January 16, 2018 | Brodie Miller

Slides:



Advertisements
Similar presentations
Stock Research and Presentation Activity 300 Points Presentations Begin 5/2 (Monday)
Advertisements

Consumer Discretionary- XLY October 11th January 18th 2013 Kristen Hecht, Khalid Surur, Matt Vague, Alyssa Wood October 11th January 18th 2013.
Goal of This Presentation What is an Investment Bank? What are the opportunities? Learning more about the business What is an Investment Bank? What are.
ECON 303 Intermediate Macroeconomics Instructor: Bernard Malamud –Office: BEH 502 Phone (702) 895 –3294 Fax: 895 – 1354 »
Morgan Stanley December 7th, 2004 By Adam Freda.
Quarter : Current Events Stock Market Erik Bravo.
The Stock Market. Stock Market Game Objective: To help get a better understanding of stock markets, how they work, what factors influence them, and their.
IPad market research. Introduction on iPads iPad is the first tablet computer developed by Apple Inc. What are iPads? It was announced on January 27,
G1 Corporation Corporation: an institution granted a charter recognizing it as a separate legal entity having its own privileges, and liabilities.
Presented by: John Fulton, Non-Executive Chairman Marie Bray, Finance Director 13 August 2014.
Efficient Market Hypothesis EMH Presented by Inderpal Singh.
WEEK 13. Long-Term Stock Investments Equity Method Cost Method Not significant influence Significant influence Ownership % Controlling Interest 100% 100%
DAVID JONES LIMITED Interim Results Presentation 13 March 2000.
G1 STOCKS Essential Questions 1.In what ways does the stock market impact the personal wealth of an individual and a business? 2.Why diversify within.
1 OECD’s Main Economic Indicators 12 th OECD-NBS Workshop on the National Accounts Paris October 2008.
Implement Market innovation, Strengthen Enforcement and Promote Standardization Presented by vice chairman, Mr. Geng Liang China Securities Regulatory.
Real GDP 3-5% Unemployment Rate 5% Further it goes under this Rate, the higher the inflation rate Inflation Rates- 0-2% CPI and PPI- 0-2%
MTA Educational Foundation University Course – Technical Analysis of the Financial Markets ©2010 Lecture 10 - Sentiment & Supply/Demand This lecture series.
The Market Hypothesis The Efficient Market Hypothesis.
Indirect Investment. Introduction In Direct Investment, investors have control over the buying and selling of securities. In Indirect Investment, investors.
1 Consumer Staples Sector Mark Bauer and Joe Burch May 1, 2006.
Agenda  1. Warm-Up  2. Discuss Safer Investments and Measures of Stock Performance  3. Read Article “Picking Stocks” and answer discussion questions.
Fiscal Cliff and Economic Indicators By: Nolan Wurm Matthew Schweikart.
US Market Data CurrentChange Dow Jones8, % S&P % Nasdaq1,383+1% 10 Year Note3.95%+0.05 Brent Crude (May delivery)$ % Euro – USD$1.058.
FINANCIAL ANALYSIS BY EBBONY PAGE. Overview  History of Organization  CEO & Mission Statement  Products and Services  Current Events  Horizontal.
Are Markets Efficient? by Matt Ingram Invest Ed® All Rights Reserved Oklahoma Securities Commission July 2016.
Daewoo Global Markets US Markets Eurozone European stocks closed flat on Friday afternoon's trade, the day after the European Central Bank (ECB) quashed.
Proposal to Buy Activision Blizzard.
Impact of Data Releases
The Fourth Quarter in Review
THE STOCKMARKET Game Daily news.
Market Update February 16th, 2017 Travis Liu, Abhi Gupta
How Merrill Lynch Assisted I C B C during the IPO Process
The Third Quarter in Review
Market Update May 4th, 2017 Edward Low, SK Ra
Rowan Student Investment Group
Corruption in the Stock Market
1 How To Generate Monthly Cash Flow And Purchase Stocks At A Discount Using Two Low-Risk Option Strategies Covered Call Writing and Selling Cash-Secured.
Stock Market Challenge Grading Rubric Money Management
Student Investment Management Financial Sector
Econ Advisory September 19, 2017.
Econ Advisory March 7, Jigar Bhakta.
Econ Advisory [11/28/2016] Brodie miller.
Econ Advisory [4/17/2017] Brodie miller.
Econ Advisory OCT 10, 2017.
Econ Advisory February 21, 2017.
Econ Advisory November 28, 2017 | Cam Allan.
Econ Advisory March 21, 2017.
Econ Advisory [4/14/2017] Brodie miller.
Financial Institutions In Hong Kong BUS 310 SEC 3
VXX made Easy: What is the VXX?
Econ Advisory [10/31/2017] BRODIE Miller.
Econ Advisory April 4, 2017.
Economic Advisory March 18, 2018 Miles McQueen.
The News.
Econ Advisory April 16, 2018.
MIDDLEBURY COLLEGE STUDENT INVESTMENT COMMITTEE 12th March 2018
Econ Advisory October 31, Jigar Bhakta.
Homework Week of January 7th UNIT TEST TODAY! Monday Tuesday Wednesday
Econ Advisory February 26, 2018 | Cam Allan.
Econ Advisory November 7, 2017.
Economic Advisory May 7, 2018 Jigar Bhakta.
Economic Advisory APRIL 9, 2018 Brodie Miller.
Econ Advisory December 5, Jigar Bhakta.
Economic Advisory April 23, 2018 Amanda Bayer.
Econ Advisory [9/26/2017] Peter Thewissen.
Econ Advisory October 17, 2017.
The Federal Reserve: Functions & Monetary Policy Tools
Welcome to Defender Capital Management
The Federal Reserve: Functions & Monetary Policy Tools
Presentation transcript:

