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My Portfolio by Alex Ghorishi. Allotment of Money Allotment of Money.

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Presentation on theme: "My Portfolio by Alex Ghorishi. Allotment of Money Allotment of Money."— Presentation transcript:

1 My Portfolio by Alex Ghorishi

2 Allotment of Money Allotment of Money

3 Allotment of Money: Table Company Name Symbol Price per Share Shares Total Price MicrosoftMSFT26.145130.7 Bank of AmericaBAC6.4627174.42 TJX CompaniesTJX58.2210582.2 TargetTGT50.4515756.75 Whole Foods Market WFM71.33251783.25 Toyota MotorTM70.02352450.7 Exxon MobilXOM73.59402943 McDonald’sMCD90.15131171.95

4 Microsoft(MFST) ❖R❖Recent deal with Samsung ❖Q❖Quarterly earnings and revenue are higher than HP ❖M❖Microsoft and Samsung are working together on smartphones

5 Microsoft Graph

6 Bank of America (BAC) ❖B❖Bad news: European banks soar while American banks struggle ❖I❖ING Groep was up 3%, while US banks like Citigroup was recently down 0.5% and Bank of America was down 0.4% after falling more than 2% earlier ❖B❖Bank of America added a $5 monthly fee for users who use their debit cards to purchase items ❖T❖This fee has been criticized by Senator Durbin and President Barack Obama

7 Bank of America Graph

8 TJX Companies (TJX) ❖C❖Customers are still favoring bargains ❖A❖As prices of Macy’s and TJX go up, customers are going to discount retailers ❖B❖Bad news for these department stores ❖S❖Slow job growth and weak consumer spending

9 TJX Graph

10 Target (TGT) ❖ Stock is difficult to buy ❖ Approaching moving average ❖ Has the highest dividend of general merchandise companies, 2.4% ❖ Now includes food discount stores and fully equipped online store in addition to their general merchandise stores

11 Target Graph

12 Whole Foods Market (WFM) ❖S❖Sells fresh food only ❖T❖This appeal to buyer’s because they advertise their food as healthy ❖M❖Market Cap of 11 billion ❖P❖PE of 36.33

13 Whole Food’s Graph

14 Toyota Motors (TM) ❖T❖Toyota is seeing sales decline after Japan’s tsunami and earthquake in March ❖S❖Strong Japanese Yen is hurting trade, which includes Toyota’s sales ❖I❖In Japan, it is a good time to buy, not to sell

15 Toyota Graph

16 Exxon Mobil (XOM) ❖ Slowing pace of global recovery and turmoil in Libya have forced oil prices down ❖ Share prices are going down ❖ Good news, Libya is soon going to be producing 500,000 b/day ❖ Also, new oil drills are being opened

17 Exxon Mobil Graph

18 cDonald’s (MCD) ❖ People knocking on doors for new jobs, job growth ❖ All employees are being trained professionally ❖ Opening new restaurants

19 McDonald’s Graph

20 Stock Results after Trading At first, I invested $9,993.57 At the end of the fourth day, I had $9756.2 This resulted in a loss of $237.37

21 Graph of Results

22 The Graph Explained As shown by the graph, at first I spent almost $10,000 After one bad day in the stock market, my total dropped to almost $9,500 The next two days, the stocks rose to about $9,750

