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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