Stock Trak part 1

Stock Trak part 1 - FIN3303 A001 Summer 2011 Dr. Curcio...

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FIN3303 A001 Summer 2011 Dr. Curcio STOCK-TRAK ASSIGNMENT PART # 1 PART # 1: Due: Wednesday, May 25, 2011. (A) Prepare a table showing the investments which you made, as per the following abbreviated example: No. of Purch.Price Total Financial Name Symbol Shares per share Investment Brief explanation of basis for selection: Incl. trans. costs IBM IBM 200 $180.00 $36,010.00 Service,Technology, Hardware and Software businesses are growing worldwide. Bank of America BAC 300 $12.00 $3,610.00 Yes Strong bank; will emerge even stronger from mortgage crisis. McDonalds MCD 1000 $80.00 $80,010.00 I believe this Company will continue to grow profits in this tough economy. No. Purchase Total Financial Name Symbol of bonds price Investment Brief explanation of basis for selection: Dow Chem 6% 2012 B-DOW 10 $950.00 $9,510.00 Strong Industrial Company which will grow in this economy. No. of Option (Put or Call) Price per Total Financial Name Symbol Contracts Contract Investment Brief explanation of basis for selection: HwltPkrd 11 Dec. 50 Call HPQ0919L50 10 $2.50 $2,510.00 I believe their Service, computers and Printing Sales will increase. Bnk of Am11 Aug. 14 Call BYO1020B14 10 $1.07 $1,080.00 Yes This Bank will be reporting Large Loan Losses in the Future. McDnlds 11 Dec. 85 Call MCD0919L85 20 $2.00 $4,010.00 No. of Purch.Price Total Financial Name Symbol Shares per share Investment Brief explanation of basis for selection: Valueline Aggr Income VAGIX 1000 $3.85 $3,850.00 This Aggressive Income Fund will perform well in 2011. No. of Purch.Price Total Financial Name Symbol Shares per share Investment Brief explanation of basis for selection: ishares DJ Fin sectr IYF 200 $42.01 $8,412.00 Yes Financial services ETF - will make a comeback. DJ Indus. Index DIA 100 $86.00 $8,610.00 Many Multi-National Firms in the Index - The Global Economy will recover to grow strongly. NASDAQ 100 QQQQ 200 $30.00 $6,010.00 High Tech Index - Growth will recover strongly from current recession. No. of Price per Total Name Symbol Contracts Unit Investment** Brief explanation of basis for selection: Nat.Gas july 11 Long NGC11.NYM 1 $5.494 $54,965.00 I believe that Nat. Gas prices will rise as the Economy recovers. ** Total invsmnt for a Futures contract = the price per unit X the # of units in a contract (for contract size, click on
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Stock Trak part 1 - FIN3303 A001 Summer 2011 Dr. Curcio...

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