WCTC

Stock Market Project

Jasmine Davey Contemporary Business 102-100 May 15, 2012

Investment Goals
Invest $10,000 over 8 week Period.
In order to accomplish this goal of spending $10,000 over 8 week period I will follow the goals set bellow. I will only invest in companies that are well know and companies that I support or own products from. I will track each of the 4 stocks and watch their stability and consistency over the 8 week period. Once the 8 week period is up the results will be that each of the four stocks will earn money more than what I invested. Goal 1: Earn more money than invested on the 4 stocks Goal 2: Invest in companies that are well know Goal 3: Invest in companies that I support Goal 4: Invest in stocks that are stable and consistent Four Companies Chosen to invest $10,000 in were: The Coca Cola Company Netix, Inc. Toyota Motor Corp. (International Company) Barnes and Noble Inc.

Company The Coca Cola Company Stock Symbol: KO Netix, Inc Stock Symbol: NFLX Toyota Motor Corp. Stock Symbol: TM Barnes & Noble Stock Symbol: BKS

Initial Investment $3,000

Ending Value $3,295.60

$2,000

$1311.68

$2,000

$1841.52

$3,000

$4146.17

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Brief History
Coca-Cola started out as a fountain drink beverage in 1886 selling for 5 cents a glass. In 1894 a bold idea became Coca-Cola by a store owner named Joseph A. Biedenharn who started bottle Coca-Cola in a glass bottle called Hutchinson. Biedenharn then sent a case of the fountain dink to the original owner of the Coca-Cola company Asa Griggs Candler. These two gentlemen then teamed up with two lawyers and got the rights to start bottle up Coca-Cola in the U.S. By 1909 nearly 400 Coca-Cola plants were operating and in 1915 the new glass bottle design by Root Glass Company of Terre Haute, Indiana won the bid for the new packaging idea. That design is one of the most recognized product designs in the world and became one of few package ideas to have it trademarked by the U.S. patients ofce in 1916. Since 1916 Coca-Cola Company has done very well of growing its company into the worlds largest beverage company. Today The Coca-Cola Company has 500 or more beverages to offer loyal consumers and continues to grow. The company has invest $15 billion in its brands and these brands include Coke, Diet Coke, Fanta, Sprite, Coca-Cola Zero, VitaminWater, Powerade, Minute Maid, Simply, Georgia and Del Valle. The Coca-Cola Company is the number one distributer in the world distributing its beverages to 200 countries and more. The Coca-Cola Company has made it its mission to reduce our environmental footprint, support active lifestyles, healthy living, create a safe, inclusive work environment for our associates, and enhance the economic development of the communities where we operate.

Management Team
Here is Cola Colas top Management team members. Scott, General Manager Hector, Supply Chain General Manager Rebecca, Global Marketing Manager Scott, Food Service Manager Tania, IT General Manager Vikram, Strategic Manager Melissa, Brand Manager Alex, Strategy and Business Manager Stock Market Project ! 2

Sales/Revenue
For December 2011 Net Operating Revenue was $46,542 Million. Net Income attributes to shareholders of $8,572 Million. Unit Case Volume for the United States is 26.7 Billion and Operating Income of $10,154 Million. The Operating Cash Flow for 2011 was $9,474 Million. Overall, Coca-Cola for 2011 was doing very well.

Past Stock Performance

Over the past 3 years Cokes stock was much lower than its current stock price now. In 2009 Coca-Cola stock sold for $57.00 a share, dividends $1.64, its total volume was 262,656.00 at the end of the year. In 2010 Coca-Cola stock sold for $65.77 a share, dividend of $1.76, and its total volume was 303,068.16 at the end of the year. In 2011 Coca-Cola stock was sold for 69.97 a share, dividend of $1.88, and its total volume was 322,421.76 at the end of the year.

Competitors
Competition for Coca-Cola is slim in the beverage company the number one competitor is Pepsico. PepsiCo, Inc. is founded by Donald M. Kendall, President and Chief Executive Ofcer of Pepsi-Cola and Herman W. Lay, Chairman and Chief Executive Ofcer of Frito-Lay, who merged the two companies. Pepsi-Cola was created in the late 1890s by Caleb Bradham, It top competitor in beverages compared to Coca-Cola. Their number one beverage brands were Pepsi-Cola which was founded in 1898, Diet Pepsi in 1964 and Mountain Dew in 1948. These two companies control the beverage market.

Current Events
Current Events that may have affected stock of The Coca-Cola Company.

