Financial Business Meeting Valley Precision Consultants "Precise Advice"

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Presentation transcript:

Financial Business Meeting Valley Precision Consultants "Precise Advice"

Agenda Valley Precision Consultants offers you the financial advice that you need to insure your financial stability. This presentation provides an overview of our financial performance. Introduction Philosophy Research Stock Performance Recommendations

Introduction Graduated Suma Cum Laude from Brigham Young University Majored in Computer Engineering Received Masters Head Technological Researcher

Introduction History of VPC Valley Precision Consultants was founded by Lucas G. Morgan who fled the East after the Stock Market’s crash in the late 1920’s. He founded the company in the 1950’s to ensure that all Americans have economic prosperity. He came across to the Imperial Valley in search of a place to establish his dream. Business flourished and our motto quickly spread… “Precise Advice.”

Philosophy Here at Valley Precision Consultants we wish to offer you a chance to properly establish a personalized investment plan that will work for you. At VPC we know and care about your concerns. We have the knowledge and the ability to advise you towards a secure and prosperous future.

Philosophy Plan of Action - A Your Selected Plan 20% Speculative 30% Income 50% Growth This plan begins with a 50% investment in Growth stocks, a 30 % investment in Income stocks, and a 20% investment in Speculative stocks.

Philosophy Plan of Action - A This plan changes percentage of investments yearly. The amount of investments in Speculative stocks decrease by 1% and the amount of investments in Income stocks increase by 1%. 50% Growth 15% Speculative 35% Income After 5 Years

Research Dynex Capitol (DX) NYSE Management: Thomas Potts 96 Employees Residential Dynex Capital, a real estate investment trust, owns a portfolio of securities and investments primarily backed by single family mortgage loans, commercial mortgage loans, and manufactured home installment loans.

Stock Performance

Buy Price $.75 New Price $1.05 Shares16,000 Available Funds $12,000 Principal$12,000 Balance$0 Largest Capital Gain and Loss $8,800-$0 YieldØ DividendØ % Growth 40% Dynex Capital (DX) Capital: $4,800

Research Agilent Technologies (A) NYSE Management: John Scruggs, Sr. V.P. 10,200 Employees Scientific and Technical Instruments Agilent Technologies is the world’s largest maker of analysis equipment; it makes instruments used to evaluate telecom and computer network equipment, semiconductors, and other electronic devices. Communications Communications We provide the people, technology, components, and tools that help customers design, build, operate, manage, and maintain the next generation of communications devices, networks and services. Communications Electronics Electronics We help customers design, manufacture, and deploy new products and technologies with our advanced electronics test, measurement, and monitoring solutions. Electronics Life Sciences Life Sciences We enable customers to identify, quantify, analyze, and test the chemical and biological properties of thousands of substances. Life Sciences Healthcare Healthcare We provide clinical measurement and diagnostic solutions for the healthcare marketplace. Healthcare

Stock Performance

Buy Price $39 New Price $30.50 Shares769 Available Funds $30,000 Principal$29,991 Balance$9 Largest Capital Gain and Loss $1, $6, YieldØ DividendØ % Growth -21.7% Agilent Technologies (A) Capital: -$6,536.50

Research Intel (INTC) NASDAQ Management: Andy Grove, Co-Founder 70,200 Employees Semiconductor- Broad Line The Intel Corporation is the world’s #1 microprocessor developer, including Pentium and Celeron Processors. It has 80% of the microprocessor market. Intel also provides flash memories and embedded chips for communications, industrial equipment, and military markets. The mobile Intel® Pentium® III processor breaks the 1GHz barrier. Find out how faster means better performance for your on-the-go computing.

Stock Performance