Economics 2.04

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Kroger, American Funds, and DoubleLine Investment Opportunities by Sabrina Culbertson

Transcript of Economics 2.04

Page 1: Economics 2.04

Kroger, American Funds, and DoubleLineInvestment Opportunities by Sabrina Culbertson

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Krogers (KR)- About the CompanyContact information: 1-800-576-4377Company Details: The Kroger Company is a grocery store operator that operates 2,424 supermarkets and multi-department stores.Why I am interested: Kroger is a longstanding grocery store operator that has had consistent growth. The stock is currently near its all time high $35.64. The market cap is currently 17.6 billion. The current share volume is 5.6 million and has an average of 4.0 million. Buying the stock now would allow for quick returns before the stock plunges.

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Krogers - The Stock

Investment: StockInvestment Type: Short termRisk Level: AggressiveCurrent Trade Price: $33.77Expected Return Rate: 1.67%

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American Funds American Mutual Fund Class A - About the Company

Contact Information: 800/421-4225Company Details: American Funds is a group of 33 mutual funds that is managed by the Capital Group Companies.Why I am interested: American Funds American Mutual Fund Class A has rose an astounding $16.58 since the recession hit of 2008. The company holds 27.64 billion dollars in total assets. While only 7.45% of that is in cash, 88.18% is in stocks. The company has a best three month return of +20.74%. The minimum investment is also low at 250 dollars as of 7/8/2013.

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American Funds American Mutual Fund Class A - The Stocks

Investment: Mutual FundInvestment Type: FutureRisk Level: ConservativeCurrent Trade Price: $250.00Expected Return Rate (TTM): 2.20%

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DoubleLine Total Return Bond N- About the Company

Contact Information: (213)-633-8200Company Details: DoubleLine is an investment management firm that is headquartered in downtown Los Angeles. Why I am interested: The Net Asset worth is staged at around $38.4B. The pricing has taken a dip with a YTD return of .92, but the yield is at 5.11%. The turnover is currently at 23%. The asset allocation has 15.38% in cash and 84.52% in bonds. The average dividend income is at around .00414.

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DoubleLine Total Return Bond N - The Stocks

Investment: BondInvestment Type: IntermediateRisk Level: ModerateCurrent Trade Price: $2,000Expected Return Rate(TTM): 5.11%

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