Expert answer:Principles of Finance

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Expert answer:FIRST:Select one (1) U.S. publicly traded company and review its most recent Annual Report. (You may use CHEVRON)Use the Income Statement and Balance Sheet to determine the changes in:assets, liabilities, and equitytotal revenue and net incomeBriefly describe the change from the current and prior years in each of these key areas and determine if the changes would be positive or negative from an investor / stockholder’s view.NEXT:GEORGE PLEASE SEE THE ATTACHED ASSIGNMENT THAT YOU PREVIOUSLY WORKED ON IN ORDER TO COMPLETE THIS SECOND PART PLEASE: Record the current price of the stock for CHEVRON, SOUTHWEST AIRLINE, DILLARDS. You may use any price during this week (e.g., day one price, the opening, the low, the high, the close, or any price you find when you check it during the day). Using MS Excel spreadsheet or MS Word document, put your PREVIOUS WORK THAT IS ATTACHED and THIS WEEK stock prices side-by-side, to show your comparison.Determine the current value of your total investment. Do not make any changes to your investment at this time. Calculate your total based on the number of shares and the new price per share, for each company.Provide your opinion / assessment of your investments. Evaluate the results of your current investment. Are you happy with the result and the trend? Are you upset because you’re investment is worth less than $25,000. Feel free to speculate / guess at why you believe the stock increased, decreased, or remained static.
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The capital markets and the ability to raise funds for corporate uses are essential to the
US economic systems. In this journal, the goal is to effectively invest $25,000 in US companies.
The investment is done through buying used stock from stock owners in various companies.
From such an investment, it would be possible to earn dividends and get back the investment by
selling the stock to other investors.
The three publicly traded companies that I would like to invest in their stock are Chevron,
Southwest Airline, and Dillard’s Inc. My investment would be quite diversified. The stock
information is accessible from the New York Stock Exchange, Google Finance, NASDAQ,
Market Watch, and Yahoo Finance.
The amount invested in each company is based on involved risks, returns, and market
stability among other factors. Chevron shares currents stand at the rate of $118.72 per share with
an approximate yield of 3.63% over the last 52 weeks or one year and dividend amounting to
$1.08 per share. Southwest Airline shares are open at $59.50 with an approximate yield of 0.85%
over the last one year and a dividend of $0.13 per share. Lastly, Dillard’s Inc shares are open at
$54.19 and have an annual yield of 0.73% with each share returning dividends worth
$0.10. Based on this information, I would invest about $12,000 in Chevron, $8,000 in Southwest
Airline, and $5,000 in Dillard’s Inc. Chevron has the highest returns and yield followed by
Southwest Airline and then Dillard’s Inc.
Number of Shares in Each Company
With $11,990.72, I will be able to buy 101 Chevron shares each costing $118.72. $7,973
will afford me 134 Southwest Airline shares each costing $59.5. Lastly, I will use $4,985.48 to
buy 92 Dillard’s shares, since each is currently priced at $54.19. The total investment will thus
be $24,949.70, which is approximately $25,000. The balance, $50.30 cannot buy any share from
either of the three companies.
Works Cited
Market Watch. Investing Stock. Web. Accessed 23 Oct.,
2017

NASDAQ. Most Active Stock. Web. Accessed 23 Oct., 2017.

Yahoo Finance. Chevron Corporation. Web. Accessed 23 Oct., 2017.

New York Stock Exchange. Web. Accessed 23 Oct., 2017.

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