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Portfolio Presentation Group 4

Portfolio Presentation Group 4. Group Members: Justin Kuntz Pengcheng Luo Insang Hwang Chelsea Tabarez Andrew Waag Leanne Chou Ann Nguyen Kaixiong Shi Emily Zhang. Hello, I am James Kindleman , 22 , just got out of college.

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Portfolio Presentation Group 4

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  1. Portfolio PresentationGroup 4 Group Members: JustinKuntz Pengcheng Luo InsangHwang Chelsea Tabarez Andrew Waag LeanneChou Ann Nguyen KaixiongShi Emily Zhang

  2. Hello, I am James Kindleman, 22, just got out of college. Employer: The transportation security administration. Investment fund available: $100,000; unfortunately, 50% of my portfolio has been lost due to the recent financial crisis. Experience in Stocks: basic Investment criteria: Willing to take high risk for high return, 30 year horizon

  3. Small Cap Giant Interactive Group Inc. (GA) • China's leading online game developers and operators • Established in 2004 • went to public in 2007 • markets and sells its prepaid game cards and game points through distributors and retail outlets

  4. SWOT Analysis

  5. Qualitative Analysis • Yuzhu Shi • one of the most successful entrepreneur in China • A list of successful companies • Vision, Passion, Persistence • Marketing Guru: Known by every Chinese

  6. Quantitative Analysis Research indicates growing potential

  7. Quantitative/Technical Analysis 5 Year Price Change Year to Date Price Change Source: http://money.cnn.com/quote/quote.html?symb=GA http://financials.morningstar.com/ratios/r.html?t=GA&culture=en-US http://investing.businessweek.com/research/stocks/snapshot/snapshot.asp?ticker=GA:US

  8. Mid Cap • Cliffs Natural Resources • Established in 1847 in Cleveland, Ohio • Specializes in mining iron ore and coal • Largest producer of iron ore pellet in. N. America • Trade on NYSE

  9. SWOT Analysis

  10. Qualitative Analysis • 05/06: Added to Fortune 500’s list • 04/28: Severe weather damages Oak Grove Mine • 04/20: Settlement agreement with Essar Steel Algoma • 04/12: Obtains approval for Thompson Iron Mines Limited acquisition http://finance.yahoo.com/news/Cliffs-Natural-Resources-Inc-prnews-3697739760.html?x=0&.v=1;http://www.cliffsnaturalresources.com/Investors/Pages/default.aspx

  11. Quantitative/Technical Analysis • Price: 88.93 (as of 5/6) • Market cap: 12.06B • P/E: 8.87 • EPS: 10.03 • Beta: 2.37

  12. Quantitative/Technical Analysis • Price: 92.45 • Market cap: 12.54B • P/E: 9.22 • EPS: 10.03 • Beta: 2.37

  13. International/Emerging Market • iShares MSCI South Korea Index • Legal type: ETF(Exchange Trade Fund) • Ticker Symbol: EWY • Trading Center: NYSE • Market Cap: 5.2B (Small) • Inception Date: 05/10/2000 (10 years ago) Now, let us take a look at an Exchange Trade Fund!

  14. Advantages and Disadvantages of ETF

  15. Quantitative Analysis

  16. Quantitative Analysis

  17. Quantitative Analysis Source:http://etfdb.com/etf/EWY/holdings/

  18. Quantitative/Technical Analysis Performance Comparison EWY/S&P500, Dow, NASDAQ Blue: EWY, Red: NASDAQ Green: S&P 500, Purple: DOW

  19. Quantitative/Technical Analysis 200 Day MA 50 Day MA Price Change In the Past Five years Source:http://finance.yahoo.com/q/hl?s=EWY+Holdings

  20. Large cap • Netflix • Founded in 1997 • America’s top provider in online movie rental subscription services and on-demand internet video streaming • Traded in Nasdaq

  21. SWOT analysis

  22. Qualitative analysis • 4/2011: Surpassed Comcast in being the country’s biggest provider of subscription video content • 7/2010: Launching its instant streaming service in Canada • 11/2008-1/2010: Created deals with Microsoft, Sony, and Nintendo to have their Netflix services available on their game stations • 10/2008: Announced partnership with Starz Entertainment

  23. Quantitative/technical analysis

  24. Questions? Thank You!

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