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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 l.jpg

FIN3013

Lab #3


Reviewing assignment 2 l.jpg
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


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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 l.jpg

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 l.jpg

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 l.jpg

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 l.jpg
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


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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


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Next Week (Lab #4)

  • Assignment #3 Due

  • Quiz #1

    • Calculating percentage returns

    • Financial Statement Analysis

UTSA College of Business

FIN3013Lab


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QUESTIONS?

UTSA College of Business

FIN3013Lab