Strayer Assignment 1: Excel Project
Research-ExpertAssignment 1: Excel Project
Due Week 5 and worth 280 points
Th a me t ba ed o O’Leary Lab 4: Stock Portfo o a y a d consists of two (2) parts – an Excel-basedassignment 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
1.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 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 stock
The purchase date of the stock will be six (6) mo th a o. Track yo r tock ’ da y 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 stock
No more than 50% of your investment will be in the Small-Market Stocks, with a minimum of 20% investment in any given stock
The purchase date of the stock will be six (6) mo th a o. Track yo r tock ’ da y performance for the 120 trading days following the purchase date. During this time,
© 2014 Strayer University. All Rights Reserved. This document contains Strayer University Confidential and Proprietary information and may not be copied, further distributed, or otherwise disclosed in whole or in part, without the expressed written permission of Strayer University.
ACC 306 Student Version 1148 (1087 7-29-2014) Final | Page 9 of 19 |
ACC 306 – Assignments and Rubrics
| 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: |
| 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 here |
| The purchase date of the stock will be six (6) mo th a o. Track yo r tock ’ da y |
| 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. |
| The purchase date of the stock will be six (6) mo th a o. Track yo r tock ’ da y |
| 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. |
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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 | There is no sample Excel workbook to use as part of the project; therefore, you will |
on how to | create your own workbook. In creating your workbook, be sure to include the |
complete | following data (however, other data will be stored in your scenario) in a columnar |
| format. |
Stock name
Stock symbol
Number of shares purchased / acquired
Stock price
©2014 Strayer University. All Rights Reserved. This document contains Strayer University Confidential and Proprietary information and may not be copied, further distributed, or otherwise disclosed in whole or in part, without the expressed written permission of Strayer University.
ACC 306 Student Version 1148 (1087 7-29-2014) Final | Page 10 of 19 |
ACC 306 – Assignments and Rubrics
| Date of stock transaction |
| 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. |
| 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) |
| selected |
| 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. |
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Part II: Paper
2.Write a five to six (5-6) page paper in which you:
a.Summarize the various accounting systems that each firm provides. Be sure to address the following for each firm:
i.The various types of accounting systems it sells (e.g., Oracle sells Oracle Financials as well as PeopleSoft financials)
ii.The industries that it markets itself to (e.g., most firms sell their products to banking firms, construction firms)
iii.Strengths and weaknesses of the products sold by the firm as noted by reviewers of the 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 stocks were used and the criteria for determining the number of stocks used. Suggest a strategy to improve your selection of courses.
c.Describe an ideal scenario that would have exceeded the results from your best scenario in Part 1 of the assignment.
d.Determine at least two (2) ways in which your findings could be used to better drive management decisions.
e.Use at least two (2) 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.
©2014 Strayer University. All Rights Reserved. This document contains Strayer University Confidential and Proprietary information and may not be copied, further distributed, or otherwise disclosed in whole or in part, without the expressed written permission of Strayer University.
ACC 306 Student Version 1148 (1087 7-29-2014) Final | Page 11 of 19 |
ACC 306 – Assignments and Rubrics
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 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.
Grading for this assignment will be based on answer quality, logic / organization of the paper, and language and writing skills, using the following rubric.
| Points: 280 |
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| Part I: Excel Spreadsheet |
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1. Create one (1) Excel |
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workbook that contains |
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each of the four (4) |
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scenarios and also |
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shows how you derived |
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your results. |
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Weight: 25% |
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2ai. Summarize the |
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various accounting |
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systems that each firm |
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provides, addressing |
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the various types of |
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accounting systems it |
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sells. |
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Weight: 5% |
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2aii. Summarize the |
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various accounting |
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systems that each firm |
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provides, addressing |
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the industries that it |
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© 2014 Strayer University. All Rights Reserved. This document contains Strayer University Confidential and Proprietary information and may not be copied, further distributed, or otherwise disclosed in whole or in part, without the expressed written permission of Strayer University.
