Stocks bonds and mutual funds
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Stocks, Bonds and Mutual Funds. Write down these questions on your notes (leave answer space). What are Stocks? How does the Stock Market Work? Why Do People Buy Stock? Where are stocks bought & sold? How to buy & sell stocks? What is the difference between a stock and a bond?.

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Stocks, Bonds and Mutual Funds

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Stocks bonds and mutual funds

Stocks, Bonds and Mutual Funds


Write down these questions on your notes leave answer space

Write down these questions on your notes (leave answer space)

  • What are Stocks?

  • How does the Stock Market Work?

  • Why Do People Buy Stock?

  • Where are stocks bought & sold?

  • How to buy & sell stocks?

  • What is the difference between a stock and a bond?


Student objectives

Student Objectives

  • Students will understand the cost and benefits of investing in the stock market.

  • Students will understand the cost and benefits of investing in mutual funds.

  • Essential Learning #2: What role do incentives, benefits, costs and prices play in a market economy?


State standards

State Standards

  • 1 Students analyze the elements of America's market economy in a global setting

  • Describe the functions of the financial markets.


3 asset classes

3 Asset Classes

  • Stocks

  • Bonds

  • Mutual Funds


What are stocks

What are Stocks?


Now it is time to watch a video clip on stocks

Now it is time to watch a video clip on Stocks!!!

  • http://www.youtube.com/watch?v=GnJCOof2HJk


How does the stock market work

How does the Stock Market Work?


How does the stock market work1

How does the Stock Market Work?


How does the stock market work2

How does the Stock Market Work?


Why do people buy stock

Why Do People Buy Stock?


Where are stocks bought sold

Where are stocks bought & sold?


How to buy sell stocks

How to buy & sell stocks?


How do you decide which stocks to buy

How do you decide which stocks to buy?


The dow jones industrial average djia

The Dow Jones Industrial Average (DJIA)


Stocks bonds and mutual funds

  • 3M Company (MMM)

  • Alcoa Inc. (AA)

  • Altria Group, Inc. (MO)

  • American Express Co. (AXP)

  • American Int'l. Group (AIG)

  • AT&T Inc (T)

  • Boeing Co. (BA)

  • Caterpillar, Inc. (CAT)

  • Citigroup Inc. (C)

  • Coca-Cola Co. (KO)

  • DuPont deNemours (DD)

  • Exxon Mobil Corp. (XOM)

  • General Electric Co. (GE)

  • General Motors (GM)

  • Hewlett-Packard Co. (HPQ)

  • Home Depot, Inc. (HD)

  • Honeywell Int'l. Inc. (HON)

  • Intel Corp. (INTC)

  • International Bus. Mach. (IBM)

  • J.P. Morgan Chase & Co. (JPM)

  • Johnson & Johnson (JNJ)

  • McDonalds Corp. (MCD)

  • Merck & Co. Inc. (MRK)

  • Microsoft Corp. (MSFT)

  • Pfizer Inc. (PFE)

  • Procter & Gamble Co. (PG)

  • United Technologies Corp. (UTX)

  • Verizon Communications Inc. (VZ)

  • Wal-Mart Stores, Inc. (WMT)

  • Walt Disney Co. (DIS)


How to read the stock market index page you do not need to take notes on this

How to Read the Stock Market INDEX Page—you do not need to take notes on this!

Symbol= ticker symbol for the index

Last= the price it stopped trading at

Change= the difference between the current closing price & the previous day’s closing price

Change %= the percentage change between the current closing price & the previous day’s closing price

This is an index list.


How to read the stock market listing you do not need to take notes on this

How to Read the Stock Market listing— You do not need to take notes on this!

NYSE=New York Stock Exchange

BBY=Ticker symbol for Best Buy

Best Buy Co., Inc (NYSE:BBY)

47.46 +2.92 / +6.56%Sep 18

Prev. Close:

44.54

Open:

46.98

High:

47.56

Low:

45.69

Volume:

24,116,794

52wk Range:

41.85 - 58.49

P/E Ratio:

17.51

Dividend Yield:

1.10%

47.46 = price the stock closed at today

+2.92 = the Net Change the difference between the current closing price & the previous day’s closing price.

+6.56% = the Net percentage Change the difference between the current closing price & the previous day’s closing price.

Volume = the number of shares that were bought & sold today

Previous Close = what the stock closed at yesterday

52wk Range = the lowest to highest price this stock has traded at during the past 52 weeks

Open = The price it started trading at today

P/E Ratio = the price-earnings ratio, & is obtained by taking the latest closing price per share and dividing it by the latest available net earning per share. A high PE ratio usually indicates a stock that is experiencing a higher than average growth in earnings.

High = the high price the stock traded for today

Dividend Yield: the dividend divided by the closing price

Low = the low price the stock traded for today


Bonds

Bonds


Components of a bonds

Components of a Bonds

  • Buying Paper EE Bonds

  • Sold at half their face value; i.e., you pay $25 for a $50 bond but it's not worth its face value until it has matured (which can take 10-30 years depending on interest rates). EE Bonds can earn more than face value.

  • Purchase in denominations of $50, $75, $100, $200, $500, $1,000, $5,000, and $10,000.

  • $30,000 maximum purchase in one calendar year.

  • Issued as paper bond certificates.


Types of bonds

Types of Bonds


Review true or false

Review—True or False

  • The NYSE is the largest marketplace for the sale & purchase of stocks in the world.

  • There are 11 companies in the DOW Jones.

  • One reason to buy stock is for the expected gain in its price.

  • The face value of a bond is also called the par value.


Review true or false1

Review—True or False

  • The NYSE is the largest marketplace for the sale & purchase of stocks in the world.

    • TRUE

  • There are 11 companies in the DOW Jones.

    • FALSE

  • One reason to buy stock is for the expected gain in its price.

    • TRUE

  • The face value of a bond is also called the par value.

    • TRUE


  • If you are interested in short sales

    If you are interested in short sales:

    • http://www.investopedia.com/university/shortselling/default.asp


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