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My Portfolio

Explore the latest financial analysis in Alex Ghorishi's portfolio, examining key players like Microsoft and Samsung collaborating on smartphones while also highlighting Bank of America's struggles amidst changing banking fees. See how retail giants like TJX and Target are adapting to consumer trends in a slow-growth economy. Uncover insights into automotive sales trends impacting Toyota and the challenges faced by Exxon Mobil amidst fluctuating oil prices. Get an overview of recent stock performance and market shifts to aid investment strategies.

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My Portfolio

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  1. My Portfolio • by Alex Ghorishi

  2. Allotment of Money

  3. Allotment of Money: Table

  4. Microsoft(MFST) • Recent deal with Samsung • Quarterly earnings and revenue are higher than HP • Microsoft and Samsung are working together on smartphones

  5. Microsoft Graph

  6. Bank of America (BAC) • Bad news: European banks soar while American banks struggle • ING Groep was up 3%, while US banks like Citigroup was recently down 0.5% and Bank of America was down 0.4% after falling more than 2% earlier • Bank of America added a $5 monthly fee for users who use their debit cards to purchase items • This fee has been criticized by Senator Durbin and President Barack Obama

  7. Bank of America Graph

  8. TJX Companies (TJX) • Customers are still favoring bargains • As prices of Macy’s and TJX go up, customers are going to discount retailers • Bad news for these department stores • Slow job growth and weak consumer spending

  9. TJX Graph

  10. Target (TGT) • Stock is difficult to buy • Approaching moving average • Has the highest dividend of general merchandise companies, 2.4% • Now includes food discount stores and fully equipped online store in addition to their general merchandise stores

  11. Target Graph

  12. Whole Foods Market (WFM) • Sells fresh food only • This appeal to buyer’s because they advertise their food as healthy • Market Cap of 11 billion • PE of 36.33

  13. Whole Food’s Graph

  14. Toyota Motors (TM) • Toyota is seeing sales decline after Japan’s tsunami and earthquake in March • Strong Japanese Yen is hurting trade, which includes Toyota’s sales • In Japan, it is a good time to buy, not to sell

  15. Toyota Graph

  16. Exxon Mobil (XOM) • Slowing pace of global recovery and turmoil in Libya have forced oil prices down • Share prices are going down • Good news, Libya is soon going to be producing 500,000 b/day • Also, new oil drills are being opened

  17. Exxon Mobil Graph

  18. cDonald’s (MCD) • People knocking on doors for new jobs, job growth • All employees are being trained professionally • Opening new restaurants

  19. McDonald’s Graph

  20. Stock Results after Trading • At first, I invested $9,993.57 • At the end of the fourth day, I had $9756.2 • This resulted in a loss of $237.37

  21. Graph of Results

  22. The Graph Explained • As shown by the graph, at first I spent almost $10,000 • After one bad day in the stock market, my total dropped to almost $9,500 • The next two days, the stocks rose to about $9,750

