let’s talk stocks note taking guide · reading a stock chart 7. tracking the health of the stock...
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© Take Charge Today – August 2018 – Let’s Talk Stocks The University of Arizona
Let’s Talk Stocks Note Taking Guide
Total Points Earned
Name
Total Points Possible Date
Percentage Class
Why should I learn about the stock market?
•
•
• Define some basic stock market terms:
Stock Market
Stocks
Stock certificate
Bond
Why do companies issue stock? This method is popular because:
•
•
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© Take Charge Today – August 2018 – Let’s Talk Stocks The University of Arizona
What Are Dividends
What is an Initial Public Offering (IPO)
Five Facts about Risk vs. Return:
What is a Rate of Return
Explain what Portfolio Diversification does
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© Take Charge Today – August 2018 – Let’s Talk Stocks The University of Arizona
Titles for each section of the Investment Risk Pyramid:
Two different types of stock that can be purchased:
1.
2.
Common Stock definition
Two features of Common Stock
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•
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© Take Charge Today – August 2018 – Let’s Talk Stocks The University of Arizona
What are some ways the price of a stock can change? Write a reason in each box below:
What happens when there is a Stock Split?
What are some features of Preferred Stock:
Define Preferred Stock
Stock certificate
Market Price/Value
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© Take Charge Today – August 2018 – Let’s Talk Stocks The University of Arizona
What are some keys to Preferred Stock ownership? Write the words “Yes” or “No” for each box shape and insert a ü or an X in the circle shapes below)
Write answers
here
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© Take Charge Today – August 2018 – Let’s Talk Stocks The University of Arizona
What are some different classifications of stocks? Write information about each type:
Define the two ways for researching stocks: Technical Analysis
Fundamental Analysis
What is Market Capitalization? (Often referred to as “Market Cap”
What is the formula for calculating the worth of a company?
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© Take Charge Today – August 2018 – Let’s Talk Stocks The University of Arizona
There are four numerical measures an investor may use to determine how well a company's stock is doing.
Write in each box some defining characteristics of features associated with these fundamental analysis measurement tools:
Book value
Earnings per share (EPS)
Price/earnings ratio (P/E ratio)
Beta
Write down the formulas for each of
these stock calculations
Book Value
EPS
Beta P/E Ratio
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© Take Charge Today – August 2018 – Let’s Talk Stocks The University of Arizona
Reading a Stock Chart
Tracking the Health of the Stock Market
Dow Jones
S&P 500 NASDAQ
Looking at Market Trends: Bull vs. Bear Markets
Define Bull Market
Define Bear Market
Stock 1
YTD% 2
52-Week High Low
3
DIV 4
YLD% 5
P/E 6
VOL 100’s
7
High Low 8
Close 9
Net Chg 10
AAR -16.3 43 36 .33 2.5% 22 1479 40 37 42 .027
1. Stock 2. YTD% 3. 52-Week High Low
4. Dividends 5. YLD% 6. P/E Ratio
7. Vol 100’s 8. High Low 9. Close 10. Net Chg
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© Take Charge Today – August 2018 – Let’s Talk Stocks The University of Arizona
Companies that want to be listed on a stock exchange are often evaluated in five ways:
New York Stock Exchange (NYSE)
National Association of Securities Dealers Automated Quotations (NASDAQ)
Names of Regional Stock Exchanges
Names of International Stock Exchanges
Purchasing Stock on a Market
• _____________________ and _________________ meet to compete for best price
• Markets operate on the laws of __________________________ and ________________________
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© Take Charge Today – August 2018 – Let’s Talk Stocks The University of Arizona
Define Supply
Define Demand
Purchasing Stocks
What does a broker do?
Steps for Executing a Stock Purchase
How do these two terms differ?
Market order
Limit order