NCAA MARCH Madness Fans Can Score Big with COKE ZERO just by Doing What Fans Do Best Fans tune into 2012 NCAA Division I Mens Basketball Championship on TBS, CBS, TNT, truTV, and March Madness LIve. Look for COKE ZERO alerts and keywords during the broadcast to get a chance to instantly win prizes Prizes include trip to 2012 NCAA Final Four, roster spots at Ultimate Basketball Fantasy Camp, and home makeovers. My Coke Rewards Members can win additional prizes for playing Coke Zero Bracket Game. Promotional deal to get consumers involved in March Madness and to drink more Coke Zero.

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Arctic Home Generates over $2 Million in Donations for Polar Bear Conservation Coca-Cola teams up with World Wildlife Fund to raise money for Polar Bear Conservation. Announced on April 18 the successful conclusion of the rst year of the Arctic Home campaign. Launched campaign in October to help protect the polar bears home. Supporters were ask to donate to WWF and spread awareness for Arctic Conservation. After the rst year, they raised over $2 million dollars this includes the $1.8 raised by fans and Coca-Cola campaign and as well as $400,000 installment of Cokes 5 year commitment. The WWF goal is to reach $10 million to create safe place for polar bears in the Arctic.

The Coca-Cola Company Issues Statement Regarding Media Reports Related to Monster Beverage Corporation The Coca-Cola Company Issues Statement Regarding Media Reports Related to Monster Beverage Corporation States that Coca-Cola company has a distribution relationship with Monster Beverage Corporation. Rumor going around that Coke is considering buying Monster Beverage Corporation. Coke states that at this time they are not in discussion to acquire the Monster Beverage Corporation. They are reviewing the best ways to maximize the value of their relationship.

Coca-Cola 8 week Stock Performance

The Coca Cola Company (KO) Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8

$/Share 70.16 71.49 74.01 73.47 71.94 74.13 76.63 77.00

Total $ Value $3,000.00 $3,059.77 $3167.63 $3144.52 $3079.03 $3172.34 $3279.76 $3295.6

Amount +/+59.77 +107.86 -23.11 -65.49 +93.31 +107.42 +15.84

# of Shares 42.8 42.8 42.8 42.8 42.8 42.8 42.8 42.8

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Brief History
Netix was founded in 1997. Netix is the worlds leading internet subscription provider for enjoying movies and tv shows. Netix as of 2011 had 23 million subscribers world wide. Reed Hastings and fellow software executive Marc Randolph co-found Netix. Netix streams in the United States, Canada, Latin America, the United Kingdom and Ireland. It cost about $7.99 a month to subscribe and become a Netix member that can instantly watch unlimited lms and TV episodes streamed over the internet to PCs, Macs,and TVs. Other devices streaming from Netix are Microsoft Xbox 360, Nintendo Wii and Sony PS3 consoles; Blu-ray dvd players, internet-connected TVs, home theatre systems, digital video recorders and internet video players; along with Apple iPhone, iPad and iPod touch, as well as Apple TV and Google TV. There is more than 700 devices that stream Netix world wide to Netix members.

Management Team
Reed Hastings, Co-Founder and CEO-Reed Hastings is the co-founded of Netix as a DVD rental-by-mail company in 1997 and since led its transformation. He is also a member of the board of directors of Microsoft and Facebook. Neil Hunt has been at Netix since 1999 and is the Chief Product Ofcer who leads the product team, which designs, builds and optimizes Netix. David Hyman has served as Netix General Counsel since 2002 and is the Companys Secretary. Ms. Becker became a team member of Netix in 2000 and has most recently been Vice President, Marketing, in charge of a variety of acquisition channels. Use to work at Amazon.com and Oracle Corp. Patty McCord has served as Netix Chief Talent Ofcer since 1998. She maintain the unique corporate culture at Netix, hire new talent, and keep the organization lean and exible. Ted Sarandos is the Chief Content Ofcer has led content acquisition for Netix since 2000. David Wells has served as Chief Financial Ofcer at Netix since 2010, has spent nearly seven years at the company in a variety of strategic planning and analysis roles. Mr. Friedland joined Netix in February 2011 from The Walt Disney Company, where he was SVP, and the Chief Corporate Communications Ofcer.

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Sales/Revenue
For December 2011 Revenue for Netix was $3,204,577, Operating Income was $376,068. Net income for December 2011 was $226,126 and Gross Prot was $1,164,676. Dividends per share for 2011 was $4.28 basic and $4.16 diluted per share.

