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Big Data ETF

Big Data ETF. Ariel Brunn, Nicholas Brady, Brian Deshayes, Tim Hebenstreit, Sahar Saidi Thomas Schwab. Presentation Overview Portfolio Manager: Ariel Brunn. Big Data ETF What does it hold? Why was it purchased? What is its current performance? Analysis of new stocks

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Big Data ETF

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  1. Big Data ETF Ariel Brunn, Nicholas Brady, Brian Deshayes, Tim Hebenstreit, Sahar Saidi Thomas Schwab

  2. Presentation OverviewPortfolio Manager: Ariel Brunn • Big Data ETF • What does it hold? • Why was it purchased? • What is its current performance? • Analysis of new stocks • How do they contribute to Big Data? • What are the downsides/risks of this stock? • Recommendations

  3. Big Data ETF BackgroundPortfolio Manager: Ariel Brunn • Current Holdings • Acxiom • Active Return 54% • CA • 9.54% • Informatica • 1.4% • MicroStrategy • 26.8% • Netapp • 3.5% • Teradata • -25.7% • Rational for diversification • Benefit from data analytics trend while reducing risk

  4. Big Data ETF Addition- SplunkPortfolio Manager: Bryan Deshayes • Strengths/Opportunities • Large Growth in 3rd Quarter Results(Stock up 22%, Nov 22nd) • Strong Revenue Estimates in 2014(41%) and 2015(34.7%) • Growing Customer Base • Risks • High Operating Expenses • Red Flags in PM, ROA, ROE, OM • Recommendation • Buy

  5. Big Data ETF Addition- OraclePortfolio Manager: Sahar Saidi Strengths/Opportunities • Profitable operations generate strong cash flows • Impressive and advanced strategy Risks • Underperformed in Q3 • Larger competitors Recommendation • Buy

  6. Big Data ETF Addition - SalesforcePortfolio Manager: Ariel Brunn Strengths • Early adopter of SaaS revenue model by leveraging cloud computing • Up almost 60% over past 12 months Risks • Debt of 1.15B • 20 total warning flags for negative ROE, ROA, OM, and PM Recommendation • Watch Source: Morningstar; http://etfs.morningstar.com/quote?t=XBI

  7. Big Data ETF Addition- Thomson ReutersPortfolio Manager: Nicholas Brady • Strengths/Opportunities • Diverse business portfolio and market-leading positions • 40% of total revenue comes from professional services (Big Data) • Professional Services are stable revenue growth opportunities and are not intensely susceptible to economic downturns • Risks • 60% of the company is exposed to the cyclical and volatile nature of financial markets. • Recommendation • Watch

  8. Big Data ETF Addition: Fair Isaac CorporationPortfolio Manager: Tim Hebenstreit Strengths/Opportunities • 50+ years in data analysis • Clients include respective industry leaders • Strong numbers Risks • Highly leveraged • May be expensive at current prices Recommendation • Watch

  9. Recommendation (Voting Item) • Buy Oracle • Buy Splunk • Purchases are funded by reducing the positions of Big Data stocks: • Acxiom, CA, Informatica, Microstrategy, NetApp, & Teradata • Stocks will be equally weighted • Total target weight of portfolio dollars: 2.5%

  10. Questions? Questions?

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