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FIN3013

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

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  1. FIN3013 Lab #3

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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

  9. Next Week (Lab #4) • Assignment #3 Due • Quiz #1 • Calculating percentage returns • Financial Statement Analysis UTSA College of Business FIN3013Lab

  10. QUESTIONS? UTSA College of Business FIN3013Lab

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