TY Business Investment Task

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TY Business Investment Task

Log onto wallstreetsurvivor.com and join using game code ……….


Congratulations!! You have been given €100,000 to invest in the stock market!
It is up to you to choose which companies/industries you are going to invest it
in.
Task 1 – Analyse 6 businesses
To help you make this decision you will analyse each company using ratios
which were discussed in class. You will then select the businesses you believe
to have the most potential to increase in value over the course of your module.
You will be allowed to buy and sell your shares ONCE a week in BUSINESS
CLASS ONLY!
Name the companies you are going to research and analyse.
Company 1 : Kellogs
Company 2 : Caterpillar
Company 3 : Microsoft
Company 4 : Ryanair
Company 5 : Vir Biotechnology
Company 6 : Coca-Cola Europe
Using tradingeconomics.com analyse the movement in the market value of
their shares.
What is the current value of their shares on the stock market vs 1month ago?
Current 1 month ago Increase/decrease?
By how much?
Company 1 71.81 73.66 -1.85

Company 2 244.31 235.49 +8.82

Company 3 236.35 256.92 -20.57


Company 4 85.19 76.13 +9.06

Company 5 26.17 26.24 -0.07

Company 6 56.60 54.50 +1.50

What is the current value of their shares on the stock market vs 1year ago?
Current 1 year ago Increase/decrease?
By how much?
Company 1 71.81 64.639

Company 2 244.31 221.79

Company 3 236.35 301.97

Company 4 85.19 116.91

Company 5 26.17 37.65

Company 6 56.60 58.315


How are you going to split your €100,000? (All eggs in one basket / split evenly)
Why?
I am going to split evenly so that I have less of a chance to make a very large
loss.
Which companies are you going to invest your €100,000 in? Please mention
market value, number of shares purchased and total value of investment.
I am going to invest 100 shares in Kellog’s, 101 shares in Caterpillar, 10 in
Microsoft, 200 in Ryanair, 100 in Vir Biotechnology and 100 in Coca-Cola
Europe.
Why are you investing in these companies?
I believe that these companies will do well.

Task 2 – Invest!!
You have chosen the companies you would like to invest in.
Now you must track their progress and decide if you are going to buy more
shares, keep your current shares or sell your shares.
Starting point – Week 1
Current market value of shares
Company 1 : Caterpillar
Company 2 : Ryanair
Company 3 : Microsoft
Week 2
Current (Week 2) Week 1 Increase/decrease?
By how much?
Company 1 250.51 235.49 +15.02

Company 2 90.24 85.19 +5.05


Company 3 228.85 236.35 -7.50

Other potential investments – justify why you are interested in them.


The Games Workshop group are about to add the ark of omens update to their
webstore for pre order. There will be tournaments involving their game
Warhammer40K soon which means a lot of people will be pre ordering the ark
of omens update. This means that the Games Workshop Group will make a big
return profit.
What is your plan for this week? Keep / buy / sell
Company 1 : I will buy more of Caterpillar since they have been doing very well
Company 2 : I will keep the amount of Ryanair I own the same.
Company 3 : I will sell a bit of what I own of Microsoft since the aren’t doing
very well and don’t have anything planned that can make them a profit.
New investments (if applicable). Please mention market value, number of
shares purchased and total value of investment.
I will buy 100 shares in The Games Workshop Group.
Week 3
Current (Week 3) Week 1 Increase/decrease?
By how much?
Company 1 258.46 235.49 +22.97

Company 2 92.54 85.19 +7.35

Company 3 239.23 236.35 +2.88

Other important information to consider


The Games Workshop Group increases by +6.75
What is your plan for this week? Keep / buy / sell
Company 1 : Buy more Caterpillar shares
Company 2 : Buy more Ryanair shares
Company 3 : Keep the same amount of Microsoft shares

Week 4
Current (Week 4) Week 1 Increase/decrease?
By how much?
Company 1 245.75 235.49 +10.26

Company 2 92.81 85.19 +7.62

Company 3 231.93 236.35 -4.42

Other important information to consider


Games Workshop Group went up + 3.09
What is your plan for this week? Keep / buy / sell
Company 1 : Buy more
Company 2 : Buy more
Company 3 : Sell All
Conclusion
How much money did you gain / lose on your investments?
By the end of this module I made a profit of + 1,387.78
Task 3 - Reflect on your decisions
If you were to re-do this investment task would you do anything differently?
Why/ Why not?
After this module what I think that I would do differently next time is research
more about each company and what they plan to do. I will also keep more up
to date on new plans that the company has and what the general public is
thinking of the company. If I did this I could’ve some of the drops in share
value that I experienced during this module.

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