Past Stock Performance

Over the past 3 years Netix Stock Price in 2009 was $55.09 per share with total volume of 755, 891shares. For 2010, Netix sold stock at $175.07 with a total volume of 3,077,004 shares. In 2011, Netix sold stock for $69.29 for a total volume of 3,115,735 shares.

Competitors
Two major competitors would be: HULU-Founded in March 2007, Hulu is operated by a dedicated management team and is partnered up with NBCUniversal, News Corporation, The Walt Disney Company, Providence Equity Partners and the Hulu team. They share in the ownership stake of the company. Hulu is an online video service that offers a selection of hit shows, clips, movies and more at Hulu.com, HuluPlus.com and numerous destination sites online, and through our ad-supported subscription service. Hulu's selection of premium programming is provided by and licensed from more than 350 companies.

YouTube-Founded in February 2005, YouTube allows billions of people to discover, watch and share originally-created videos and video clips, and movies. YouTube may also have movies, TV shows, and other clips leaked on its website from subscribers.

Current Events
Netix Just for Kids Now available on PlayStation 3 Netix offers Just for Kids which makes it easier and more fun for kids to browse and instantly watch kid-friendly TV shows and movies. Since August 2011 more than one billion hours have been watch of kid titles. There is character base selection that displays titles organized by that character.

Netix Brings TV Shows and Movies to Windows Phone in Latin America, UK and Ireland Netix released an updated version of Netix App for Windows Phones in Latin America, UK, and Ireland.

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 This increase the number of devices supporting Netix in these regions. They can now enjoy movies and TV shows on the go. Some features offer on the App are: watching over mobile data, Wi-Fi connections, select audio, local languages, fast browsing, limited buffering, and access from other countries.

Only on Netix: Premier Horror Suspense Director Eli Roth Reanimates the Hemiock Grove Hemiock Grove is gripping tale about murder, mystery, and monsters in a small Pennsylvania town. Produced by Gaumont International Television and will be available on Netix beginning early 2013. Eli Roth states that Netix is the perfect platform to tell a story because of the hybrid cinema, TV, and social networking, with the creative freedom to go as dark as you want. The rst season will have 13 episodes. This is one in a few shows made only for Netix.

Netix 8 week Stock Performance

Netix, Inc (NFLX) Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8

$/Share 109.96 120.19 115.04 110.50 104.17 106.11 83.47 72.11

Total $ Value $2,000 $2816.26 $2092.58 $2010 $1894.85 $1930.14 $1518.32 $1311.68

Amount +/+816.26 -726.68 -82.58 -115.15 +35.29 -411.82 -206.64

# of Shares 18.19 18.19 18.19 18.19 18.19 18.19 18.19 18.19

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Brief History
Toyota rst came to America in 1957. Its rst headquarters was in Hollywood, California. Sold 288 vehicles of Toyopet Crown sedans and land cruiser. The Corona was the rst popular Toyota in America it help increase sale in the U.S. by 20,000 in 1966. In 1991 Toyota introduced Lexus luxury car brand which became the No. 1 luxury imported car brand in the United States. Then there was the Corolla, Camry, Toyota trucks, Scion, and the world's rst gas/electric hybrid Prius. The Prius was built for the 21st century and along the way, Toyota enjoyed the support of American consumers who have embraced the quality, dependability and reliability of their vehicles. Toyota is one of the top-selling foreign car brands in America that is committed to continuous improvement of their brands, along discovering breakthrough products for the future.

Management Team
Yoshimi Inaba- President and COO. He is also Chairman and CEO of Toyota Motor Sales in the U.S.

Sales/Revenue
For 2011 annual Revenue was $228,247 Million and Toyota's Operating Prot was $5,362 Million. Net Income was $4,909 Million and Toyota's dividends at the end of 2011 was $0.60 per share.

Past Stock Performance

Over the past 3 Toyota sold its Stock Price in 2009 for $66.13 per share and its total volume in 2009 was 373,097 shares. In 2010 Toyota stock price was $78.63 and total volume of share was 1,279,328. In 2011 Toyotas Stock Price was $77.00 per share with a total volume of 16,997,164 shares.

Competitors
Top competitor for Toyota is Honda-Honda Motor Company, opened in 1959 in Los Angeles. Honda has grown to be one of the top manufacturers of motorcycles, power equipment and of course automobiles. It is also a imported car company from Japan. Honda in 1982 started making the st Honda Accord, which made Honda the st Japanese car manufacturer in the U.S. Additional Competitors include: Kia-South Korea Car Company started in 1960s, Chevy-US Car Company and started in 1911. Ford-US Car Company and started in 1927.

