team yellow captain/stock tracker: nadia secretary: dan treasurer: karrie research coordinator:...

Team YellowTeam YellowCaptain/Stock Tracker: NadiaCaptain/Stock Tracker: Nadia

Secretary: DanSecretary: Dan

Treasurer: KarrieTreasurer: Karrie

Research Coordinator: ElizabethResearch Coordinator: Elizabeth

Helpful Hints:Rule of 49

Check Spelling and GrammarUse Appropriate Graphics and Animation

Use NotesDress Professional

Our PortfolioOur Portfolio

UPSUPS Kohl’sKohl’s StarbucksStarbucks PepsiPepsi Electronic ArtsElectronic Arts ToyotaToyota CiscoCisco ComcastComcast

Prudential Prudential NicorNicor MattelMattel DisneyDisney

Helpful Hints:Quick look at the team

portfolio

Concepts That We Learned:Concepts That We Learned: Stock Market TermsStock Market Terms

Team Building SkillsTeam Building Skills

Pros and Cons of PlayingPros and Cons of Playing

How the Stock Market WorksHow the Stock Market Works

CaptainCaptain

Helpful Hints:Introduction to what the captain will talk about.

A Few Stock Market TermsA Few Stock Market Terms

RiskRisk Rate of ReturnRate of Return Inflation ProofInflation Proof IndexIndex Common StockCommon Stock Brokers FeeBrokers Fee IndustryIndustry

CaptainCaptain

Growth StockGrowth Stock Income StockIncome Stock Blue Chip CompanyBlue Chip Company Defensive StockDefensive Stock Cyclical StockCyclical Stock DiversificationDiversification

Helpful Hints:Explain how the terms related to your

team.

Team BuildingTeam Building

Used ConsensusUsed Consensus Helped With ResearchHelped With Research Pulled Our Own “Weight”Pulled Our Own “Weight”

CaptainCaptain

Helpful Hints:Explain the dynamics of

your team.

Diversification ChartDiversification Chart

50%

20%

10%

4%

4%12%

Consumer Dis.EnergyFinancialInfo TechMaterialsConsumer Stap.

Captain

Helpful Hints:Explain what stocks fit into each

category and why you spent where you did.

Research CoordinatorResearch Coordinator

UPSUPSABOUT THE COMPANY:ABOUT THE COMPANY:

-Founded in 1907 as a messenger company-Founded in 1907 as a messenger company

-Grown into a $30 billion corporation -Grown into a $30 billion corporation

-World's largest package delivery company-World's largest package delivery company

ARTICLE SUMMARIES:ARTICLE SUMMARIES:

-Synchronize global commerce -Synchronize global commerce

-Expand the company’s international network-Expand the company’s international network

-28% jump in net income for 3rd quarter-28% jump in net income for 3rd quarter

-Testing first delivery truck powered by hydrogen-powered -Testing first delivery truck powered by hydrogen-powered fuel fuel

-Vans cut fuel costs, less pollution-Vans cut fuel costs, less pollution

Helpful Hints:Explain WHAT each

company does and WHAT you found in your

research. Not why you bought it.


KOHL’SKOHL’SABOUT THE COMPANY:ABOUT THE COMPANY:

-Department store chain

-Family, value, national brands

-Sells everything you need for you and your home


-13 department stores open in Arizona

-Kohl’s and Estee Lauder Companies form alliance

-Estee Lauder products sold in Kohl’s Dep. Stores

-Kohl’s reports sales decrease by 11.6%


STARBUCKSSTARBUCKS

ABOUT THE COMPANY:ABOUT THE COMPANY:-Sells high quality coffee and pastries-Sells high quality coffee and pastries-National company-owned retail stores-National company-owned retail stores

ARTICLE SUMMARIES:ARTICLE SUMMARIES:-Leading retailer of coffee in the world-Leading retailer of coffee in the world-Company momentum increasing -Company momentum increasing -”Team Up to Clean Up” (recycles goods and improves -”Team Up to Clean Up” (recycles goods and improves

the environment) the environment) -Total revenue for four-week period rose 30%-Total revenue for four-week period rose 30%


