DO YOU WANT TO KNOW
HOW TO MAKE MILLIONS?
Ms. Zaimi & Ms. Kronick
WHAT IS THE STOCK MARKET?
http://www.youtube.com/watch?v=EX33ZpRPoUU
Ms. Zaimi & Ms. Kronick
SIMPLE COMPANY –
THE ZEEKRONICK PEN PRODUCERS
What do we need in order to sell our pens?
Ms. Zaimi & Ms. Kronick
HELP THE ZEEKRONICK PEN PRODUCERS
GET STARTED…
In your groups, take 5 minutes, and:
Step 1: Look through each one of the cut-outs
Step 2: On a piece of paper, arrange the cut-outs in a
logical way so that The ZeeKronick Pen Producers can
operate successfully
Step 3: Be prepared to show your classmates what you
have come up with
Ms. Zaimi & Ms. Kronick
Ms. Zaimi & Ms. Kronick
SO, SHOW ME THE MONEY!
Ms. Zaimi & Ms. Kronick
WHAT HAPPENS WHEN
THE ZEEKRONICK PEN PRODUCERS GROW?
Ms. Zaimi & Ms. Kronick
STOCK MARKETS?!
What are stocks?
Stocks (shares) are when you have some ownership in a
company.
And the stock market?
An everyday term we use to talk about a place where stocks
are "traded » – meaning bought and sold.
So, how does it all work?
When a company, like ZeeKronick, needs money they ‘sell’ part of their company
on the stock market.
Ms. Zaimi & Ms. Kronick
SO WHO’S AT THE MARKET?
Ms. Zaimi & Ms. Kronick
THE MAJOR PLAYERS: STAKEHOLDERS
Stakeholders can be affected or can affect the actions of the
business as a whole.
 Shareholders: a person that owns shares/stocks in a company
 Companies: business or a firm, such The ZeeKronick Pen Producers
 Investment firms: companies that provide advice to shareholders about how to
navigate the stock market
 Stock broker: people who work for investment firms
Ms. Zaimi & Ms. Kronick
MISSION:
Create your own investment firm
Come up with a:
1) Company name
2) Company Logo
3) Company Slogan
4) Company Mission
5) Organizational Structure
Ms. Zaimi & Ms. Kronick
TRIPLE BOTTOM LINE INVESTMENTS
T
The Investment Firm that Cares
To promote positive economic, social and
environmental performance
B
Chief
Executive
Officer (CEO)
Head of
Industry 1 & 2
Head of
Industry 3 & 4
Head of
Industry 5 & 6
L
Head of
Industry 7 & 8
Ms. Zaimi & Ms. Kronick
WHAT INDUSTRIES
ARE OUT THERE?
Industries: different kinds of manufacturing and
services broken down into groups called
industries
Ms. Zaimi & Ms. Kronick
DEERE & COMPANY
Forestry
and Paper
Basic
Resources
Basic
Materials
Industrial
Metals
Mining
Chemicals
Chemicals
Ms. Zaimi & Ms. Kronick
COCA COLA ENTERPRISES
Automobiles
and Parts
Consumer
Goods
Food and
Beverage
Personal and
Household
Foods
Ms. Zaimi & Ms. Kronick
SOUTH WEST AIRLINES
Media
Consumer
Services
Retail
Travel and
Leisure
Ms. Zaimi & Ms. Kronick
PFIZER INC.
Health Care
Equipment and
Services
Health Care
Pharmaceuticals
and
Biotechnology
Ms. Zaimi & Ms. Kronick
SHELL
Oil and Gas
Producers
Oil and Gas
Oil Equipment,
Services and
Distribution
Ms. Zaimi & Ms. Kronick
VIRGIN MOBILE
Fixed line
Telecommunications
Telecommunications
Mobile
Telecommunications
Ms. Zaimi & Ms. Kronick
APPLE INC.
Computer Services
Software and
Computer Services
Interent
Software
Technology
Computer Hardware
Technology
Hardware and
Equipment
Telecommunications
Equipment
Ms. Zaimi & Ms. Kronick
AMERICAN WATER WORKS COMPANY INC.
Electricity
Utilities
Gas,
Water
Ms. Zaimi & Ms. Kronick
NEXT STEPS
1)Choose the 2 industries you will individually
research now and add them to your
organizational chart
2) The group will research the companies that are
listed for your industry
3) Start looking into your companies by using
google
Ms. Zaimi & Ms. Kronick
THE GAME
Objective: your investment firm has been hired
by a client who trusts you to choose
companies whose stock will go up in price
the most.
