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Capital Gain School of Entrepreneurship Bulls Region- High School Kiara Harris Rodney Tate Roy Coleman James Allen Advisor: Mr. Scott Steward.

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Presentation on theme: "Capital Gain School of Entrepreneurship Bulls Region- High School Kiara Harris Rodney Tate Roy Coleman James Allen Advisor: Mr. Scott Steward."— Presentation transcript:

1 Capital Gain School of Entrepreneurship Bulls Region- High School Kiara Harris Rodney Tate Roy Coleman James Allen Advisor: Mr. Scott Steward

2 GAME PLAN  Started with $100,000 dollars  Spend money on companies we know that would make a profit; companies we trusted  Research companies using the Chicago Tribune, Smart Money Magazine, and by watching Mad Money on CNBC

3 Business Profile  United States Steel (X) - produces integrated steel products in the United States and central Europe.  Crystallex International Corporation (KRY) - engages in the exploration, development, mining, production, and processing of gold primarily in Venezuela.

4 Business Profile  Services Acquisition Corporation International (SVI) - recently purchased Jaamba Juice.  BlackRock, Inc. (BLK) - operates as an investment management company in the United States. Its products include fixed income, cash management, equity, and alternative investment separate accounts and mutual funds.

5 Business Profile  Toyota Motor Corporation (TM) TM and its subsidiaries engage in the production of automobiles. TM and its subsidiaries engage in the production of automobiles.  JSC Tatneft (TNT) OAO Tatneft, through its subsidiaries, engages in the exploration, development, production, and marketing of crude oil primarily in the Republic of Tatarstan, Russian Federation.

6 Business Profile  United Parcel Service Incorporated (UPS) - a package delivery company, providing specialized transportation and logistics services in the United States and internationally.

7 Account Summary  Cash Balance: ($96,025.19)  Cash Balance: ($96,025.19)  Value of Longs: $231,126.60  Value of Longs: $231,126.60  TOTAL EQUITY: $135,101.41  TOTAL EQUITY: $135,101.41  Value of Shorts: ($569.92)  Value of Shorts: ($569.92)  Buy Margin Req.: $115,848.26  Buy Margin Req.: $115,848.26  Available Equity: $19,253.15  Available Equity: $19,253.15  BUYING POWER: $38,506.30  BUYING POWER: $38,506.30  Min. Maintenance: $69,508.96  Min. Maintenance: $69,508.96  Interest and Dividends: ($763.77)  Interest and Dividends: ($763.77)  Fees and Commission: ($4,916.95)  Fees and Commission: ($4,916.95)  Realized Gains/Loss: ($1,149.51)  Realized Gains/Loss: ($1,149.51)  Net Equity Gain: $35,101.41  Net Equity Gain: $35,101.41  Percent Return: 35.10 %  Percent Return: 35.10 %

8 Gains & Losses  KRY Had A Loss Of 7.3%  X Had A Gain Of 3%  SVI Had A Gain Of 4.8%  TM Had A Gain Of 10.2%  TNT Had A Gain Of 54.4%  BLK Had A Gain Of 24.4%  UPS Had A Gain Of 3.4%

9 Purchase & Ending Price Final Equity: $135,101.41

10 Thank You To…


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