Finance paper instructions attached
Major Assignment.
Imagine you have been given a sum $25,000.00 to invest over the next 8 weeks.
Companies Chosen to invest in are
Netflix (NFLX)
Walmart (WMT)
Chewy, Inc. (CHWY)
Inovio Pharmeceuticals, Inc (INO)
Rite Aid Corp (RAD)
| Stock Symbol | Name of Company | Total Shares Purchased | Buy Price WK 1 3/09 | Market Price WK 2 3/16 | Market Price WK 3 3/23 | Market Price WK 4 3/30 | Market Price WK 5 4/06 | Market Price WK 6 4/13 | Market Price WK 7 4/20 | Market Price WK 8 4/27 | Initial Market Value IA*BP | Market Value IA*MP (WK 8) |
| WMT | Wal-Mart | 46 | 117.16 | 106.76 | 114.28 | 115.19 | 126.07 | 125.3 | 129.85 | 128.3 | $ 5,389.36 | $ 5,901.80 |
| NFLX | Netflix | 49 | 346.49 | 298.84 | 360.27 | 370.96 | 379.96 | 396.72 | 437.49 | 421.38 | $ 16,978.01 | $ 20,647.62 |
| CHWY | Chewy, Inc. | 52 | 27.29 | 24.27 | 32.14 | 38 | 33.22 | 40.24 | 44.72 | 46.18 | $ 1,419.08 | $ 2,401.36 |
| INO | Inovio Pharmeceutical, Inc. | 57 | 9.83 | 6.13 | 6.62 | 8.02 | 8.44 | 7.76 | 9.05 | 13.7 | $ 560.31 | $ 780.90 |
| RAD | Rite Aid Corp | 43 | 15.18 | 13.12 | 17.52 | 14.61 | 12.09 | 14.16 | 13.93 | 15.11 | $ 652.74 | $ 649.73 |
| Total | $24,999.50 | $ 30,381.41 |
In week 8 – Prepare a 4 page discussion paper with the following:
Justify your selection of the five stocks using financial ratios/trends like Net Profit Margin, EPS, Dividend Payout Ratios, ROA, ROE Etc.
In addition to Financial Analysis, support your stock selections with industry trends from published articles. Provide a critical analysis of what is happening in each industry and how the trends may affect the performance of the industry and your stock in particular
One page must be dedicated to the industry in which one of your companies operates. Explain how the industry trends may affect that company and its competitors in the same industry. You may link these industry trends with any strategic initiatives or changes being implemented in your company.
Explain how your portfolio has grown in value over the last 8 weeks, be sure to include whether the stock has paid dividends.
Indicate whether your portfolio has lost value or gain value, what is your percentage portfolio growth and unrealized gains or loss.
In one paragraph indicate what you have learned from this exercise and talk about what you would do differently given the knowledge you’ve gained.
Your discussion must be supported with external resources.
