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.

Tonight’s Agenda

About Hawktrade

Spring Semester

Investment Competition

Understanding Stock landscape

2012 recap

Big Name Winter Recap

About HawkTrade Meet weekly for discussion lead presentations

6:30 – 7:30 PM W151 in PBB

Pizza for every meeting!

About HawkTrade (Continued) Investment competition to excel learning and

understanding

Model portfolio for trading as a group 7:30-8:00PM W151 in PBB

HawkTrade – Spring 2013 Volunteering opportunities for Tippie Build

through HawkTrade Announced when up and coming; no set dates

Barbecue/ bar crawl when warmer for another meet & greet

HawkTrade – Spring 2013 (Continued)

New HawkTrade apparel More t-shirts; sweatshirt (hoody) & polo

Executive Team Voting: mid semester, ~March 10th President, VP, Marketing, Finance, Technology, Investment

Simulations, and Volunteering

?

2013 Spring Investment Competition Changes

Top 10 best portfolio balances will win prizes

HawkTrade IC Spring 2013 RulesInvestopedia: HawkTrade IC Spring 2013Starting Value: $100,000Commissions: $9.99 for market / limit orders

$4.99 for options and $1.00 per contractMinimum Stock Price: $5.00Diversification: 30%Daily Volume: 10%Market Delay: 20 minutes (orders will go through in 20 minutes)Quick Sell: 7.5 hours (holding period)Short Selling: YesMargin Interest Rate: 8% (charged to you if you trade on margin) Cash Interest Rate: 1% (earn 1% daily but is paid monthly)

Game ends at market close on 5/03/2013

PASSWORD: investments1

What does “The stock Market” consist of?

There are roughly 5000 Publically traded U.S. stocks out there…..So how do we keep track of them all?

Stock Market Landscape 3 main Indexes that are followed:

Dow Jones Industrial Average

The Nasdaq S&P 500

The “ Market”- Where stocks are traded

How are stocks Identified?

Found via their TICKER SYMBOL= Stocks “ID” Symbols are 1 to 4 letters in length

Citigroup= C

Facebook= FB

Bank of America= BAC

Apple = AAPL

Market summary

3 main indexes are simply an easy way to gauge the performance of stocks as a whole without looking at 5000 individual stocks.

There are many other indexes out there that track every sector and type of stocks.

The best way to start understanding stocks is to begin with what you know!

Super Bowl Commercial Examples

Taco bell- YUM Brands (YUM)

CBS Corporation (CBS)

Entergy (ETR)

Samsung- Not publically traded

Budweiser- Anheuser Bush (BUD)

Doritos- PepsiCo (PEP)

2012 Market Returns

S&P 500 +13.4%

Nasdaq +15.9%

Dow +7.2%

S&P up 5% in January 13’

Year Jan. Gain Year Gain1951 6.02% 16.35%1954 5.12% 45.02%1961 6.32% 23.13%1967 7.82% 20.09%1975 12.28% 31.55%1976 11.83% 19.15%1980 5.76% 25.77%1985 7.41% 26.33%1987 13.18% 2.03%1989 7.11% 27.25%1997 6.13% 31.01%Average 24.33%

Fiscal Cliff Recap- Talks Going Nowhere

Last minute deal passed on Jan. 2nd

Tax rates on income over $400,000 raised to 39.6% from 35% right now and spending cuts later. (maybe)

Big Name Stocks – Winter Recap

• Apple (AAPL)• Research in Motion

(BBRY)• Microsoft (MSFT)

Apple (AAPL) - Bearish• -18.85% Since November 30th

• > -10% after earnings release• < +5% due to pressure for

preferred stock

Apple (AAPL) - Bearish

Microsoft (MSFT) - Bullish• +3.51% due to new innovative

redesigns• New Microsoft office software• Windows 8 Innovative move• Adapted hardware, including new

tablet

Research in Motion (BBRY)• +42.16% since beginning of

December• Reinventing their name and brand• BlackBerry 10 new phone to save

BBRY?

Research in Motion (BBRY)

Next Weeks Meeting

Dominos Pizza

Weekly market recap and analysis

Options Calls/Puts Explained