Presentation on theme: "My Orgo Sign-in Go to myorgo.com on your mobile device."— Presentation transcript:
1 My Orgo Sign-in Go to myorgo.com on your mobile device. Hit Register and fill out your information.Follow the link provided in the .Re-sign in.If you don’t have a phone with internet capabilities, see Sam or Jake at the front.
2 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.
3 Tonight’s Agenda Administrative Info Dividends Retail Industry AnalysisCompany ProfileCurrent Market Events
4 Newcomer’s Information We meet every Sunday at 7:15PM – 8:15PM at W151 in PBBMembership Dues: $25/semesterFood/Drinks every meetingInvestment information and educationGreat trading tips and strategiesInvestment Competition: $15/semesterBest way to gain experience and learnPast prizes include iPads, Apple TVs, gift cardsFun Discussion atmosphere, member involvement
5 Market ResearchersRoughly 8 members who have an interest in expanding their knowledge of capital marketsResponsible for following one economic sector and presenting to the clubGreat resume experienceWill write for the HawkTrade blog on the Motley Fool (www.fool.com)
6 Current market researchers Ye Guo – Chinese stocksKatherine Doll – HealthcareGreg Frommelt – IndustrialsEdward Bellany – EnergyAaron Morse – GeneralistRyan Wettengel – TechnologyNicholas Sulentic – GeneralistXiwen Liu – Chinese Stocks
7 Investment competition Platform: Wall Street SurvivorLeague: HawkTrade CompetitionLink:$15 fee to joinAbility to win great prizes!!!
8 Investment competition League Settings:Start Date: 9/15/2014End Date: 12/ 05/2014Portfolio Size: $100,000Maximum Trade Position: 25%Able to trade derivatives and optionsIf you have any questions, comments, or concerns, contact me:
9 http://iowahawktrade.com/ Get in Contact with us Twitter
13 What is a Dividend?A distribution of a portion of a company's earnings, decided by the board of directors, to a class of its shareholders. The dividend is most often quoted in terms of the dollar amount each share receives (dividends per share). It can also be quoted in terms of a percent of the current market price, referred to as dividend yield.
14 Why do they matter?A stock’s price is a valuation of the expected future cash flows.Dividends are the return of cash (or earnings) to shareholders.Important to invest in stocks that create shareholder value.No dividends, no cash flows.
16 The Dividend YieldThe annual dividend income per share divided by the current share price.Comparative analysis tool for companies in the same industry.Low yield, could indicate stock is expensive (high multiple) or weak financial health.High yield, stock is undervalued (low multiple), or strong financial health.
17 Company Dividend Yields Apple (AAPL) – 2.00%Amazon (AMZN) – 0.00%Microsoft – 2.60%Tesla (TSLA) – 0.00%Caterpillar – 2.80%Wisconsin Energy Corp – 3.60%Ford Motor Co. – 2.90%JP Morgan – 2.80%
20 Industry OverviewLackluster performance amidst improving economical conditionsSensitive to Federal Reserve Bank announcements on interest ratesChanging shopping models to internet and mobile devices
21 Performance of Retail Indices While the aggregate are bringing returns, the retail indices under-performingOnline merchants are cutting into profits (Staples)Cold winters halted construction and home improvement projects (Home Depot, Lowe’s)
22 Top Retailers Closing Prices Costco, Target, Lowe’s, Safeway and Best Buy have seen price decreases this yearMacy’s, Wal-Mart and Home Depot saw healthy gains during the periodOverall profitability grew by 8.7%
23 Major American Retailers Market Capitalization American retail sector is HUGEOne million stores and US$5 trillion dollars in revenues12% of trade volume11% of total employmentNotable retail sales growth has been seen in: Motor Vehicle and Parts Dealers (7.83%) & Furniture and Home Furnishings Stores(3.52%)
24 E-Commerce & M-Commerce Mergers & Acquisitions Market TrendsE-Commerce & M-CommerceSales grew by 315% and kept growing by 6.38% in 1st qtr.Goldman Sachs estimates that sales through m-commerce will triple by 2018Mergers & AcquisitionsSignet Jewelers (SIG) purchased Zales Corporation (ZLC) for US$900 millionMen’s Wearhouse acquired all outstanding shares of Jos. A. Bank for US$1.8 billion
25 Company ProfileAlibaba Group Holding Limited (NYSE:BABA)
26 History of Alibaba Group “Our mission is to make it easy to do business anywhere”Provider of a platform for third parties to come to market
27 Brand PresenceTaobao Marketplace had millions of product listed and registered usersAlipay has a strong presence in ChinaTmall.com is a B2C market for brand name goods
28 Market Size China e-commerce is predicted to surpass that of the US Favorable upwards trends in Chinese consumer power and internet usagePenetration of tablets and mobile devices has increased m-commerce
29 Gross Merchandise Value Growth “The total value of merchandise sold over a given period of time through a customer to customer exchange site.”
30 Subsidiaries of Alibaba Group China Commerce Retail.China Commerce Wholesale.International Commerce RetailInternational Commerce Wholesale.Cloud Computing and Internet Infrastructure.
31 Comparative Financial Analysis Compared to competitors BABA has outstanding gross marginsGross margin is the sales revenue retained after the costs directly associated to the product/service
33 FOMC Meeting FED Funds Rate to stay at .25% for the near future. Expected to finish bond buying program by the end of October.Yellen estimated we could see normalized rates by the end of 2017.Cited a weak labor market as a concern for future policy.
34 Stock & Bond ReactionsStocks saw dovish signs in the FOMC press conference.Bonds saw hawkish signs in the FOMC press conference.Hawkish – higher rates, tightening the money supply, worry more about inflationDovish – lower rates, loosening money supply, worry more about jobs