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Date Account Debit Credit
Trading Portfolio Entries:
March 1, 2011 Investments in TS 136,000 «- Correct!
Cash 136,000
Net unrealized losses/gains 40,000
Available-for-Sale Portfolio Entries:
March 1, 2011 Investments in SAS 136,000 «- Correct!
Cash 136,000
December 31, 2011 Net unrealized losses/gains 16,000 «- Correct!
Investments in SAS 16,000
Date of purchase 3/1/2011
Shares purchased 8,000
Price per share 17$
Computing Services Company Stock
Computing Services Company
Date Account Debit Credit
Trading Portfolio Entries:
August 4, 2012 Investments in TS 150,000 «- Correct!
Cash 150,000
December 31, 2012 Investments in TS 21,000 «- Correct!
Available for Sale Portfolio Entries:
August 4, 2012 Investments in SAS 150,000 «- Correct!
Cash 150,000
December 31, 2012 Investments in SAS 21,000 «- Correct!
Net unrealized losses/gains 21,000
Investments in SAS 24,000
August 4, 2012 Investments in affiliates 150,000 «- Correct!
Cash 150,000
Date of purchase 8/4/2012
Shares purchased 3,000
Price 150,000$
Accounting method Company D should use
Account Debit Credit Debit Credit
a. January 1, 2011 purchase:
Investments in SAS 75,000 «- Correct!
The equity method must be used by Company P because it owns 35% (8,750 / 25,000) of
b. Income reported by Company C:
Investments in affiliates 15,750 «- Correct!
Equity in affiliate earnings 15,750
c. Dividends declared and paid by Co. C:
Cash 1,980 «- Correct!
Balance Sheet:
Investments:
Investment in SAS 66,000 «- Correct!
Investment in affiliates 228,725 «- Correct!
Assets (investments), stockholders’ equity (retained earnings), and revenues (from
Purchased Company T stock:
Date of purchase 1/1/2011
Price per share 25$
Accounting method Dock Company should use
Account Debit Credit Debit Credit
a. January 1, 2011 purchase:
Investments in SAS 200,000 «- Correct!
Cash 200,000
Investments in affiliates 800,000 «- Correct!
Cash 800,000
b. Net income of Ship Corporation:
The equity method must be used by the company because it owns 40% (40,000 / 100,000) of the total
shares of the outstanding common stock of Cruise Corporation. The equity method must be used when
The market value method must be used by the company because it owns 10% (10,000 / 100,000) of the
Balance Sheet:
Long-term Investments:
Investment in SAS, at fair value 180,000 «- Correct!
Investment in affiliates 888,000 «- Correct!
The amounts reported in Requirement (3) are different because of (1) the two different approaches
Cruise Corporation – outstanding shares 100,000
Purchased Ship Corporation stock:
Date of purchase January 10, 2011
This workbook is organized as follows:
CP12-3 (this worksheet) CP12-3 Problem Requirements and Workbook Layout
Industry Ratio Report Industry Ratio Report
AEO Balance Sheets American Eagle Outfitters, Inc. Consolidated Balance Sheets
AEO Income Statements American Eagle Outfitters, Inc. Consolidated Statements of Operations
CP12-3 Comparing Companies within an Industry
Compute the profit margin, asset turnover, and return on assets ratios for both companies for the most recent reporting
year. Which company provided the higher return on its total assets during the current year?
Was the return on assets for American Eagle Outfitters and Urban Outfitters higher or lower than the industry average?