Team Yellow Captain/Stock Tracker: Nadia Secretary: Dan Treasurer: Karrie Research Coordinator:...
-
Upload
gavin-gregory -
Category
Documents
-
view
216 -
download
1
Transcript of Team Yellow Captain/Stock Tracker: Nadia Secretary: Dan Treasurer: Karrie Research Coordinator:...
Team YellowTeam YellowCaptain/Stock Tracker: NadiaCaptain/Stock Tracker: Nadia
Secretary: DanSecretary: Dan
Treasurer: KarrieTreasurer: Karrie
Research Coordinator: ElizabethResearch Coordinator: Elizabeth
Helpful Hints:Rule of 49
Check Spelling and GrammarUse Appropriate Graphics and Animation
Use NotesDress Professional
Our PortfolioOur Portfolio
UPSUPS Kohl’sKohl’s StarbucksStarbucks PepsiPepsi Electronic ArtsElectronic Arts ToyotaToyota CiscoCisco ComcastComcast
Prudential Prudential NicorNicor MattelMattel DisneyDisney
Helpful Hints:Quick look at the team
portfolio
Concepts That We Learned:Concepts That We Learned: Stock Market TermsStock Market Terms
Team Building SkillsTeam Building Skills
Pros and Cons of PlayingPros and Cons of Playing
How the Stock Market WorksHow the Stock Market Works
CaptainCaptain
Helpful Hints:Introduction to what the captain will talk about.
A Few Stock Market TermsA Few Stock Market Terms
RiskRisk Rate of ReturnRate of Return Inflation ProofInflation Proof IndexIndex Common StockCommon Stock Brokers FeeBrokers Fee IndustryIndustry
CaptainCaptain
Growth StockGrowth Stock Income StockIncome Stock Blue Chip CompanyBlue Chip Company Defensive StockDefensive Stock Cyclical StockCyclical Stock DiversificationDiversification
Helpful Hints:Explain how the terms related to your
team.
Team BuildingTeam Building
Used ConsensusUsed Consensus Helped With ResearchHelped With Research Pulled Our Own “Weight”Pulled Our Own “Weight”
CaptainCaptain
Helpful Hints:Explain the dynamics of
your team.
Diversification ChartDiversification Chart
50%
20%
10%
4%
4%12%
Consumer Dis.EnergyFinancialInfo TechMaterialsConsumer Stap.
Captain
Helpful Hints:Explain what stocks fit into each
category and why you spent where you did.
Research CoordinatorResearch Coordinator
UPSUPSABOUT THE COMPANY:ABOUT THE COMPANY:
-Founded in 1907 as a messenger company-Founded in 1907 as a messenger company
-Grown into a $30 billion corporation -Grown into a $30 billion corporation
-World's largest package delivery company-World's largest package delivery company
ARTICLE SUMMARIES:ARTICLE SUMMARIES:
-Synchronize global commerce -Synchronize global commerce
-Expand the company’s international network-Expand the company’s international network
-28% jump in net income for 3rd quarter-28% jump in net income for 3rd quarter
-Testing first delivery truck powered by hydrogen-powered -Testing first delivery truck powered by hydrogen-powered fuel fuel
-Vans cut fuel costs, less pollution-Vans cut fuel costs, less pollution
Helpful Hints:Explain WHAT each
company does and WHAT you found in your
research. Not why you bought it.