Winner: compete with the other investment
firms to see who makes the most money for
your client.
Ms. Zaimi & Ms. Kronick
Client
Investment
Firm (YOU)
Companies
Stock
Ms. Zaimi & Ms. Kronick
MEET YOUR CLIENT
AND THEIR ACCOUNT
Your client has given your investment firm a balance of
$100,000
Keeping track of your client’s money:
Deposit (+): putting money into the client’s account
Withdrawal (-): taking money from the client’s account
Cash balance: how much money the client’s account
currently has after the deposit and withdrawal
Ms. Zaimi & Ms. Kronick
CLIENT LEDGER EXAMPLE
Transaction 1: start out with $100, 000
Transaction 2: investment in Kellogg’s for $5,000
Transaction 3: profit made from Kellogg’s $200
Reason for deposit
or withdrawal
Starting
Deposits (+)
100,000 00
Investment in
Kellogg’s
Kellogg’s profit
Withdrawals (-)
100,000 00
5,000 00
200 00
Cash Balance
95,000 00
95,200 00
Ms. Zaimi & Ms. Kronick
Client
Investment
Firm (YOU)
Companies
Stock
Ms. Zaimi & Ms. Kronick
LET’S TALK ABOUT YOU...
What is your role as an investment firm? What are
you responsible for?
What are the skills that you need to demonstrate as
indicated on your contract?
What is your individual role within the investment
firm?
Ms. Zaimi & Ms. Kronick
FIRST DEADLINE: COMPLETE YOUR MISSION O
CREATING YOUR OWN INVESTMENT FIRM
Come up with a:
1) Company name
2) Company Logo
3) Company Slogan
4) Company Mission
5) Organizational Structure
Ms. Zaimi & Ms. Kronick
TRIPLE BOTTOM LINE INVESTMENTS
The Investment Firm that Cares
To promote positive economic, social and
environmental performance
B
T
L
Chief
Executive
Officer (CEO)
Head of 2
Industries
Head of 2
Industries
Head of 2
Industries
Head of 2
Industries
Ms. Zaimi & Ms. Kronick
Client
Investment
Firm (YOU)
Companies
Stock
Ms. Zaimi & Ms. Kronick
How did/will you pick what
companies to invest in?
Ms. Zaimi & Ms. Kronick
SUGGESTIONS:
Household names: how well known the company is
Market Cap: how much the company is worth in total
Past history: graph of last days, weeks, months, years
Competitors: position in industry
Price per share: how much one unit of the company is
worth
Ms. Zaimi & Ms. Kronick
HELPFUL RESOURCES
NYSE
Yahoo Finance
Stock APP
Ms. Zaimi & Ms. Kronick
EXPERT GROUPS (X2)
Step 1: Meet the other industry specialists
Step 2: Discuss:
your findings on the industry
your findings regarding companies within
industry
Step 3: Record all relevant information on
“Research checklist”
Ms. Zaimi & Ms. Kronick
MARKET DISCUSSION
What did you find out about your industry?
What companies did you decide on? How might
you choose?
Which companies might be your top earners?
Ms. Zaimi & Ms. Kronick
EXPERT GROUPS
(X2)
Step 1: Meet the industry specialists from your
other industry
Step 2: Discuss and record:
your findings on the industry; and
your findings regarding companies within the
industry
Ms. Zaimi & Ms. Kronick
Are you ready to
invest?
Ms. Zaimi & Ms. Kronick
“TEAM INVESTMENT - STOCKS BOUGHT” LEDGER
Date of
Purchase
Company
Name
Number of Price per
Shares
share
Bought
Nov 21,
2013
Wal-Mart 100
Amount
Invested
78 67 7867 00
Ms. Zaimi & Ms. Kronick
“KEEPING TRACK OF YOUR CASH” LEDGER
Transaction 1: start out with $100, 000
Transaction 2: withdrawal for Wal-Mart investment
Reason for deposit
or withdrawal
Starting out
Investment in WalMart
Deposits (+)
Withdrawals (-)
100,000 00
7,867 00
Cash Balance
100,000 00
92,133 00
Ms. Zaimi & Ms. Kronick
START MAKING MILLIONS!
Step 1) As a team you must decide how much money
you want to invest in your companies. Let each team
partner report on their companies before deciding.
Step 2) Record the investment in your “Team
Investment”  “Stocks Bought” ledger
Step 3) Withdraw the money you need from your client’s
account. Record the transaction in your “Keeping
Track of your Cash” ledger.
