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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 • ETFs • Yellen Update • Minimum Wage Executive Order • Earnings preview

  3. Newcomer’s Information • We meet every Sunday at 7:15PM – 8:15PM at W151 in PBB • Membership Dues: $20/semester • Food/Drinks every meeting • Investment information and education • Great trading tips and strategies • Investment Competition: $15/semester • Best way to gain experience and learn • Past prizes include iPads, Apple TVs, gift cards • Fun Discussion atmosphere, member involvement

  4. Investment competition • $15 to enter competition • All money goes to prizes so more people = better prizes • Must attend 50% of meetings in order to be eligible for prizes • Top 8 get prizes (tentatively) • Won’t allow high frequency trading or anything that is unrealistic • Starts tomorrow!

  5. March 23rd – Jim Oberweis • Specialize in Small-Cap Growth • Oberweis Octagon • Has been featured on CNBC and Bloomberg • Writes growth stock column for Forbes

  6. Leadership Positions Opening • President • Vice-President • Director of Technology • Director of Volunteering • Director of Marketing • Director of Group Simulations • Director of Finance • Director of Outside Events

  7. President & VP • Can run together or alone • Will do partial presentation sometime in semester • Voting will be done late in the semester

  8. Yellen Testimony • Unless we experience economic disaster, expect more of the same • Lawmakers takeaway – “unexciting” • Once jobless rate hits 6.5%, other indicators will be looked at • Indicates interest rates will still be low even after goal is met

  9. Yellen Testimony • Style: matter-of-fact and somewhat monotonic • Longest report in recent memory • Grilled with loaded questions

  10. Yellen Testimony • “Let me emphasize that I expect a great deal of continuity in the [Fed’s] approach to monetary policy.” • "I don't think it would be helpful, either in terms of achieving the objectives that Congress has assigned to us or in terms of Congress' deficit reduction efforts, for us to purposely raise interest rates in order to weaken the economy," she responded. "The likely impact of that weaker economy would be larger deficits."

  11. Wed 12 Feb 14 | 03:02 PM ET Closing Bell Exchange: Yellen's stock market gift (1:34 start)

  12. Wed 12 Feb 14 | 02:13 PM ET Street Fight: Earnings vs. Fed

  13. What is an ETF? • ETF – Exchange Traded Fund • Gives investors simplicity but diversification • “Basket of Stocks” • Low expenses • Stock-like features

  14. What is an ETF? • Various types of ETF’s • Track indexes • Track international markets • Sector strategy • Bonds • Leveraged

  15. What is an ETF? • http://www.investopedia.com/video/play/understanding-etfs/

  16. Index Tracking ETFs

  17. Leveraged ETFs

  18. Common ETFs • SPY, DIA, QQQ, IWM • S&P 500, Dow, Nasdaq, Russell 2000 • VXX, TVIX, XIV • VIX volatility index, 2x VIX, inverse VIX • GLD, SLV • Gold, Silver • TNA, TZA, • 3x bull small cap, 3x bear small cap • http://etfdb.com/compare/volume/

  19. Questions?

  20. Fri 14 Feb 14 | 4:14 PM ET Under Armour under fire for speed skating suits

  21. President Signs Executive Order • Raise of minimum wage to $10.10/hour • Starts January 1st, 2015 • "The executive order the president will sign today will benefit hundreds of thousands of people" the White House

  22. Debate • Does this help or hurt the economy?

  23. Tesla Motors

  24. Mon 10 Feb 14 | 11:57 AM ET Tesla’s Model S: Worth more used

  25. Interesting facts • Used Tesla worth more than new Model S • 2013: $93,000 • 2014: $99,734 • Chevy Volt and Nissan Leaf down roughly 14-19% vs new price • Wait for Model S is approximately 6-7 weeks

  26. Tesla Q4 Earnings • Tesla to announce Q4 earnings on Wednesday after market close • EPS estimates 0.19 cents per share • Estimated Revenue of 663.32M • Tesla already guided revenues higher by 20% and deliveries at 6,900, which is 15% higher than guidance

  27. More Numbers to look at • Guidance Sales and delivery data from Asia, especially from China • Delivery Guidance for 2014: Expected delivery of 40,000 for Model S • 2014 Model X production data

  28. Is Tesla overpriced? • Stock price increased 435% in a year • Stock is trading all/near all time high • What’s your opinion? • Long/Short?

  29. Big names also reporting Tuesday Wednesday FOMC – Continuation of taper? 3rd instillation: $55 Billion

  30. Big names also reporting thursday

  31. Next week • Market will be closed Monday (Presidents day) • “Don’t Fight the Fed” • FOMC • Earnings

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