1. Company Market Mini Presentation Lauren Koerber, Meaghan Kells, Olivia Nesbitt, Blake Hamilton, Josh Saunders, Nikki Mills

2. Overview of Portfolio Performance Our Portfolio: Gaming – 4 (ATVI, MSFT, NTDOY, SNE) Liquor – 4 (BUD, DEO, SBMRY, TPX-A) Toys – 2 (HAS, MAT) Auto – 0 Fisheries – 0 Our Stats: Best Day: September 27th (+2.4%) Worst Day: October 3rd (-2.7%) How we finished: (-2.7%)

3. Introduction of Budweiser Leading global brewer - Over $36 billion in revenue in 2010. They own a 50% equity interest in the operating subsidiary of Grupo Modelo, Mexico's leading brewer (Corona) They employ approximately 114 000 people They manage a portfolio of over 200 beer brands and hold the No. 1 or No. 2 position in 19 countries. They announced Tuesday morning their plans to invest over $1 billion into its breweries nationwide. Sceptical when they bought InBev, but the $52 bill price has paid off.

4. Introduction to Budweiser

5. The Beer Industry Stable industry – More Recession Resistant The world increased its beer consumption in 2008 despite the economic turmoil, according to that years’ Canadian Global Beer Trends Report. There is still growth shows that the spirits business is "recession resilient,” but not immune to the pressures of the economy. Distilled Spirits Council of the United States President, Peter Cressy

6. Work Cited 1. (October 3 rd, 2011). Virtual Trading Account Summary. Retrieved from http://www.howthemarketworks.com/trading/accoun t.php http://www.howthemarketworks.com/trading/accoun t.php 2. (October 3 rd, 2011). BUD: Summary for Anheuser- Busch InBev SA Sponser-Yahoo! Canadian Finance. Retrieved from ca.finance.yahoo.com/q?s=BUD 3. (2011). Anheuser-Busch InBev Company Profile. Anheuser-Busch InBev. Retrieved from www.ab- inbev.com/go/about_abinbev/our_company/ab_inbev _company_profile.cfmwww.ab- inbev.com/go/about_abinbev/our_company/ab_inbev _company_profile.cfm

7. 4. (October 4 th, 2011). Anheuser-Busch InBev to invest more than $1 bln in its US operations through 2014(BUD). Retrieved from finance.yahoo.com/marketupdate/inplay#bud 5. Williams, C.C. (2010). Big gains brewing at anheuser- busch InBev. Barron's, 90(35), 34-34, 35. Retrieved from http://search.proquest.com/docviews/749244958?acc ountid=13803 http://search.proquest.com/docviews/749244958?acc ountid=13803 6. (October 19 th, 2009). Beer sales continue to rise in 2008, recession or not. The Independant. Retrieved from http://www.independent.co.uk/life-style/food- and-drink/beer-sales-continued-to-rise-in-2008- recession-or-not-1802407.htmlhttp://www.independent.co.uk/life-style/food- and-drink/beer-sales-continued-to-rise-in-2008- recession-or-not-1802407.html

8. 7. (October 13 th, 2008). Canadian’s Global Beer Trends Report. Retrieved from http://www.independent.co.uk/life-style/food-and- drink/beer-sales-continued-to-rise-in-2008-recession- or-not-1802407.html http://www.independent.co.uk/life-style/food-and- drink/beer-sales-continued-to-rise-in-2008-recession- or-not-1802407.html 8. (January 31 st, 2009). Is the alcohol industry recession proof? The Post and Courier. Retrieved from http://wsws.org/articles/dec2008/japa-d24.shtml http://wsws.org/articles/dec2008/japa-d24.shtml 9. (August 21 st, 2010). Global Recession Timeline. Retrieved from http://news.bbc.co.uk/2/hi/8242825.stmhttp://news.bbc.co.uk/2/hi/8242825.stm 10. (January 15 th, 2009). Economic recession in 2008 – Causes. Retrieved from http://theeconomicrecession.blogspot.com/2009/01/ec onomic-recession-in-2008-causes.html http://theeconomicrecession.blogspot.com/2009/01/ec onomic-recession-in-2008-causes.html

9. Conclusion Stuck to three out of the five industries. Based our choices on “best post-recession” markets, leading names. Started off well, fluctuated and dropped with the market. No regrets.