1 / 25

ROY Fund at Sacred Heart Academy

ROY Fund at Sacred Heart Academy. Sectors. Basic Materials Consumer Goods Consumer Services Financials Health Care Industrials Oil & Gas Technology Telecommunications Utilities. Basic Materials Sector. Involved with the discovery, development and processing of raw materials

casper
Download Presentation

ROY Fund at Sacred Heart Academy

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. ROY Fund at Sacred Heart Academy

  2. Sectors • Basic Materials • Consumer Goods • Consumer Services • Financials • Health Care • Industrials • Oil & Gas • Technology • Telecommunications • Utilities

  3. Basic Materials Sector • Involved with the discovery, development and processing of raw materials • Includes the mining and refining of metals, chemical producers and forestry products. • Supplies materials for construction, it depends on a strong economy. • Sensitive to supply and demand fluctuations because the price of raw materials, such as gold or other metals, is largely demand driven.

  4. Basic Materials Companies • ConocoPhillips • Bway Holding Company • Packaging Corporation of America • Goodyear Tire & Rubber Company • Macquarie Infrastructure Company Trust • World Fuel Services • Sealed Air • Crown Cork & Seal Company • Amerityre

  5. Consumer Goods • Appliances • Auto Parts • Beverages- Soft Drinks, Brewers, Wineries • Cigarettes • Cleaning Products • Confectioners • Dairy Products • Electronic Equipment • Farm Products • Food • Home Furnishings • Houseware • Meat Products • Office Supplies • Paper • Personal Products • Photographic Equipment and Supplies • Processed and Packaged Goods • Recreational Goods • Recreational Vehicles • Rubbers and Plastics • Sporting Goods • Textiles • Tobacco • Toys and Games • Trucks and Other Vehicles

  6. Consumer Goods Companies • Ford • Tyson Foods • Coca Cola • McCormick • ConAgra Foods • Heineken • Adidas • Hershey • Sony • Campbell's • Dr. Pepper • Cadbury • Hasbro • Mattel • Canon • Coach • L’oreal http://news.morningstar.com/stockReturns/SectorTop100Stocks.html?sector=Consumer_Goods

  7. Consumer Services (Cyclicals) • highly related to the state of the economy. • Represent goods and services that are not considered necessities, but luxurious purchases. • During contractions or recessions, people have less disposable income to spend on consumer cyclicals. • When the economy is expanding or booming, the sales of these goods rise as retail and leisure spending increase.

  8. Consumer Services (Cyclicals) • Retail    Food & Drug Retailers    General Retailers        Apparel RetailersBroadline Retailers        Home Improvement • Retailers        Specialty Retailers    Media        Broadcasting & • Entertainment        Media Agencies        Publishing • Travel & Leisure        Airlines        Gambling        Hotels        Recreational Services        Restaurants & Bars        Travel & Tourism

  9. Consumer Services Companies • NetFlix • Amazon.com • Nordstrom • PetSmart • Tim Hortons • Sodexo • Marriott • Walgreens • CVS Caremark • H and R Block • Staples • Tesco • Walmart • Wynn Resorts http://news.morningstar.com/stockReturns/SectorTop100Stocks.html?sector=Consumer_Services

  10. Financials • perform best in low interest rate environments. • generates revenue from mortgages and loans, which gain value as interest rates drop. • when the business cycle is in an upswing, the financial sector benefits from additional investments.  • Improved economic conditions usually lead to more capital projects and increased personal investing. • New projects require financing, which usually leads to a larger number of loans.

  11. Financials • Consumer Credit • Insurance • Investment Banks • Major & International Banks • Online Financial Services • Regional & Commercial Banks • Savings & Loan

  12. Financial Public Companies • Citigroup • Allianz • Bank of America (Merril Lynch) • HSBC • RBS • J.P Morgan Chase • Morgan Stanley Dean Witter • Goldman Sachs • Wachovia • Wells Fargo • UBS

  13. Healthcare • includes hospital management firms, health maintenance organizations (HMOs), biotechnology and a variety of medical products. • defensive because the products and services are essential. • Even during economic downturns, people will still require medical aid and medicine to overcome illness. • Having a consistent demand for goods and services makes this sector less sensitive to business cycle fluctuations.

  14. Healthcare Companies • Express Scripts • Cardinal Health • Universal Health • Community Health • Magellan • Aetna • Amerigroup

  15. Industrial Goods • Waste Management • Lumber/ Wood Protection • Aerospace Defense • Farm and Construction Machinery • Cement • Metal Manufacturing • Textile Industry • Can prosper during war, farming seasons, construction increases when economy is booming

  16. Industrial Companies • Ceradyne • Deere Co. • Waste Management • Innovative Designs • Dixie Group • Boeing • Raytheon • Caterpillar

  17. Energy (Oil and Gas) • producing or supplying energy. • involved in the exploration and development of oil or gas reserves, oil and gas drilling, or integrated power firms. • driven by the supply and demand for worldwide energy. • Energy producers will do very well during times of high oil and gas prices, but will earn less when the value of energy drops.

  18. Energy (Oil and Gas) • Coal • Westmoreland Coal • Oil & Gas Integrated • Chevron • Exxon • Royal Dutch Petroleum • Shell • Oil and Gas Operations • Avalon Energy • American Energy • Gulfport Energy • Oil Well Services and Equipment • Pacific Energy Partners

  19. Technologies • research, development and/or distribution of technologically based goods and services • contains businesses revolving around the manufacturing of electronics, creation of software, computers or products and services relating to information technology • personal computers, stereos and televisions are continually improved and upgraded, offering the latest technology to all users. • Businesses receive information and services from software and database systems, which allow the companies to make strategic business decisions.

  20. Tech Companies • Directv • Comcast • Dish • Apple • Dell • HP • Microsoft • SanDisk • Rambus • Texas Instruments • Novell • Adobe Systems

  21. Telecommunications • In 2006, estimates placed the telecommunication industry's revenue at $1.2 trillion or just under 3% of the gross world product • companies have used telecommunication to help build global empires • telecommunication has increased the public's ability to access to music and film • Social networks

  22. AT & T • Nokia • Motorola • Verizon • Sprint

  23. Utilities • Contains companies such as electric, gas and water firms and integrated providers. • Utilities require significant infrastructure, these firms often carry large amounts of debt. • With a high debt load, utilities companies become sensitive to changes in the interest rate. • As interest rates rise or drop, the debt payments will increase or decrease. • The utilities sector performs best when interest rates are falling or remain low.

  24. Utilities • Electric • National Grid • Sierra Pacific • Energy East • Natural Gas • Energy West • National Fuel • SEMCO Energy • Water • SW Water Company • Aqua America • CT Water Service

  25. Stock Picks at St. Joe’s Last Yr. • John Deere – DE – Telecommunications • Verizon – VZ – Technology • Conoco Phillips - COP – Basic Materials • Ceradyne – CRDN – Industrial Goods • Deere Co. – DE – Industrial Goods • M&T Bank – MTB – Financials • IBM – Technology

More Related