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FIN3013 - PowerPoint PPT Presentation

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&amp;P500

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FIN3013

Lab #3

Reviewing Assignment #2
• Less than 10%?
• Between 10% and 15%?
• Between 15% and 20%?
• Between 20% and 25%
• Greater than 25%?
• What were some of your observations?

FIN3013Lab

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

FIN3013Lab

CCU

Jan 1--\$56.98

Feb 1--\$55.25

Loss \$1.73

Jan 1--\$200

Feb 1--\$195

Loss \$5

Looking at Price Changes Can Be Deceiving

FIN3013Lab

CCU

(P2-P1)/P1 =

(55.25-56.98)/56.98=

-0.0304 or –3.04%

(P2-P1)/P1 =

(195-200)/200=

-0.0205 or –2.5%

Percentage Returns Allows Us To Compare Investments

FIN3013Lab

CCU

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

Loss of \$304

(10,000)*(-.025)

Loss of \$250

\$10,00 Invested In Each Stock

FIN3013Lab

• Calculate monthly returns
• S&P500
• Plot Graph
• Date on X axis
• Returns for your stock and S&P500 on Y axis

FIN3013Lab

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

FIN3013Lab

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