Reference no: EM131161379
You will conduct a securities assessment for your securities and complete your weekly portfolio analysis.
For your securities assessment, select several of the stocks in your portfolio with dividend and growth information, and complete the following:
• Calculate their value using the dividend valuation model (DVM), including zero growth, constant growth, and variable growth.
• Comment on the differences between the DVM value and the current market value.
• Download a 6-month high-low-close chart for each of your securities from an appropriate Web site. Select one of your common stocks and download daily high-low-close prices for the past 8 weeks. Construct a point-and-figure chart, and comment on what you find.
• Analyze how your portfolio returns would have been affected had you placed moving stop-loss orders at prices 10 percent below the market prices of your securities. Show when you would have been stopped out, and show the recalculation of the returns.
Include the following elements in your ongoing weekly portfolio analysis.
• A weekly performance record of your portfolio, in comparison with a selected benchmark.
• The background information on macroeconomic, industrial, financial market, political, or other news events that might affect the risk and return of the portfolio. You are encouraged to keep a weekly journal of these events. Note: You will be required to provide a summary of these events in an appendix of your final project paper.
• A reassessment of asset investments, accompanied by detailed analysis and rationale.
• A review of the changes in the risk of the portfolio and recalculation of the portfolio's beta, based on your buying and selling of securities.
• Your comments on trading activity (or turnover), including any contemporary factors (fiscal, economic, industry- or sector-specific, and political issues).
Title your 2-3-page analysis (including any graphics) "Securities Assessment," and submit it to the assignment area.
|
The profitability of the leading cola syrup manufacturers
: The profitability of the leading cola syrup manufacturers PepsiCo and Coca-Cola and of the bottlers in the cola business is very different. PepsiCo and Coca-Cola enjoy a 81 percent operating profit a percentage of sales. Perform a Porter’s Five Force..
|
|
Why invest capital in purely competitive industries
: Why invest capital in purely competitive industries with equilibrium margins that are razor thin and entrants that erode quasi- profits? Suppose volume is not exceptionally large, why then?
|
|
What percentage change in unit sales is required
: Information Resources, Inc. (IRI), collects data on consumer packaged goods at 32,000 scanner checkout counters and in panel surveys of 70,000 households. What expenses explain the difference between 43 percent and 29 percent? What percentage change ..
|
|
Explain the main elements of virtue ethics
: Compare and contrast Kant's deontological theory with natural law theory. - Explain the main elements of virtue ethics and the ethics of care.
|
|
Calculate their value using the dividend valuation model
: Calculate their value using the dividend valuation model (DVM), including zero growth, constant growth, and variable growth. Comment on the differences between the DVM value and the current market value.
|
|
For firm with fixed cost and average variable cost
: For a firm with fixed cost of 555, average variable cost of 12 and selling at a price of 17, find a profit in terms of its level of sales, Q. What value should Q be to achieve the profit target of 195?
|
|
Mcdonald and the product
: The organization is McDonald's and the product is introducing a new menu item which is an all beef hot dog with Tex Mex optional.
|
|
When is sampling more appropriate than a census
: In what types of situations is conducting a census more appropriate than sampling? When is sampling more appropriate than a census?
|
|
Significance of marketing to organizational success
: Assume you are charged with establishing a marketing campaign for a product that is in a mature stage of the product life cycle. Review the ‘Marketing and Promotions Process Model" and decipher which part of the process would be the most difficult..
|