Research CoordinatorResearch Coordinator
KOHL’SKOHL’SABOUT THE COMPANY:ABOUT THE COMPANY:
-Department store chain
-Family, value, national brands
-Sells everything you need for you and your home
ARTICLE SUMMARIES:ARTICLE SUMMARIES:
-13 department stores open in Arizona
-Kohl’s and Estee Lauder Companies form alliance
-Estee Lauder products sold in Kohl’s Dep. Stores
-Kohl’s reports sales decrease by 11.6%
Research CoordinatorResearch Coordinator
STARBUCKSSTARBUCKS
ABOUT THE COMPANY:ABOUT THE COMPANY:-Sells high quality coffee and pastries-Sells high quality coffee and pastries-National company-owned retail stores-National company-owned retail stores
ARTICLE SUMMARIES:ARTICLE SUMMARIES:-Leading retailer of coffee in the world-Leading retailer of coffee in the world-Company momentum increasing -Company momentum increasing -”Team Up to Clean Up” (recycles goods and improves -”Team Up to Clean Up” (recycles goods and improves
the environment) the environment) -Total revenue for four-week period rose 30%-Total revenue for four-week period rose 30%
Research CoordinatorResearch Coordinator
PEPSICOPEPSICOABOUT THE COMPANY:ABOUT THE COMPANY:
-Worldwide leader in foods and beverages-Worldwide leader in foods and beverages
-Frito Lay, Quaker Oats, Pepsico Beverages-Frito Lay, Quaker Oats, Pepsico Beverages
ARTICLE SUMMARIES:ARTICLE SUMMARIES:
-New Chair Audit Committee member, Karen Basian -New Chair Audit Committee member, Karen Basian
-Improving customer health and wellness-Improving customer health and wellness
-Eliminating fatty acids from foods; offering Aquafina -Eliminating fatty acids from foods; offering Aquafina water and Tropicana juices to schoolswater and Tropicana juices to schools
-Improving products; Pepsi Vanilla -Improving products; Pepsi Vanilla
-New slogan, new commercials -New slogan, new commercials
Research CoordinatorResearch Coordinator
ELECTRONIC ARTSELECTRONIC ARTSABOUT THE COMPANY:ABOUT THE COMPANY:-Leading developer/publisher of interactive entertainment -Leading developer/publisher of interactive entertainment
gamesgames-Sells products worldwide-Sells products worldwide-700 franchises-700 franchises
ARTICLE SUMMARIES:ARTICLE SUMMARIES:-Leading share of video game market-Leading share of video game market-In 2002, sales exceeded $10 billion-In 2002, sales exceeded $10 billion-In 2002, “The Lord of the Rings: The Two Towers”-In 2002, “The Lord of the Rings: The Two Towers”-In 2003, “The Lord of the Rings: The Return of the King”-In 2003, “The Lord of the Rings: The Return of the King”-EA will have increasing profits-EA will have increasing profits
Research CoordinatorResearch Coordinator
TOYOTATOYOTA
ABOUT THE COMPANY:ABOUT THE COMPANY:
-3rd largest automaker in the world-3rd largest automaker in the world
-Automotive business more than 90% of sales-Automotive business more than 90% of sales
ARTICLE SUMMARIES:ARTICLE SUMMARIES:
-Provide minority businesses chance to develop -Provide minority businesses chance to develop relations with Toyota’s suppliersrelations with Toyota’s suppliers
-Success in Europe; sales increase of 90% since opening -Success in Europe; sales increase of 90% since opening
-Toyota has number 3 spot on U.S. market-Toyota has number 3 spot on U.S. market
Research CoordinatorResearch Coordinator
CISCO SYSTEMSCISCO SYSTEMS
ABOUT THE COMPANY:ABOUT THE COMPANY:-Worldwide leader in networking for Internet-Worldwide leader in networking for Internet
ARTICLE SUMMARIES:ARTICLE SUMMARIES:-Rebuilt foundation and rethought aspects of company-Rebuilt foundation and rethought aspects of company
-Application service providers (ASPs); change how -Application service providers (ASPs); change how companies buy softwarecompanies buy software
-Introduction of voice-over-Internet-protocol (VOIP) -Introduction of voice-over-Internet-protocol (VOIP) technology technology
-Expected large profits with sale of IP phones-Expected large profits with sale of IP phones
Research CoordinatorResearch Coordinator
COMCASTCOMCAST
ABOUT THE COMPANY:ABOUT THE COMPANY:-Communication industry-Communication industry-Joined with the AT&T Corp. in 2002-Joined with the AT&T Corp. in 2002
ARTICLE SUMMARIES:ARTICLE SUMMARIES:-Starz Encore signed distribution deal with -Starz Encore signed distribution deal with
ComcastComcast-35% increase in profits-35% increase in profits-New pricing and programming changes -New pricing and programming changes -Customers unhappy with Comcast cable service-Customers unhappy with Comcast cable service
Research CoordinatorResearch Coordinator
DISNEYDISNEYABOUT THE COMPANY:ABOUT THE COMPANY:-World’s leading producer and provider of entertainment
ARTICLE SUMMARIES:ARTICLE SUMMARIES:-Disney Feature Animation staff cut down-Disney Feature Animation staff cut down
-Computer animation taking over animation business-Computer animation taking over animation business
-Roy Disney rebelled against management of Walt -Roy Disney rebelled against management of Walt Disney Company Disney Company
-Popularity of thrill rides decreased in past months -Popularity of thrill rides decreased in past months
-Increasing number of lawsuits filed-Increasing number of lawsuits filed
Research CoordinatorResearch Coordinator
PRUDENTIALPRUDENTIALABOUT THE COMPANY:ABOUT THE COMPANY:
-Largest life insurance company in U.S.-Largest life insurance company in U.S.
