Company Name Your Name
Stock Market Project Company Mission Statement
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Company Executive Members: _______________________________
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________
Learning Objectives: The students will be able to… *define the purpose and structure of the stock market. *explain the benefits and draw backs that exist when a company allows investors to purchase stocks. *differentiate between a bull and bear market. *outline the benefits and draw backs of participating in stock market activities. *use advertising techniques to persuade peers to use their company by applying basic advertising techniques using technology into a multimedia presentation (PowerPoint Presentation, Video Commercial, ect.).
Project Timeline and Assignment Due Dates Mon., April 11 – Intro to Stock Market Investment Competition For this activity you will serve as the Executive Board members for a stock investment company. Your first task is to come up with (1) a unique Company Name, (2) write a Mission Statement, and (3) make an Initial Investment into the stock market as a company. (All aspects of your company must be school appropriate!) Initial Stock Investments: you’ve been given $500 of Mr. Stenerson’s money to invest in local businesses. Your goal today is to find multiple stocks to invest in…
(D--‘- P-- A-- Y--- E--- I- O-- B-----!) …not exceeding the total amount you have been given. You don’t have to spend $500 exactly, but any money not used will go into a fund which Mr. Stenerson will use to buy Taco Bell with on the way home. So you have to invest as much as you can today or it will go towards other expenditures! Initial Investment Company Name
Symbol
Stock Value
# of Shares
Total Spent
EX. Stenerson Lumber Co.
SLC
$29.05
9
29.05 x 9 = 261.45
Total Spent: (not to exceed $500) We will be focusing on Stocks of Arizona Interest using the following site: http://www.nasdaq.com/screening/companies-by-region.aspx? region=North+America&country=United+States&state=AZ Each week you are required to research two of your stocks to see what current news is circulating the company so that you have an idea of whether or not they are worth your money.
Thurs., April 14th - Stock Market Update and Weekly Reflection Stock Market Activity: You will receive 20 minutes of class for your company to sell, trade, or purchase new stock to invest in. All transactions are public as nothing will take place ‘behind closed doors’. Remember that all decisions must be made as a group. The chart at the end of this packet will need to be updated during this time as well to reflect changes in stock options. (Remember for this stage you are not given another $500 to invest, you can only work with the money you have already invested or gained from the previous week.) For full points you must make at least two changes to your ‘portfolio’ during each weekly update. In order to get new money to make purchases, you must sell the stocks that you have already invested in. This is the only way to free up money for new ventures. When selling shares you must use the current value, not the previous week’s. (If you are lucky you will have made money, but if you lose and you chose to sell off your shares, it is money lost.) It is also important that on these days you also complete your Weekly Reflections as they will be randomly called on to check records. Don’t let your group suffer because you slipped up on your paper work. Tues., April 19th - Stock Market Update and Weekly Reflection Thurs., April 21st – Stock Market Update and Weekly Reflection Tues., April 26th – Stock Market Update and Weekly Reflection Tues./Wed., April 26th and 27th – Advertising Work Days How did your company make trading decisions? What stocks did you purchase? How much did you ‘make’? What caused your stocks to fluctuate or maintain? (include a chart/graph) How much do you think you should charge for your services? Why should a person use your services over others? This information can be presented through a live presentation with video or it can be through live presentation with a PowerPoint or Google Slideshow as an aid. Either way, your data must be reflected in the presentation. It is a rubric based requirement to dress the part! Thurs., April 28th – Advertising Sales Pitch (Presentations) Each group will have the opportunity of selling their company to the class using the presentation that they created. The group who is able to persuade the class to their business will receive an automatic 100% on this project grade, no questions asked! PLEASE SEE THE ATTACHED RUBRIC FOR REQUIRED ATTIRE AND PRESENTATION CONTENT! Fri., April 29th – Top Two Groups Compete for Mr. Stenerson’s account and 100%!
Stock Market Update and Weekly Reflection Thurs., April 14th 1)
How much did you make this week? How much did you lose?
2)
What changes did you make and why? OR Why didn’t you make any changes?
3)
Researched Company’s Name: Company’s Purpose:
Symbol: _____
Explain why they are a good investment: 4)
Researched Company’s Name: Company’s Purpose:
Symbol: _____
Explain why they are a good investment: 5)
Remember that your company’s presentation is Due Thurs. April 28th! Company Name
Symbol
Stock Value
Last Week’s
Change
EX. Stenerson Lumber Co.
SLC
30.900
29.05
+1.85
Sprouts Farmers Market
SFM
15
-
-
# of Shares 9
7 4
Total Value:
Total Value 30.900 x 7 = 216.30 15.00 x 6 = 60.00
Stock Market Update and Weekly Reflection Tues., April 19th 1)
How much did you make this week? How much did you lose?
2)
What changes did you make and why? OR Why didn’t you make any changes?
3)
Researched Company’s Name: Company’s Purpose:
Symbol: _____
Explain why they are a good investment: 4)
Researched Company’s Name: Company’s Purpose:
Symbol: _____
Explain why they are a good investment: 5)
Remember that your company’s presentation is Due Thurs. April 28th! Company Name
Symbol
Stock Value
Last Week’s
Change
# of Shares
Total Value:
Total Value
Stock Market Update and Weekly Reflection Thurs., April 21st 1)
How much did you make this week? How much did you lose?
