Showing posts with label number. Show all posts
Showing posts with label number. Show all posts

Saturday, August 29, 2015

How to Convert Class 'A' Restricted UPS Stock to Class 'B' Unrestricted Stock?


Find a copy of your latest statement. You may need to call your broker or the transfer agent, NY Mellon Shareowner Services, to retrieve the document. NY Mellon Shareowner Services' web address is www.bnymellon.com/shareowner. The dedicated toll free number for shareowner services is 888-663-8325.
Give your broker or transfer agent a call. Tell them that you would like to convert your non-negotiable, class 'A' shares to negotiable class 'B' shares. They will typically give you a time frame of four to six weeks for completion of conversion. They should also inform you that with that conversion, your votes per share would be reduced from 10 votes to one vote per share.
After you wait four to six weeks for the process to be completed, you can then sell the shares if you wish. Again, call your broker or the clearing agent to accomplish this.

Friday, August 28, 2015

How to Sell My Stock Certificate Online


Open an account with a discount online broker if you don't already have one. You can use a full-service broker or the company's transfer agent if they offer online services. However, you will probably pay higher brokerage commissions or transaction fees than discount brokers charge.
Fill out the transfer of ownership form on the back of each stock certificate. Call the customer service number for your broker to make sure you enter their name and other information as required. If you don't already have the broker's mailing address, this is a good time to ask for that as well.
Send the stock certificates to the broker by certified mail with the U.S. Postal Service. Because stock certificates may be of considerable value, they should be insured when you mail them.
Wait a few days to allow time for delivery and processing of your stock certificates. You'll see them credited to your account online. All you have to do then is place a sell order with the broker.
Keep complete records of the transaction. At tax time you'll need them to report any capital gains or losses.

Thursday, August 27, 2015

How to Transfer Stock Into an IRA


Open an IRA account. Before you can transfer stock into an IRA, you must establish one at a financial services firm. Most banks or brokerage houses should be able to set one up for you if your provide them with basic financial information, such as name, address, date of birth, Social Security number, and beneficiaries. Inform the firm that you wish to transfer stock into the account and ask if there are any special restrictions or requirements.
Bring your stock certificates into your financial services firm. The most secure way to transfer stock into your IRA is to simply bring the physical certificates into the firm. If you are taking your certificates from another IRA account to make your transfer, you have 60 days to make the rollover deposit to avoid taxation on the full value of your stock. Sign the back of the certificates to endorse them over to the firm for your benefit. Inform your firm that this is a transfer, and not a deposit or contribution. Ask for a receipt of your deposit.
Contact the custodian of your stock certificates and request a transfer. If you would rather transfer your stock directly, contact the firm which holds your stock on your behalf and say you want to make a trustee-to-trustee transfer. The delivering firm will request the name of the firm where your IRA is held, your account number, and other firm-specific information.
Monitor your transfer. Whether you deposit your stock in person or electronically, follow the transfer to make sure that your stock arrives in the correct account and in the correct amount. Usually, you can check your account status online, or if you haven't established such a connection with your firm, contact your financial adviser and verify the status of the transfer. You can also check your monthly statements, although you should generally check on your transfer sooner.

Sunday, August 23, 2015

How to Calculate Treasury Stock Transactions


Determine the number of shares and the price per share at which your company repurchased its stock. For example, assume your company repurchased 500 shares of stock at $5 per share.
Multiply the number of shares by the price per share to calculate the repurchase cost. For example, multiply 500 by $5, which equals $2,500.
Increase your treasury stock account and reduce your cash account in your accounting records by the amount of the repurchase cost. For example, increase your treasury stock account by $2,500, and reduce your cash account balance by $2,500.



Multiply the number of shares of treasury stock you resold by the price per share at which you resold them. Then increase your cash account by that amount in your accounting records. For example, if you resold 250 shares for $6 per share, multiply 250 by $6, which equals $1,500. Then increase your cash account by $1,500.
Multiply the number of shares you resold by the price per share at which you initially repurchased them. Then reduce your treasury stock account by that amount in your accounting records. For example, if you initially repurchased the 250 shares for $5 per share, multiply 250 by $5, which equals $1,250. Then decrease your treasury stock account by $1,250.
Subtract the amount for which you initially repurchased the shares from the amount you received from reselling them to determine your profit. Then increase your paid-in-capital from treasury stock account by that amount. For example, subtract $1,250 from $1,500, which equals $250. Then increase your paid-in-capital account by $250.



