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FIN3013 Lab #3 Reviewing Assignment #2 Which companies had ROE Less than 10%? Between 10% and 15%? Between 15% and 20%? Between 20% and 25% Greater than 25%? What were some of your observations? Assignment #3 Goals Calculate monthly returns for your stock and for the S&P500

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fin3013

FIN3013

Lab #3

reviewing assignment 2
Reviewing Assignment #2
  • Which companies had ROE
    • Less than 10%?
    • Between 10% and 15%?
    • Between 15% and 20%?
    • Between 20% and 25%
    • Greater than 25%?
  • What were some of your observations?

UTSA College of Business

FIN3013Lab

assignment 3 goals
Assignment #3Goals
  • Calculate monthly returns for your stock and for the S&P500
  • Plot a graph
  • Write a professional memo reporting results

UTSA College of Business

FIN3013Lab

looking at price changes can be deceiving
CCU

Jan 1--$56.98

Feb 1--$55.25

Loss $1.73

Hypothetical Company--Road Runner

Jan 1--$200

Feb 1--$195

Loss $5

Looking at Price Changes Can Be Deceiving

UTSA College of Business

FIN3013Lab

percentage returns allows us to compare investments
CCU

(P2-P1)/P1 =

(55.25-56.98)/56.98=

-0.0304 or –3.04%

Roadrunner

(P2-P1)/P1 =

(195-200)/200=

-0.0205 or –2.5%

Percentage Returns Allows Us To Compare Investments

UTSA College of Business

FIN3013Lab

10 00 invested in each stock
CCU

(10,000)*(-.0304)=

Loss of $304

Roadrunner

(10,000)*(-.025)

Loss of $250

$10,00 Invested In Each Stock

UTSA College of Business

FIN3013Lab

for your company
For Your Company
  • Calculate monthly returns
    • Your Stock
    • S&P500
  • Plot Graph
    • Date on X axis
    • Returns for your stock and S&P500 on Y axis

UTSA College of Business

FIN3013Lab

slide8
Memo
  • Brief description of your graph
  • One observation or insight from your graph
  • Use proper formatting
  • Content and presentation are important

UTSA College of Business

FIN3013Lab

next week lab 4
Next Week (Lab #4)
  • Assignment #3 Due
  • Quiz #1
    • Calculating percentage returns
    • Financial Statement Analysis

UTSA College of Business

FIN3013Lab

slide10
QUESTIONS?

UTSA College of Business

FIN3013Lab

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