1. Team M: Statistics & Financial Markets
Participants:
Vanay Joynes, Lankenau High School
Fanta Love, Girard Academic Music Program
Oshane O’Meally, MLK Jr. High School
Siaisha Sherman, William Penn High School

2. Contents
Objectives/Goals
Background
Procedure
Results
Conclusion

3. Objectives/Goals We were aiming to …
Learn how to develop investment portfolios
Learn how stock exchanges work
Learn how successful investors think

4. Background: For your information
The stock market is a “place” where stocks are bought and sold
A portfolio is a collection of stocks one chooses
Stock price = Market price
Intrinsic (or true) value
Return on capital – the profit a company’s stores or factories earn relative to the cost to build them
Earnings yield - the profit a company earns relative to the stock price

5. Background (continued): What Started It All
Stock markets trace back 600 years
1790, the first U.S. stock exchange was formed in Philadelphia
1792, the New York Stock and Exchange Board was formed by twenty four male merchants
Stock markets today exist internationally
The NYSE is located on Wall Street
Prominent Wall Street investors: Benjamin Graham, Warren Buffett, Hetty Greene, Shelby Davis, Laura Choate, and Martin Whitman

6. Procedures Criteria applied to develop individual portfolios:
Large, nationally known companies
Stock price has been almost unchanged for the past two to five years
High return on capital
High earnings yield
High profits per employee
Stock is being purchased by well-known investors

8. Procedures (continued)
After creating our portfolios we found the stock price of each company on June 19, 2007 and on July 18, 2007.
From that information we obtained the percentage change in the prices.
We then obtained the average percentage change in each portfolio in order to find the highest average percentage return.
This finding determined the best performing investment portfolio during this period.

9. Results Students Vanay -0.75% Oshane -3% Fanta 1% Siaisha -1.5%
Student name
Name of company
Stock price on June 19, 2007
Stock price on July 18, 2007
Percentage change in stock price
Siaisha
Wal-Mart Stores, Inc.
$48.81
$48.04
-2%
Comcast Corp.
$28.10
$25.46
-9%
Home Depot, Inc.
$38.27
$40.04 5%
Johnson & Johnson
$62.42
$62.20 0%
Student name
Name of company
Stock price on June 19, 2007
Stock price on July 18, 2007
Percentage change in stock price
Fanta
Intel Corp.
$24.10
$25.06 4%
American Power Corp.
$45.57
$46.28 2%
Bank of America
$50.55
$49.36
-2%
21st Century Insurance Group
$21.79
$21.83 0%
Student Name
Name of company
Stock price on June 19, 2007
Stock price on July 18, 2007
Percentage change in stock price
Oshane
Wal-Mart Stores, Inc.
$48.81
$48.05
-2%
Verizon Communica-tions Inc.
$43.07
$41.97
-3%
Sprint Nextel Corp.
$22.29
$21.16
-5%
Toyota Motor Corp.
$125.20
$122.49
Student name
Name of company
Stock price on June 19, 2007
Stock price on July 18, 2007
Percentage change in stock price
Vanay
Sony Corp.
$54.18
$51.54
-5%
Target Corp.
$63.51
$68.02 7%
McDonald’s Corp.
$52.48
$52.20 0%
Sprint Nextel Corp.
$22.29
$21.16
Students
Average percentage change in portfolio
Vanay
-0.75%
Oshane
-3%
Fanta 1%
Siaisha
-1.5%

10. Conclusion
We created portfolios with four strong, well managed companies, and we analyzed graphs to follow the status of these companies.
We simulated the Financial Trading System, a stock exchange game that gave us first-hand experience of real-time stock market trading.
We calculated the average percentage change in the stock prices in each portfolio.
We found that Fanta’s portfolio had the highest average percentage change, making her portfolio the one that performed best over that one-month period.

11. Acknowledgments Dean Daniel Larson Prof. Donald Richards
Prof. David Haushalter
Ms. Skyra Blanchard
Mr. Eric Speight
Siaisha Sherman
UBMS Faculty and Staff
Our Parents

12. Questions?