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You have received £10,000 as your endowment.

Use this website to find the companies in Dow Jones and S&P 500. Remember you want to have a diverse portfolio so you don’t want to have companies that are all related to consumer goods or to financial services, etc. Choose ten companies from the list. Click on the ticker symbol to go to the CNN Money info about this company. Look over the press releases, the financial overview, and especially the forecast information. Fill out the spreadsheet below to gather the specific information about these companies that you will be comparing.

Stock Analysis Table
Stock #1 Stock #2 Stock #3 Stock #4 Stock #5 Stock #6 Stock #7 Stock #8 Stock #9 Stock #10
Company Info
Name of company {{ formfield 'name1' }} {{ formfield 'name2' }} {{ formfield 'name3' }} {{ formfield 'name4' }} {{ formfield 'name5' }} {{ formfield 'name6' }} {{ formfield 'name7' }} {{ formfield 'name8' }} {{ formfield 'name9' }} {{ formfield 'name10' }}
Ticker symbol {{ formfield 'ticker1' }} {{ formfield 'ticker2' }} {{ formfield 'ticker3' }} {{ formfield 'ticker4' }} {{ formfield 'ticker5' }} {{ formfield 'ticker6' }} {{ formfield 'ticker7' }} {{ formfield 'ticker8' }} {{ formfield 'ticker9' }} {{ formfield 'ticker10' }}
Current Price {{ formfield 'cprice1' }} {{ formfield 'cprice2' }} {{ formfield 'cprice3' }} {{ formfield 'cprice4' }} {{ formfield 'cprice5' }} {{ formfield 'cprice6' }} {{ formfield 'cprice7' }} {{ formfield 'cprice8' }} {{ formfield 'cprice9' }} {{ formfield 'cprice10' }}
What does this company make or sell? {{ formfield 'makesell1' }} {{ formfield 'makesell2' }} {{ formfield 'makesell3' }} {{ formfield 'makesell4' }} {{ formfield 'makesell5' }} {{ formfield 'makesell6' }} {{ formfield 'makesell7' }} {{ formfield 'makesell8' }} {{ formfield 'makesell9' }} {{ formfield 'makesell10' }}
P/E Ratio {{ formfield 'pe1' }} {{ formfield 'pe2' }} {{ formfield 'pe3' }} {{ formfield 'pe4' }} {{ formfield 'pe5' }} {{ formfield 'pe6' }} {{ formfield 'pe7' }} {{ formfield 'pe8' }} {{ formfield 'pe9' }} {{ formfield 'pe10' }}
Profile Tab
Sector {{ formfield 'sector1' }} {{ formfield 'sector2' }} {{ formfield 'sector3' }} {{ formfield 'sector4' }} {{ formfield 'sector5' }} {{ formfield 'sector6' }} {{ formfield 'sector7' }} {{ formfield 'sector8' }} {{ formfield 'sector9' }} {{ formfield 'sector10' }}
Industry {{ formfield 'industry1' }} {{ formfield 'industry2' }} {{ formfield 'industry3' }} {{ formfield 'industry4' }} {{ formfield 'industry5' }} {{ formfield 'industry6' }} {{ formfield 'industry7' }} {{ formfield 'industry8' }} {{ formfield 'industry9' }} {{ formfield 'industry10' }}
Market Cap {{ formfield 'cap1' }} {{ formfield 'cap2' }} {{ formfield 'cap3' }} {{ formfield 'cap4' }} {{ formfield 'cap5' }} {{ formfield 'cap6' }} {{ formfield 'cap7' }} {{ formfield 'cap8' }} {{ formfield 'cap9' }} {{ formfield 'cap10' }}
