Module 3 Chapter-F2F
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Module 3 – Stock Price Data Background
In this module, you will be working with stock price data for Amazon.com. This stock is listed on the NASDAQ Stock Market (the second largest U.S. stock market, after the New York Stock Exchange). You will analyze the change in the stock prices over time as well as the value of investments over time.
The Excel workbook for this module consists of 2 tabs.
1.
The source tab.
2.
The “Table” tab contains the full history of Amazon stock prices from its start in May 1997 until November 2017. For each trading day of the stock, a record of each of the following is posted.
Open
= the price when the market opened in the morning.
Close
= the price when the market closed in the afternoon.
High
= the highest price during that trading day.
Low
= the lowest price during that trading day.
Volume
= number of shares of the stock traded that day.
Adj Close
(Adjusted Close) = a price adjusted to make prices comparable over time.
Note that the dates are listed from most recent to least recent.
The Adjusted Close
price on specific day reflects all the dividends and splits since that day. If no such dividends or splits have occurred since that day, the adjusted close equals the close
on that day. The change in adjusted closing price is used to calculate the total return of an investment made on some previous date in history.
Part 0: Percent Change
Expressing the percent (or relative) change is often more effective when you are concerned with comparisons over time than the absolute change of the quantity. For an example, an absolute 1
change of 10 units is almost unnoticeable when the value of a quantity observed is 1000 units. However, that same 10 units more than doubles the value of a quantity of 8 units.
To begin this Module, view the screencast Percent Growth Models
.
Part 1: Daily Changes in Stock Prices
1)
Create a column in Excel that shows the difference
, in dollars and cents, between the High
and Low
prices for each day. Call the column Daily Range
. Note: you will write an
Excel formula in the first row of data and drag it down the whole column. a.
What was the Daily Range on 4/23/15?
2)
Create a column in Excel that shows the percentage increase
of the High over the Low. Call the column Daily Range %
. Show your answer as a percentage with two decimal places, e.g., 10.12%.
a.
What was the Daily Range % on 5/27/15?
3)
Create a column in Excel that shows the difference
, in dollars and cents, between the Adjusted Close that day and the
Adjusted Close the previous day
. Call the column Daily Change
.
2
Screencast
a.
What was the Daily Change on 3/17/16?
4)
Create a column in Excel that shows the percentage change (either increase or decrease)
of the Adjusted Close that day
compared to the Adjusted Close the previous
day
. Call the column Daily Change %
. Show your answer as a percentage with two decimal places, e.g., 10.12%.
a.
What was the Daily Change % on 6/6/14?
5)
For this problem, the Excel function XLOOKUP is useful. a.
Which day in the data set had the largest Daily Range?
b.
Which day in the data set had the smallest Daily Range?
c.
Which day in the data set had the largest Daily Range %?
3
d.
Which day in the data set had the smallest Daily Range %?
e.
Which day in the data set had the largest positive Daily Change (i.e., biggest increase from the previous day)?
f.
Which day in the data set had the most negative Daily Change (i.e., biggest drop from the previous day)?
g.
Which day in the data set had the largest positive Daily Change %?
h.
Which day in the data set had the most negative Daily Change % (i.e., biggest percentage drop)?
6)
For what percentage of days in the data set was the Adjusted
Close
on the day lower than the Adjusted Close the previous day? Show your answer as a percentage with two decimal places, e.g., 10.12%.
4
7)
For what percentage of days in the data set was the Adjusted
Close
on a day higher than the Adjusted Close the previous day? Show your answer as a percentage with two decimal places, e.g., 10.12%. Is the sum of the answer to this question and the previous question equal to 100%? Why or why not?
8)
For what percentage of days in the data set was the Daily Change percentage a.
strictly greater than 0%?
b.
greater than or equal to 2.00%?
9)
For what percentage of days in the data set was the Daily Change percentage strictly greater than 2.00% and the volume traded was strictly less than 8,000,000?
5
6
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Related Questions
1. Stock WatcherMark Martin has created a basic stock watcher worksheet that he uses to report on gains or losses from when he purchased the stock and the last recorded date and price. Mark has given you a snapshot of his spreadsheet (see Figure T2.20) that you can use to re-create this spreadsheet for yourself. Here are some basic steps to follow:1. Create a new workbook.2 . Enter all the information provided in Figure T2.20 .
