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Stock Analysis Quarter 2

Stock Analysis Quarter 2. Aasim Maknojia ISM Spring Semester Click 7th. The Mentor. Riyaz Momin Graduated from The University of Texas Austin McCombs School of Business in 2010 Investing since 2009

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Stock Analysis Quarter 2

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  1. Stock Analysis Quarter 2 Aasim Maknojia ISM Spring Semester Click 7th

  2. The Mentor Riyaz Momin • Graduated from The University of Texas Austin McCombs School of Business in 2010 • Investing since 2009 • Working on a career in Brokering stocks

  3. The Site • Currently work at rented office space in Downtown Houston • Three Allen Center • Plans to have his own location open by September 2016

  4. Project Topic • To analyze stock market fluctuations over the 2nd Quarter of various companies • Specifically will address causes of price fluctuations in regards to company development, competition, legislation, and market trends

  5. Stock Brokers • Buy and sell stocks for clients in return for a fee or commission • Can have various professional designations based on licenses they hold and services they provide

  6. Stock Market Basics • Stock = piece of the company • Shareholder • First sale of stock is an IPO or Initial Public Offering • Issuing stock is equity financing • NYSE open from 8:30 AM- 3:00 PM Monday-Friday

  7. Market Indexes • Dow Jones Industrial Average • Tracks 30 major companies mainly found on the New York Stock Exchange • Nasdaq Composite Index • Tracks 4,000 stocks all from the Nasdaq (National Association of Securities Dealers Automated Quotations) exchange

  8. Risk • No guarantees in investing • Commonly understood that the greater the risk the greater potential return • Over the long-term stocks have a 10-12% return

  9. Our Analysis • Looked at 2 different companies • Technology- Apple • Energy- Exxon Mobil • Research findings: • “Technology and energy investments are the safest industries in the stock market”

  10. Apple Co. Overview • Common stock • Software (Macintosh and iOS) • Hardware (iPhone, iPad, Macbooks, etc.) • Considered “leading innovators” in many tech spaces but especially in regards to cellular communication

  11. Apple by the Charts

  12. Apple by the Numbers 1 Year Target: 600 Today's High/Low: $ 531.13 / $ 524.45 Share Volume: 14,104,857 50 Day Avg. Daily Volume 9,006,052 Previous Close: $ 531.699 52 Week High /Low: $ 575.1358 / $ 388.87 Market cap $ 468,071,227,750 P/E Ratio: 13.01 Forward P/E(1y) 12.46 Earnings Per Share (EPS)$ 40.32 Annualized dividend $ 12.20 Ex Dividend Date Feb. 6, 2014 Dividend Payment Date Feb. 13, 2014 Current Yield 2.29 %

  13. Exxon Mobil Corp. Overview • Common Stock • World’s largest international oil and gas company • World’s largest refiner and marketer of petroleum products • At the forefront of energy application and reform

  14. Exxon by the Charts

  15. Exxon by the Numbers 1 Year Target: 107 Today's High/Low: $ 102.91 / $ 100.98 Share Volume: 11,157,992 90 Day Avg. Daily Volume 12,038,706 Previous Close: $ 101.41 52 Week High /Low: $ 102.57 / $ 84.79 Market cap $ 439,696,971,094 P/E Ratio: 13.84 Forward P/E(1y) 13.36 Earnings Per Share (EPS) $ 7.37 Annualized dividend $ 2.52 Ex Dividend Date Feb. 6, 2014 Dividend Payment Date Mar. 10, 2014 Current Yield 2.48 %

  16. Product • Tri-fold board • Concentrated look into a single company • Company information • Stock prices over a quarter • General industry analysis • Attempted explanations of how the above correlate

  17. Works Cited Apple Inc. (AAPL). (n.d.). NASDAQ.com. Retrieved May 5, 2014, from http://www.nasdaq.com/symbol/aapl Conover, C. Mitchell, Gerald R. Jensen, and Robert R. Johnson. "How large are the benefits of emerging market equities?" Quarterly Journal of Finance and Accounting 50.3-4 (2014): 88+. Academic OneFile. Web. 6 Apr. 2014 "Currency Exposure-Take It or Leave It; New funds allow individual investors to hedge or bet on foreign currencies." On Wall Street 1 Apr. 2014: 32. Academic OneFile. Web. 10 Apr. 2014. Exxon Mobil Corporation (XOM). (n.d.). NASDAQ.com. Retrieved May 5, 2014, from http://www.nasdaq.com/symbol/xom "Fast times; Stockmarkets." The Economist 5 Apr. 2014: 73(US). Academic OneFile. Web. 6 Apr. 2014 "Reality Check; Just how risky are stocks?" On Wall Street 1 Apr. 2014: 16. Academic OneFile. Web. 10 Apr. 2014.

  18. THANK YOU Riyaz Momin & Mrs. Click

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