To Do List
3 – For this week’s assignment, I want you to look at the different types of stocks out there that you may be interested to investing in to attain your investment goals. After you find the stock, I want you to answer the questions on page 454 “Evaluating Corporate Stocks”. This should be something that you can actually attain.
Good searching!!
Name: Date: Copyright © 2019 by McGraw-Hill Education 38 YOUR PERSONAL FINANCIAL PLAN Category 1: The Basics 1. What is the corporation’s name? ______________________________________ 2. What are the corporation’s website address and telephone number? _______________________ ______________________________________ 3. Have you read the latest annual report and quarterly report? □ Yes □ No 4. What information about the corporation is available on the internet? _________________________ ______________________________________ 5. Where is the stock traded (NYSE or Nasdaq)? ______________________________________ 6. What types of products or services does this firm provide? ________________________________ 7. Briefly describe the prospects for this company. (Include significant factors such as product development, plans for expansion, plans for mergers, etc.) ______________________________________ Category 2: Dividend Income 8. Is the corporation currently paying dividends? If so, how much? ______________________________ 9. What is the dividend yield for this stock? ______________________________________ 10. Have dividends increased or decreased over the past three years?__________________________ ______________________________________ 11. How does the dividend yield for this investment compare with other potential investments? ______________________________________ Category 3: Financial Performance 12. What are the firm’s earnings per share for the last year? __________________________________ 13. Have the firm’s earnings increased over the past three years? _____________________________ 14. What is the firm’s current price-earnings ratio? ______________________________________ 15. How does the firm’s current price-earnings (PE) ratio compare with that of firms in the same industry? ___ _______________________________ 16. Describe trends for the firm’s price-earnings ratio over the past three years. Do these trends show improvement or decline in investment value? ____ _________________________________ 17. What are the firm’s projected earnings for the next year? _________________________________ 18. Have sales increased over the last five years? ______________________________________ 19. What is the stock’s current price? ______________________________________
Kapoor, Jack; Kapoor, Jack. Focus on Personal Finance (p. 418). McGraw-Hill Higher Education. Kindle Edition.
Category 2: Dividend Income 8. Is the corporation currently paying dividends? If so, how much? ______________________________ 9. What is the dividend yield for this stock? ______________________________________ 10. Have dividends increased or decreased over the past three years?__________________________ ______________________________________ 11. How does the dividend yield for this investment compare with other potential investments? ______________________________________ Category 3: Financial Performance 12. What are the firm’s earnings per share for the last year? __________________________________ 13. Have the firm’s earnings increased over the past three years? _____________________________ 14. What is the firm’s current price-earnings ratio? ______________________________________ 15. How does the firm’s current price-earnings (PE) ratio compare with that of firms in the same industry? ___ _______________________________ 16. Describe trends for the firm’s price-earnings ratio over the past three years. Do these trends show improvement or decline in investment value? ____ _________________________________ 17. What are the firm’s projected earnings for the next year? _________________________________ 18. Have sales increased over the last five years? ______________________________________ 19. What is the stock’s current price? ______________________________________ 20. What are the 52-week high and low for this stock? _____________________________________ 21. Does your analysis indicate that this is a good stock to buy at this time? ______________________________________ 22. Briefly describe any other information that you obtained from Mergent, Value Line, Standard & Poor’s, or other sources of information. A Word of Caution When you use a checklist, there is always a danger of overlooking important relevant information. Quite simply, it is a place to start. If you need more information, you are responsible for obtaining it and for determining how it affects your potential investment. What’s Next for Your Personal Financial Plan? • Identify additional factors that may affect your decision to invest in this corporation’s stock. • Develop a plan for monitoring an investment’s value once a stock is purchased.
Kapoor, Jack; Kapoor, Jack. Focus on Personal Finance (p. 418). McGraw-Hill Higher Education. Kindle Edition.
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