3. Apply the Currency format to the respective columns.4. The date should be entered as a function. Hint: Use the NOW function.5. Enter a formula for the Gain/Loss (%) column. Hint: You should subtract the Last columnfrom the Purchase column, and then divide by the Purchase column.6 . Format for percent in the Gain/Loss (%) column.
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Required information
[The following information applies to the questions displayed below.]
Leach Incorporated experienced the following events for the first two years of its operations.
Year 1:
1. Issued $16,000 of common stock for cash.
2. Provided $84,600 of services on account.
3. Provided $42,000 of services and received cash.
4. Collected $75,000 cash from accounts receivable.
5. Paid $44,000 of salaries expense for the year.
6. Adjusted the accounting records to reflect uncollectible accounts expense for the year. Leach estimates that 5 percent
of the ending accounts receivable balance will be uncollectible.
7. Closed the revenue account.
8. Closed the expense accounts.
Year 2:
1. Wrote off an uncollectible account for $950.
2. Provided $94,000 of services on account.
3. Provided $38,000 of services and collected cash.
4. Collected $87,000 cash from accounts receivable.
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Positions with respective columns.
Investor
InvestorID InvestorName Country
*Assume there is a primary key on InvestorID
Positions
StockSymbol InvestorID ReportingDate Qty
*Assume there is a primary key on StockSymbol,
InvestorID, Reportingdate
Positions means Stock holdings.
Write a queries to
a) Find all investors that have positions in more than one
stocks on any reporting date.
b) Output investors with their positions (they have ever
had) and respective dates when they acquired those
positions
c) Investors that never had a position
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Bookmarks Profiles Tab
Tab Window Help
ouTube
n.com/ext/map/index.html?_con=con&external_browser=0&launchUrl=https%253A%252F%2...
Mc
Graw
Hill
Q
Classes N Netflix Dashboard
SO (E O DEO ED
Required information
[The following information applies to the questions displayed below.]
Raphael Corporation's balance sheet shows the following stockholders' equity section.
outstanding
Preferred stock-5% cumulative, $____ par value, 1,000 shares authorized, issued, and
par value, 4,000 shares authorized, issued, and outstanding
:0
Common stock-$
Retained earnings
Total stockholders
29
Total amount paid to the preferred shareholders
Total amount paid to the common shareholders
2
W
3
1
LU
equity
E
2. If two years' preferred dividends are in arrears at the current date and the board of directors declares cash dividends of $17,550,
compute the total amount paid to (a) preferred shareholders and (b) common shareholders.
80
F3
$
4
DOD
000
F4
R
от бо
5
EDU 1011 (2019-F... G Annotated Bibliog...
F5
#tv
T…
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Styles
The ordering of material KL has caused concern in the past according to the chief accountant.
There have been occasions when an excessive amount of stock has been carried beyond any
possible demand and when the problem was addressed and the stock level cut, orders have been
unfulfilled and sales lost because the company has run out of material KL. The chief accountant
has said he wants a policy that achieves the following aims.
Adequate stock of material KL so as to minimize the risk of shortage and production
dislocation.
This should be balanced with the avoidance of excessive stock levels of material KL and
the consequent tying up of scarce resources.
You are given the following information:
1) Budgeted average demand for material KL is 400 kilos per week and production is maintained
for 50 weeks in the year.
i) The ordering cost is S150 per order
In) The standard material cost of KL is $6 per kilo and carrying costs are 33 % of that figure
per annum, for each kilo
IV) The…
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3) State how difference your investement process in stock trading compare with the 5 steps of the process as shown below and provide explain.
A. Summarize your current situationB. Specify your investment goalsC. Articulate your investment policyD. Set investment selection guidelinesE. Assign responsibility for selecting and monitoring investment
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You are given the following set of data:
HISTORICAL RATES OF RETURN
Year
NYSE
Stock X
1
- 26.5%
- 22.0%
2
37.2
15.0
3
23.8
10.0
4
- 7.2
4.0
5
6.6
11.8
6 9
20.5
30.6
18.9
17.6
The data has been collected in the Microsoft Excel Online file below. Open the spreadsheet and perform the
required analysis to answer the questions below.
