1. Information Technology
Investment Club Spring 2017
Prepared by: Nolan Bloyer

2. Outline Sector Profile Economic Analysis Current Holdings
Recommendations

3. Sector Profile

4. Information Technology covers the following general areas: Technology Software & Services, including companies primarily developing software for fields such as the Internet, apps, database management etc, and companies that provide tech consulting and services, as well as data processing. Secondly, Technology Hardware and Equipment, including manufacturers and distributors of communications equipment, electronic equipment and related instruments. Thirdly, Semiconductors and Semiconductor Equipment Manufacturers.

5. Largest Companies

6. Lowest D/E of all sectors!

7. Economic Analysis

8. Economic Cycle

9. Industries in Information Technology
CSCO V
AVGO
ATVI, MBLY

10. 3M Chart- Tech vs S&P 500

11. 1YR Chart- Tech vs S&P 500

12. 3YR Chart- Tech vs S&P 500

13. Current Holdings

14. Activision Blizzard Inc (ATVI)
Industry: Software
ATVI develops and publishes games for video game consoles, PC, mobile devices and online social platforms. Operates through three segments: Activision Publishing, Blizzard Entertainment and King Digital Entertainment
Popular franchises include: Call of Duty, World of Warcraft, StarCraft and Candy Crush Sega

15. Snapshot Purchased Date: December 8, 2016 Purchased Price: $36.26
Number of Shares: 30
Total Gain/Loss:
Annualized Return: %

16. 3M Chart: ATVI vs S&P 500 VS XLK

17. Broadcom LTD (AVGO) Industry: Semiconductors & Semiconductor Equipment
AVGO designs, develops and supplies a range of complex digital and mixed signal complemental metal oxide semiconductor based devices and analog III- V based products worldwide
Semiconductor elements are in groups III and V on periodic table (Silicon, Germanium)
Headquartered in Singapore since 2005

18. Snapshot Purchased Date: April 10, 2016 Purchased Price: $157.43
Number of Shares: 7
Total Gain/Loss:
Annualized Return:

19. 3M Chart: AVGO vs S&P 500 vs XLK

20. Cisco Systems Inc (CSCO)
Industry: Communication Equipment
CSCO designs, manufactures, and sells IP based networking and other products related to the communications and information technology industry worldwide
Largest company within its industry

21. Snapshot Purchased Date: October 19, 2014 Purchased Price: $23.25
Number of Shares: 26
Total Gain/Loss:
Annualized Return:

22. 3M Chart: CSCO vs S&P 500 VS XLK

23. Mobileye NV (MBLY) Industry: Software
MBLY develops computer vision and machine learning-based sensing products, mapping and driving technology solutions for advances driver assistance systems and autonomous driving technologies
Headquartered in Jerusalem, Israel
Acquired by Intel Corporation for 15.3B on March 13, 2017

24. Snapshot Purchased Date: November 17, 2016 Purchased Price: $39.95
Number of Shares: 33
Total Gain/Loss:
Annualized Return: %

25. 3M Chart: MBLY vs S&P 500 vs XLK

26. Visa Inc (V) Industry: IT Services
V operates as a payments technology worldwide. V facilitates commerce through transfer of value and information among consumers, merchants and financial institutions
Headquartered in San Francisco, California

27. Snapshot Purchased Date: April 1, 2015 Purchased Price: $64.95
Number of Shares: 20
Total Gain/Loss:
Annualized Return: %

28. 3M Chart: V vs S&P 500 vs XLK

29. Recommendations

30. Information Technology sector has a bullish outlook for 2017
Driven by companies wanting to increase productivity, potentially eliminated human capital and replacing with technological advancements where plausible
Capital expenditures have been below trends for several years on technology upgrades within companies
ATVI- Hold
MBLY- Hold
V- Hold
AVGO- Hold for now, but review
CSCO- Hold for now, but review