2)
What changes did you make and why? OR Why didn’t you make any changes?
3)
Researched Company’s Name: Company’s Purpose:
Symbol: _____
Explain why they are a good investment: 4)
Researched Company’s Name: Company’s Purpose:
Symbol: _____
Explain why they are a good investment: 5)
Remember that your company’s presentation is Due Thurs. April 28th! Company Name
Symbol
Stock Value
Last Week’s
Change
# of Shares
Total Value:
Total Value
Stock Market Update and Weekly Reflection
Tues., April 26th
1)
How much did you make this week? How much did you lose?
2)
What changes did you make and why? OR Why didn’t you make any changes?
3)
Researched Company’s Name: Company’s Purpose:
Symbol: _____
Explain why they are a good investment: 4)
Researched Company’s Name: Company’s Purpose:
Symbol: _____
Explain why they are a good investment: 5)
Remember that your company’s presentation is Due Thurs. April 28th! Company Name
Symbol
Stock Value
Last Week’s
Change
# of Shares
Total Value:
Total Value
Now its time to collect your data for your group’s presentation! Some sample data to include… How much did you lose/make? Did you make any decisions that seemed to pay off? Did you make any decisions that didn’t work out? Based on your experience, what makes you confident you would do well with another person’s money? Remember to include some sort of chart of graph illustrating your progress.
Every Group Will Present on th Thurs. April 28 !
Scratch Sheet of Paper for Figures, Data, or Whatever
Just for Clarification…
*At the next update you will put the new Stock Value in seeing whether you gained or lost overall. If you lost, you may consider taking a loss by dropping the stock and finding a new investment…
Selling/Acquiring New Stocks
Remember that when selling off one of your stocks, you must use the recent value, not the value from the previous week. You can then use that money to be reinvested elsewhere. If you end up with a few dollars that are not spent, put it at the bottom of your chart and add it to your total sum. It may be spent the following week.
Left over money
-
-
-
-
Total Value:
22.57 Sum of all stocks + 22.57
Company Name ______________________________
Period ___________
Names:
Stock Market Project Rubric Assignment
4
Weekly Reflections
Reflections are rushed and do not contain enough information to get an idea of how the company is doing.
Trading Floor Participation
No discussion took place leading to no discussions and no trading activity.
Company Ad (Technology) April 28th
Sales Pitch April 29th
Only ONE item is present: -Presentation was complete -Basic company info -Data with results were included in the presentation -Why chose their company? -Demonstrates creativity Only ONE item is addressed: -Everyone is dressed the part -Everyone is present -How much you will charge -Everyone speaks clearly -Presentation attempts to sway the class to their company
8
12
16
Reflections are somewhat thorough and give a general idea of the company’s status.
Reflections are thorough and provide a detailed update on the company’s status but does not let the teacher know the contributions of each group member.
Only a couple group members actively participated in discussions and decisions were made by one or two people.
The group made decisions however there was not much communication or discussion leading to decisions.
Most group members played an active role in the acquisition of new stock or the decision to maintain investments.
Only TWO items are addressed: -Presentation was complete -Basic company info -Data with results were included in the presentation -Why chose their company? -Demonstrates creativity
Only THREE items are addressed: -Presentation was complete -Basic company info -Data with results were included in the presentation -Why chose their company? -Demonstrates creativity
Only FOUR items are addressed: -Presentation was complete -Basic company info -Data with results were included in the presentation -Why chose their company? -Demonstrates creativity
Only THREE items are addressed: -Everyone is dressed the part -Everyone is present -How much you will charge -Everyone speaks clearly -Presentation attempts to sway the class to their company
Only FOUR items are addressed: -Everyone is dressed the part -Everyone is present -How much you will charge -Everyone speaks clearly -Presentation attempts to sway the class to their company
Reflection does not provide enough information to detail the company’s status and a really rough general idea is all that can be inferred.
Only TWO items are addressed: -Everyone is dressed the part -Everyone is present -How much you will charge -Everyone speaks clearly -Presentation attempts to sway the class to their company
TOTAL PROJECT SCORE
20
Points Earned
Reflections are thorough and provide a detailed update on the company’s status and what each group member has contributed. All group members played an active role in the acquisition of new stock or the decision to maintain investments. ALL items are addressed: -Presentation was complete -Basic company info -Data with results were included in the presentation -Why chose their company? -Demonstrates creativity ALL items are addressed: -Everyone is dressed the part -Everyone is present -How much you will charge -Everyone speaks clearly -Presentation attempts to sway the class to their company
80
Record each of your transactions on the Trading Floor in this Chart. Company Name
Initial Deposit
Symbol Date of Transaction
-
-
Buying or Selling
-
Stock Value at Time of Transaction
-
# of Shares
Total Cost or Revenue from this Transaction
Balance
-
-
$500.00
Record each of your transactions on the Trading Floor in this Chart. Company Name
Symbol
Date of Transaction
Buying or Selling
Stock Value at Time of Transaction
# of Shares
Total Cost or Revenue From This Transaction