Charts Tab
What has happened to the stock’s price in the
Last 1 year? {{ formfield 'lastone1' }} {{ formfield 'lastone2' }} {{ formfield 'lastone3' }} {{ formfield 'lastone4' }} {{ formfield 'lastone5' }} {{ formfield 'lastone6' }} {{ formfield 'lastone7' }} {{ formfield 'lastone8' }} {{ formfield 'lastone9' }} {{ formfield 'lastone10' }}
Last 3 years? {{ formfield 'lastthree1' }} {{ formfield 'lastthree2' }} {{ formfield 'lastthree3' }} {{ formfield 'lastthree4' }} {{ formfield 'lastthree5' }} {{ formfield 'lastthree6' }} {{ formfield 'lastthree7' }} {{ formfield 'lastthree8' }} {{ formfield 'lastthree9' }} {{ formfield 'lastthree10' }}
Last 10 years? {{ formfield 'lastten1' }} {{ formfield 'lastten2' }} {{ formfield 'lastten3' }} {{ formfield 'lastten4' }} {{ formfield 'lastten5' }} {{ formfield 'lastten6' }} {{ formfield 'lastten7' }} {{ formfield 'lastten8' }} {{ formfield 'lastten9' }} {{ formfield 'lastten10' }}
Forecasts Tab
What do analysts predict will happen with this stock in the next 12 months?
• Forecast (high, median or low) {{ formfield 'forecast1' }} {{ formfield 'forecast2' }} {{ formfield 'forecast3' }} {{ formfield 'forecast4' }} {{ formfield 'forecast5' }} {{ formfield 'forecast6' }} {{ formfield 'forecast7' }} {{ formfield 'forecast8' }} {{ formfield 'forecast9' }} {{ formfield 'forecast10' }}
Financials Tab
Income Statement
• Gross Income {{ formfield 'gross1' }} {{ formfield 'gross2' }} {{ formfield 'gross3' }} {{ formfield 'gross4' }} {{ formfield 'gross5' }} {{ formfield 'gross6' }} {{ formfield 'gross7' }} {{ formfield 'gross8' }} {{ formfield 'gross9' }} {{ formfield 'gross10' }}
• Net Income {{ formfield 'net1' }} {{ formfield 'net2' }} {{ formfield 'net3' }} {{ formfield 'net4' }} {{ formfield 'net5' }} {{ formfield 'net6' }} {{ formfield 'net7' }} {{ formfield 'net8' }} {{ formfield 'net9' }} {{ formfield 'net10' }}
• EPS (Earnings Per Share) {{ formfield 'eps1' }} {{ formfield 'eps2' }} {{ formfield 'eps3' }} {{ formfield 'eps4' }} {{ formfield 'eps5' }} {{ formfield 'eps6' }} {{ formfield 'eps7' }} {{ formfield 'eps8' }} {{ formfield 'eps9' }} {{ formfield 'eps10' }}
Cash Flow Statement
• Net Cash Flow – Operating Activities {{ formfield 'operate1' }} {{ formfield 'operate2' }} {{ formfield 'operate3' }} {{ formfield 'operate4' }} {{ formfield 'operate5' }} {{ formfield 'operate6' }} {{ formfield 'operate7' }} {{ formfield 'operate8' }} {{ formfield 'operate9' }} {{ formfield 'operate10' }}
Balance Sheet
• Total Shareholder Equity {{ formfield 'tse1' }} {{ formfield 'tse2' }} {{ formfield 'tse3' }} {{ formfield 'tse4' }} {{ formfield 'tse5' }} {{ formfield 'tse6' }} {{ formfield 'tse7' }} {{ formfield 'tse8' }} {{ formfield 'tse9' }} {{ formfield 'tse10' }}


