THE LION’S SHARE · ALWAYS FREETHE LION’S SHARE JUNE 30, 2013 ... Ryan Goeke gave a stock pitch...
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Little Lion Fund 2nd Annual Investor Meeting THE LION’S SHARE ALWAYS FREE JUNE 30, 2013 LITTLE LION FUND NEWSLETTER STATE COLLEGE AREA HIGH SCHOOL CONGRATULATIONS SENIORS! Dimitri Basinski Colin Earl David Engle Christina Ghinos Josh Gladd Ryan Goeke Ed Goodall Alex Kervandjian Sean King Nicole Ondik Connor Paul Craig Saupe Marco Schoch Michael Straw Eran Vautour Nick Venturino working Penn State - Energy Bus & Finance Penn State - undecided Arizona State - Supply Chain Penn State - Finance Penn State - Finance Penn State - Finance Penn State - Finance Duquesne University - Finance Penn State - Accounting Penn State - Finance Penn State - Finance or Marketing Return to Switzerland high school Penn State - Political Science Arizona State-Indust. Engineering Penn State - Supply Chain GOOD LUCK! Students in the LLF continue to meet and manage the fund during the summer months. We meet every 2 weeks to discuss the portfolio and continue our research. Summer LLF Meetings On Monday, May 6 at 7:00 p.m., LLF students hosted our 2nd Annual Investor Meeting. Over 100 LLF investors, parents, and friends came to hear about our first year of operations. LLF Students discussed several aspects of the fund, including portfolio performance, and our methodology for choosing stocks. Ryan Goeke gave a stock pitch for QualComm, the stock that he recommended to the LLF Fund this past spring. Thanks to all who attended! Dividend-Paying Stocks in the LLF Apple 2.9% Corning 2.8% CVS 1.5% IBM 1.9% Mondelez 1.8% Proctor & Gamble 3.1% QualComm 2.3%
Transcript of THE LION’S SHARE · ALWAYS FREETHE LION’S SHARE JUNE 30, 2013 ... Ryan Goeke gave a stock pitch...
Little Lion Fund2nd Annual Investor Meeting
THE LION’S SHAREALWAYS FREE JUNE 30, 2013
LITTLE LION FUND NEWSLETTER STATE COLLEGE AREA HIGH SCHOOL
CONGRATULATIONS SENIORS!
Dimitri BasinskiColin EarlDavid EngleChristina GhinosJosh Gladd Ryan GoekeEd GoodallAlex KervandjianSean KingNicole OndikConnor PaulCraig SaupeMarco SchochMichael StrawEran VautourNick Venturino
workingPenn State - Energy Bus & FinancePenn State - undecidedArizona State - Supply ChainPenn State - FinancePenn State - FinancePenn State - FinancePenn State - FinanceDuquesne University - FinancePenn State - AccountingPenn State - FinancePenn State - Finance or MarketingReturn to Switzerland high schoolPenn State - Political ScienceArizona State-Indust. EngineeringPenn State - Supply Chain
GOOD
LUCK!
Students in the LLF continue to meet and manage the fund during the summer months. We meet every 2 weeks to discuss the portfolio and continue our research.
Summer LLF Meetings
On Monday, May 6 at 7:00 p.m., LLF students hosted our 2nd Annual Investor Meeting.
Over 100 LLF investors, parents, and friends came to hear about our first year of operations. LLF Students
discussed several aspects of the fund, including portfolio performance, and our methodology for choosing stocks.
Ryan Goeke gave a stock pitch for QualComm, the stock that he recommended to the LLF Fund this past
spring.
Thanks to all who attended!
Dividend-Paying Stocks
in the LLF
Apple
2.9%
Corning
2.8%
CVS
1.5%
IBM
1.9%
Mondelez
1.8%
Proctor & Gamble 3.1%
QualComm 2.3%
LLF EQUITY PORTFOLIO: JUNE 30, 2013
LLF LOVES TO COMPETE!APRIL 2013 COMPETITIONS
FBLA STATESHERSHEY, PA
DECA NATIONALS
ANAHEIM, CA
LLF Portfolio expands.... and adds new members! This spring, LLF students recommended to investors that we take the profits from Time Warner (about 60% return), Coke, and Kraft, and re-invest the proceeds into new stocks.
LLF students chose to invest in 5 new stocks - Corning, Primus, and QualComm in the IT sector, CVS in Consumer Staples, and Express in Consumer Discretionary. Much study resulted in a decision
to wait to expand to a new sector in the future. LLF students are looking at Industrials or Energy. Also this spring, 6 new investors were added to the Little Lion Investment Club!
