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Team Yellow

Helpful Hints: Rule of 49 Check Spelling and Grammar Use Appropriate Graphics and Animation Use Notes Dress Professional. Team Yellow. Captain/Stock Tracker: Nadia Secretary: Dan Treasurer: Karrie Research Coordinator: Elizabeth. UPS Kohl’s Starbucks Pepsi Electronic Arts Toyota

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Team Yellow

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  1. Helpful Hints: Rule of 49 Check Spelling and Grammar Use Appropriate Graphics and Animation Use Notes Dress Professional Team Yellow Captain/Stock Tracker: Nadia Secretary: Dan Treasurer: Karrie Research Coordinator: Elizabeth

  2. UPS Kohl’s Starbucks Pepsi Electronic Arts Toyota Cisco Comcast Prudential Nicor Mattel Disney Our Portfolio Helpful Hints: Quick look at the team portfolio

  3. Concepts That We Learned: • Stock Market Terms • Team Building Skills • Pros and Cons of Playing • How the Stock Market Works Captain Helpful Hints: Introduction to what the captain will talk about.

  4. Risk Rate of Return Inflation Proof Index Common Stock Brokers Fee Industry Captain Growth Stock Income Stock Blue Chip Company Defensive Stock Cyclical Stock Diversification A Few Stock Market Terms Helpful Hints: Explain how the terms related to your team.

  5. Team Building • Used Consensus • Helped With Research • Pulled Our Own “Weight” Captain Helpful Hints: Explain the dynamics of your team.

  6. Diversification Chart Helpful Hints: Explain what stocks fit into each category and why you spent where you did. Captain

  7. Research Coordinator UPS ABOUT THE COMPANY: -Founded in 1907 as a messenger company -Grown into a $30 billion corporation -World's largest package delivery company ARTICLE SUMMARIES: -Synchronize global commerce -Expand the company’s international network -28% jump in net income for 3rd quarter -Testing first delivery truck powered by hydrogen-powered fuel -Vans cut fuel costs, less pollution Helpful Hints: Explain WHAT each company does and WHAT you found in your research. Not why you bought it.

  8. Research Coordinator KOHL’S ABOUT THE COMPANY: -Department store chain -Family, value, national brands -Sells everything you need for you and your home ARTICLE SUMMARIES: -13 department stores open in Arizona -Kohl’s and Estee Lauder Companies form alliance -Estee Lauder products sold in Kohl’s Dep. Stores -Kohl’s reports sales decrease by 11.6%

  9. Research Coordinator STARBUCKS ABOUT THE COMPANY: -Sells high quality coffee and pastries -National company-owned retail stores ARTICLE SUMMARIES: -Leading retailer of coffee in the world -Company momentum increasing -”Team Up to Clean Up” (recycles goods and improves the environment) -Total revenue for four-week period rose 30%

  10. Research Coordinator PEPSICO ABOUT THE COMPANY: -Worldwide leader in foods and beverages -Frito Lay, Quaker Oats, Pepsico Beverages ARTICLE SUMMARIES: -New Chair Audit Committee member, Karen Basian -Improving customer health and wellness -Eliminating fatty acids from foods; offering Aquafina water and Tropicana juices to schools -Improving products; Pepsi Vanilla -New slogan, new commercials

  11. Research Coordinator ELECTRONIC ARTS ABOUT THE COMPANY: -Leading developer/publisher of interactive entertainment games -Sells products worldwide -700 franchises ARTICLE SUMMARIES: -Leading share of video game market -In 2002, sales exceeded $10 billion -In 2002, “The Lord of the Rings: The Two Towers” -In 2003, “The Lord of the Rings: The Return of the King” -EA will have increasing profits

  12. Research Coordinator TOYOTA ABOUT THE COMPANY: -3rd largest automaker in the world -Automotive business more than 90% of sales ARTICLE SUMMARIES: -Provide minority businesses chance to develop relations with Toyota’s suppliers -Success in Europe; sales increase of 90% since opening -Toyota has number 3 spot on U.S. market

  13. Research Coordinator CISCO SYSTEMS ABOUT THE COMPANY: -Worldwide leader in networking for Internet ARTICLE SUMMARIES: -Rebuilt foundation and rethought aspects of company -Application service providers (ASPs); change how companies buy software -Introduction of voice-over-Internet-protocol (VOIP) technology -Expected large profits with sale of IP phones

  14. Research Coordinator COMCAST ABOUT THE COMPANY: -Communication industry -Joined with the AT&T Corp. in 2002 ARTICLE SUMMARIES: -Starz Encore signed distribution deal with Comcast -35% increase in profits -New pricing and programming changes -Customers unhappy with Comcast cable service

  15. Research Coordinator DISNEY ABOUT THE COMPANY: -World’s leading producer and provider of entertainment ARTICLE SUMMARIES: -Disney Feature Animation staff cut down -Computer animation taking over animation business -Roy Disney rebelled against management of Walt Disney Company -Popularity of thrill rides decreased in past months -Increasing number of lawsuits filed

