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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 • About Hawktrade • Spring Semester • Investment Competition • Understanding Stock landscape • 2012 recap • Big Name Winter Recap

  3. About HawkTrade • Meet weekly for discussion lead presentations • 6:30 – 7:30 PM • W151 in PBB • Pizza for every meeting!

  4. About HawkTrade (Continued) • Investment competition to excel learning and understanding • Model portfolio for trading as a group • 7:30-8:00PM • W151 in PBB

  5. HawkTrade – Spring 2013 • Volunteering opportunities for Tippie Build through HawkTrade • Announced when up and coming; no set dates • Barbecue/ bar crawl when warmer for another meet & greet

  6. HawkTrade – Spring 2013 (Continued) • New HawkTrade apparel • More t-shirts; sweatshirt (hoody) & polo • Executive Team Voting: mid semester, ~March 10th • President, VP, Marketing, Finance, Technology, Investment Simulations, and Volunteering ?

  7. 2013 Spring Investment Competition Changes Top 10 best portfolio balances will win prizes

  8. Investopedia: HawkTrade IC Spring 2013 Starting Value: $100,000 Commissions: $9.99 for market / limit orders $4.99 for options and $1.00 per contract Minimum Stock Price: $5.00 Diversification: 30% Daily Volume: 10% Market Delay: 20 minutes (orders will go through in 20 minutes) Quick Sell: 7.5 hours (holding period) Short Selling: Yes Margin Interest Rate: 8% (charged to you if you trade on margin) Cash Interest Rate: 1% (earn 1% daily but is paid monthly) Game ends at market close on 5/03/2013 PASSWORD: investments1 HawkTrade IC Spring 2013 Rules

  9. What does “The stock Market” consist of? There are roughly 5000 Publically traded U.S. stocks out there…..So how do we keep track of them all?

  10. Stock Market Landscape • 3 main Indexes that are followed: The Nasdaq Dow Jones Industrial Average S&P 500

  11. The “ Market”- Where stocks are traded

  12. How are stocks Identified? • Found via their TICKER SYMBOL= Stocks “ID” • Symbols are 1 to 4 letters in length • Citigroup= C • Facebook= FB • Bank of America= BAC • Apple = AAPL

  13. Market summary • 3 main indexes are simply an easy way to gauge the performance of stocks as a whole without looking at 5000 individual stocks. • There are many other indexes out there that track every sector and type of stocks. • The best way to start understanding stocks is to begin with what you know!

  14. Super Bowl Commercial Examples • Taco bell- YUM Brands (YUM) • CBS Corporation (CBS) • Entergy (ETR) • Samsung- Not publically traded • Budweiser- Anheuser Bush (BUD) • Doritos- PepsiCo (PEP)

  15. 2012 Market Returns S&P 500 +13.4% Nasdaq +15.9% Dow +7.2%

  16. S&P up 5% in January 13’

  17. Fiscal Cliff Recap- Talks Going Nowhere • Last minute deal passed on Jan. 2nd • Tax rates on income over $400,000 raised to 39.6% from 35% right now and spending cuts later. (maybe)

  18. Big Name Stocks – Winter Recap • Apple (AAPL) • Research in Motion (BBRY) • Microsoft (MSFT)

  19. Apple (AAPL) - Bearish • -18.85% Since November 30th • > -10% after earnings release • < +5% due to pressure for preferred stock

  20. Apple (AAPL) - Bearish

  21. Microsoft (MSFT) - Bullish • +3.51% due to new innovative redesigns • New Microsoft office software • Windows 8  Innovative move • Adapted hardware, including new tablet

  22. Research in Motion (BBRY) • +42.16% since beginning of December • Reinventing their name and brand • BlackBerry 10 new phone to save BBRY?

  23. Research in Motion (BBRY)

  24. Next Weeks Meeting • Dominos Pizza • Weekly market recap and analysis • Options Calls/Puts Explained

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