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Current Events
Audubon and Toyotas TogetherGreen Initiative Launches Facebook App to Encourage Conservation Offers weekly conservation challenges, data on the impact of green choices, and opportunity to win prizes. Accessed at Facebook/together-green Encourages to save water, protect habitats, engage people, and reduce energy. It was available through April 23rd and offered for four weeks Its goal was to reach a broad audience and making people participate in a meaningful cause. The online campaign was design also to educate users.

Toyota Motor Sales Announces Price Increase for Select Toyota and Scion Models Manufacturers suggested a increase in the retail price of Toyota and Scion Models Models receiving a price increase include the 2012 Toyota Prius V, Camry, and Camry Hybrid, Highlander Hybrid, and Tacoma Truck Also Price increase in the 2013 Scion TC Prices increase ranges from $150 to $250 and the model-to-model adjustment inuences the price range from 0.4% to 1%. New prices will become effective in May 2012

Toyota and Boys&Girls Clubs of America Announce Partnership to Help Combat America High School Dropout Crisis Will establish a college readiness initiative will fund youth education and high school graduation rates Toyota is providing $1.5 Million grant over three years to help provide tools, resources, and support Toyota is also provided $1 million in academic scholarships for more than 225 Boys and Girl Club alumni and staff and middle/high school students.

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Toyotas 8 week Stock Performance

Toyota Motor Corp. Stock Symbol: TM Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8

$/Share

Total $ Value

Amount +/-

# of Shares

85.40 83.76 86.82 83.86 81.42 80.54 82.29 78.63

$2,000 $1961.66 $2033.32 $1964 $1906.86 $1886.25 $1927.23 $1841.52

-38.34 +71.66 -69.32 -57.14 -20.61 +40.98 -85.71

23.42 23.42 23.42 23.42 23.42 23.42 23.42 23.42

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Brief History
Barnes and Noble was acquired by Leonard Riggo in 1970s. Barnes and Noble became the worlds largest bookstore with 150,000 textbooks and trade titles. In 1974 it was the rst bookstore to advertise on TV. In 1975 Barnes and Noble became the st in America to discount books of the New York Times best sellers list. In 1990s it reestablished its superstores and made them modern superstores, which takes over 96% of its retail sales. Barnes&noble.com is the companys largest store, and customers can order any book any time from anywhere." Now offers more than one million unique titles, and the sites standing inventory is the largest of any bookseller online." Customers also have access to millions of used or out of print books from a network of authorized book dealers, and a selection of and music, CDs, and DVDs .In July 2009, Barnes & Noble launched the world's largest ebookstore which is now known as the NOOK Bookstore. In October 2009, Barnes & Noble introduced Nook the"rst Android-based"ebook Reader. A year later introduced Barnes & Noble Nook Color which was the rst full-color touch Readers Tablet"Later In May 2011, Barnes & Noble introduced Nook Simple Touch full touchscreen device with extra long battery life. Later on In 2011, Barnes & Noble launched Nook Tablet the companys fastest and lightest tablet.

Management Team for Barnes and Noble

Leonard Riggio-Founder and Chairman of Barnes & Noble, Inc. Stephen Riggio-Vice Chairman of Barnes & Noble, Inc. William Lynch-Chief Executive Ofcer Mitchell Klipper-Chief Executive Ofcer Barnes & Noble Retail Group Michael Huseby is Chief Financial Ofcer Allen Lindstorm is Vice President, Corporate Controller Gene Defelice is Vice President, General Counsel & Corporate Secretary Chris Troia is Chief Information Ofcer Mary Keating is Senior V.P. of Corporate Communications and Public Affairs David Deason is V.P. of Development Mark Bottini is V.P. and Director of Stores Jamie Carey-Chief Merchandising Ofcer Michelle Smith is V.P. of Human Resources Theresa Thompson is Executive Vice President Sterling Publishing

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Sales/Revenue
The annual report for Barnes and Noble states the 2011 Sales was $5,810,564 which included its bookstores, online services, college, and other. Gross Prot was $1,676,745 and Operating Prot was $73,246. The Net Income for 2011 was $36,676. Dividends per share was $1.00.

