Economics Stock Market Project

7/29/2019 Economics Stock Market Project

http://slidepdf.com/reader/full/economics-stock-market-project 1/8

Initial investment: 19,906.57

Ending Portfolio: 21,153.81

Brokerage/ SEC Fee: 10200

Total Ending Value: 21,051.81

Capital Gain: 1,145.24

ROI: 5.8%

Stephanie Ramirez

Period 4

Economics Honors

Completion Date on April 19, 2013



Stock Summary

Company Name: Disney

Ticker Symbol: DIS

Stock #1 $10,000/56.83 (price) = 175 Number of Shares

1. Company Profile

This business is a worldwide entertainment company, and was founded in 1923. It is well

known for its media network involvements, it owns 8 television stations, and 35 radio

stations. This company also owns theme parks and hotel resorts in Florida, and within

contains other sources of distractions as restaurants and stores. The resorts are not only in

Florida but around the world and also own a cruise line. Furthermore, produces books

apparel, games, utensils, music, entertainment, among other things, and it is licensed and

all owned by Disney.

2. Industry

Industry: Entertainment - Diversified

DIS Sector / Industry Membership

Sector: Services

Industry: Entertainment – Diversified

3. Target Market

The company Disney has a target market for all ages and genders. They produce productsfor children as well for adults and the elderly. They are a “family” oriented family trying

to sell to the whole family, their services as well as their entertainment.

4. Major Competitors

Disney’s has three main competitors as of 2011.

Pvt1 = NBCUniversal Media, LLC (privately held)

NWS = News Corp.

TWX = Time Warner Inc.

5. Company Size:

Disney is a large company because it has productions and services around the world.

They have their theme parks, resorts, and vacations cruises around the world needing

personnel working for them all over. They are also at the top compare with other

entertainment companies competing with them, and have about three times the workers

that the other companies have with 166,000 employees.

http://biz.yahoo.com/ic/128/128633.html

http://finance.yahoo.com/q?s=NWS


http://finance.yahoo.com/q?s=TWX




http://biz.yahoo.com/ic/128/128633.html



Personal Strategy

The reason I chose this company as one of my stocks was because we went over it in

class and it seemed ideal to continue the process that was already started. I also noticed

how the stock for this company has increased drastically through its years, and I was in

hope that it would just keep increasing while I did my project. Disney also paid a

dividend so I did not mind that. Obviously my love for Disney, especially Disney movies

had a bias input to me choosing the company. Finally, the financial news that has been

showed by this company gave me the courage to choose it with its positive reviews.

Selling

I chose to keep my stock all the way through the whole project till the end because I

noticed that it was increasing and was making profit. I had faith that I was going to make

money if I kept the stock, and I did.

Graph



Stock Summary

Company Name: The Coca-Cola Company

Ticker Symbol: KO

Stock #2 $10,000/38.76 (price) = 257 Number of Shares

1. Company Profile:

The Coca-Cola Company manufactures, produces, and sells beverages around the world.

It distributes all around the world, non-alcoholic drinks. Its main headquarters is located

in Atlanta, Georgia in the USA. It was founded in the year 1886, and it has become a

very influential company all over the world.

2. Industry:

Industry: Beverages - Soft Drinks

KO Sector / Industry Membership

Sector: Consumer Goods

Industry: Beverages - Soft Drinks

3. Target Market

The Coca-Cola Company targets their market to any age and any gender that is willing to

consume their beverages. They produce many different beverages with different flavors,

including water. Children, young adults, adults, and the elderly can all enjoy and

consume their beverages.

4. Major Competitors

The three major competitors for The Coca-Cola Company are

DPS = Dr Pepper Snapple Group, Inc.

NSRGY = Nestlé

PEP = Pepsico, Inc.