-Life insurance, property insurance, mutual funds, & -Life insurance, property insurance, mutual funds, & securities brokeragesecurities brokerage
-Serve individual and institutional customers-Serve individual and institutional customers
ARTICLE SUMMARIES:ARTICLE SUMMARIES:
-Jury ordered Prudential Securities to pay $261.7 million -Jury ordered Prudential Securities to pay $261.7 million
-Sold stock without permission -Sold stock without permission
-Bank agreed to purchase division of Prudential; create -Bank agreed to purchase division of Prudential; create joint venture called Wachovia Securities, Inc. joint venture called Wachovia Securities, Inc.
-Insurance companies hiking homeowner’s premiums-Insurance companies hiking homeowner’s premiums
Research CoordinatorResearch Coordinator
NICORNICORABOUT THE COMPANY:ABOUT THE COMPANY:
-Nicor Gas, gas utility-Nicor Gas, gas utility
-Tropical Shipping, shipping business serving the -Tropical Shipping, shipping business serving the Caribbean regionCaribbean region
-Several energy-related businesses-Several energy-related businesses
ARTICLE SUMMARIES:ARTICLE SUMMARIES:-Higher operating costs involving gas distribution -Higher operating costs involving gas distribution -State Attorney General called Nicor to refund 2 million -State Attorney General called Nicor to refund 2 million
customers customers -New energy efficient brochure helps customers-New energy efficient brochure helps customers
Research CoordinatorResearch Coordinator
MATTELMATTEL
ABOUT THE COMPANY:ABOUT THE COMPANY:
-Design, manufacture & marketing of toy products-Design, manufacture & marketing of toy products
-Barbie, Hot Wheels, Matchbox, Fisher-Price, American -Barbie, Hot Wheels, Matchbox, Fisher-Price, American Girl Girl
ARTICLE SUMMARIES:ARTICLE SUMMARIES:
-Dolls produced by Mattel demonstrating bad example -Dolls produced by Mattel demonstrating bad example for girls for girls
-Mattel making some of the hottest toys on market, -Mattel making some of the hottest toys on market,
-American Girls have become one of Mattel’s top profit--American Girls have become one of Mattel’s top profit-makersmakers
SecretarySecretary
UPSUPS Christmas Coming UpChristmas Coming Up Consistent Company Consistent Company Expanding Their Expanding Their
International NetworkInternational Network Sales Go Up By 12%Sales Go Up By 12%
Helpful Hints:Explain WHY you bought each company.
Not what it does. Reference research.Be sure to include if you sold or short sold
and why.
SecretarySecretary
Kohl’sKohl’s Mom’s buy at Kohl’sMom’s buy at Kohl’s Opening more stores nation wideOpening more stores nation wide New cosmetic departmentNew cosmetic department Expanding clothes linesExpanding clothes lines SoldSold Short soldShort sold Short coveredShort covered
SecretarySecretary
StarbucksStarbucks Biggest coffee Biggest coffee
franchise in the worldfranchise in the world More than 7,000 More than 7,000
locationslocations Improve environment Improve environment
and maintain and maintain leadershipleadership
Revenue grows 30%Revenue grows 30%
SecretarySecretary
PepsiCoPepsiCo Blue chip stockBlue chip stock Trying to get products Trying to get products
in schoolsin schools Thinking of doing Thinking of doing
commercials without commercials without celebritiescelebrities
SecretarySecretary
Electronic ArtsElectronic Arts Biggest video game companyBiggest video game company New gamesNew games Fast growingFast growing
SecretarySecretary
ToyotaToyota Very steadyVery steady New managementNew management Texas plantTexas plant Highest growing Highest growing
companies companies
SecretarySecretary
CiscoCisco Safe companySafe company Rebuilt foundationRebuilt foundation Change ways of buying softwareChange ways of buying software New large in profitsNew large in profits
SecretarySecretary
ComcastComcast Growing at a fast rateGrowing at a fast rate 35% profit increase35% profit increase New dealsNew deals New programmingNew programming
SecretarySecretary
PrudentialPrudential Steady companySteady company Merging Merging Profit increasingProfit increasing Large companyLarge company
SecretarySecretary
NicorNicor Winter was coming upWinter was coming up Good profits last yearGood profits last year IncreasingIncreasing High costumer rateHigh costumer rate
SecretarySecretary
MattelMattel Biggest toy distributorBiggest toy distributor Hottest toys Hottest toys
BarbieBarbie American GirlAmerican Girl
SecretarySecretary
DisneyDisney Christmas was coming up Christmas was coming up Computer animationComputer animation New movieNew movie Video gamesVideo games
TreasurerTreasurerTotal Loss - $5172.32Total Loss - $5172.32
Total Equity - $94,827.68Total Equity - $94,827.68
Team Ranking - 256/329Team Ranking - 256/329
Helpful Hints:Give an overview of total portfolio
performance.