ACC 306 Student Version 1148 (1087 7-29-2014) Final | Page 12 of 19 |
ACC 306 – Assignments and Rubrics
markets itself to. | systems that | each firm | each firm | each firm | each firm | |
Weight: 5% | each firm | provides, | provides, | provides, | provides, | |
provides, | addressing the | addressing the | addressing the | addressing the | ||
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| addressing the | industries that | industries that it | industries that | industries that | |
| industries that it | it markets itself | markets itself | it markets itself | it markets itself | |
| markets itself to. | to. | to. | to. | to. | |
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2aiii. Summarize the | Did not submit or | Insufficiently | Partially | Satisfactorily | Thoroughly | |
various accounting | incompletely | summarized | summarized the | summarized | summarized | |
systems that each firm | summarized the | the various | various | the various | the various | |
provides, addressing | various | accounting | accounting | accounting | accounting | |
strengths and | accounting | systems that | systems that | systems that | systems that | |
weaknesses of the | systems that | each firm | each firm | each firm | each firm | |
products sold by the | each firm | provides, | provides, | provides, | provides, | |
firm as noted by | provides, | addressing | addressing | addressing | addressing | |
reviewers of the | addressing | strengths and | strengths and | strengths and | strengths and | |
products. | strengths and | weaknesses of | weaknesses of | weaknesses of | weaknesses of | |
Weight: 5% | weaknesses of | the products | the products | the products | the products | |
the products sold | sold by the firm | sold by the firm | sold by the | sold by the firm | ||
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| by the firm as | as noted by | as noted by | firm as noted | as noted by | |
| noted by | reviewers of | reviewers of the | by reviewers of | reviewers of | |
| reviewers of the | the products. | products. | the products. | the products. | |
| products. |
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2aiv. Summarize the | Did not submit or | Insufficiently | Partially | Satisfactorily | Thoroughly | |
various accounting | incompletely | summarized | summarized the | summarized | summarized | |
systems that each firm | summarized the | the various | various | the various | the various | |
provides, addressing | various | accounting | accounting | accounting | accounting | |
whether Wall Street | accounting | systems that | systems that | systems that | systems that | |
views this company in | systems that | each firm | each firm | each firm | each firm | |
a positive or negative | each firm | provides, | provides, | provides, | provides, | |
way. | provides, | addressing | addressing | addressing | addressing | |
Weight: 5% | addressing | whether Wall | whether Wall | whether Wall | whether Wall | |
whether Wall | Street views | Street views | Street views | Street views | ||
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| Street views this | this company | this company in | this company | this company | |
| company in a | in a positive or | a positive or | in a positive or | in a positive or | |
| positive or | negative way. | negative way. | negative way. | negative way. | |
| negative way. |
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2b. Summarize your | Did not submit or | Insufficiently | Partially | Satisfactorily | Thoroughly | |
findings from each | incompletely | summarized | summarized | summarized | summarized | |
scenario, emphasizing | summarized your | your findings | your findings | your findings | your findings | |
your decisions on | findings from | from each | from each | from each | from each | |
which stocks were | each scenario, | scenario, | scenario, | scenario, | scenario, | |
used and the criteria | emphasizing your | emphasizing | emphasizing | emphasizing | emphasizing | |
for determining the | decisions on | your decisions | your decisions | your decisions | your decisions | |
number of stocks used. | which stocks | on which | on which stocks | on which | on which | |
Suggest a strategy to | were used and | stocks were | were used and | stocks were | stocks were | |
improve your selection | the criteria for | used and the | the criteria for | used and the | used and the | |
of courses. | determining the | criteria for | determining the | criteria for | criteria for | |
Weight: 10% | number of stocks | determining the | number of | determining | determining | |
used. Did not | number of | stocks used. | the number of | the number of | ||
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| submit or | stocks used. | Partially | stocks used. | stocks used. | |
| incompletely | Insufficiently | suggested a | Satisfactorily | Thoroughly | |
| suggested a | suggested a | strategy to | suggested a | suggested a | |
| strategy to | strategy to | improve your | strategy to | strategy to | |
| improve your | improve your | selection of | improve your | improve your | |
| selection of | selection of | courses. | selection of | selection of | |
| courses. | courses. |
| courses. | courses. | |
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2c. Describe an ideal | Did not submit or | Insufficiently | Partially | Satisfactorily | Thoroughly | |
scenario that would | incompletely | described an | described an | described an | described an |
© 2014 Strayer University. All Rights Reserved. This document contains Strayer University Confidential and Proprietary information and may not be copied, further distributed, or otherwise disclosed in whole or in part, without the expressed written permission of Strayer University.
ACC 306 Student Version 1148 (1087 7-29-2014) Final | Page 13 of 19 |
ACC 306 – Assignments and Rubrics
have exceeded the | described an | ideal scenario | ideal scenario | ideal scenario | ideal scenario | |
results from your best | ideal scenario | that would | that would have | that would | that would | |
scenario in Part 1 of | that would have | have exceeded | exceeded the | have | have exceeded | |
the assignment. | exceeded the | the results from | results from | exceeded the | the results | |
Weight: 15% | results from your | your best | your best | results from | from your best | |
best scenario in | scenario in | scenario in Part | your best | scenario in | ||
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| Part 1 of the | Part 1 of the | 1 of the | scenario in | Part 1 of the | |
| assignment. | assignment. | assignment. | Part 1 of the | assignment. | |
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2d. Determine at least | Did not submit or | Insufficiently | Partially | Satisfactorily | Thoroughly | |
two (2) ways in which | incompletely | determined at | determined at | determined at | determined at | |
your findings could be | determined at | least two (2) | least two (2) | least two (2) | least two (2) | |
used to better drive | least two (2) | ways in which | ways in which | ways in which | ways in which | |
management | ways in which | your findings | your findings | your findings | your findings | |
decisions. | your findings | could be used | could be used | could be used | could be used | |
Weight: 15% | could be used to | to better drive | to better drive | to better drive | to better drive | |
better drive | management | management | management | management | ||
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| management | decisions. | decisions. | decisions. | decisions. | |
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2e. 2 references | No references | Does not meet | Does not meet | Meets number | Exceeds | |
Weight: 5% | provided | the required | the required | of required | number of | |
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| number of | number of | references; all | required | |
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| references; all | references; | references | references; all | |
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| references | some | high quality | references | |
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| poor quality | references poor | choices. | high quality | |
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| choices. | quality choices. |
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3. Clarity, writing | More than 8 | 7-8 errors | 5-6 errors | 3-4 errors | 0-2 errors | |
mechanics, and | errors present | present | present | present | present | |
formatting |
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requirements |
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Weight: 10% |
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© 2014 Strayer University. All Rights Reserved. This document contains Strayer University Confidential and Proprietary information and may not be copied, further distributed, or otherwise disclosed in whole or in part, without the expressed written
11 years ago
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assignment_1_-_stock_analysis.xlsx