Ms. Zaimi & Ms. Kronick
LET’S GET INVESTING…
Ms. Zaimi & Ms. Kronick
DEADLINE 2: CONFERENCE WITH
COLLEAGUES
Discuss the companies that your firm will
be investing in (minimum of 8)
Record the relevant information onto
the:
“Team Investment” Ledger
“Keeping Track of your Cash” Ledger
Ms. Zaimi & Ms. Kronick
PRICE CHECK
Stock prices fluctuate:
Yearly
Monthly
Weekly
Daily
By the minute
Even by the second
Ms. Zaimi & Ms. Kronick
“TEAM INVESTMENT - STOCKS BOUGHT”
LEDGER
Date of
Purchase
Company
Name
Nov 19, 2013
Wal-Mart
Number of
Shares
Bought
100
Price per
share
Amount
Invested
79 17
7,916 91
Ms. Zaimi & Ms. Kronick
“TEAM INVESTMENT - PRICE CHECK”
LEDGER
Date of
Company
Price Check Name
Number of
Shares
Owned
Current
Price per
share
Today’s
market
value
Nov 25,
2013
100
$80.54
$8,054
Wal-Mart
Ms. Zaimi & Ms. Kronick
PRICE CHECK YOUR OWN STOCKS!
Step 1) Go online to NYSE , Yahoo Finance or
Stock App and check your companies’
current price per share
Step 2) Fill in the “Team Investment Ledger”
 “Price check”
Ms. Zaimi & Ms. Kronick
CONSOLIDATION
What are your stocks selling for today?
Are you happy with your investments?
Why might your stock prices have changed?
(start looking at this more closely)
Ms. Zaimi & Ms. Kronick
NEXT STEPS
Tomorrow you will meet with the CEO to discuss :
 Your firm (name, logo, mission etc.)
 Your two industries
 The 8 companies you’ve chosen to invest in
 How the stocks are performing
(price check: increase/decrease )
Homework: finish any of the
above that are incomplete!
Ms. Zaimi & Ms. Kronick
CONFERENCE WITH CEO
MS. ZAIMI
AND
MS. KRONICK
Ms. Zaimi & Ms. Kronick
Conference Day with CEO
✓ Your firm (name, logo, mission etc.)
✓ Your two industries
✓ The 8 companies you’ve chosen to invest in
✓ How the stocks are performing
✓ (price check: increase/decrease )
Ms. Zaimi & Ms. Kronick
Meeting with Colleagues
✓Make sure you have recorded the
companies that your firm will be investing
in (minimum of 8)
✓Check today’s price
✓Research current events about your
companies and think about how that has
affected the price (news section)
Ms. Zaimi & Ms. Kronick
Reflection
• Write a 200/300 word reflection on how you
think your meeting went, make sure to touch on
your:
–
–
–
–
Investment firm knowledge
Industry knowledge
Company knowledge (background, current state)
Communication skills
Ms. Zaimi & Ms. Kronick
Profit and Loss
Ms. Zaimi and Ms.
Kronick
Profit or Loss ?
■You purchased your stock at
$0.79 per share
■You decide to sell your stock
when its Market Value is $0.81
per share
■Is this a profit or loss?
Ms. Zaimi & Ms. Kronick
Profit or Loss ?
■ When the total selling price > original amount
invested, you make a profit
TOTAL SELLING PRICE – AMOUNT INVESTED = +PROFIT
■ When the total selling price < the original
amount invested, you make a loss
TOTAL SELLING PRICE – AMOUNT INVESTED= (- LOSS)
Ms. Zaimi & Ms. Kronick
STOCKS BOUGHT
LEDGER
Date of
Company
Number of Price per
Purchase
Name
Nov 19,
2013
Wal-Mart
Shares
Bought
100
share
Amount
Invested
$79 17 $7,917 0
0
Ms. Zaimi & Ms. Kronick
Profit or Loss Ledger
Date
Company
Name
Total
Selling Price
Subtract
Amount
Invested
Profit
(or loss)
Ms. Zaimi & Ms. Kronick
Keeping Track of your Cash
Ledger
Reason for deposit
or withdrawal
Deposits (+)
Starting balance
$100,000 00
Investment in WalMart
Withdrawals (-)
Cash Balance
$100,000 00
$7,917 00
$92,083 00
Ms. Zaimi & Ms. Kronick
RETURN ON INVESTMENT
= Total selling price - Amount invested
Amount invested
Ms. Zaimi & Ms. Kronick
How will you make a
profit?
Ms. Zaimi & Ms. Kronick
■ Are your stocks showing a downward
trend lately?