Multiply the number of shares of treasury stock you resold by the price per share at which you resold them that is lower than the initial repurchase price. Then increase your cash account balance by that amount. For example, if you resold 250 shares for $4 per share, multiply 250 by $4, which equals $1,000. Then increase your cash account balance by $1,000.
Multiply the number of shares you resold by the price per share at which you initially repurchased them. Then decrease your treasury stock account balance by that amount in your accounting records. For example, if you initially repurchased the 250 shares for $5 per share, multiply 250 by $5, which equals $1,250. Then decrease your treasury stock account balance by $1,250.
Subtract the amount for which you resold the shares from the amount for which you originally repurchased them to determine your loss. Then decrease your paid-in-capital from treasury stock account by that amount. For example, subtract $1,000 from $1,250, which equals a $250 loss. Then decrease your paid-in-capital account by $250.

How to Read Stock Prices (6 Steps)


Look up the symbol of the company you are interested in on sites like Yahoo's Finance page, eTrade and MSN Money. Use this symbol to locate the stock price for that company on a finance website.
Find the number labeled 'Last Trade.' This number indicates the last price at which shares of the stock were bought or sold, and it will give you a good idea of the price at which experts value the stock.
Locate the time labeled 'Trade Time.' This indicates the time the last trade occurred.
Locate the number labeled 'Change.' This number measures, in dollars, a stock price's change for that day.
Compare the number labeled 'Volume' to the number under 'Average Volume.' This shows how many stocks have changed hands that day compared to the average over an indicated period.
Look at the current price. This is the current established value of a share; the current price multiplied by the total number of shares is equal to the current judged value of an organization.

Saturday, August 22, 2015

How to Calculate Stock Growth Rate (5 Steps)


Divide the final value of the stock by the initial value of the stock. For example, if the stock started off being worth $120 and is now worth $145, you would divide $145 by $120 to get 1.20833.
Divide 1 by the number of years the growth occurred over. For example, if it took three years to go form $120 to $145, you would divide 1 by 3 to get 0.3333.
Raise the result from Step 1 to the result from Step 2. In this example, you would raise 1.20833 to the 0.3333 power to get 1.0651
Take away 1 from the Step 3 result. In this example, you would take away 1 from 1.0651 to get 0.0651.
Convert the result from Step 4 from a decimal to a percentage by multiplying by 100 to find the compound annual growth rate. Finishing the example, you would multiply 0.0651 by 100 to find the compound annual growth rate to be 6.51 percent.

Thursday, August 20, 2015

How to Calculate Stock Value Per Share


Find the total value of your stock. Many brokerage screens will give the total value of the money you have invested in a certain stock. For example, say that you have $10,000 invested in Company X.
Find the total number of shares you own for that company. For example, say you own 250 shares of Company X.
Divide the total value of the stock, by the total number of shares. Using the example, the equation reads:Value of Stock / Number of Shares = Price per Share$10,000 / 250 = $40 per share.

How to Trade Stock With Intraday Volatility


Open an investment account. In order to trade stocks, the trader must first have an investment account. To participate in day-trading activities, the trader must have at least $25,000 in his account.
Track the VIX. The VIX is a measure of volatility. The higher the number, the more volatility a trader can expect on a given trading day. Moderate volatility is often defined as a VIX in the high 20s to high 30s. As the number falls, it becomes more difficult to profit on intraday variances because markets tend to be more flat.
Find a list of high beta stocks. A high beta stock is a stock that moves up or down at a higher rate than the overall market. If a stock has a beta of 1, when the S&P 500 goes up 1 percent, the stock will as well. A trader looking to profit on volatility often trades stocks with a beta higher than 1. The higher the beta, the better.
Research those stocks on the high-beta stock list. A combination of technical and fundamental analysis will reveal those stocks that have the potential for a big, short term move.
Place a combination of long and short trades. Volatility traders often use a combination of short-selling and traditional long trading to both protect their assets and attempt to profit when the price of a stock goes up and down.

