Researching a Company
Students use this page to write down reasons for buying individual stocks. They can compute how much stock will cost if purchased, and they can use this worksheet to gain background information that will help them decide on whether or not to buy. If students are working in groups, they can vote to buy after discussion.
Company Name: _______________________________________________________
Ticker Symbol: _____________________ Date of research: _____________________
Go to finance.yahoo.com to answer these questions.
Enter the company symbol (ticker). Use the summary page to fill in the missing information.
Last Trade: ______________________________________________________
52 week Range: __________________________________________________
Market Cap: _____________________________________________________
P/E (ttm): _______________________________________________________
EPS (ttm): ______________________________________________________
Div. & Yield: ____________________________________________________
Click on Profile to answer the following questions:
List the Co. web site: ______________________________________________
Industry: ________________________________________________________
Business Summary - What does this company produce or what service does it offer?
_________________________________________________________________
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Click on Income Statement and fill in the missing information:
____________________ ____________________ ____________________
Last year One- Year Ago Two Years Ago
____________________ ____________________ ____________________
Click on Balance Sheet to fill in the missing data:
Last year One- Year Ago Two Years Ago
____________________ ____________________ ____________________
Long Term Debt
____________________ ____________________ ____________________
Click on Headlines and read 4 –5 article about this company.
Write a summary about the articles you read. List the sources for your summary.
___________________________________________________________________________
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___________________________________________________________________________
___________________________________________________________________________
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Go back to Company profile and click on the company web site. Find the icon for investor relations. (It may read investors or shareholders.) Find the link for annual report. You may have to click on investor materials, stockholder information or investor reports etc. (You may have to do some searching here. All annual reports are available from the company web site.) Once you find the annual report, look for “Letter to the Shareholders”. This, too, might be titled as something else.
What information in the letter to shareholders is positive?
___________________________________________________________________________
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What did you read that would make people want to buy this stock?
___________________________________________________________________________
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Explain why you think you (or your group) should buy shares of this company?
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
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If you have chosen to invest in this company would it be a Conservative, Moderate or a Risky Investment?
___________________________________________________________________________
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(Cost of one share) x (number of shares) = cost of total number of shares
How many shares should you buy - _________________________________
Cost of one share - x_______________________________
Total cost of this trade - _________________________________
Remember, if you are playing a stock market game, you will also be charged 2% for the broker fee.
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(Cost of total number of shares) x (broker fee) = new total cost for shares purchased
EXAMPLE:
Sherry and CeCe buy 20 shares of General Electric. A share costs $22.00. Compute total cost to Sherry and CeCe:
$22.00 x 20 = $440.00
(2% broker fee needs to be converted to a decimal and multiplied by the total cost)
$440.00 x 0.02 = $8.80
(broker fee ® must now be added to total cost of purchase.)
$440.00 + $8.80 = $448.80
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