11/05/10.  CLUB news  FINANCIAL news  PORTFOLIO overview  SECTORS sign up!  WHAT IS AN ADR?  BAIDU presentation (vote!)

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Presentation transcript:

11/05/10

 CLUB news  FINANCIAL news  PORTFOLIO overview  SECTORS sign up!  WHAT IS AN ADR?  BAIDU presentation (vote!)

 SOLD TY, BOUGHT VESTAS  WALL STREET 2 – good time!  SPOT party - not too many people showed up   Next meeting: next Friday, Nov 12 th  Trip: Thu, Nov 11 th DeSales University– Art/Business Conference, sign up with Career Services  Speaker: Holly Paul ’94, PWC, Monday, Nov 15 th Oechsle Hall

 High Unemployment - 9.6% (Stable/Stubborn)  ECI Wages and Salaries: just over 1.5%, slow and relatively stable recently  Retail Sales: very strong recently and for quite a while  Profits & Earnings have been large + new orders also strong.  Consumer Sentiment: 67.7, has been on a downward Trajectory  Consumer Spending: Slow Growth  GDP Growth: Slowing down  Housing Sector: BAD!!! Home sales(both new and old) remain weak  Inflation Subdued (Core PCE:1.4%)  Inflation Expectation Fell in Sept MIXED !!!

 QE2($600 billion of U.S. government bonds)  Stock (Dow Jones Up by 1.96%, SP 500 up by 1.94%)  Inflation Expectation just turned to rise

 Total AUM: approx.$350,000  Cash: approx. $30, 000  Beta =.89 (up from.81)  Number of positions: 42

S&P 500 YTD 8% Portfolio YTD approx. 8.5%

 SCCO (PCU) 147%  DBB104%  IBM85%  AKAM85%  KMR64%  CAT43%

 BAC (only.7%) 68%  MFC44%  GE33%  BA19%  INTC17%  GILD16%

$6,178 IN A DAY

 Markets have experienced a high correlation  Reasons: - ETFs - Macro driven trading - => PICK A SECTOR and follow it - => MAKE GROUP PROPOSALS ON SECTORS

 TECHNOLOGY  FINANCIALS  ENERGY  HEALTHCARE  CONSUMERS

 Represents a share of ownership in a corporation  Can be traded on exchanges (NASDAQ, NYSE, etc)  Can be traded OTC (in the “Pinks”)

 Companies that are small  May not meet exchange requirements  Possibly doesn’t meet SEC requirements

 American Depository Receipt  Issued by foreign companies  Traded on US exchanges  Price based on home country price  Allows many benefits of ownership  Exposes buyer to currency risk

 BIDU  (-0.53%)  Range  52 week  Open  Vol / Avg M/14.10M  Mkt cap 38.34B  P/E  Div/yield -  EPS 1.20  Shares M  Beta 1.79 GOOG (0.66%) Range week Open Vol / Avg. 3.57M/3.52M Mkt cap B P/E Div/yield - EPS Shares M Beta 1.21