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ACC 306 Homework Assignment 1: Excel Project

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Question;ACC 306 Homework solutionAssignment 1: Excel ProjectDue Week 4This 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 accountingsoftware products. Your evaluation will be based on large- and medium-market firms. The firms are asfollows: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 Assignment1. Create one (1) Excel workbook that contains each of the four (4) scenarios (detailed below). Usethe appropriate Excel formulas and functions to justify your derived results. Note: Follow thecompletion 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 stock? No more than 30% of your investments will be in the Medium-Market Stock,with a minimum of 15% investment in the stock? No 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) mo th a o. Track yo r tock ? da yperformance 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? trackingperiod, calculate your net gain (or loss) for each stock and your total investment atthe end of the 120 days. Develop the appropriate charts that highlight yourperformance. You will create a minimum of two (2) charts.Note: Your purchase must be in whole shares. For example, you cannot purchase100.5 shares. You must purchase either 100 or 101 shares. For this reason, youmay 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 investyour $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 stock? No 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) mo th a o. Track yo r tock ? da yperformance for the 120 trading days following the purchase date. During this time, ACC 306 ? Assignments and Rubrics? 2014 Strayer University. All Rights Reserved. This document contains Strayer University Confidential and Proprietary informationand may not be copied, further distributed, or otherwise disclosed in whole or in part, without the expressed written permission ofStrayer University.ACC 306 Student Version 1144 (1087 3-21-2014) Final Page 9 of 20you will note the gains and losses each day. At the end of the 120 days? trackingperiod, calculate your net gain (or loss) for each stock and your total investment atthe end of the 120 days. Develop the appropriate charts that highlight yourperformance. You will create a minimum of two (2) charts.Note: Your purchase must be in whole shares. For example, you cannot purchase100.5 shares. You must purchase either 100 or 101 shares. For this reason, youmay 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 here? No 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) mo th a o. Track yo r tock ? da yperformance 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? trackingperiod, calculate your net gain (or loss) for each stock and your total investment atthe end of the 120 days. Develop the appropriate charts that highlight yourperformance. You will create a minimum of two (2) charts.Note: Your purchase must be in whole shares. For example, you cannot purchase100.5 shares. You must purchase either 100 or 101 shares. For this reason, youmay 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 nowinvest your $5,000,000 into that stock.The purchase date of the stock will be six (6) mo th a o. Track yo r tock ? da yperformance 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? trackingperiod, calculate your net gain (or loss) for the stock and your total investment at theend 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 purchase100.5 shares. You must purchase either 100 or 101 shares. For this reason, youmay 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.Instructionson how tocompleteThere is no sample Excel workbook to use as part of the project, therefore, you willcreate your own workbook. In creating your workbook, be sure to include thefollowing data (however, other data will be stored in your scenario) in a columnarformat.? Stock name? Stock symbol? Number of shares purchased / acquired? Stock price ACC 306 ? Assignments and Rubrics? 2014 Strayer University. All Rights Reserved. This document contains Strayer University Confidential and Proprietary informationand may not be copied, further distributed, or otherwise disclosed in whole or in part, without the expressed written permission ofStrayer University.ACC 306 Student Version 1144 (1087 3-21-2014) Final Page 10 of 20? Date of stock transactionStart your scenario using the opening-day price for each stock as your purchaseprice and use the closing stock price to calculate how much money you earned orlost 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) selected? The lowest stock price for the period for the stock(s) selected? The average stock price for the period for the stock(s) selected? The largest amount of profit (loss) earned for the period for the stock(s)selected? The 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 touse the appropriate Excel formulas and functions which will show the instructor howyou derived your results.Part II: Paper2. Write a three to four (3-4) page paper in which you:a. Summarize the various accounting systems that each firm provides. Be sure to address thefollowing for each firm:i. The various types of accounting systems it sells (e.g., Oracle sells Oracle Financialsas well as PeopleSoft financials)ii. The industries that it markets itself to (e.g., most firms sell their products to bankingfirms, construction firms)iii. Strengths and weaknesses of the products sold by the firm as noted by reviewers ofthe products.iv. Whether Wall Street views this company in a positive or negative way. Explain why.b. Summarize your findings from each scenario, emphasizing your decisions on which stockswere used and the criteria for determining the number of stocks used. Suggest a strategy toimprove your selection of courses.c. Describe an ideal scenario that would have exceeded the results from your best scenario inPart 1 of the assignment.d. Determine at least two (2) ways in which your findings could be used to better drivemanagement decisions.e. Use at least two (2) quality academic resources in this assignment. Note: Wikipedia andother 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 allsides, citations and references must follow APA or school-specific format. Check with yourprofessor for any additional instructions. ACC 306 ? Assignments and Rubrics? 2014 Strayer University. All Rights Reserved. This document contains Strayer University Confidential and Proprietary informationand may not be copied, further distributed, or otherwise disclosed in whole or in part, without the expressed written permission ofStrayer University.ACC 306 Student Version 1144 (1087 3-21-2014) Final Page 11 of 20? c de a cover pa e co ta the t t e of the a me t, the t de t? ame, the profe or?name, the course title, and the date. The cover page and the reference page are not included inthe required assignment page length.The specific course learning outcomes associated with this assignment are:? Discuss how automated accounting software can help management make better informedbusiness 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 foraccountants.? Write clearly and concisely about microcomputer applications for accountants using proper writingmechanics.Grading for this assignment will be based on answer quality, logic / organization of the paper, andlanguage and writing skills, using the following rubric

 

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