PEPSICOPEPSICOABOUT THE COMPANY:ABOUT THE COMPANY:

-Worldwide leader in foods and beverages-Worldwide leader in foods and beverages

-Frito Lay, Quaker Oats, Pepsico Beverages-Frito Lay, Quaker Oats, Pepsico Beverages


-New Chair Audit Committee member, Karen Basian -New Chair Audit Committee member, Karen Basian

-Improving customer health and wellness-Improving customer health and wellness

-Eliminating fatty acids from foods; offering Aquafina -Eliminating fatty acids from foods; offering Aquafina water and Tropicana juices to schoolswater and Tropicana juices to schools

-Improving products; Pepsi Vanilla -Improving products; Pepsi Vanilla

-New slogan, new commercials -New slogan, new commercials


ELECTRONIC ARTSELECTRONIC ARTSABOUT THE COMPANY:ABOUT THE COMPANY:-Leading developer/publisher of interactive entertainment -Leading developer/publisher of interactive entertainment

gamesgames-Sells products worldwide-Sells products worldwide-700 franchises-700 franchises

ARTICLE SUMMARIES:ARTICLE SUMMARIES:-Leading share of video game market-Leading share of video game market-In 2002, sales exceeded $10 billion-In 2002, sales exceeded $10 billion-In 2002, “The Lord of the Rings: The Two Towers”-In 2002, “The Lord of the Rings: The Two Towers”-In 2003, “The Lord of the Rings: The Return of the King”-In 2003, “The Lord of the Rings: The Return of the King”-EA will have increasing profits-EA will have increasing profits


TOYOTATOYOTA

ABOUT THE COMPANY:ABOUT THE COMPANY:

-3rd largest automaker in the world-3rd largest automaker in the world

-Automotive business more than 90% of sales-Automotive business more than 90% of sales


-Provide minority businesses chance to develop -Provide minority businesses chance to develop relations with Toyota’s suppliersrelations with Toyota’s suppliers

-Success in Europe; sales increase of 90% since opening -Success in Europe; sales increase of 90% since opening

-Toyota has number 3 spot on U.S. market-Toyota has number 3 spot on U.S. market


CISCO SYSTEMSCISCO SYSTEMS

ABOUT THE COMPANY:ABOUT THE COMPANY:-Worldwide leader in networking for Internet-Worldwide leader in networking for Internet

ARTICLE SUMMARIES:ARTICLE SUMMARIES:-Rebuilt foundation and rethought aspects of company-Rebuilt foundation and rethought aspects of company

-Application service providers (ASPs); change how -Application service providers (ASPs); change how companies buy softwarecompanies buy software

-Introduction of voice-over-Internet-protocol (VOIP) -Introduction of voice-over-Internet-protocol (VOIP) technology technology

-Expected large profits with sale of IP phones-Expected large profits with sale of IP phones


COMCASTCOMCAST

ABOUT THE COMPANY:ABOUT THE COMPANY:-Communication industry-Communication industry-Joined with the AT&T Corp. in 2002-Joined with the AT&T Corp. in 2002

ARTICLE SUMMARIES:ARTICLE SUMMARIES:-Starz Encore signed distribution deal with -Starz Encore signed distribution deal with

ComcastComcast-35% increase in profits-35% increase in profits-New pricing and programming changes -New pricing and programming changes -Customers unhappy with Comcast cable service-Customers unhappy with Comcast cable service


DISNEYDISNEYABOUT THE COMPANY:ABOUT THE COMPANY:-World’s leading producer and provider of entertainment

ARTICLE SUMMARIES:ARTICLE SUMMARIES:-Disney Feature Animation staff cut down-Disney Feature Animation staff cut down

-Computer animation taking over animation business-Computer animation taking over animation business

-Roy Disney rebelled against management of Walt -Roy Disney rebelled against management of Walt Disney Company Disney Company

-Popularity of thrill rides decreased in past months -Popularity of thrill rides decreased in past months

-Increasing number of lawsuits filed-Increasing number of lawsuits filed


PRUDENTIALPRUDENTIALABOUT THE COMPANY:ABOUT THE COMPANY:

-Largest life insurance company in U.S.-Largest life insurance company in U.S.