23 Precise Totals First Day: 9993.57 Second Day: 9519.25 Third Day: 9646.28 Fourth Day: 9756.20

24 Bibliography "Microsoft, Samsung Expand Smartphone Partnership." Yahoo! Finance. Associated Press, 28 Sept. 2011. Web. 12 Oct. 2011..http://finance.yahoo.com/news/Microsoft- Samsung-expand-apf-2901572431.html?x=0&.v=3 Team, Trefis. "Oracle Heading to $40 with Strength in Software." Forbes. 28 Sept. 2011. Web. 12 Oct. 2011..http://www.forbes.com/sites/greatspeculations/2011/09/28/oracle- heading-to-40-with-strength-in-software/?partner=yahootix "Why Microsoft and Oracle Investments Beat Hewlett-Packard." Seeking Alpha. 27 Sept. 2011. Web. 12 Oct. 2011..http://seekingalpha.com/article/296142-why-microsoft-and- oracle-investments-beat-hewlett-packard?source=yahoo Phillip, Doorn Van. "Obama and Durbin Should Back Off the Banks." The Street. 5 Oct. 2011. Web. 12 Oct. 2011..http://www.thestreet.com/_yahoo/story/11268767/1/obama- and-durbin-should-back-off-the-banks.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA William, Knight T. "Research On the TJX Companies, Inc. and Macy's, Inc. - Consumers Still Favoring Bargains." Yahoo! Finance. 3 Oct. 2011. Web. 12 Oct. 2011..http://finance.yahoo.com/news/Research-The-TJX-Companies-iw-1711109072.html?x=0 Adrienne, Chilton. "Target Has the Highest Dividend Yield in the General Merchandise Stores Industry (TGT, FRED, FDO)." FNN Online. 4 Oct. 2011. Web. 12 Oct. 2011..http://www.fnno.com/story/fast-lane/331-target-has-highest-dividend-yield-general-merchandise-stores-industry-tgt-fred-fdo-fast-lane Staff, LUSA. "Whole Foods Market (WFM) Shares Given a "Outperform" Rating by Zacks Investment Research Analysts." Localized USA. 30 Sept. 2011. Web. 12 Oct. 2011..http://localizedusa.com/2011/09/30/whole-foods-market-wfm-shares-given-a-outperform-rating-by-zacks-investment-research-analysts/ Yuri, Kageyama. "Japan Companies on Shopping Spree with Strong Yen." Yahoo! Finance. 5 Oct. 2011. Web. 12 Oct. 2011..http://finance.yahoo.com/news/Japan-companies- on-shopping-apf-1446737500.html?x=0&.v=3 Team, Trefis. "Cheaper Crude Spells Weakness Ahead For Exxon, Oil Patch Majors." Forbes. 6 Oct. 2011. Web. 12 Oct. 2011..http://www.forbes.com/sites/greatspeculations/2011/10/06/cheaper-crude-spells-weakness-ahead-for-exxon-oil-patch-majors/?partner=yahootix "McDonald's Corp." Yahoo! Finance. Web. 12 Oct. 2011..http://finance.yahoo.com/q?s=MCD&ql=1

25 Image Citations Kara, Swisher. Yahoo Search Ad Deal with Microsoft "Down to the Short Strokes"-But Caution Also Advised. Digital image. All Things D. 16 July 2009. Web. 12 Oct. 2011..http://allthingsd.com/20090716/yahoo-search-ad-deal-with-microsoft-down-to-the-short-strokes-but-caution- also-advised/ Jilani, Zaid. Bank of America logo. Digital image. Think Progress Economy. 4 June 2011. Web. 12 Oct. 2011..http://thinkprogress.org/economy/2011/06/04/236594/bank-of-america-foreclosure/ TJX Logo. Digital image. Big Companies That Are Going Green. 29 July 2008. Web. 12 Oct. 2011..http://www.businesspundit.com/25-big- companies-that-are-going-green/ Target Logo. Digital image. CollegeGrad.com. Web. 12 Oct. 2011..http://www.collegegrad.com/topemployers/company/target/ Schlussel, Debbie. Whole Foods Market Logo. Digital image. Debbie Schlussel. 29 July 2011. Web. 12 Oct. 2011..http://www.debbieschlussel.com/40514/anti-israel-whole-foods-wishes-you-a-happy-ramadan/ Fruit and Vegetables in Whole Foods Market. Digital image. Whole Foods Locations. Web. 12 Oct. 2011..http://wholefoodslocations.biz/ Toyota Logo. Digital image. Review Car. 14 Feb. 2011. Web. 12 Oct. 2011..http://www.reviewcar.com/toyota-plans-future Kincaid, Timothy. Exxon Mobil Logo. Digital image. Box Turtle Bulletin. 26 May 2010. Web. 12 Oct. 2011..http://www.boxturtlebulletin.com/2010/05/26/23013 McDonald's Logo. Digital image. Find The Best :: Beta. Web. 12 Oct. 2011..http://fast-food-nutrition.findthebest.com/detail/1/McDonald-s- Hamburger


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