January 16, 2018 | Brodie Miller Econ Advisory January 16, 2018 | Brodie Miller

Portfolio Performance Company Quantity Price Price Change % Market Value Cost Basis Gain/Loss $ Gain/Loss % % Of Account 3M COMPANY 172 $244.74 0.11% $42,095.28 $18,068.95 $24,026.33 132.97% 6.38% ALPHABET INC. CLASS A 17 $1,130.70 0% $19,221.90 $4,724.34 $14,497.56 306.87% 2.91% ALPHABET INC. CLASS C $1,121.76 -0.04% $19,069.92 $4,696.36 $14,373.56 306.06% 2.89% CHEVRON CORPORATION 177 $132.01 -1.19% $23,365.77 $20,015.44 $3,350.33 16.74% 3.54% CONSTELLATION BRANDS 150 $217.76 $32,664.00 $25,846.95 $6,817.05 26.37% 4.95% DOMINOS PIZZA INC 90 $209.29 -0.88% $18,836.10 $12,435.30 $6,400.80 51.47% 2.85% ENBRIDGE INC 600 $39.78 0.10% $23,868.00 $24,583.65 ($715.65) -2.91% 3.61% FIRST SOLAR INC 404 $71.22 -2.98% $28,772.88 $24,891.35 $3,881.53 15.59% 4.36% INGERSOLL RAND PLC 315 $90.26 -0.92% $28,431.90 $24,988.39 $3,443.51 13.78% 4.31% IQVIA HOLDINGS INC 385 $99.93 -0.11% $38,473.05 $29,958.91 $8,514.14 28.42% 5.83% NVIDIA CORP 117 $220.11 -1.29% $25,752.87 $24,797.25 $955.62 3.85% 3.90% ROCKWELL COLLINS INC 240 $136.65 -0.86% $32,796.00 $25,166.55 $7,629.45 30.32% 4.97% SALESFORCE COM 356 $108.89 -1.22% $38,764.84 $22,810.75 $15,954.09 69.94% 5.87% SNAP ON INC 160 $180.67 -1.59% $28,907.20 $24,366.55 $4,540.65 18.63% 4.38% VEEVA SYSTEMS INC CLASS A 397 $56.51 -3.19% $22,434.47 $24,241.80 ($1,807.33) -7.46% 3.40% VANGUARD TOTAL MARKET ETF 1,333 $142.12 -0.44% $189,445.96 $161,140.88 $28,305.08 17.57% 28.69% -- $47,365.33 7.17% Account Total $660,265.47 $472,733.42 $140,166.72 29.65%

Portfolio Highlights CEO of Domino’s Pizza departs, Credit Suisse upgrades to outperform First Solar announces production of Series 6 panels will begin in Q2 Nvidia announces partnership with Uber to create autonomous driving technology, introduces new gaming displays at CES Rockwell Collins shareholders approve merger with United Technologies, expected to close in Q3 What To Watch For 3M reports earnings next week, Alphabet and Chevron in the beginning of Februrary

Market Summary Stocks continue strong start to the year China and trade worries spark brief volatility Strong retail sales data send retail stocks higher Corporate bond buyers snap up new issuance SPX was slightly lower today, trading at $2,776.42 DJIA down as well, at $25,792.86 Bitcoin crashes to 11k, other coins down even more on fears of regulatory crackdown

Market Summary

Upcoming Events Housing Market Index and Fed’s Beige Book released tomorrow Chinese GDP, Industrial Production and Retail Sales on Thursday Consumer Sentiment on Friday Industry Group meetings CCI: Resume and Cover Letter writing workshop. 4:15 on Thursday (Jan 18) in Axinn 219