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Hembree Student Investment Fund Presentation By: Cami Edmoundson

Hembree Student Investment Fund Presentation By: Cami Edmoundson. Current Stocks. Cash – 21.85% Common Stock – 78.15% Johnson & Johnson Microsoft Corporation Sanofi – Aventis ETFs/ETNs – 15.57% SPDR Gold Trust. Cash. Decrease from 21.85% to 15.4% Why?

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Hembree Student Investment Fund Presentation By: Cami Edmoundson

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  1. Hembree Student Investment Fund Presentation By: CamiEdmoundson

  2. Current Stocks • Cash – 21.85% • Common Stock – 78.15% • Johnson & Johnson • Microsoft Corporation • Sanofi – Aventis • ETFs/ETNs – 15.57% • SPDR Gold Trust

  3. Cash • Decrease from 21.85% to 15.4% • Why? • Low interest yield • Low annual income • Use the 6.85% extra cash to invest in more stocks • 15% still allows cushion to take advantage of • market drops

  4. Johnson & Johnson • Keep JNJ – 12.7% • Why? • 27 consecutive years of earnings increases • 49 consecutive years of dividend increases • - Annual dividend increased from $2.16 to $2.28 from 2009 – 2010 • Generated a 4% total return for investors compared • to a 1.4% for the S&P 500

  5. Microsoft Corporation • Sell MSFT • Why? • Stocks have stayed the same for nearly a decade • No big opportunity for a large profit • Use money to invest in Apple and Google

  6. Microsoft at a glance

  7. Why Apple? • Most valuable consumer- facing brand in the • world today • Stocks have continued to grow rapidly over the • past 4 years • Earnings have grown 600% • Revenue has grown 341% • Most explosive 4 - year growth in S&P 500 • Currently working on a new T.V. device • Supposed to revolutionize the T.V. industry • Will add billions of dollars in revenue • Predicted to push Apple’s stock to record numbers

  8. Why Google? • Current leader in the search engine market • - 65.3% U.S. Market Share • 90% of revenue comes from online advertising, • which is a $26 billion industry in the U.S. • Highly innovative and continues to come up • with new ideas for expanding their company • Recently released “Google Music” to compete • with iTunes

  9. Sanofi – Aventis • Keep SNY • Why? • Largest pharmaceutical drug company in Europe by • revenue • Average annual earnings growth of 8.8% over the • last 5 years • Plans to further generate growth from 2012-2015. • - Plans for 19 new products to be released • during this time period • - Possibility of acquisitions of other • companies such as the acquiring • of Genzyme in April 2011

  10. ETF’s/ETN’s • SPDR Gold Trust • Very safe investment (Low risk) • Sell 1/3 shares of gold • - Invest in S&P Oil and Gas Exploration (XOP) • Why? • Little to no dividend or income yield from gold • Energy sector shares are at a low price currently • Market is expected to grow again once recession • has subsided • Buy low, Sell high

  11. The Numbers - This chart represents stock market values after close on 12/6/2011

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