Wednesday, August 19, 2015

How to Start Online Stock Trading (7 Steps)


Pick an online discount broker. There are dozens of online brokers on the web, but finding one that fits your needs can be a challenge. Do your research, find which broker fits your specifics needs as well as possible, and then open your account.
Complete the registration process. You will be required to give all of the relevant information, such as your name, social security number, address, and other information the brokerage site will ask you for.
Fund your trading account. You can send in a handwritten check, or transfer the money through a wire transfer (with a fee) or a slower ACH transaction (free but takes three or more days).
Mail in the required paperwork (and funds) to the address provided by your online broker. It may take up to 7 days to process your account.
Complete the remaining registration process. Trading passwords, PIN numbers, and other security measures may be involved but takes only minutes to complete. Never share these with anyone, but it is wise to write them down at your home or office just in case you forget them.
Acquaint yourself with the menus and trading screens your broker has created for you. Take their online tutorial or watch any 'beginning investor' videos they site may have prepared to expedite your learning curve.
Buy your first stock. Choose the company you want to invest in, input the stock symbol it trades under, input the amount of shares you want to buy, and click 'Execute.'

How to Calculate a 3


Understand that stock splits do not give greater ownership in a company. Stock splits simply give you more shares of a stock while the value per share declines proportionately. Stock splits do create some tax advantages when stock is sold. Consult an accountant for professional advice.
Calculate a 3-for-1 stock split by knowing the number of shares you own prior to the effective date of the split. A stock split is merely a ratio: 3-for-1 means you now own three shares for every share previously owned. If you owned 1000 shares pre-split, you would now own 3000 shares post-split. The market value of your investment remains the same, however.
Calculate the new, adjusted earnings per share, cash flow per share, and other per share calculations by multiplying the pre-split amounts by 1/3. Know that at the time of a split announcement companies usually make pre- and post- balance sheets available.
Do not confuse a 3-for-1 stock split for a 1-for-3 split. This is also referred to as a reverse stock split. In a reverse stock split the value per share rises 3-fold and the outstanding number of shares declines by 2/3s. This technique is used for companies whose share price has dropped below margin.
Use the above technique for any ratio of stock split. Remember that the assets, liabilities and net worth stay the same. Only proportionate, per share amounts, change.

How to Issue a Stock Certificate


A stock certificate represents proof of ownership or investment in a corporate financial entity. All forms of corporations, including the limited liability corporations (LLC), partnership, including limited liability (LLP), and limited partnership (LLP), should receive a certificate. An LLC certificate is called a membership certificate. The LLP and LP are called partnership certificates. A stock certificate proves ownership and thus should be carefully held by the investor.
Review the number of authorized corporate shares. This material is available in the articles of incorporation. It may also be found through the public records of the Secretary of State in the state of issuance. Issue shares for less than half of all the authorized shares so that additional members added in the future do not require a new authorization of shares by existing shareholders.
Calculate the percentage ownership of each shareholder. Allocate the appropriate number of shares based on the percentage ownership and the number of shares to be issued. For example, a shareholder owns 10 percent of a recently formed company. There are 200 shares authorized and 50 shares to be issued. The shareholder will receive stock certificates for five shares.
Each stock certificate should include the name and number of shares of the stockholder. The certificates, readily available online or in stationery stores, should include a certificate number so changes in share ownership can be easily transacted. Never change the number of shares on a certificate. A purchase should result in additional certificates being issued or the old certificate being retired and a new certificate created.
A listing of all shareholder information, including name, address, shares held and certificate numbers, should be entered into the articles of incorporation. Another copy should be kept in a separate place where it can be quickly accessed by the secretary of the company. A certificate should be sent by certified mail to each shareholder.