Now that you have researched 10 companies, you are ready to compare your data. Remember that you want a diverse portfolio, so look at the industry and sector information for your companies in addition to comparing their f inancial and historical data. When comparing financial numbers, use the Information to Know About Trading Stocks resource below for some reminders about what you are looking for.

Trading Stocks Information
Information to Know About Trading Stocks
What does this company make or sell Is this a product/service that has been around for a long time? Do you expect this product/service to have any major changes in the next 10 years? Is this product/service a need or a want? You will need to determine what types of companies you feel will be most successful.
P/E Ratio Are you looking for a low risk company? Then look for a lower P/E ratio. Does the P/E ratio match financially successful companies (P/E ratio of 7-10)? Determine your risk level and the P/E ratio that matches your investing goal.
Market Cap Remember that market cap has to do with the size of the company. Is this a Mega-cap, Large-cap, Small-cap, Micro-cap, or Nano-cap company? You may want to diversify your portfolio by market cap as well.
Charts When you look at the stock price over the past years, what do you notice? Has the company had steady increases? Ups and downs? Is the price currently falling? What do you want to see in the companies you plan to invest in? You will need to determine which types of price fluctuations match your risk level.
Analysts forecasts What are analysts predicting may happen with this stock? Analysts study stock performance all of the time. If they predict problems with a stock, they are probably right.
Gross Income How much money did the company make last year? A high income could indicate good sales and a valuable product/service.
Net Income How much income did the company make after it paid for its expenses? If a company had a high gross income and then a very low net income, then they may have some major expenses. This could spell trouble down the road if the prices of their supplies increase.
EPS (Earnings Per Share) The EPS indicates how well a company is doing overall. You want companies with a high EPS.
Net Cash Flow from Operating Activities Cash flow measures the cash-generating abilities of the company’s core operations rather than from its ability to raise capital or purchase assets. Cash helps companies expand, develop new products, buy back stock, pay dividends, and reduce debt. A higher cash flow number is good.
Total Shareholder Equity Shareholder equity represents the company’s book value. It is calculated by subtracting liability (what the company owes) from assets (what the company owns). A high value usually means a company has been profitable and will continue to be so.


Narrow down your 10 companies to your top 5 choices. Complete the table below to explain your decision including details of the key financial indicators that influenced your choices.

Investment Choices Table
Companies you selected What made you believe these companies would be a good investment for your portfolio?
Choice #1 {{ formfield 'company1' }} {{ formfield 'reason1' }}
Choice #2 {{ formfield 'company2' }} {{ formfield 'reason2' }}
Choice #3 {{ formfield 'company3' }} {{ formfield 'reason3' }}
Choice #4 {{ formfield 'company4' }} {{ formfield 'reason4' }}
Choice #5 {{ formfield 'company5' }} {{ formfield 'reason5' }}


Remember that you have £10,000 to spend for the stock purchases and your broker fees. The price of each stock will partially determine how many shares you can purchase. Your confidence in these companies may also influence your decision to purchase more or fewer shares of one company compared to another. Make your decision, calculate your costs, and record the numbers below to show how you decided to spend your investment money.

Investment Table
Company Ticker Symbol Current Price # of Shares You Will Purchase Broker Fee Total Cost of this Purchase
Choice #1 {{ formfield 'finalticker1' }} {{ formfield 'finalcprice1' }} {{ formfield 'share1' }} {{ formfield 'broker1' }} {{ formfield 'totalcost1' }}
Choice #2 {{ formfield 'finalticker2' }} {{ formfield 'finalcprice2' }} {{ formfield 'share2' }} {{ formfield 'broker2' }} {{ formfield 'totalcost2' }}
Choice #3 {{ formfield 'finalticker3' }} {{ formfield 'finalcprice3' }} {{ formfield 'share3' }} {{ formfield 'broker3' }} {{ formfield 'totalcost3' }}
Choice #4 {{ formfield 'finalticker4' }} {{ formfield 'finalcprice4' }} {{ formfield 'share4' }} {{ formfield 'broker4' }} {{ formfield 'totalcost4' }}
Choice #5 {{ formfield 'finalticker5' }} {{ formfield 'finalcprice5' }} {{ formfield 'share5' }} {{ formfield 'broker5' }} {{ formfield 'totalcost5' }}
Total Money Invested {{ formfield 'totalmoney' }}


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