  16. Research Coordinator PRUDENTIAL ABOUT THE COMPANY: -Largest life insurance company in U.S. -Life insurance, property insurance, mutual funds, & securities brokerage -Serve individual and institutional customers ARTICLE SUMMARIES: -Jury ordered Prudential Securities to pay $261.7 million -Sold stock without permission -Bank agreed to purchase division of Prudential; create joint venture called Wachovia Securities, Inc. -Insurance companies hiking homeowner’s premiums

  17. Research Coordinator NICOR ABOUT THE COMPANY: -Nicor Gas, gas utility -Tropical Shipping, shipping business serving the Caribbean region -Several energy-related businesses ARTICLE SUMMARIES: -Higher operating costs involving gas distribution -State Attorney General called Nicor to refund 2 million customers -New energy efficient brochure helps customers

  18. Research Coordinator MATTEL ABOUT THE COMPANY: -Design, manufacture & marketing of toy products -Barbie, Hot Wheels, Matchbox, Fisher-Price, American Girl ARTICLE SUMMARIES: -Dolls produced by Mattel demonstrating bad example for girls -Mattel making some of the hottest toys on market, -American Girls have become one of Mattel’s top profit-makers

  19. Secretary • UPS • Christmas Coming Up • Consistent Company • Expanding Their International Network • Sales Go Up By 12% Helpful Hints: Explain WHY you bought each company. Not what it does. Reference research. Be sure to include if you sold or short sold and why.

  20. Secretary • Kohl’s • Mom’s buy at Kohl’s • Opening more stores nation wide • New cosmetic department • Expanding clothes lines • Sold • Short sold • Short covered

  21. Secretary • Starbucks • Biggest coffee franchise in the world • More than 7,000 locations • Improve environment and maintain leadership • Revenue grows 30%

  22. Secretary • PepsiCo • Blue chip stock • Trying to get products in schools • Thinking of doing commercials without celebrities

  23. Secretary • Electronic Arts • Biggest video game company • New games • Fast growing

  24. Secretary • Toyota • Very steady • New management • Texas plant • Highest growing companies

  25. Secretary • Cisco • Safe company • Rebuilt foundation • Change ways of buying software • New large in profits

  26. Secretary • Comcast • Growing at a fast rate • 35% profit increase • New deals • New programming

  27. Secretary • Prudential • Steady company • Merging • Profit increasing • Large company

  28. Secretary • Nicor • Winter was coming up • Good profits last year • Increasing • High costumer rate

  29. Secretary • Mattel • Biggest toy distributor • Hottest toys • Barbie • American Girl

  30. Secretary • Disney • Christmas was coming up • Computer animation • New movie • Video games

  31. Treasurer Total Loss - $5172.32 Total Equity - $94,827.68 Team Ranking - 256/329 Helpful Hints: Give an overview of total portfolio performance.

  32. 100 shares • $659.27 loss • ROR= -11% • Short sold 100 shares • $176.13 loss • ROR= -3.45% Treasurer Helpful Hints: Explain where you gained and lost money. Highlight biggest gainer and biggest loser. Be sure to include $ amount and rate of return.

  33. 500 shares • $416.66 profit • ROR= 1.93% • Not Sold Treasurer

  34. 300 shares • $502.22 loss • ROR= -3.42% • Sold Treasurer

  35. 300 shares • $251.58 loss • ROR= -2.58% • Not Sold Treasurer

  36. 500 shares • Sold 250 • $838.04 loss • ROR= -5.16% • Sold other 250 • $1,467.66 loss • ROR= -9.04% Treasurer

  37. 100 shares • Stock split(200 shares) • $1,390.84 loss • ROR= -13.58% • Not Sold Treasurer

  38. 100 shares • $90.54 profit • ROR= 3.9% • Not Sold Treasurer

  39. 100 shares • $69.31 profit • ROR= 2.21% • Not Sold Treasurer

  40. 100 shares • $81.34 profit • ROR= 3.44% • Not Sold Treasurer

  41. 500 shares • $764.00 loss • ROR= -7.34% • Not Sold Treasurer

  42. 500 shares • $18.50 profit • ROR= .109% • Not Sold Treasurer

  43. 250 shares • $21.00 profit • ROR= .204% • Not Sold Treasurer

  44. Helpful Hints: Explain what happened with the price and what happened during the game in the news, economy, etc. that influenced the price of the stock. Stock Tracker UPS In 6 Weeks: Close prices went from $71.07 to $73.22. Good company to invest in. Not too many changes in the highs and lows. Online Shopping Up 30% Robust Growth Towards End Of 2003 Business Spending Strong Consumer Spending

  45. Stock Tracker

  46. Conclusion: • In The Game, We Lost Money • We Ranked 256/329 • If We Had The Chance, We Would: • Buy Better Stocks • Buy More Companies Like UPS • Buy Less Companies Like Kohl’s • Buy Less Companies • Research First, Then Buy • Good Experience Captain Helpful Hints: Explain what you would do differently in the game and your overall team thoughts regarding the game.

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