Tuesday, August 18, 2015

How to Calculate Net Income Based on Stock Price


Visit any financial website that gives stock information and find a company’s P/E ratio, price per share and number of shares outstanding, which is information that a financial website provides for all public companies. For example, assume a company’s P/E ratio is 12, its price per share is $20 and it has 1 million shares outstanding.
Substitute the values into the P/E ratio formula: P/E ratio = price per share/(net income/shares outstanding). In this example, substitute the values to get 12 = $20/(net income/1 million).
Multiply both sides of the equation by the right side’s denominator. In this example, multiply both sides by (net income/1 million) to get 12 x (net income/1 million) = $20.
Divide the company’s P/E ratio by its total shares outstanding. In this example, divide 12 by 1 million to get 0.000012. This leaves 0.000012 x net income = $20.
Divide the company’s stock price per share by your result to calculate its net income over the past 12 months. In this example, divide $20 by 0.000012 to get approximately $1.7 million in net income over the past 12 months.

How to Buy CCL Stock (5 Steps)


Create a stock trading account with an online broker, such as Zecco or Sharebuilder. Personal data, such as date of birth, social security number and address, are needed to open the account.
Input the routing number and account number for the checking account you want to use to fund the new stock trading account. This will link the checking account to the trading account.
Wait two to four days for two deposits from Zecco to appear in the linked checking account. Confirm the amounts of the deposits in Zecco once they appear in the checking account. This enables the account for funding.
Fund the trading account by transferring in money from the linked checking account to the trading account. It takes two business days for the money to be available for trading.
Click on 'Trading' and then 'Trading Center' in your Zecco account. Enter in the quantity of shares you want to buy, the CCL symbol and click 'Preview Order.' If everything is correct click 'Buy' and the shares of CCL stock will be purchased immediately.

Saturday, August 15, 2015

Stock Certificate Instructions


Obtain a blank corporate stock certificate. Find this in your Articles of Incorporation Book or through computer templates.
Fill out the front of the stock certificate with the company name and address. If the certificate was obtained from your incorporation book, this should already be printed.
Fill in the name and address of the person purchasing the stock with the number of shares they are buying.
Have two corporate officers sign the stock certificate.
Emboss the certificate in the indicated area for the corporate seal. The corporate seal should be with your incorporation book. It is a type of stamp created specifically for your corporation.
Log the stock certificate number located in the upper right corner into the corporate ledger. Include the name and number of shares purchased and the price. This officially tracks stock purchases in private companies.

Friday, August 14, 2015

How to Fill Out a Stock Transfer Statement (4 Steps)


Complete the personal information section of the stock transfer form. Enter your name exactly as it appears on the brokerage statement. For instance, if the shares are registered to James A. Smith, use that full name instead of simply Jim Smith. Also complete your address, phone number and social security or taxpayer ID.
Enter complete information for the recipient of the shares. If you are donating the stock to a charity, provide the complete name of the organization. Enter the taxpayer ID or social security number of the individual or entity receiving the stock.
Take the completed stock transfer form, and a copy of your brokerage statement, to a financial institution that can provide a medallion stamp. Most banks, credit unions and brokerage firms can provide this stamp, but it pays to call and ask before heading out. Sign the transfer form in the presence of the individual providing the stamp. If the stock is jointly owned, both owners must sign the form.
Copy the entire transfer form and keep the copy for your records. Mail the completed form to the address listed on the form.

Thursday, August 13, 2015

How to Buy a Share of Apple Stock


Call your brokerage firm or log into your online brokerage account. Keep in mind that investing with a broker can be more expensive than performing the stock purchase on your own via an online account.
Search for the Apple, Inc. ticker (APPL) to see the most recent quote.
Calculate the number of shares you can afford to purchase and include the transactions fees that your brokerage firm will assess to complete the transaction.
Determine your brokerage account balance that can be applied to a stock purchase. If you do have the funds to cover the purchase price of the shares you want to buy, transfer the funds into your account. Follow your account's instructions for completing a fund transfer. Remember that funds may not always be available immediately.
Execute a stock purchase. To purchase using an online brokerage account, enter the ticker symbol of Apple, Inc. (APPL) and the number of shares you want to purchase.
Print out the stock purchase receipt for online accounts or have your broker send you confirmation of the purchase. Keep purchase confirmations with your financial records.