BUSN5200 Webster University Verizon and the Stock Market Project I need a 7-10 page paper which includes title page, table of contents and references page.

BUSN5200 Webster University Verizon and the Stock Market Project I need a 7-10 page paper which includes title page, table of contents and references page. My topic is verizon portfolio on the stock market. Attach is the format. 1
[Portfolio Title]
by
[your official name]
MS, Webster University, 2019
BS, [university], 200X
Portfolio Project
Webster University
December 2019
2
Table of Contents
List of Tables ………………………………………………………………………………………………………..3
Section 1: Brief overview of stock……………………………………………………………………………4
Industry Factors for Stock ………………………………………………………………………………….4
Reason for Stock Selection ………………………………………………………………………………..4
Steps to Gather Data …………………………………………………………………………………………4
Steps used in Making Recommendation ………………………………………………………………5
Presentation of the Findings……………………………………………………………………………….5
Recommendations for Action …………………………………………………………………………….5
References …………………………………………………………………………………………………………….6
Appendix A: Rubric of the Portfolio Project ……………………………………………………………..7
This Table of Contents (TOC) has all the headings from the template included. To
update your TOC, right click anywhere in the Table of Contents, select Update Field,
then select Update entire table or Update page numbers only, and click OK.
3
List of Tables
Table 1. A Sample Table Showing Correct Formatting ….Error! Bookmark not defined.
4
Section 1: Brief overview of stock
Text begins here. Provide an overview of the context or background of the stock
selected.
Industry Factors for Stock
Text begins here. Provide an overview of the context or background of the
selected stock. Provide a brief synopsis of factors that are present in your stock.
Reason for Stock Selection
Text begins here. Why did you select this stock? Can you provide a variety of
examples why this one was interesting, you heard great things about the stock, or
possibly have researched it previously? An example of an APA cited reference is
provided.
Jones (2010) stated that employee turnover in the health care industry averages
46% across the nation. According to Smith (2010), employee turnover contributes to loss
of both revenue and customers. The numbers and citations anchor the existence of the
problem.
Steps to Gather Data
Text begins here. What steps did you use to obtain the information? Smith (2009)
provided an excellent discussion on activities that may be useful in constructing this
statement.
5
Steps used in Making Recommendation
Text begins here. Provide a brief discussion based on your research that you think
your stock should or should not remain in the portfolio. For example, Smith (2017)
stated that RCL will increase 32% in the next year. According to Schneider (2018), …
Presentation of the Findings
Text begins here. Present your findings that support your decision to retain or
suggest removing the stock from the portfolio.
Recommendations for Action
Text begins here. Recommendations on whether you should keep the stock in the
portfolio or should it be considered for removal?
6
References
Print periodical (journal)
Author, A. A., Author, B. B., & Author, C. C. (1994). Title of article. Title of Periodical,
xx(x), xxx-xxx.
Online periodical (journal)
Author, A. A., Author, B. B., & Author, C. C. (1994). Title of article. Title of Periodical,
xx(x), xxx-xxx. Doi:xxxxx
Nonperiodical (book)
Author, A. A. (1994). Title of work. City of Publication, ST: Publisher.
Chapter in a book
Author, A. A., & Author, B. B. (1994). Title of chapter. In A. Editor, B. Editor, & C.
Editor (Eds.), Title of book (pp. xxx-xxx). City, ST: Publisher.
7
Appendix A: Rubric of the Portfolio Project
Portfolio Stock Research Project Description
For this project, you are to research the financials of the selected industries and analyze
necessary data from an evaluation perspective to determine if the selected stock will
increase or decrease the risk of the portfolio. Based upon your analysis, write a summary
of the recommendations regarding the selected stock and an evaluation of the beta for
your stock and other indicators. The discussion of the beta must include what happens to
the risk of the portfolio when the stock is included and what happens when it is removed.
Does the risk of the portfolio increase or decrease and why? Provide a rationale for your
recommendations.
It is important in this course for you to understand real world scenarios that may involve
evaluations necessary to make informed decisions about corporate finance. This case
provides you an opportunity to think through the process, analyze a real-life situation,
determine if the selected stock may or may not provide value to the portfolio, and provide
a rationale for your decisions. Each evaluation conducted will increase your awareness
and provide useful techniques for both personal and business decisions – this project
allows you to research what will be required and how to make an informed decision.
Consider the following items when developing your framework;
a) The industry the stock is in,
b) tools used to evaluate the market,
c) a determination for your evaluation, and
d) summary: Does this stock increase or decrease risk to the portfolio.
In addition, the rationale for any decisions you make regarding the selected stock would
be important to describe.
Use any type of graphic, chart, or table (no more than one graph per page with a
maximum of three graphs) that you feel would be useful to help support your
recommendation so that investors can understand and make a decision whether to retain
the stock or remove it from the portfolio.