■ Is there another company you wish you
had invested in?
If so, it’s time to sell and cut your losses…
After you sell, you can use the money to buy
more shares in another company.
Ms. Zaimi & Ms. Kronick
TIME TO SELL!
1) Price check your stocks and
record on the Price Check Ledger
2) Sell at least on stock per team
3) Record the sale on your Profit or Loss Ledger
4) Calculate the ROI
5) Look into other companies to invest in (make an
educated investment based on industry/company
news)
Ms. Zaimi & Ms. Kronick
TIME TO REPORT AND
ANNOUNCE TO YOUR CEO:
- stock sold
- profit (or loss) from sale
- new stock bought
Ms. Zaimi & Ms. Kronick
MISSION: SELL WITHIN THE NEXT 10
MINUTES
1) Choose at least one stock to sell
2) Record the sale in:
a) Profit or Loss Ledger
b) Keeping Track of your Cash Ledger
3) Calculate the ROI
4) Invest in a replacement company and record in:
a) Stocks Bought Ledger
b) Keeping Track of your Cash Ledger
Ms. Zaimi & Ms. Kronick
TIME TO REPORT TO THE CEO
Report to your CEO and announce:
- stock sold
- profit (or loss) from sale
- new stock bought
Ms. Zaimi & Ms. Kronick
Looking at graphs and
related events
Ms. Zaimi & Ms. Kronick
THE GREAT DEPRESSION
Ms. Zaimi & Ms. Kronick
200OS
Internet Bubble
Housing Bubble
Ms. Zaimi & Ms. Kronick
Ms. Zaimi & Ms. Kronick
APPLE
Ms. Zaimi & Ms. Kronick
RIM VS. APPLE
Ms. Zaimi & Ms. Kronick
HOLIDAYS
Ms. Zaimi & Ms. Kronick
WINTER
Ms. Zaimi & Ms. Kronick
WARS (1)
Ms. Zaimi & Ms. Kronick
WARS (2)
Ms. Zaimi & Ms. Kronick
HOMEWORK
• Make sure that you have at least 4
price checks per company by
tomorrow as you will be graphing
Ms. Zaimi & Ms. Kronick
WHAT TO INCLUDE IN A GRAPH
Title for the graph
Title for both axes ( horizontal and vertical)
Appropriate units for both axes
Legend/Key
Ms. Zaimi & Ms. Kronick
LINE GRAPH: TO TRACK CHANGES OVER SHORT
AND LONG PERIODS OF TIME
Trends in Milk Consumption
800
700
600
Units Sold
500
Chocolate
White
400
300
200
100
0
September
October
November
Months of school year
December
January
Ms. Zaimi & Ms. Kronick
PIE GRAPH: TO COMPARE PARTS OF
A WHOLE
Chocolate Milk Sold in a Week
24
68
36
Monday
Tuesday
Wednesday
Thursday
Friday
44
60
Ms. Zaimi & Ms. Kronick
OLUMN/ (DOUBLE) BAR GRAPH: TO COMPARE THINGS
ETWEEN DIFFERENT GROUPS OR TO TRACK CHANGES
OVER TIME
Weekly Milk Sales
80
70
60
IUnits Sold
50
40
Chocolate
White
30
20
10
0
Monday
Tuesday
Wednesday
Days of the week
Thursday
Friday
Ms. Zaimi & Ms. Kronick
STOCK GRAPH: TO SHOW CHANGES IN
THE VALUE OF STOCKS OVER TIME
Wal-Mart Weekly Performance
6,000,000
81.50
81.00
5,000,000
80.50
4,000,000
80.00
79.50
3,000,000
79.00
2,000,000
78.50
Volume Traded
High Price
Low Price
Closing Price
78.00
1,000,000
77.50
0
77.00
Nov. 21, 2013
Nov. 22, 2013
Nov. 25, 2013
Nov. 26, 2013
Nov. 27, 2013
Ms. Zaimi & Ms. Kronick
LEGEND EXPLAINED
The red vertical bars show the number of shares traded
The yellow dot shows the closing price for the stock
The top of the thin vertical line indicates the highest share price and the bottom of
the line indicates the lowest share price
Ms. Zaimi & Ms. Kronick
TRY TAKING YOUR STOCK DATA AND
GRAPHING IT IN A MEANINGFUL WAY
Suggestions:
line graph and/or stock graph to track stock prices
pie chart to represent % of total amount invested in
certain industry/company
bar graph to show the ROI (return on investment)
Ms. Zaimi & Ms. Kronick