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Investments

Matt Dillman Nikita Gragg. Investments. Objectives. Initial Investment: $500,000 Term: 1 year Preserve capital after you leave at the end of the year. Put capital on growth trajectory for the years to come. First Quarter. Second Quarter. Third Quarter. Fourth Quarter.

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Investments

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  1. Matt Dillman Nikita Gragg Investments

  2. Objectives • Initial Investment: $500,000 • Term: 1 year • Preserve capital after you leave at the end of the year. • Put capital on growth trajectory for the years to come.

  3. First Quarter

  4. Second Quarter

  5. Third Quarter

  6. Fourth Quarter

  7. Sector Selection • Consumer Goods • Basic Materials • Industrial Goods • Technology • Financial

  8. Toyota • TKR: TM • Sector: Consumer Goods • Profile: Toyota Motor Corporation engages in the design, manufacture, assembly, and sale of passenger cars, minivans, and commercial vehicles and related parts primarily in Japan, North America, Europe, and Asia. Toyota Motor sells its products through dealers. In addition, it offers a range of financial services comprising retail financing, retail leasing, wholesale financing, insurance, credit cards, and housing loans. Further, the company designs, manufactures, and sells prefabricated housing; and is involved in information technology related businesses. • Dividend Yield: 1.20% • Investor Takeaway: Its shares are up 45.10% this year currently trading at $113. Its market cap is $180 Billion. It has a profit margin of 3.51% and an operating margin of 4.82%. • Analyst Opinion: It has received only strong buy ratings this month and the last three months.

  9. Travis Perkins • TKR: TPK.L • Sector: Industrial Goods • Profile: Travis Perkins plc, operates as a builder’s merchant and home improvement retailer in the United Kingdom. It engages in the sale of timber, building materials, and plumbing and heating products, as well as in the hiring of tools to the building trade, industry, and the general public. The company sells its products through its stores, as well as through order in-store, online, or telephone. In addition, it provides help, support, and technical assistance to energy efficient building and renewable energy projects in the construction industry; and is involved in the property management business. • Dividend Yield: N/A • Investor Takeaway: Its shares are up 37.75% this year currently trading at $1,456. Its market cap is $3.49 Billion. It has a profit margin of 5.36% and an operating margin of 6.44%. • Analyst Opinion: It currently has 3 strong buys, 3 buys, and 8 holds.

  10. Investment Recommendations

  11. Thank You Any Questions?

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