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Portfolio Presentation Group 4. Group Members: Justin Kuntz Pengcheng Luo Insang Hwang Chelsea Tabarez Andrew Waag Leanne Chou Ann Nguyen Kaixiong Shi Emily Zhang. Hello, I am James Kindleman , 22 , just got out of college.

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portfolio presentation group 4

Portfolio PresentationGroup 4

Group Members:

JustinKuntz

Pengcheng Luo

InsangHwang

Chelsea Tabarez

Andrew Waag

LeanneChou

Ann Nguyen

KaixiongShi

Emily Zhang

slide2

Hello, I am James Kindleman, 22, just got out of college.

Employer: The transportation security administration.

Investment fund available: $100,000; unfortunately, 50% of my portfolio has been lost due to the recent financial crisis.

Experience in Stocks: basic

Investment criteria:

Willing to take high risk for high return, 30 year horizon

small cap
Small Cap

Giant Interactive Group Inc. (GA)

  • China's leading online game developers and operators
  • Established in 2004
  • went to public in 2007
  • markets and sells its prepaid game cards and game points through distributors and retail outlets
qualitative analysis
Qualitative Analysis
  • Yuzhu Shi
    • one of the most successful entrepreneur in China
    • A list of successful companies
    • Vision, Passion, Persistence
    • Marketing Guru: Known by every Chinese
quantitative analysis
Quantitative Analysis

Research indicates growing potential

quantitative technical analysis
Quantitative/Technical Analysis

5 Year Price Change

Year to Date Price Change

Source: http://money.cnn.com/quote/quote.html?symb=GA

http://financials.morningstar.com/ratios/r.html?t=GA&culture=en-US

http://investing.businessweek.com/research/stocks/snapshot/snapshot.asp?ticker=GA:US

slide9

Mid Cap

  • Cliffs Natural Resources
  • Established in 1847 in Cleveland, Ohio
  • Specializes in mining iron ore and coal
  • Largest producer of iron ore pellet in. N. America
  • Trade on NYSE
slide11

Qualitative Analysis

  • 05/06: Added to Fortune 500’s list
  • 04/28: Severe weather damages Oak Grove Mine
  • 04/20: Settlement agreement with Essar Steel Algoma
  • 04/12: Obtains approval for Thompson Iron Mines Limited acquisition

http://finance.yahoo.com/news/Cliffs-Natural-Resources-Inc-prnews-3697739760.html?x=0&.v=1;http://www.cliffsnaturalresources.com/Investors/Pages/default.aspx

slide12

Quantitative/Technical Analysis

  • Price: 88.93 (as of 5/6)
  • Market cap: 12.06B
  • P/E: 8.87
  • EPS: 10.03
  • Beta: 2.37
slide13

Quantitative/Technical Analysis

  • Price: 92.45
  • Market cap: 12.54B
  • P/E: 9.22
  • EPS: 10.03
  • Beta: 2.37
slide14

International/Emerging Market

  • iShares MSCI South Korea Index
    • Legal type: ETF(Exchange Trade Fund)
    • Ticker Symbol: EWY
    • Trading Center: NYSE
    • Market Cap: 5.2B (Small)
    • Inception Date: 05/10/2000 (10 years ago)

Now, let us take a look at an Exchange Trade Fund!

slide18

Quantitative Analysis

Source:http://etfdb.com/etf/EWY/holdings/

slide19

Quantitative/Technical Analysis

Performance Comparison EWY/S&P500, Dow, NASDAQ

Blue: EWY, Red: NASDAQ Green: S&P 500, Purple: DOW

quantitative technical analysis1
Quantitative/Technical Analysis

200 Day MA

50 Day MA

Price Change In the Past Five years

Source:http://finance.yahoo.com/q/hl?s=EWY+Holdings

large cap
Large cap
  • Netflix
    • Founded in 1997
    • America’s top provider in online movie rental subscription services and on-demand internet video streaming
    • Traded in Nasdaq
qualitative analysis1
Qualitative analysis
  • 4/2011: Surpassed Comcast in being the country’s biggest provider of subscription video content
  • 7/2010: Launching its instant streaming service in Canada
  • 11/2008-1/2010: Created deals with Microsoft, Sony, and Nintendo to have their Netflix services available on their game stations
  • 10/2008: Announced partnership with Starz Entertainment
slide25

Questions?

Thank You!