Stock Portfolio Report Presentation In Business Plan

PAGES
5
WORDS
1509
Cite

However, it will be wise to diversify the investment portfolio using the combination of short-term and long-term investments. The investor could increase the investment option to 30% if there is increase in the investment returns. List of Reference

Trading Economics (2013). United States Market (Dow Jones)

Appendix: Stocks Worth Considered

Annual Sales

Annual Profit

Profit Margin

(Profit/Sales)

52-week range

Price/Earnings Ratio

Analyst Consensus Opinion

Condition 1: Buy Price

Condition 2: Blue over Red?

Drug Sector

Pfizer Inc.

13,500,000,000

2,750,000,000

20%

22.00-31.15

19.92

2.2

Eli&Lily Company

5,602,000,000

1,548,000,000

28%

49.22-49.90

11.94

2.5

Questcor Pharmaceuticals Inc.

135,129,000

39,064,000

29%

17.25-58.91

13.94

1.7

o

27.665

Yes

Amgen, Inc.

4,238,000,000

1,434,000,000

34%

70.88-114.95

16.24

2.4

Bristol Myers Squibb Co.

3,831,000,000

609,000,000

16%

0.64-49.57

51.82

2.3

Celgene Corporation

1,464,600,000

384,900,000

26%

59.50-131.82

33.98

1.7

77.98

Yes

USANA Health

169,082,000

17,779,000

10%

30.51-76.31

14.75

3

Herbalife Ltd.

1,123,647,000

118,856,000

11%

24.24-56.39

10.08

...

08
2

Social Media

Facebook Inc.

5,089,000,000

32,000,000

0.6%

17.55-33.45

1994.53

2.1

Google Inc.

13,969,000,000

3,346,000,000

24%

557.21-920.60

25.89

2.1

Microsoft Corporation

20,489,000,000

6,055,000,000

30%

26.26-35.78

17.37

2.5

28.64

Yes

Consumer Goods

Mead Johnson Nutrition

1,037,900,000

172,500,000

17%

61.27-87.68

25.73

2.5

Delphi Automotive PLC

4,024,000,000

276,000,000

7%

24.86-52.46

15.54

1.9

Toyota Mortor Corp.

225,818,000,000

3,446,000,000

2%

72.04-130.99

18.86

1

86.78

Yes

International paper company

7,090,000,000

318,000,000

4%

27.40-49.10

22.35

1.7

The Procter & Gamble Company

20,598,000,000

2,566,000,000

12%

59.07-82.54

19.21

2.2

64.94

Yes

Knoll Inc.

200,586,000

6,074,000

3%

12.01 -18.69

13.58

2.3

PepsiCo Inc.

12,581,000,000

1,075,000,000

9%

67.39-84.78

20.48

2.3

The Coca-Cola Company

11,035,000,000

1,751,000,000

16%

35.58 -43.43

20.65

2.1

37.54

Yes

The Clorox Co

Sources Used in Documents:

Reference

Trading Economics (2013). United States Market (Dow Jones)

Appendix: Stocks Worth Considered

Annual Sales

Annual Profit


Cite this Document:

"Stock Portfolio Report Presentation In" (2013, August 03) Retrieved April 26, 2024, from
https://www.paperdue.com/essay/stock-portfolio-report-presentation-in-93947

"Stock Portfolio Report Presentation In" 03 August 2013. Web.26 April. 2024. <
https://www.paperdue.com/essay/stock-portfolio-report-presentation-in-93947>

"Stock Portfolio Report Presentation In", 03 August 2013, Accessed.26 April. 2024,
https://www.paperdue.com/essay/stock-portfolio-report-presentation-in-93947

Related Documents

("Gates, Bill," 2007) the company is in fact considered a regional financial backbone, in the Seattle-Redmond area where its world headquarters are. The whole region and to some extent the whole world takes notice when Microsoft announces financial strategies and changes or when stocks rise or fall. The software maker said it would buy back $20 billion through a tender offer set to be completed on Aug. 17. The company

financial assets in order to recommend the appropriate investment vehicle for the client. Analysis of different investment vehicles shows that ETFs are the best investment option for our clients. The ETFs are the basket of securities that combine stocks, bonds, cash, commodities and other securities. The report diversifies our investment options choosing the stocks, bonds and cash from different industries. Based on the historical data, our average annual returns

Abu Dhabi Stock Market
PAGES 42 WORDS 11185

A number of economists suggest that markets are efficient, but this efficiency is merely assumed. In this regard, Batten points out that, "There is no actual proof. It is virtually impossible to test for market efficiency since the 'correct' prices cannot be observed. To get over this hurdle, most tests examine the ability of information-based trading strategies to make above-normal returns. But the results of such tests do not

Real Estate Portfolio
PAGES 9 WORDS 2546

Property portfolio ownership and management is not based on charitable foundations but rather on the idea that investors will benefit from that ownership. Therefore, in order to ascertain the profitability of owning and managing certain specific properties is of importance to the investors interested in achieving those benefits. One method for that ascertaining is to employ the Modern Portfolio Theory (MPT). MPT was actually developed as a tool to moderate

profit through investing on Stock Market Generally, all over the world financial markets exemplify a state of intricate and inscrutable situation. These marketplaces are of immense significance in the western nations, where the constituents employ their expertise to invest and generate profit whilst formulating a pool of funds, statistics, derivatives, shares and calculation intricacy. These constituents or elements are those investment maestros who are the whole and sole performers of

Ici Bank: A Growth Stock
PAGES 11 WORDS 2899

Financial Statements One of the most significant factors in the decision to invest in ICICI Bank is to determine the affects of recent capital expenditure and the anticipated return for these investments. Entry into microfinancing represents a considerable amount to risk, due to the financial instability of the target market. The following chart highlights the most significant changes affecting the financial health of ICICI bank that result from expenditures associated with