-Life insurance, property insurance, mutual funds, & -Life insurance, property insurance, mutual funds, & securities brokeragesecurities brokerage

-Serve individual and institutional customers-Serve individual and institutional customers


-Jury ordered Prudential Securities to pay $261.7 million -Jury ordered Prudential Securities to pay $261.7 million

-Sold stock without permission -Sold stock without permission

-Bank agreed to purchase division of Prudential; create -Bank agreed to purchase division of Prudential; create joint venture called Wachovia Securities, Inc. joint venture called Wachovia Securities, Inc.

-Insurance companies hiking homeowner’s premiums-Insurance companies hiking homeowner’s premiums


NICORNICORABOUT THE COMPANY:ABOUT THE COMPANY:

-Nicor Gas, gas utility-Nicor Gas, gas utility

-Tropical Shipping, shipping business serving the -Tropical Shipping, shipping business serving the Caribbean regionCaribbean region

-Several energy-related businesses-Several energy-related businesses

ARTICLE SUMMARIES:ARTICLE SUMMARIES:-Higher operating costs involving gas distribution -Higher operating costs involving gas distribution -State Attorney General called Nicor to refund 2 million -State Attorney General called Nicor to refund 2 million

customers customers -New energy efficient brochure helps customers-New energy efficient brochure helps customers


MATTELMATTEL

ABOUT THE COMPANY:ABOUT THE COMPANY:

-Design, manufacture & marketing of toy products-Design, manufacture & marketing of toy products

-Barbie, Hot Wheels, Matchbox, Fisher-Price, American -Barbie, Hot Wheels, Matchbox, Fisher-Price, American Girl Girl


-Dolls produced by Mattel demonstrating bad example -Dolls produced by Mattel demonstrating bad example for girls for girls

-Mattel making some of the hottest toys on market, -Mattel making some of the hottest toys on market,

-American Girls have become one of Mattel’s top profit--American Girls have become one of Mattel’s top profit-makersmakers

SecretarySecretary

UPSUPS Christmas Coming UpChristmas Coming Up Consistent Company Consistent Company Expanding Their Expanding Their

International NetworkInternational Network Sales Go Up By 12%Sales Go Up By 12%

Helpful Hints:Explain WHY you bought each company.

Not what it does. Reference research.Be sure to include if you sold or short sold

and why.

SecretarySecretary

Kohl’sKohl’s Mom’s buy at Kohl’sMom’s buy at Kohl’s Opening more stores nation wideOpening more stores nation wide New cosmetic departmentNew cosmetic department Expanding clothes linesExpanding clothes lines SoldSold Short soldShort sold Short coveredShort covered

SecretarySecretary

StarbucksStarbucks Biggest coffee Biggest coffee

franchise in the worldfranchise in the world More than 7,000 More than 7,000

locationslocations Improve environment Improve environment

and maintain and maintain leadershipleadership

Revenue grows 30%Revenue grows 30%

SecretarySecretary

PepsiCoPepsiCo Blue chip stockBlue chip stock Trying to get products Trying to get products

in schoolsin schools Thinking of doing Thinking of doing

commercials without commercials without celebritiescelebrities

SecretarySecretary

Electronic ArtsElectronic Arts Biggest video game companyBiggest video game company New gamesNew games Fast growingFast growing

SecretarySecretary

ToyotaToyota Very steadyVery steady New managementNew management Texas plantTexas plant Highest growing Highest growing

companies companies

SecretarySecretary

CiscoCisco Safe companySafe company Rebuilt foundationRebuilt foundation Change ways of buying softwareChange ways of buying software New large in profitsNew large in profits

SecretarySecretary

ComcastComcast Growing at a fast rateGrowing at a fast rate 35% profit increase35% profit increase New dealsNew deals New programmingNew programming

SecretarySecretary

PrudentialPrudential Steady companySteady company Merging Merging Profit increasingProfit increasing Large companyLarge company

SecretarySecretary

NicorNicor Winter was coming upWinter was coming up Good profits last yearGood profits last year IncreasingIncreasing High costumer rateHigh costumer rate

SecretarySecretary

MattelMattel Biggest toy distributorBiggest toy distributor Hottest toys Hottest toys

BarbieBarbie American GirlAmerican Girl

SecretarySecretary

DisneyDisney Christmas was coming up Christmas was coming up Computer animationComputer animation New movieNew movie Video gamesVideo games

TreasurerTreasurerTotal Loss - $5172.32Total Loss - $5172.32

Total Equity - $94,827.68Total Equity - $94,827.68

Team Ranking - 256/329Team Ranking - 256/329

Helpful Hints:Give an overview of total portfolio

performance.