5. Company Size

It is average sized, compared with its competitors. Nestle makes more money, and has

more employees, that is probably due to the fact that Nestle makes more products other

than beverages. Coca-Cola contains about a quarter employees of what Nestle has, but it

is still not much behind from it. Overall it can be conclude that this company is on a high

average for the production it does.

http://biz.yahoo.com/p/3conameu.html


http://biz.yahoo.com/ic/348.html


http://finance.yahoo.com/q?s=DPS


http://finance.yahoo.com/q?s=NSRGY


http://finance.yahoo.com/q?s=PEP









Personal Strategy

The reason I chose this company for my second stock was because I personally love

Coca-cola products, the water Dasani is a favorite of mine, aside from the actual sodas. I

also studied how the company has increased throughout the years, and it looked

promising. The shares were also cheap the day I “bought” them; I was hoping I would

make profit. It also paid a dividend, so that pursued me even more to choose it. Overall

there where good reviews from the financial news and I was sold, I chose this stock to be

my second stock.

Selling

Like my previous stock I did not sell the stock but finished with it till the end of the

project. The reason I did not sell or traded was because my stock was increasing and I

was making a good profit. I did not want to miss the opportunity to make more money the

next day.

Graph



History of the Dow Jones Notes

1. Very frequently hot stocks are sold like lottery tickets to as many people that will buy

them.

2. The Dow is a person, and average, and a company.

3. Charles Henry Dow was born November 6th

, 1851 in Connecticut.4. Samuel Bowels guided Dow for 3 years in his financial writing for the newspaper.

5. He first went into financial writing in 1889, when he was selected to go to Leadville,

Colorado, & wrote many articles that were very successful.

6. Dow 1871 worked for the Kidman News agency in New York Wall Street.

7. In 1881 Dow got married with Lucy.

8. Dow Jones in 1882 put out brief costumed afternoon letters, a 2 pager about

happenings on Wall Street. Then they had runners who distributed this message.

9. On July 3, 1884 the company chooses 11 companies that will do a follow up on the

actions of the stock market.

10. On July 8, 1889 was the first edition on the Wall Street Journal that was published.

11. On the edition of May 26, 1896 had how 12 companies will be followed up with

actions by the Dow Jones.

12. July 30, 1914 the stock exchange was closed due to the war.

13. After the Great was the Dow had raised to almost 400.

14. Black gold had almost tripled the price in the mid seventies.

15. In 1997 the company gets licensed to have thei name as “Dow Jones Indexes.”

Summary

The Dow is a company, average of top stocks that determines the state of the wholestock market. It started as published averages indicating of stock and market

performance. Now it uses companies who provide financial services, unlike before it

was strictly agricultural and heavy industries.



Current Events

3. PepsiCo beats expectations despite soda struggles

http://finance.yahoo.com/news/pepsico-beats-expectations-despite-soda-144708085.html

Summary

The PepsiCo has increased its sales although the other competitors, such as Coca-Cola have

decreased during these passed days. Coca-Cola suffered a drop Thursday in the stock market,

accompanied by other business like nestle, but PepsiCo increased. They believe they are doing

well in sales because they sale other products other than beverages, such a snacks, PepsiCo also

has the support if pop star singer Beyonce.

4. Jobs, factory data point slowing economy

http://finance.yahoo.com/news/jobless-claims-rise-marginally-last-123410124.html

Summary

Last week the number of unemployment rate took a rise and the number of factory work

decreased. It is thought that since the economy was doing badly in the month of March it carriedon to the month of April causing a large number of unemployment. People are worried that the

economy will have a drastic drop in employment, and the world must find a way to make it

better. The theory behind the bad economy at the moment is thought to be because of factories.

Factories are not producing as much merchandise as they should causing people to get fired and

less people buying, obviously having this negative impact in the world’s economy and

employment rate.



Project Evaluation

What did you learn about the stock market ability to indicate what is happening in the US

economy.

- When the stock market rises or drops it does not only affect the US economy but the

whole world. When stock prices rise the economy seems to be doing than usual, but

as it drops we see how our country struggles to rise up again.

What are some of the things you learned by doing this project?

- Some of things I learned by doing this project was to understand better how the stock

market worked. I learned how people sold, traded, or bought their stocks and got an

idea of the extra expenses it came with it. I also saw how it had such a great impact

on how our economy was doing.

What recommendations do you have to improve the project for next year?

- Personally I liked how our teacher asked us to turn in our current events because it

kept use on top of things. If she could ask for other parts of the project with

anticipation, it will help students stay on top of their projects and complete them in a

timely manner. Overall it was develop and I enjoyed doing the project.

Documents

Economics Stock Market Project