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ACC306 Week 5 assignment 1

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Question;Week 5 Assignment 1 Submission;Click the link above to;submit your assignment.;Students, please view the "Submit a Clickable Rubric Assignment" in;the Student Center.;Instructors, training on how to grade is within the Instructor Center.;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;Large-Market Stocks;Oracle Software (Oracle Corp;NASDAQ)SAP (SAP AG: NYSE);Medium-Market;Stocks;Microsoft Great Plains;(Microsoft: NASDAQ);Small-Market;Stocks;QuickBooks (Intuit: NASDAQ)Peachtree (Sage Grp: LSE);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.;Scenario;1;You have;been given $5,000,000 to invest the five (5) stocks. You must invest the;$5,000,000 accordingly;No more than 35% of your;investment will be in the Large-Market Stocks, with a minimum of 15%;investment in any given stockNo more than 30% of your;investments will be in the Medium-Market Stock, with a minimum of 15%;investment in the stockNo more than 35% of your;investment will be in the Small-Market Stocks, with a minimum of 15%;investment in any given stockThe;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.;Scenario;2;You are;now skeptical of the Medium-Market stock. With that, you will now invest your;$5,000,000 accordingly;No more than 50% of your;investment will be in the Large-Market Stocks, with a minimum of 20%;investment in any given stockNo more than 50% of your;investment will be in the Small-Market Stocks, with a minimum of 20%;investment in any given stockThe;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.;Scenario;3;You are;now skeptical of the Large-Market Stock. With that, you will now invest your;$5,000,000 accordingly;No more than 50% of your;investment will be in the Medium-Market Stock, with a minimum 20%;investment hereNo more than 50% of your;investment will be in the Small-Market Stocks, with a minimum 20%;investment hereThe;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.;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.;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 the;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;$1,000,000, but you will come close.;Note;Do not;worry about any commission fees or miscellaneous charges.;Assignment;Determine;how much money you earned or lost with each stock on a daily basis.;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.;Stock nameStock symbolNumber of shares purchased /;acquiredStock priceDate of stock transactionStart;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.;The highest stock price for;the period for the stock(s) selectedThe lowest stock price for;the period for the stock(s) selectedThe average stock price for;the period for the stock(s) selectedThe largest amount of profit;(loss) earned for the period for the stock(s) selectedThe lowest amount of profit;(loss) earned for the period for the stock(s) selectedTrack;the stock for 120 consecutive days that the market is open.;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:?-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:?;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.

 

Paper#39344 | Written in 18-Jul-2015

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