All information can be found at www.yahoo.com/finance

use the resources to complete the report.

Your name

HRT 374

Stock Assignment

All information can be found at www.yahoo.com/finance

Submit to Blackboard only

 

1.       Select 2 publicly traded companies, one in the hospitality industry and one company of your choice from any industry, although it could be from the hospitality industry too.  State each stock’s name, stock symbol, and Stock exchange.  

 

 

2.       There are 30 companies that make up the Dow.  These companies are representative of the major categories in business.  Place all 30 companies into the following categories:

 

Category	Company 1	Company 2	Company 3	Company 4	Company 5
Retail
Manufacturing
Health Care
Technology
Financial
Hospitality
Energy

 

 

 

 

 

 

 

 

3.        The S&P 500 (Standard and Poor’s 500) is another stock index like the Dow.

Of the 500 stocks in the S&P, list the hospitality companies (Sub Industry) and HQ city and state (or country) in the following categories:

 

 

4. State the Dow Jones Index:  just use whole numbers, no decimals

 

 

 

 

 

 

 

 

 

5. You have $1,000 to invest in each company.  Fill in table below.   

	Company 1 name		Company 2 name
Stock price on January 2, 2017
Number of shares you are able to buy with $1,000  (Must buy whole shares)
Dollars used
Stock price at end date of assignment 5/19/17
Value of your $1,000 initial investment at end date of assignment 5/19/17
Did you make a profit or loss?
How much was your profit or loss in $
How much in %?

 

 

6.  Compare the Dow % at the “end date” from your 2 stocks. 

 

	Stock price on 1/3/17	Stock price on 5/19/17	% increase or Decrease	Dow Index on 1/3/17	Dow index on 5/19/17	% increase or Decrease
Example	$10.00	$13.00	+30% or 130%	1000	1200	+20% Or + 120%
Company 1
Company 2
Dow

7. Fill in for each company’s most current 3 years. 

Name of company	2016			2015			2014
	$	%		$	%		$	%
Total revenue		100			100			100
Gross profit
Operating income
Net income

 

Name of company	2016			2015			2014
	$	%		$	%		$	%
Total revenue		100			100			100
Gross profit
Operating income
Net income

 

 

 

8. Liquidity--What are the current assets, current liabilities and Current Ratio of each stock for the past three years?

	Company 1 name				Company 2 name
	2016	2015	2014		2016	2015	2014
Current assets
Current liabilities
Current ratio

 

 

 

 

 

9. Solvency--What are the total assets, total liabilities and Solvency Ratio of each stock for the past three years?

		Company 1 name			Company 2 name
	2016	2015	2014	2015	2014	2013
Total assets
Total liabilities
Solvency ratio

 

 

10. What is the market cap for each stock?

Company	Market cap

 

11. A. Compare your 2 stocks using objective evidence.  First word is which company is better in that category, then briefly why it was better than the other company or the Dow for the category.  

4. Dow vs Stock 1 and Stock 2 -

5. Stock 1 vs Stock 2 Income statement -

6.  Stock 1 vs Stock 2 Liquidity -

7. Stock 1 vs Stock 2 Solvency -

 

B. From the above, which of your two stocks would you buy with your own money? 

 

Notes:

• I will be glad to go over this assignment UNTIL noted on syllabus
• Use this as the template. 
• Assignment will be reduced two letter grades if format not followed
• Put your name on this paper
• This assignment is to be turned in by submitting to Blackboard only.  Here’s how:

1.       Go to this class in Blackboard

2.       Click on Assignments on the left side

3.       Click on the title Stock assignment

4.       Scroll down to section 2 Assignment Materials.  You will see Browse My Computer.

 

5.       Click on Browse My Computer, locate your assignment and click submit.