100 shares100 shares $659.27 loss$659.27 loss ROR= ROR= -11%-11% Short sold 100 sharesShort sold 100 shares $176.13 loss$176.13 loss ROR= ROR= -3.45%-3.45%

TreasurerTreasurer

Helpful Hints:Explain where you gained and lost

money. Highlight biggest gainer and biggest loser. Be sure to include $

amount and rate of return.

500 shares500 shares

$416.66 profit$416.66 profit

ROR= ROR= 1.93%1.93%

Not SoldNot Sold

TreasurerTreasurer


$502.22 loss$502.22 loss

ROR= ROR= -3.42%-3.42%

SoldSold

TreasurerTreasurer


$251.58 loss$251.58 loss

ROR= ROR= -2.58%-2.58%

Not SoldNot Sold

TreasurerTreasurer

500 shares500 shares Sold 250Sold 250 $838.04 loss$838.04 loss ROR= ROR= -5.16%-5.16% Sold other 250Sold other 250 $1,467.66 loss$1,467.66 loss ROR= ROR= -9.04%-9.04%

TreasurerTreasurer

100 shares100 shares Stock split(200 Stock split(200

shares)shares) $1,390.84 loss$1,390.84 loss ROR= ROR= -13.58%-13.58% Not SoldNot Sold

TreasurerTreasurer



ROR= ROR= 3.9%3.9%

Not SoldNot Sold

TreasurerTreasurer



ROR= ROR= 2.21%2.21%

Not SoldNot Sold

TreasurerTreasurer



ROR= ROR= 3.44%3.44%

Not SoldNot Sold

TreasurerTreasurer


$764.00 loss$764.00 loss

ROR= ROR= -7.34%-7.34%

Not SoldNot Sold

TreasurerTreasurer



ROR= ROR= .109%.109%

Not SoldNot Sold

TreasurerTreasurer



ROR= ROR= .204%.204%

Not SoldNot Sold

TreasurerTreasurer

Stock TrackerStock Tracker

UPSUPS In 6 Weeks:In 6 Weeks:

Close prices went from $71.07 to $73.22.Close prices went from $71.07 to $73.22. Good company to invest in.Good company to invest in. Not too many changes in the highs and lows.Not too many changes in the highs and lows.

Online Shopping Up 30%Online Shopping Up 30% Robust Growth Towards End Of 2003Robust Growth Towards End Of 2003 Business SpendingBusiness Spending Strong Consumer SpendingStrong Consumer Spending

Helpful Hints:Explain what happened with the price

and what happened during the game in the news, economy, etc. that influenced

the price of the stock.

UPS Final Graph

$70.00$71.00$72.00$73.00$74.00

Week1

Week2

Week3

Week4

Week5

Week6

Week

Clo

se P

rice

Stock Tracker

Conclusion:Conclusion: In The Game, We Lost MoneyIn The Game, We Lost Money We Ranked 256/329We Ranked 256/329 If We Had The Chance, We Would:If We Had The Chance, We Would:

Buy Better StocksBuy Better Stocks• Buy More Companies Like UPSBuy More Companies Like UPS• Buy Less Companies Like Kohl’sBuy Less Companies Like Kohl’s

Buy Less CompaniesBuy Less Companies Research First, Then BuyResearch First, Then Buy

Good ExperienceGood Experience

CaptainCaptain

Helpful Hints:Explain what you would do differently in

the game and your overall team thoughts regarding the game.

team yellow captain/stock tracker: nadia secretary: dan treasurer: karrie research coordinator:...

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