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.
Company name |
Stock symbol |
Stock exchange |
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2. Of the 30 companies that make up the Dow, go through them and list ONLY the companies that are MOST likely to be hospitality companies among all of the following categories (Hospitality, Financial, Retail, Manufacturing, Pharmaceuticals, and Technology). Ask yourself—Is this company MOSTLY hospitality or could it be mostly tech or manufacturing or something else?
3. State the Dow Jones Index: just use whole numbers, no decimals
Insert dates (Month/day/year) |
Dow Index |
% |
One year before class started June 21, 2016
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100 |
3 months before class started March 21, 2016 |
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1 month before class started May 21, 2016 |
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First day of class June 21, 2016 |
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(end date) July 8, 2016
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4 A. You have $1,000 to invest in each company. Fill in table below.
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Company 1 name
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Company 2 name
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Stock price on 2/1/16 |
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Number of shares you are able to buy with your $1,000 (Must buy whole shares) |
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Total dollars spent out of your $1,000 |
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Stock price at end date of assignment 7/8/16 |
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Value of your $1,000 initial investment at end date of assignment 7/8/16 |
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Did you make or lose money? |
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How much in $ |
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How much in %? |
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4. B. Compare the Dow % at the “end date” from question 3 with the % of your stocks at the “end date” from question 4A. Did each of your stocks do better or worse than the Dow?
5. Fill in for each company’s most current 3 years.
Name of company |
2015 |
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2014 |
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2013 |
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$ |
% |
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$ |
% |
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$ |
% |
Total revenue |
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100 |
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100 |
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100 |
Gross profit |
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Operating income |
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Net income |
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Name of company |
2015 |
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2014 |
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2013 |
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$ |
% |
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$ |
% |
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$ |
% |
Total revenue |
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100 |
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100 |
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100 |
Gross profit |
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Operating income |
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Net income |
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6. Liquidity–What are the current assets, current liabilities and Current Ratio of each stock for the past three years?
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2015 |
2014 |
2013 |
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2015 |
2014 |
2013 |
Current assets |
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Current liabilities |
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Current ratio |
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7. Solvency–What are the total assets, total liabilities and Solvency Ratio of each stock for the past three years?
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2015 |
2014 |
2013 |
2015 |
2014 |
2013 |
Total assets |
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Total liabilities |
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Solvency ratio |
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8. What is the market cap for each stock?
Company |
Market cap |
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9. A. Compare your 2 stocks using only answers from questions 4, 5, 6 and 7 from above. First word should be which company is better in that category, then why it was better than the other company.
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B. From the above, which of your two stocks would you buy with your own money?
Notes:
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.