The document analyzes the performance of various stocks purchased between 1999-2002. It shows the initial purchase price and number of shares for each stock, as well as the current price. Overall, the stock values have increased by $85,271.70 since purchase, a gain of 7.10% on average. However, some stocks like 3M are down over -59%, while others like Intel and GE have increased over 500% and 137% respectively.

1. BLUE CHIP STOCK CLUB
INVESTMENT ANALYSIS
Initial
Date Current price
Stock Symbol Shares price per Initial Cost
Acquired per share
share
3m MMM 6/12/2000 394 $ 79.75 $ 31,421.50 $ 32.00
caterpillar CAT 3/15/2000 750 $ 34.25 $ 25,687.50 $ 40.00
coca-cola KO 8/1/2000 975 $ 58.75 $ 57,281.25 $ 50.00
Dupont DD 9/12/2001 850 $ 33.13 $ 28,160.50 $ 30.00
general electric GE 12/8/1999 525 $ 29.50 $ 15,487.50 $ 70.00
general motors GM 10/5/1999 810 $ 37.38 $ 30,277.80 $ 75.00
intel INTC 10/3/2002 875 $ 13.00 $ 11,375.00 $ 80.00
microsoft MSFT 1/15/2002 250 $ 64.35 $ 16,087.50 $ 95.00
wal-mart WMT 7/9/1999 925 $ 32.63 $ 30,182.75 $ 25.00
Totals 6354.00 $ 382.74 $ 245,961.30 $ 497.00
Average 706.00 $ 42.53 $ 27,329.03 $ 55.22
Max 975.00 $ 79.75 $ 57,281.25 $ 95.00
Min 250.00 $ 13.00 $ 11,375.00 $ 25.00

2. Percent Gain
Current value Gain/Loss
loss
$ 12,608.00 $ (18,813.50) -59.87%
$ 30,000.00 $ 4,312.50 16.79%
$ 48,750.00 $ (8,531.25) -14.89%
$ 25,500.00 $ (2,660.50) -9.45%
$ 36,750.00 $ 21,262.50 137.29%
$ 60,750.00 $ 30,472.20 100.64%
$ 70,000.00 $ 58,625.00 515.38%
$ 23,750.00 $ 7,662.50 47.63%
$ 23,125.00 $ (7,057.75) -23.38%
$ 331,233.00 $ 85,271.70 $ 7.10
$ 36,803.67 $ 9,474.63 $ 0.79
$ 70,000.00 $ 58,625.00 $ 5.15
$ 12,608.00 $ (18,813.50) $ (0.60)