  23. Precise Totals • First Day: 9993.57 • Second Day: 9519.25 • Third Day: 9646.28 • Fourth Day: 9756.20

  24. Bibliography • "Microsoft, Samsung Expand Smartphone Partnership." Yahoo! Finance. Associated Press, 28 Sept. 2011. Web. 12 Oct. 2011. <http://finance.yahoo.com/news/Microsoft-Samsung-expand-apf-2901572431.html?x=0&.v=3>. • Team, Trefis. "Oracle Heading to $40 with Strength in Software." Forbes. 28 Sept. 2011. Web. 12 Oct. 2011. <http://www.forbes.com/sites/greatspeculations/2011/09/28/oracle-heading-to-40-with-strength-in-software/?partner=yahootix>. • "Why Microsoft and Oracle Investments Beat Hewlett-Packard." Seeking Alpha. 27 Sept. 2011. Web. 12 Oct. 2011. <http://seekingalpha.com/article/296142-why-microsoft-and-oracle-investments-beat-hewlett-packard?source=yahoo>. • Phillip, Doorn Van. "Obama and Durbin Should Back Off the Banks." The Street. 5 Oct. 2011. Web. 12 Oct. 2011. <http://www.thestreet.com/_yahoo/story/11268767/1/obama-and-durbin-should-back-off-the-banks.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA>. • William, Knight T. "Research On the TJX Companies, Inc. and Macy's, Inc. - Consumers Still Favoring Bargains." Yahoo! Finance. 3 Oct. 2011. Web. 12 Oct. 2011. <http://finance.yahoo.com/news/Research-The-TJX-Companies-iw-1711109072.html?x=0>. • Adrienne, Chilton. "Target Has the Highest Dividend Yield in the General Merchandise Stores Industry (TGT, FRED, FDO)." FNN Online. 4 Oct. 2011. Web. 12 Oct. 2011. <http://www.fnno.com/story/fast-lane/331-target-has-highest-dividend-yield-general-merchandise-stores-industry-tgt-fred-fdo-fast-lane>. • Staff, LUSA. "Whole Foods Market (WFM) Shares Given a "Outperform" Rating by Zacks Investment Research Analysts." Localized USA. 30 Sept. 2011. Web. 12 Oct. 2011. <http://localizedusa.com/2011/09/30/whole-foods-market-wfm-shares-given-a-outperform-rating-by-zacks-investment-research-analysts/>. • Yuri, Kageyama. "Japan Companies on Shopping Spree with Strong Yen." Yahoo! Finance. 5 Oct. 2011. Web. 12 Oct. 2011. <http://finance.yahoo.com/news/Japan-companies-on-shopping-apf-1446737500.html?x=0&.v=3>. • Team, Trefis. "Cheaper Crude Spells Weakness Ahead For Exxon, Oil Patch Majors." Forbes. 6 Oct. 2011. Web. 12 Oct. 2011. <http://www.forbes.com/sites/greatspeculations/2011/10/06/cheaper-crude-spells-weakness-ahead-for-exxon-oil-patch-majors/?partner=yahootix>. • "McDonald's Corp." Yahoo! Finance. Web. 12 Oct. 2011. <http://finance.yahoo.com/q?s=MCD&ql=1>.

  25. Image Citations • Kara, Swisher. Yahoo Search Ad Deal with Microsoft "Down to the Short Strokes"-But Caution Also Advised. Digital image. All Things D. 16 July 2009. Web. 12 Oct. 2011. <http://allthingsd.com/20090716/yahoo-search-ad-deal-with-microsoft-down-to-the-short-strokes-but-caution-also-advised/>. • Jilani, Zaid. Bank of America logo. Digital image. Think Progress Economy. 4 June 2011. Web. 12 Oct. 2011. <http://thinkprogress.org/economy/2011/06/04/236594/bank-of-america-foreclosure/>. • TJX Logo. Digital image. Big Companies That Are Going Green. 29 July 2008. Web. 12 Oct. 2011. <http://www.businesspundit.com/25-big-companies-that-are-going-green/>. • Target Logo. Digital image. CollegeGrad.com. Web. 12 Oct. 2011. <http://www.collegegrad.com/topemployers/company/target/>. • Schlussel, Debbie. Whole Foods Market Logo. Digital image. Debbie Schlussel. 29 July 2011. Web. 12 Oct. 2011. <http://www.debbieschlussel.com/40514/anti-israel-whole-foods-wishes-you-a-happy-ramadan/>. • Fruit and Vegetables in Whole Foods Market. Digital image. Whole Foods Locations. Web. 12 Oct. 2011. <http://wholefoodslocations.biz/>. • Toyota Logo. Digital image. Review Car. 14 Feb. 2011. Web. 12 Oct. 2011. <http://www.reviewcar.com/toyota-plans-future>. • Kincaid, Timothy. Exxon Mobil Logo. Digital image. Box Turtle Bulletin. 26 May 2010. Web. 12 Oct. 2011. <http://www.boxturtlebulletin.com/2010/05/26/23013>. • McDonald's Logo. Digital image. Find The Best :: Beta. Web. 12 Oct. 2011. <http://fast-food-nutrition.findthebest.com/detail/1/McDonald-s-Hamburger>.

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