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FIN3013

FIN3013. Lab #1. Lab Overview. Lab provides students an opportunity to work closely with a lab instructor to practice and review problems and concepts introduced in the larger Principles of Business Finance classroom Lab is 20% of FIN3013 Grade. Lab Components. Attendance (25%)

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FIN3013

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  1. FIN3013 Lab #1

  2. Lab Overview • Lab provides students an opportunity to work closely with a lab instructor to practice and review problems and concepts introduced in the larger Principles of Business Finance classroom • Lab is 20% of FIN3013 Grade UTSA College of Business FIN3013Lab

  3. Lab Components • Attendance (25%) • Homework (40%) • Quizzes (35%) UTSA College of Business FIN3013Lab

  4. Lab Policies • No late homework will be accepted • No make-up quizzes will be given • One quiz grade, one homework grade, and one attendance grade will be dropped at the end of the semester UTSA College of Business FIN3013Lab

  5. Assignment #1 • Goals for this assignment: • Gather historical price data • Gather historical S&P500 data • Use excel to manipulate gathered data • Plot a graph • Write a professional memo reporting results UTSA College of Business FIN3013Lab

  6. Assignment #1 • Choose a company from list provided • Gather stock price data for the company • http://finance.yahoo.com • January 1, 1999-December 31, 2005 UTSA College of Business FIN3013Lab

  7. Assignment #1Gathering Stock Price Data • http://finance.yahoo.com • Put in tick symbol for your company and press “go” • Options on left-hand side of screen • Look under “quotes” • Choose “historical prices” UTSA College of Business FIN3013Lab

  8. Assignment #1Gathering Stock Price Data UTSA College of Business FIN3013Lab

  9. Assignment #1 Gathering Stock Price Data • Options for time period and frequency • Monthly data • January 1, 1999-December 2005 • Push “get prices” button • Download data • “download to spreadsheet” at the bottom of the price table • Select this option to bring information into an excel file. UTSA College of Business FIN3013Lab

  10. Assignment #1Gathering Stock Price Data UTSA College of Business FIN3013Lab

  11. Assignment #1Gathering Stock Price Data UTSA College of Business FIN3013Lab

  12. Assignment #1Gathering S&P500 Data • We want to compare our stock price with the market overall • Use the S&P500 as benchmark • Gather information for S&P500 • Use same procedure • Ticker symbol “^GSPC” UTSA College of Business FIN3013Lab

  13. Assignment #1Manipulate Data • Data is now in Excel file • Should have 84 monthly prices for your stock and 84 monthly closes for S&P500 • We will use “adjusted close” • Be aware of the dates—You want earliest date (January 1999) first UTSA College of Business FIN3013Lab

  14. Assignment #1Plot Graph • Date on the X axis • Price of your stock on the primary Y axis • Value of the S&P500 on the secondary Y axis • Make sure that your graph is properly labeled and is easy for the reader to understand. UTSA College of Business FIN3013Lab

  15. Assignment #1Write Memo--Content • Memo should give reader a brief description of graph • Provide at least one observation/insight from your graph • Observations vary greatly depending on company • Some things you may want to consider are: • Has the movement of your stock price varied greatly from that of the S&P500? • Has the price of your stock increased (or decreased) significantly over the past five years? • How volatile has your stock price been, especially compared to the S&P500? UTSA College of Business FIN3013Lab

  16. Assignment #1Write Memo--Format • Pointers are given on the lab website • “Memo Format” gives pointers on format • “Sample Memo for Lab 1” shows how your memo should look • Be sure to proofread • Writing—clear, concise, easy to follow • Free of spelling and grammatical errors • Grade based on presentation as well as content UTSA College of Business FIN3013Lab

  17. Assignment #1 Assignment #1 is due at next week’s lab meeting. UTSA College of Business FIN3013Lab

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