Student Investment Association

“The path to financial freedom”

Steven Savickas & Panos Grivakis

Announcements: Panos on Wall street this week Sign in on the attendance sheet Portfolio sheet sign up membership ($39) NEW Website: www.msu.edu/~investor Teaching & Assitance Hours for next week:

Monday 6-8pm Trading Room 103 Eppley (Panos) Tuesday 6-8pm Trading Room 103 Eppley (?)Wednesday 6-8 Trading Room 103 Eppley (Panos)

Successful Investor Books have arrived!

Stock watch….

ESMC, MIDD, LWAY? What is everyone following?

How to Win Friends & Influence People

by Dale Carnegie Financial success, Carnegie believed, is due 15 percent to professional knowledge and 85 percent to "the ability to express ideas, to assume leadership, and to arouse enthusiasm among people."

In a nutshell, there are sixways to make people like you:

Become genuinely interested in others

Smile

Remember that a (person's) name is to him the sweetest and most important sound

Be a good listener

Talk in terms of the other person’s interest

Make the other person feel important-and do it sincerely

Vault Guide to Finance Interviews

Excerpt from this book….

  

          

 Get the ammo you need to nail your finance or investment banking interviews alone -- the Vault Guide to Finance Interviews. This unique guide is loaded with sample questions, charts, formulas, and frameworks covering everything from accounting concepts, valuation techniques and M&A basics to bond pricing, interest and exchange rates, options and derivatives, and brainteasers

Hand out materials Q – Why do you want to do

investment banking/investment management?

Talk about how your experiences have prepared you.

How you developed core skills – analytical ability, good communication skills, strong work ethic

Virtual Portfolio Groups

Small Groups consist of 5 people Online Virtual portfolio with $10,000 per

group www.stockquest.com Trades cost $10 Purchase up to as many as 6 stocks >

$5.00 Have to hold stocks for at least 24 hours 3 out of 5 is majority for decision

making

Virtual Portfolio Groups

One leader per group Sign up with friends or we will

arrange groups Sign up sheet going around now

for members E-board will be facilitators We encourage group

presentations

Group Leader Responsibilities

Organizing convenient times to meet

Inform members Make sure picks are handed in Facilitate group and e-mail SIA meetings held every 2

weeks

Virtual Portfolio Groups

Must have stocks picks in by Wednesday march 24 at 9pm

Competition ends April 23 at 4pm Must complete a group survey on

your groups investment strategy (see Website)

Virtual Portfolio Website

www.Stockquest.com

Why get involved with Portfolio Interview topics

Examples of involvement

Skills Leadership Teamwork Communication Decision making

Top group and 2 all-stars (wild Cards) get free membership for next semester

Why get involved with Portfolio

Planning to take best portfolio group and 2 best wildcards to top firm for the day.

Question & Answer What is the difference between

a correction and a bear market?

A correction is basically any pullback in the major market indexes, even a minor one. An intermediate correction is one in which the market declines 10% to 20%. And normally any market decline of 20% or more is considered a bear market.

But for weeks, stocks have been under selling pressure, which finally knocked the NASDAQ to its first 10% correction since the March 2003 bottom

Words of wisdom from Mr. O'Neil?

Stock market rules for newbiesThere are some important rules beginning investors should know as they develop their portfolios. William O’Neill of

"Investors Business Daily" shares more tips for folks new to the stock market with host Tess Vigeland.

Investment Survey for portfolio due by next Wednesday by 9pm

Investment Strategies:Sell rules:_________________________________________________________

_____________________________________________________Buy rules: _________________________________________________________

__________________________________________________ What are you looking for when searching for stocks (e.g. Charting,

fundamentals, volume, etc.)?

What are the goals of this group?1. ________________________________________________________2. ________________________________________________________3._________________________________________________________Stocks you are buying and reason why: (You can choose up to 6) Stock Ticker: Price: Date: Why:1. ____________________________________________________________2._____________________________________________________________3._____________________________________________________________4._____________________________________________________________5._____________________________________________________________6._____________________________________________________________

Tips for Portfolio Success

Follow your stocks daily. Less than 20 minutes a day – like reading the paper.

Implement buy/sell rules Cut losses short

Review handouts & PowerPoint's

Success in the market comes from:

Finding the right stocks or funds

CAN-SLIM Stocks

Buying at the right time Pivot points. Bases.

Holding for the right length of time

Selling for profit

Diversification Do not buy a lot of different stocks

that you don’t know much about. Its hard to keep up with 10 stocks

daily. Stick to stocks that are LEADERS in

the strongest Industry groups. Stick to the best stocks

Questions & Answers?

Portfolio Picks due Wed!

Teaching & Assitance for next week:Monday 6-8pm Trading Room 103 Eppley (Panos) Tuesday 6-8pm Trading Room 103 Eppley (Steven)Wednesday 6-8pm Trading Room 103 Eppley (Panos)

Stocks due by 9pm Wednesday March 24th 2004

Last chance to get in SIA Portfolio Competition!BECOME A MEMBER TODAY

Student Inve$tment AssociationInvestor@msu.edu

http://www.msu.edu/~investor

Why should you join the SIA?

For $39 you get plenty of benefits… Free investment book! If you sign up 3 of your friends, your membership is

free! Access to IBD $1000+ professional level research

which offers technical chart and stock analysis Investment library of books, Audio CD’s, Cassette

Tapes for you to check out! Access to state of the art trading room! Learn about investing and the stock market! Portfolio Competition with great incentives! Professional Guest speakers from top firms. Great resume builder Meet new friends Plan your way to financial freedom!