ACC306 Week 5 assignment 1
Week 5 Assignment 1 Submission
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Assignment
1: Excel Project
Due Week 5 and worth 280 points
This assignment is based on O’Leary Lab 4: Stock Portfolio Analysis and consists of two (2) parts – an Excel-based assignment and a paper.
You have been assigned to evaluate the stock market performance of firms who manufacture accounting software products. Your evaluation will be based on large- and medium-market firms. The firms are as follows:
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Medium-Market Stocks |
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Small-Market Stocks |
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Part I: Excel Spreadsheet Assignment
- Create one (1) Excel workbook that contains each of the four (4) scenarios (detailed below). Use the appropriate Excel formulas and functions to justify your derived results. Note: Follow the completion and submission instructions provided in the table below.
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Scenario 1 |
You have been given $5,000,000 to invest the five (5) stocks. You must invest the $5,000,000 accordingly:
The purchase date of the stock will be six (6) months ago. Track your stocks’ daily performance for the 120 trading days following the purchase date. During this time, you will note the gains and losses each day. At the end of the 120 days’ tracking period, calculate your net gain (or loss) for each stock and your total investment at the end of the 120 days. Develop the appropriate charts that highlight your performance. You will create a minimum of two (2) charts. Note: Your purchase must be in whole shares. For example, you cannot purchase 100.5 shares. You must purchase either 100 or 101 shares. For this reason, you may not total to exactly $5,000,000, but you will come close. |
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Scenario 2 |
You are now skeptical of the Medium-Market stock. With that, you will now invest your $5,000,000 accordingly:
The purchase date of the stock will be six (6) months ago. Track your stocks’ daily performance for the 120 trading days following the purchase date. During this time, you will note the gains and losses each day. At the end of the 120 days’ tracking period, calculate your net gain (or loss) for each stock and your total investment at the end of the 120 days. Develop the appropriate charts that highlight your performance. You will create a minimum of two (2) charts. Note: Your purchase must be in whole shares. For example, you cannot purchase 100.5 shares. You must purchase either 100 or 101 shares. For this reason, you may not total to exactly $5,000,000, but you will come close. |
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Scenario 3 |
You are now skeptical of the Large-Market Stock. With that, you will now invest your $5,000,000 accordingly:
The purchase date of the stock will be six (6) months ago. Track your stocks’ daily performance for the 120 trading days following the purchase date. During this time, you will note the gains and losses each day. At the end of the 120 days’ tracking period, calculate your net gain (or loss) for each stock and your total investment at the end of the 120 days. Develop the appropriate charts that highlight your performance. You will create a minimum of two (2) charts. Note: Your purchase must be in whole shares. For example, you cannot purchase 100.5 shares. You must purchase either 100 or 101 shares. For this reason, you may not total to exactly $5,000,000, but you will come close. |
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Scenario 4 |
You are
now a believer of only the Medium Market Stock. With that, you will now
invest your $5,000,000 into that stock. Note: Your purchase must be in whole shares. For example, you cannot purchase 100.5 shares. You must purchase either 100 or 101 shares. For this reason, you may not total to exactly $1,000,000, but you will come close. |
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Note |
Do not worry about any commission fees or miscellaneous charges. |
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Assignment |
Determine how much money you earned or lost with each stock on a daily basis. |
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Instructions on how to complete |
There is no sample Excel workbook to use as part of the project; therefore, you will create your own workbook. In creating your workbook, be sure to include the following data (however, other data will be stored in your scenario) in a columnar format.
Start your scenario using the opening-day price for each stock as your purchase price and use the closing stock price to calculate how much money you earned or lost each day. At the end of your scenario, calculate the following for each stock in question.
Track the stock for 120 consecutive days that the market is open. |
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Submit |
One Excel workbook that contains each of the four (4) scenarios. You will need to use the appropriate Excel formulas and functions which will show the instructor how you derived your results. |
Part II: Paper
- Write a five to six (5-6) page paper in which you:ß-does not include cover or reference page.
- Summarize the various accounting systems that each firm provides. Be sure to address the following for each firm:
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- The various types of accounting systems it sells (e.g., Oracle sells Oracle Financials as well as PeopleSoft financials)
- The industries that it markets itself to (e.g., most firms sell their products to banking firms, construction firms)
- Strengths and weaknesses of the products sold by the firm as noted by reviewers of the products.
- Whether Wall Street views this company in a positive or negative way. Explain why.
- Summarize your findings from each scenario, emphasizing your decisions on which stocks were used and the criteria for determining the number of stocks used. Suggest a strategy to improve your selection of courses.
- Describe an ideal scenario that would have exceeded the results from your best scenario in Part 1 of the assignment.
- Determine at least two (2) ways in which your findings could be used to better drive management decisions.
- Use at least three (3) quality academic resources in this assignment. Note: Wikipedia and other Websites do not qualify as academic resources.
Your assignment must follow these formatting requirements:
- Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides; citations and references must follow APA or school-specific format. Check with your professor for any additional instructions.
- Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required assignment page length.
The specific course learning outcomes associated with this assignment are:
- Discuss how automated accounting software can help management make better informed business decisions.
- Organize information between Word and Excel to communicate to internal and external users.
- Use technology and information resources to research issues in microcomputer applications for accountants.
- Write clearly and concisely about microcomputer applications for accountants using proper writing mechanics.
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Solution: ACC306 Week 5 assignment 1