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Uniprep Mathematics Communication

Uniprep Mathematics Communication. WEEK 2. CRITICAL QUESTIONNING Go-no Go - Why am I spending time on this? Clarify meaning - What do you mean? Assumptions - what are we assuming? Basic critical question - How do we know this is true? Causes - Why? What is causing this?

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Uniprep Mathematics Communication

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  1. Uniprep Mathematics Communication WEEK 2 OPACS 2002

  2. CRITICAL QUESTIONNING • Go-no Go - Why am I spending time on this? • Clarify meaning - What do you mean? • Assumptions - what are we assuming? • Basic critical question - How do we know this is true? • Causes - Why? What is causing this? • Consequences - What will be the effects? • Action - What should be done?

  3. Report • Summary • 1.0   Introduction • 2.0   Reports of companies invested •         2.1 Company A •      2.2 Company B (etc) • 3.0   Conclusion • 4.0   Recommendation • 5.0   References OPACS 2002

  4. 1.0   Introduction •        1.1   Background •        1.2   Scope and limitations •        1.3   Authorization OPACS 2002

  5. 2.0   Company Reports • 2.1  Company A •               2.1.1 Company name and description (brief) •               2.1.2  Amount invested •               2.1.3   Brokerage •               2.1.4   Statistics (year high/low; last sale price; volume; dividend; yield; PE ratio) of the first week only. •              2.1.5   Trend over ..... (the period) tables and graphs (indexed) •              2.1.6   Current worth (including capital gain and dividends) •      2.2 Company B (etc) OPACS 2002

  6. 3.0 Conclusion • (Summary what your company did and the stocks positions at the end of the period) OPACS 2002

  7. 4.0 Recommendations • (your recommendations to the client at for each stock - ie BUY, HOLD or SELL) OPACS 2002

  8. Group oral presentation • Set up the presentation • Introduction (introduce other speakers) • Body • Conclusion • Questions OPACS 2002

  9. Terms used in the stockmarket • Last sale price • Move (+ or - ) from previous day • Year (Day) high/low – price in the last 365 days (or 24 hours) • Dividend (Yield) • PE Ratio OPACS 2002

  10. Dividend and Yield • Yield = dividend as a % of last sale price. • Dividend = $1.50 per share and last sale price is $12, then: • Yield = OPACS 2002

  11. PE Ratioexamples • P = Last Sale Price • E = Earnings • PE Ratio = P  E P = 5 and E = $2 then PE ratio = 52 = 2.5 This means that for every $1 the company can earn, you have to pay $2.50 for the share. OPACS 2002

  12. You need: • The name of your investment advisory company • The name of your investor • The ‘story’ of your investor • What 2 companies you wish to investigate for your client • calculations OPACS 2002

  13. Stockmarket sites • Yahoo! Australia & NZ Finance • Search engines (eg google) • Australian stock exchange • Other eg Telstra, 9msn OPACS 2002

  14. In the 9 weeks from the 12 July to the …Telecom NZ’s performance was excellent. In week 4 to 5 the share increased sharply at around 8%. This share increased about 11% over the total period…Compared to the all ordinary index it was very good. OPACS 2002

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