2 0.50 1.4 Use the preceding data to answer the following question: VOL P/E 100s CLOSE 4001 28.47 5 34201 41.10 -0.15 17 2033 37.67 +0.17 15 15770 34.87 -0.28 NET CHG +0.08 Which of the stocks in the table had the highest earnings per share (EPS) in the past year?
Projections for a firm whose stock you wish to value: Years 1-6 EPS Payout Ratio Stock's beta is YTM on T-bond is Stock premium is 1.26 0.27 1. What is the stock's value? A Between 15.00 and 23.00 B Between 23.00 and 27.00 C Between 27.00 and 31.00 D Between 31.00 and 40.00 0.6 4.3% 5.0% Years 7-13 4.97 0.36 Discount the projected dividends at the required rate of return to estimate the stock's value. Only use years 1-24 in your computations. Years 14 - 24 6.91 0.42 2. Please go back to the original story. Suppose the stock becomes less risky from an investor's view. For instance, suppose its beta is now 0.80 If there are 90,000,000 shares outstanding, what is the impact on the market value of the firm? Hint: first find the new stock price, then compute how it changed, and multiply that change by the number of shares outstanding. A up between 0 and 160,000,000 B up between 160,000,000 and 500,000,000 C down between 0 and 160,000,000 D down between 160,000,000 and 500,000,000
You purchase 100 shares of stock for $40 a share. The stock pays a $2 per share dividend at year-end. a. What is the rate of return on your investment if the end-of-year stock price is (i) $38; (ii) $40; (iii) $44? (Leave no cells blank - be certain to enter "0" wherever required. Enter your answers as a whole percent.) Stock Price Rate of Return 38 40 % 44 %
The following table shows your stock positions at the beginning of the year, the dividends that each stock paid during the year, and the stock prices at the end of the year. Company Johnson Controls Medtronic Direct TV Qualcomm Portfolio Return Shares 450 300 Dollar return Percentage return 600 200 What is your portfolio dollar return and percentage return? Note: Round your answers to 2 decimal places. Beginning of Year Price $ 73.01 57.67 25.04 43.18 % Dividend Per Share $ 1.19 .43 .40 End of Year Price $85.97 53.61 24.49 39.02
New York Stock Exchange Composite Transactions Quotations as of 5 p.m. EST Nov. 13, 2022 YTD % CHG STOCK SYM YLD P/E LAST NET CHG 4.6 DowChem DOW 1.7 21.43 36.87 0.1 QUESTION #1. How much of dividends were paid out most recently? What is the dividend payout ratio for DOW? QUESTION #2. If you assume DOW will grow at a constant rate of 11% annually and require a rate of return of 13%, how much are you willing to pay the most for DOW stock? QUESTION #3. What was the beginning year price for DOW stock? Answer: approximately Do not round your interim calculations

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