Stock Mark Culminating Project

Stock Mark Culminating Project


Grade Level(s):8

Key Words:Social Studies, Technology, Stock Market, Corporations, Stocks, Annual Reports

Developer(s) Name:Robert Dunleavy

School:Washington Irving Middle School

Approximate Time Frame:Two Class periods in the Computer Lab and 2 days presenting in the classroom

Materials/Equipment Needed:Business Section of Major City Newspaper, Computer for each student with Internet access and PowerPoint,Demonstration Computer, Large Monitor, Word Processing software (e.g.. ClarisWorks), Printer

Description of Lesson (includes context):In this lesson, students use the Internet and PowerPoint to research and relate information on American corporations to classmates. This is a culminating lesson in Economics/Stock Market. It presumes that the students have been exposed in previous classes to the corporate form of business ownership in America, the free enterprise system and the stock market. Students do a cursory examination of a large American corporation and report their findings to their classmates. This can be used as a jumping-off place to have students invest a certain amount of money in the stock market and track their investments over the year, using a spreadsheet program. If you choose to do so, please contact the author, who has created a spreadsheet for this purpose.


  1. What is the objective of this lesson?

VA POS Standards:
8.3Students will understand and explain the basic principles, structure, and
operation of the United States economy as compared with other economies and
demonstrate informed economic decision making.


Students will conduct inquiries and research to demonstrate knowledge and

understanding of civics, economics, and geography.


Students will apply knowledge of civics, economics, and geography to make

decisions and solve problems.

FCPS POS Benchmarks:
8.3.1Students will demonstrate an understanding of the United States economic

Page 1 of 4

8.3.3Students will be able to make effective economic decisions as informed
consumers, productive workers, responsible savers and investors, and
accountable citizens.

8.5.1Students will be able to acquire information from a variety of sources.

8.5.2Students will be able to organize information in a variety of forms.

8.5.3Students will be able to analyze information.

8.5.4Students will be able to interpret information.

8.5.5Students will be able to communicate in a variety of written forms.

8.5.6Students will be able to communicate orally.

8.5.7Students will be able to communicate using technologies.

8.6.1Students will be able to make and evaluate decisions.

FCPS POS Indicators:
8.3.1.aExplain the concepts of supply and demand, scarcity, choices, tradeoffs, private
ownership, incentives, consumer sovereignty, markets, and competition.


Apply the knowledge needed to make informed economic decisions and to

manage personal economic choices.

8.5.1.aGather information from written, oral, and visual sources.

8.5.1.bUse search strategies to access and retrieve electronic information.


Classify information according to specific criteria such as sequence, relative

location, order of importance, comparison, and cause and effect relationships.


Arrange information using different methods such as notes, timeliness, maps,

charts, tables, graphs, graphic organizers, databases, and spreadsheets.

8.5.3.bDistinguish between relevant and irrelevant information.

8.5.3.eSummarize information from multiple sources.

8.5.4.cDistinguish between fact (reporting) and opinion (editorializing).


Communicate through products such as letters, visuals, maps, newspaper

articles, research papers, learning logs, and reaction papers.


Determine the purpose, audience, and format for speaking, working individually

or in groups.


Demonstrate effective oral communication skills.


Communicate knowledge and understanding through individual and group


Page 2 of 4

8.5.7.aUse application software and word processing skills to create a document.

8.6.1.bMake a decision based on available information.

8.6.1.cIdentify possible alternatives to, and likely consequences of, the decision.

8.6.1.dProvide a rationale for the decision.

VA SOL(s) (including Computer/Technology):HSS7.6, HSS7.9, 8.3, 8.5, 8.6
C/T8.1, C/T8.2, C/T8.3C/T8.4



  1. What will we examine as evidence of students' knowledge and/or skill?

Product(s):PowerPoint presentation on the chosen corporation




  1. What exactly will the students and teacher do during the lesson?

Directions to students for proceeding with the lesson:

a. Look up the chosen company on the Internet, using a search vehicle such
as or

b. Locate the ANNUAL REPORT within the Web Site of the Corporation. (An
alternative way to get to Annual Reports is to go to:

c. Open ClarisWorks to "NEW" and "DRAWING"

d. Copy some identifying picture (e.g.. company logo, the cover of the Annual
Report, etc). to the ClarisWorks document.


Copy the Letter to the Stockholders and picture of the CEO and/or senior

corporate executives to new pages in the ClarisWorks document.

Statement, Statement of Operations, etc) and copy this page to a new page in the

Page 3 of 4

ClarisWorks document.

g. Find and copy any photographs of the company's products to a new page in
the ClarisWorks document.

h. Using a corporate research site on the Internet, determine the trading symbol,
stock price history and synopsis of the selected corporation.

i. Copy a one-year history and synopsis of the corporation to new pages in the
ClarisWorks document.

j. Using the above (less the Letter to the Stockholders), students will prepare a
presentation on PowerPoint for the class on the company they chose.

k. Print out a copy of the report to practice your presentation at home.

l. Save on student floppy disk.

m. Based on the above information, students will recommend purchasing or not
purchasing stock in their selected company

Directions to teacher/administrator using the lesson?

  1. Prior to going to the computer lab have students select a well known corporation from
    the stock market pages (no duplications/class).
  2. Regarding item "e." the two sets of numbers that are of interest to this review would be
    the NET SALES (AKA Total Revenue, Total Sales, etc) and NET INCOME (AKA
    Profit, Net Profit, etc.). Each annual report will have a two or three year comparison.
    Students should compare sales and profits over time. Are both going up? Are
    revenues rising while profits are falling? etc.


  1. What options in presentation(s) and/or response(s) are suggested in order to provide the opportunity for all students to demonstrate achievement of the benchmark(s) and indicator(s)?

None required