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Tonight’s Agenda

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Tonight’s Agenda

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  1. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION DISCUSSED DURING HAWKTRADE MEETINGS.  Past performance does not guarantee future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Investing in any financial instruments does not guarantee that an investor will make money, avoid losing capital, or indicate that the investment is risk-free. There are no absolute guarantees in investing. HAWKTRADE and its members do not bear any responsibility for losses or gains made by members trading on their personal accounts based on analysis from HAWKTRADE meetings.

  2. Tonight’s Agenda • Announcements • Technology • Mergers & Acquisitions • Earnings Front

  3. Announcements • Dues & Shirts • Education Committee • Competition

  4. S&P 1-week Performance

  5. Thu 06 Oct 11 | 06:00 PM ET US Markets Will Stay Volatile

  6. Apple's Stock Under Steve Jobs

  7. What’s your Reaction to the new iPhone?

  8. Thu 06 Oct 11 | 05:18 PM ET Could Apple be the 1st Trillion Dollar Company? Start at 4:30

  9. The term “multiple” can be used to show how much investors are willing to pay per dollar of earnings, as computed by the P/E ratio. Suppose you were analyzing a stock with $2 of earnings per share (EPS) that is trading at $20 - this stock would have a P/E of 10. This means investors are willing to pay a multiple of 10 times the current EPS for the stock. http://www.investopedia.com/terms/m/multiple.asp#ixzz1aK0bNk1C

  10. Video Summary • Will Apple remain innovative without S. Jobs • The Multiple • Is Apple’s multiple of 12 too low? • Could it see a multiple of 40+ • Competition • Will Apple be able to compete with the many companies that will copy their products (ex: Samsung, LG, etc…)

  11. Potential Takeout Targets • IDCC (9,000 patents) • Wireless protocol • 3G, 4G/LTE • EK (1,100 digital camera patents) • RIMM (thousands) • NOK (thousands)

  12. RIMM • Example of a Failing Tech stock • In ’08 had Market Cap of $70 billion • Currently Mkt Cap is $10 billion • Will it eventually get acquired by MSFT or Intel?

  13. RIMM • Wednesday Rumors surfaced about Vodaphone buying out RIMM • Analysts have a range of ($15-$30) on RIMM • Currently at $23

  14. Yahoo • When Will Yahoo get bought out? • Does Microsoft really want Yahoo? • Could Alibaba potentially want all of Yahoo?

  15. Other Ripe Buyouts • Akamai (AKAM)

  16. Thu 06 Oct 11 | 05:00 PM ET Did we Dodge a Bear Market?

  17. Video Summary • Volatility index is too high • Comments from CEO’s are more Bullish • FedEx and Marriott Intl. CEO’s claim they see no signs of contraction or recession ahead

  18. Freeport-McMoRan • Copper and Gold miner • Market Cap: $32 Billion • Hit 52 week low last Tuesday

  19. Third Quarter Earnings The bar has been set pretty low.

  20. Next Week’s Earnings Calendar

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