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My Portfolio. by Alex Ghorishi. Allotment of Money. Allotment of Money: Table. Microsoft(MFST). Recent deal with Samsung Quarterly earnings and revenue are higher than HP Microsoft and Samsung are working together on smartphones. Microsoft Graph. Bank of America (BAC).
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My Portfolio • by Alex Ghorishi
Microsoft(MFST) • Recent deal with Samsung • Quarterly earnings and revenue are higher than HP • Microsoft and Samsung are working together on smartphones
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
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
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
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
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
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
cDonald’s (MCD) • People knocking on doors for new jobs, job growth • All employees are being trained professionally • Opening new restaurants
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
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
Precise Totals • First Day: 9993.57 • Second Day: 9519.25 • Third Day: 9646.28 • Fourth Day: 9756.20
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>.
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>.