WorksheetsAnalyze Stock Info Review
Total questions: 33
Worksheet time: 17mins
Name
Class
Date
1.
Volume of stock is best described as ________________
a)
investment strategy where an investor predicts that a stock will decline in value.
b)
amount of times a stock is bought or sold in a given period of time.
c)
tool used to determine the size of a company by adding the total value of sold shares.
2.
Market Capitalization is best described as ___________
a)
investment strategy where an investor predicts that a stock will decline in value.
b)
amount of times a stock is bought or sold in a given period of time.
c)
tool used to determine the size of a company by adding the total value of sold shares.
3.
Short-selling is best described as ___________
a)
investment strategy where an investor predicts that a stock will decline in value.
b)
amount of times a stock is bought or sold in a given period of time.
c)
tool used to determine the size of a company by adding the total value of sold shares.
4.
When using a volume strategy, investors are looking for low volume trading, in order to buy stock at a lower price.
a)
True
b)
False
5.
The bars on a volume histogram are called what?
a)
Columns
b)
Volume bars
c)
Candles
d)
Sticks
6.
Mid cap describes investments totaling how much?
a)
2 billion to 10 billion
b)
300 million to 2 billion
c)
More than 10 billion
d)
none of these
7.
Which of the following would be an example of a fundamental factor that could change the price of a given stock?
a)
Walmart reports a higher than expected earnings report, showing high profitability.
b)
A news story reports that inflation is getting worse in the US, resulting in the stock market dropping in price.
c)
An influential advisor releases an opinion piece that questions whether Target will ever report a profit again.
8.
Which of the following would be an example of a technical factor that could change the price of a given stock?
a)
Walmart reports a higher than expected earnings report, showing high profitability.
b)
CBS News broadcasts that inflation is getting worse in the US, resulting in the stock market dropping in price.
c)
An influential advisor releases an opinion piece that questions whether Target will ever report a profit again.
9.
Which of the following tools refers to looking at the highest and lowest prices of a given stock within a given year?
a)
Price to Earnings Ratio
b)
52 Week Range
c)
Volume
d)
Short selling
10.
Which of the following is the best description of a growth stock?
a)
They are stocks that have grown to the height of their market value.
b)
They are stocks that investors believe will grow more than the average market.
c)
They are stocks that investors believe are a good deal, compared to other stocks.
d)
They are stocks that investors believe hold up to their moral values or opinions.
11.
Which of the following is a risk, when investing in value stocks?
a)
They rely heavily on growth and require patience in order for them to grow more than the average stock.
b)
They rely on people's opinions to change about the company, which may take some time.
c)
They rely on finding brand new companies that are reliable and safe.
d)
They rely on other companies to fail so they show their true value.
12.
Wells Fargo is one of the oldest banks in the US, founded in 1852. Recently though, its share price has taken a bit of a hit. Due to higher interest rates, it is not selling as many mortgage loans, which it relies on. Despite this, it still has a revenue of 18 billion dollars. Based on the description, is Wells Fargo more of a growth or value stock?
a)
Value Stock
b)
Growth Stock
13.
Which of the following is not a reason why debt is important for an investor to analyze?
a)
can show you how much money a company owes
b)
shows how much money will go towards paying off its debt
c)
debt can eat into profits, decreasing potential returns
d)
investors are liable to repay debt taken on by a company
14.
Which of the following is not true about the D/E Ratio?
a)
D/E stands for Debt to Equity
b)
D/E shows the potential profit a business will generate as a result of their debt.
c)
D/E shows how much money the company borrows, in relation to how much it finances itself
d)
D/E is a tool investors use to analyze the debt of a company.
15.
Use the D/E Ratio for the following companies to answer the following: Shell 1.4396, Exxon 0.2644, BP 0.57, and Chevron 0.15 Which of the following businesses would be the riskiest to invest in, based on the D/E Ratio?
a)
Shell
b)
Exxon
c)
BP
d)
Chevron
16.
What does ROE stand for?
a)
Recession or Equity
b)
Return on Efficiency
c)
Return on Equity
d)
Return on Investment
17.
The ROE of a stock will help show you which of the following?
a)
Shows you how profitable the company is and how efficient they are at generating a profit.
b)
Shows you the likelihood the company will have in going bankrupt.
c)
Shows you the amount of money you can expect to earn, per share.
d)
Shows the amount of money investors will return to the company in order for it to raise funds.
18.
Use the ROE for the following companies to answer the following: Shell 21%, Exxon 22%, BP -13%, and Chevron 25% Which of the following businesses would be the best investment, based on ROE?
a)
Shell
b)
Exxon
c)
BP
d)
Chevron
19.
Use the dividend yield for the following companies to answer the following: Shell 1.5, Exxon .52, BP 4.4, and Chevron 3.9 Which of the following businesses would be the best investment, based on dividend yield?
a)
Shell
b)
Exxon
c)
BP
d)
Chevron
20.
What is the market's view of the likelihood of changes in a given security's price?
a)
historical volatility
b)
implied volatility
c)
analytical volatility
21.
Use the beta score for the following companies to answer the following: Shell 0.72, Exxon 1.05, BP 1.67, and Chevron 1.14 Which of the following businesses would be the least volatile to invest in, based on the beta score?
a)
Shell
b)
Exxon
c)
BP
d)
Chevron
22.
What is an Ex-Dividend Date?
a)
the date in which the dividend amount is declared on & voted by the board of directors
b)
the date in which the dividend will exceed expectations
c)
the date in which the stock will split
d)
the date in which the stockholder is no longer able to get a dividend payment
23.
Retired people tend to invest in stocks with dividends.
a)
True
b)
False
24.
Assuming the dividend is not raised or lowered, the yield will...
a)
rise when the price of the stock falls
b)
rise when the price of the stock rises
c)
fall when the price of the stock falls
25.
What indicator is used when identifying a stock's volatility?
a)
ROE
b)
D/E
c)
EPS
d)
Beta
26.
Which indicator shows how much money a company makes for each share of its stock?
a)
Beta
b)
EPS
c)
D/E
d)
Market Cap
27.
You can compare this ratio to a market index, such as S&P 500, to determine if a stock is under or overvalued.
a)
P/E
b)
D/E
c)
Beta
d)
Market Cap
28.
What does TTM mean in the finance world?
a)
Trailing Twelve Months
b)
Timing of Total Market
c)
Trading Time of Market
d)
Trading Time in Months
29.
Always compare stocks in similar ___________________.
a)
geographic areas
b)
management styles
c)
debt ratios
d)
industries
30.
What is a distribution to a shareholder from the earnings of a company?
a)
dividend
b)
profit
c)
tax
d)
capital gain
31.
There is a large amount of government regulation regarding this investment strategy due to the high degree of risk.
a)
DRIP
b)
inside trading
c)
short selling
d)
yielding
32.
High supply will ____________ the price of stock and high demand will _______________ the price of stock.
a)
lower, increase
b)
lower, lower
c)
increase, lower
d)
increase, increase
33.
It is a good idea to look at only one indicator, such as EPS, to determine if a stock is a good investment.
a)
True
b)
False
100 %