As you work on this case, you may need to make assumptions where there is insufficient
information. Make sure to state your assumptions clearly up front – then you are free to
build from them.
Use the information provided in class during week 2 as your “well-diversified” portfolio
for your calculations. Final stock prices will be established in Week 7 of the class.
Grading Considerations
8
Create a concise 7-10 pages, double-spaced professionally presented report (Microsoft
Word). This report should include:
1. A brief review of the selected stocks. This includes a short discussion of the
stock’s value and risk attributed in the portfolio,
2. A brief description of the steps used to gather the data. Provide enough detail that
an investor, corporate management, stakeholders, customers, etc. could make a
decision,
3. The steps used for making the recommendation and any other considerations, if
any, that may need to be addressed, and
4. Your recommendation for evaluating the selected stock and rationale.
When assignment is complete, name the file with your last name, first initial,
underscore Portfolio underscore the symbol of the stock (i.e.
EnsignJ_Portfolio_RCL), and submit the Word document to the Assignments Tab
in the World Classroom. The paper must process through TurnItIn and have a
score of less than 30.
The expectation is that you will provide a professionally written paper, without
organizational, grammatical, or spelling errors. Any literature reference to literature will
conform to APA 6 formatting. If the paper does not meet these expectations, a reduction
in points will result.
Rubric (25 points)
Content
Points
Description
Research process
and rationale.
3
Complete description of the research process and how
you obtained the necessary data.
Missing or incomplete information will result in a
reduction of points.
Steps used to
obtain data.
3
What financial tools did you use to in making the
determination? Clearly describe the recommendations
for the evaluation process. Provide a rationale for
each recommendation.
If rationale is missing for any of the
recommendations, or if the rationale is not logical or
sufficient, will result in a reduction of points.
Steps/details,
processes used,
and any other
considerations.
3
Provide a sufficiently detailed description for each
step or process and any other considerations used.
Inadequate framework or description of one or more
steps, will result in a reduction of points.
Points
Earned
9
Discussion of beta
3
The discussion of the beta must include what happens
to the risk of the portfolio when the stock is included
and what happens when it is removed. Does the risk
of the portfolio increase or decrease and why?
There must be a discussion regarding what risk your
stock adds to the portfolio
Papers absent a discussion on beta will lose 3 points.
Calculations of
formulas
2
Mathematical equations for each step or process must
be correct.
One point reduction for each inaccurate calculation.
Recommendation
and closing
considerations.
4
A well thought-out recommendation and evaluation
of the proposed stock and its impact on the portfolio
including a buy or pass decision.
Compliance with
APA 6 formatting
rules
2
APA 6 formatting is required. Maximum points for
three or less errors, four to six minus .5 points, seven
to nine minus 1 point, more than 10 minus 2 points.
Presentation
5
Portfolio Presentation during Week 9
Total Points
Portfolio Information
For this project, suppose you work for a small firm and based on your experience in
corporate finance, the owner asks your team for your recommendations about investing
the money she just received worth approximately $300,000 and she wants to invest in
stocks. She wants a diversified portfolio consisting of stocks invested in different
industries; the stocks have betas that are determined by the portfolio selected during week
1. For the purposes of this project our portfolio is “well diversified”.
For example, in a portfolio (beta 1.1) with four stocks the weight of each stock in the
portfolio is $25,000/$100,000 = 25%. The portfolio’s beta will be bp = 1.1:
bp = 25%(0.6) + 25%(1.2) + 25%(1.2) + 25%(1.4) = 1.1
The second important fact is that the standard deviation of a well-diversified
portfolio, ?p, is approximately equal to the product of the portfolio’s beta and the market
standard deviation:
?p = bp?m
10
Go to http://finance.yahoo.com/q/rk?s=SPY and review the information for the S&P 500.
For calculating the market standard deviation (?m) for this project, use the S&P 500
3-year standard deviation.
Comparing the 3-year standard deviation of the S&P 500, we can see that when
compared to the 5-year standard deviation which shows an improvement of 5.44% or a
decrease in market risk.
An example will be passed out in class.
Select a stock from your respective industry to conduct your project. A link to the sector
list is: http://www.investorguide.com/sector/. (Note: This list differs from the one I am
used to, however the information is here)
Sector Allocations
BASIC MATERIALS
CONGLOMERATES
CONSUMER GOODS
FINANCIAL
HEALTH
HEALTHCARE
INDUSTRIAL GOODS
PROPERTY
SERVICES
TECHNOLOGY
UTILITIES
11
Appendix A
The objective is to find a stock within your selected sector that meet these three
criteria:
a. Must be traded on either the NYSE or AMEX
b. Must have a beta of >.5
c. A price above $1.00

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