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Group No.10

Group No.10. 101307020 財管二 張又文 101307025 財 管 二 陳欣宇 101307038 財 管 二 黃 涵 101307039 財 管 二 許荷欣 101307048 財 管 二 毛翊綸. US Common Stock. Miss the peak ! Used Limit Sell at $85.75 5/02 High Price : $85.86. PepsiCo, Inc. (PEP). $85.75. $81.45. +5.28%.

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Group No.10

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  1. Group No.10 101307020 財管二張又文 101307025 財管二 陳欣宇 101307038 財管二 黃 涵 101307039 財管二 許荷欣 101307048 財管二 毛翊綸

  2. US CommonStock

  3. Miss the peak ! Used Limit Sell at $85.75 5/02 High Price : $85.86 PepsiCo, Inc. (PEP) $85.75 $81.45 +5.28% Buy : 3/17 @ $81.45 (100 shares) Sell : 5/02 @ $85.75 (100 shares)

  4. Miss the peak ! Used Limit Sell at $64.75 4/07 High Price at $65.82 Kellogg Company (K) $64.91 $60.95 +6.49% Buy : 3/17 @ $60.95 (70 shares) Sell : 4/07 @ $64.91 (70 shares)

  5. Still waiting to BREAK EVEN! SPDR S&P500 ETF Trust (SPY) $188.06 $189.08 Buy : 4/04 @ $189.08 (200 shares) Now : 5/02 @ $188.06 (200 shares)

  6. Ford Motor Company (F) • manufacturing industry expected to grow in March(3/14) buy: 3/17 $15.23 (50 shares) sell: 3/20 $15.43 (50 shares) • don’t be frightened! • keep it longer!

  7. Delta Air Lines (DAL) • revenue grow 4% in February (3/4) buy: 3/17 $34.01 (20 shares) now: 5/1 $37.49 (20 shares) • buy more!

  8. Walt Disney Company (DIS) buy: 4/26 $78.96 (100 shares) now: 5/1 $79.34 (100 shares)

  9. Open Table (OPEN) • buy Foodspotting buy: 4/21 $71.87 (100 shares) $72.09 (100 shares) now: 5/1 $71.44 (200 shares) • don’t forget to cancel the limit buy • don’t listen to news.

  10. JPMorgan Chase and Co(JPM) $57.34 per share @ 50 shares Received dividends at 4/2/2014 Waitfordividends

  11. Visa(V) $225.96 per share @ 70 shares

  12. Bank of America(BAC) $17.1 per share @ 100 share Miss the peak

  13. Discover Financial Services(DFS) $58.06 per share @ 100 share Miss the peak

  14. US Mutual Fund

  15. Focus on • Biotech Industry 1. Previous performance 2. Optimistic prediction for another short term rise • Gold controversy in Ukraine

  16. Investing Funds • FRBRX-Franklin Biotechnology Discovery R6 @ 3/18, 2014 • GOLDX-Gabelli Gold AAA @ 3/18, 2014 • RYCFX-RydexBiotechnology C @ 4/4, 2014

  17. Unfortunately …… On March 19, Yellen said that QE might end as early as this fall. Also, when asked how long after that the Fed might wait before it raised interest rates, she replied “it probably means something on the order of six months or that type of thing.”

  18. Unfortunately …… The actions would be taken earlier than previous prediction. Thus, there was an immediate repricing of expectations, pushing stock prices down.

  19. GOLDX(21 units) $13.89 $13.24

  20. FRBRX(198 units) $ 159.04 $130.28

  21. RYCFX(102 units) $ 59.65 $ 56.26

  22. Taiwan Stock

  23. E-Sun Financial Holdings Missed the highest point Buy (4/1) : $NT 18.15 (2,000 shares) Now(5/2) : $NT $18.50 (2,000 shares)

  24. Should buy more Hon-Hai Precision Buy (4/1) : $NT 85.8 (2,000 shares) Now (5/2) : $NT 88.8(2.000 shares)

  25. -END- Thank you for listening

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