X
Open spreadsheet
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Beta =
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Calculate the standard deviations of returns for both Stock X and the NYSE. Do not round intermediate
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NYSE
Stock X
Average return,π Avg
%
%
Standard deviation, σ
%
%
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Select one:
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Microsoft
b.
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c.
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d.
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☐mybusinesscourse.com/platform/mod/quiz/attempt.php?attempt=7676745&cmid=418253&page=4
N Dashboard N Current Student Inf... N This course N Technology Suppor... NIT Services N MyNMU N MyUser SNMU EduCat
BusinessCourse
Tab
Stockholders' Equity: Transaction Descriptions from Account Data
The following T-accounts contain keyed entries representing five transactions involving the stockholders' equity of Riverview, Inc.:
Paid-in Capital in Excess of Par
Land
value-Common Stock
33,000 (3)
Common Stock, $10 Par
35,000 (2)
60,000 (3)
(1)
(2)
(5) 6,080
Cash
80,600
35,000
4
*800 shares of common stock
Date
1
OsLock
Preferred Stock, $50 Par
65,000 (1)
Esc
FnLock
12,800 (4)
!
Required
4
Using this information, give detailed descriptions, including number of shares and price per share when applicable, for each of the five transac
General Journal
1
Paid-in-Capital in Excess of Par Value - Preferred Stock
Type here to search
(1)
A
F1
Z
Description
Return to course
@
Paid-in Capital from Treasury…
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Question one
Suppose you have the following information from Muscat stock market
Stock
Share outstanding
Base day Closing price
Second day closing price
Salalah company
18
3
2.8
Dhofar power company
26
2.8
3.1
Oman company
10
4.1
2.1
Dhofar bank
28
3
1.8
Calculate
1. Price weighted index
2. Value weighted index
plz show steps
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Problem-oriented Experience
REAL WORLD CHALLENGE
I. Review the different types of stocks and bonds.
II. Write all the given and formulas that you use in
each problem.
III. Solve the problem below, show your complete
1. The RYX financial institution declared a
SOLUTION and FINAL ANWER.
dividend of 59 per share for its common stock. The
market value of the stock is P176. Determine the
stock yield ratio.
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Related Questions
- 1. Stock WatcherMark Martin has created a basic stock watcher worksheet that he uses to report on gains or losses from when he purchased the stock and the last recorded date and price. Mark has given you a snapshot of his spreadsheet (see Figure T2.20) that you can use to re-create this spreadsheet for yourself. Here are some basic steps to follow:1. Create a new workbook.2 . Enter all the information provided in Figure T2.20 . 3. Apply the Currency format to the respective columns.4. The date should be entered as a function. Hint: Use the NOW function.5. Enter a formula for the Gain/Loss (%) column. Hint: You should subtract the Last columnfrom the Purchase column, and then divide by the Purchase column.6 . Format for percent in the Gain/Loss (%) column.arrow_forwardRequired information [The following information applies to the questions displayed below.] Leach Incorporated experienced the following events for the first two years of its operations. Year 1: 1. Issued $16,000 of common stock for cash. 2. Provided $84,600 of services on account. 3. Provided $42,000 of services and received cash. 4. Collected $75,000 cash from accounts receivable. 5. Paid $44,000 of salaries expense for the year. 6. Adjusted the accounting records to reflect uncollectible accounts expense for the year. Leach estimates that 5 percent of the ending accounts receivable balance will be uncollectible. 7. Closed the revenue account. 8. Closed the expense accounts. Year 2: 1. Wrote off an uncollectible account for $950. 2. Provided $94,000 of services on account. 3. Provided $38,000 of services and collected cash. 4. Collected $87,000 cash from accounts receivable. 5. Paid $71,000 of salaries expense for the year. 6. Adjusted the accounts to reflect uncollectible accounts…arrow_forwardPleaseeeeee help me, I’m stuck on this problemmmarrow_forward
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Recommended textbooks for you
- Fundamentals Of Financial Management, Concise Edi...FinanceISBN:9781337902571Author:Eugene F. Brigham, Joel F. HoustonPublisher:Cengage Learning
Fundamentals Of Financial Management, Concise Edi...
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ISBN:9781337902571
Author:Eugene F. Brigham, Joel F. Houston
Publisher:Cengage Learning