Past Stock Performance

Over the past 3 years Barnes and Noble stock in December 2009 sold for $19.07 per share and it total shares was 1,383,787. In 2010 Barnes and Noble Stock Price was $14.15 per share and its shares was 639,299. In 2011, stock prices for Barnes and Noble sold at $14.48 per share and total shares was 617,071.

Current Events
Barnes & Noble Now Shipping Nook Simple Touch with GlowLight Ahead of Schedule This offer was only available through Mothers Day because of strong demand and limited quantities It shipped the product a head of time to customers who pre-order the device Nook Simple Touch with GlowLight is the worlds rst E Ink reader that has advance lighting technology that eliminates the problem of customers having to read with the light on. The device was design to read in the darkest room and is only $139.

Barnes & Noble announces a new strategic partnership A new strategic partnership in a new Barnes & Noble subsidiary, this is a new release of Newco technology This technology will improve the e-reading experience Bring together the digital and college businesses of Barnes & Noble Microsoft will invest $300 Million in Newco and Barnes & Noble will own 82.4% of the new subsidiary This will have an on-going relationship with the companys retail store

Barnes & Noble Announces Special Mothers Day Savings on Nook Devices Save $20 on Nook Color or Receive a free Nook Gift bag Started Tuesday May 1st, 2012 Ended May 12th 2012 Available at all 700 of the Barnes & Noble Stores

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Barnes & Nobles 8 week Stock Performance

Barnes & Noble (BKS) Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8

$/Share 14.05 13.82 13.25 12.39 10.78 11.34 13.68 17.91

Total $ Value $3,000 $2950.57 $2828.88 $2645.27 $2301.53 $2421.09 $2920.68 $4146.17

Amount +/+49.43 -121.69 -183.61 -343.74 +119.56 +499.59 +1225.49

# of Shares 213.5 213.5 213.5 213.5 213.5 213.5 213.5 213.5

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End Investment Report

Company The Coca Cola Company Stock Symbol: KO Netix, Inc Stock Symbol: NFLX Toyota Motor Corp. Stock Symbol: TM Barnes & Noble Stock Symbol: BKS

Initial Investment $3,000

Ending Value $3,295.60

Amount +/+295.60

$2,000

$1311.68

-688.32

$2,000

$1841.52

-158.48

$3,000

$4146.17

+1146.17

$10,000

$10,594.97

+594.97

Ending Value

Toyota $1,841.52 Barnes& Noble $4,146.17 Netix $1,311.68 The Coca-Cola Co. $3,295.60

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Inital Investment

Ending Value

Initial Investment Vs. Ending Value $5,000.00

$3,750.00

$2,500.00

$1,250.00

$0

Barnes & Noble

Coca-Cola Co.

Netflix

Toyota

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Reaction Report
The overall goal of the stock market project was to invest $10,000 in four companies. Once the $10,000 was invested I let the money sit to see what the change was over the 8 week time period. The goal was earn more money than invested on the four companies.The results of that goal was that the Coca-Cola Company ended up achieving that goal by $295.60, and the Barnes & Noble stock achieved that goal by $1,146.17. The Toyota Motors stock and the Netix stock did not meet that goal and ended up being below the initial investment. Toyota Motors lost $158.48 at the end of 8 week period and the Netix stock lost $688.32 at the end of the 8 week period. I also had the goal of investing in companies that are well know and in companies that I support. I did achieve that goal of investing in companies that relate to me, Unfortunately not all stocks ended up being stable at the end but each of the four companies stocks were consistent in stock price each week. So I did kind of meet the fourth goal which was to invest in stocks that are stable and consistent. The reason I also picked these four companies is because I have spent money in these products/services, bought these product/services, and own them; so I wanted to know how their stock was doing.

What did I learn as a result of completing the project? I learned that stocks increase and decrease depending on whats going on within the company. I learned that if you invest money in the stock market and in a protable company then your odds of good return investment at the end of your investment period is good. If you choose a recognized company that doesnt always matter because even if the company is well recognized and sold at a low stock price it may not benet you in the end and can cause you to lose your original investment. The stock market is a risk and you have to be willing to take a risk on a company and sometimes the risk is good. I also learned that it helps to research the company before investing and risking your money in the companies stock.

Comments. If I could start the project over I would have probably done more research than I did. I also would have changed certain companies like Toyota and Netix out with different companies.

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Sources
Coca-Cola.Com Toyota.com Netix.com Barnes&Noble.com NASDAQ.com AMEX.com NYSE.com Youtube.com Pepsico.com Hulu.Com Kia.com Chevy.com Google images

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