100 shares100 shares $659.27 loss$659.27 loss ROR= ROR= -11%-11% Short sold 100 sharesShort sold 100 shares $176.13 loss$176.13 loss ROR= ROR= -3.45%-3.45%
TreasurerTreasurer
Helpful Hints:Explain where you gained and lost
money. Highlight biggest gainer and biggest loser. Be sure to include $
amount and rate of return.
500 shares500 shares
$416.66 profit$416.66 profit
ROR= ROR= 1.93%1.93%
Not SoldNot Sold
TreasurerTreasurer
300 shares300 shares
$502.22 loss$502.22 loss
ROR= ROR= -3.42%-3.42%
SoldSold
TreasurerTreasurer
300 shares300 shares
$251.58 loss$251.58 loss
ROR= ROR= -2.58%-2.58%
Not SoldNot Sold
TreasurerTreasurer
500 shares500 shares Sold 250Sold 250 $838.04 loss$838.04 loss ROR= ROR= -5.16%-5.16% Sold other 250Sold other 250 $1,467.66 loss$1,467.66 loss ROR= ROR= -9.04%-9.04%
TreasurerTreasurer
100 shares100 shares Stock split(200 Stock split(200
shares)shares) $1,390.84 loss$1,390.84 loss ROR= ROR= -13.58%-13.58% Not SoldNot Sold
TreasurerTreasurer
100 shares100 shares
$90.54 profit$90.54 profit
ROR= ROR= 3.9%3.9%
Not SoldNot Sold
TreasurerTreasurer
100 shares100 shares
$69.31 profit$69.31 profit
ROR= ROR= 2.21%2.21%
Not SoldNot Sold
TreasurerTreasurer
100 shares100 shares
$81.34 profit$81.34 profit
ROR= ROR= 3.44%3.44%
Not SoldNot Sold
TreasurerTreasurer
500 shares500 shares
$764.00 loss$764.00 loss
ROR= ROR= -7.34%-7.34%
Not SoldNot Sold
TreasurerTreasurer
500 shares500 shares
$18.50 profit$18.50 profit
ROR= ROR= .109%.109%
Not SoldNot Sold
TreasurerTreasurer
250 shares250 shares
$21.00 profit$21.00 profit
ROR= ROR= .204%.204%
Not SoldNot Sold
TreasurerTreasurer
Stock TrackerStock Tracker
UPSUPS In 6 Weeks:In 6 Weeks:
Close prices went from $71.07 to $73.22.Close prices went from $71.07 to $73.22. Good company to invest in.Good company to invest in. Not too many changes in the highs and lows.Not too many changes in the highs and lows.
Online Shopping Up 30%Online Shopping Up 30% Robust Growth Towards End Of 2003Robust Growth Towards End Of 2003 Business SpendingBusiness Spending Strong Consumer SpendingStrong Consumer Spending
Helpful Hints:Explain what happened with the price
and what happened during the game in the news, economy, etc. that influenced
the price of the stock.
UPS Final Graph
$70.00$71.00$72.00$73.00$74.00
Week1
Week2
Week3
Week4
Week5
Week6
Week
Clo
se P
rice
Stock Tracker
Conclusion:Conclusion: In The Game, We Lost MoneyIn The Game, We Lost Money We Ranked 256/329We Ranked 256/329 If We Had The Chance, We Would:If We Had The Chance, We Would:
Buy Better StocksBuy Better Stocks• Buy More Companies Like UPSBuy More Companies Like UPS• Buy Less Companies Like Kohl’sBuy Less Companies Like Kohl’s
Buy Less CompaniesBuy Less Companies Research First, Then BuyResearch First, Then Buy
Good ExperienceGood Experience
CaptainCaptain
Helpful Hints:Explain what you would do differently in
the game and your overall team thoughts regarding the game.