“Best Companies to Invest Spring 2009”

- Jay Modi

Exxon Mobil

McDonalds

Monsanto

Altaria Group

• Company Overview

• Economic Impact

• Financial Report

• Recommendation

Exxon Mobil

• Incorporated in New Jersey on Aug. 5, 1882

• Number of Employees: 107,100 (as of 12/31/2007)

• Market Cap: 362.32 B

• 52wk Low – High: $56.51 - $96.12

• Chairman and CEO: Rex W. Tillerson

Macro-economy Impact - Industry

Negative Impact• Fall in stock values to 50%• US ethanol companies lost $8.7 billion in market value

Positive Impact• Fall in crude oil price to half• Fall in production cost inflation• More projects to US companies

Macro-economy Impact - Company

• Sell-off 820 company owned gas stations

• Sell-off 1400 outlets operated by dealers

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ROI % (Operating)

Recommendation

• Expansion in West Africa, the former Soviet Union,

and in South America

• Focusing towards oil and gas business

McDonalds

• Incorporated in Delaware Mar. 1, 1965

• Number of Employees: 390,000 (as of 12/31/2007)

• 31,377 restaurants in 118 countries (20, 505 by

franchise)

• 52wk Low – High: 45.79 - 67.00

• Market Cap: 60.82 B

• CEO: James A. Skinner

Macro-economy Impact - Company

Negative Impact• Fall in Net Income by 47.9% in a

Positive Impact • Sales rose-up by 4.1% in last 6 months

Liquidity Ratio

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ROA % (Net)

ROA % (Net)

Recommendation

• Growing Industry

• To add 1000 locations during 2009 in US

• More focus on emerging area like China

Monsanto – Company History

– Monsanto is a relatively new company. While we share the name

and the history of a company that was founded in 1901, the

Monsanto of today is focused on agriculture and supporting

farmers around the world in their mission to feed, clothe and fuel

our growing world. We are an agricultural company.

– Monsanto Company was first incorporated as a subsidiary of

Pharmacia in 2000, and then spun off as a separate company in

2002.

Company Overview

• World Leader in producing agricultural products for

farmers.

• In past two years, they have acquired many similar

companies.

– Agroeste Sementes (Brazil) – corn seed company

– De Ruiter (Netherlands) – vegetable seeds

– Marmot, SA – seed company

– Aly Participacoes Ltda – sugar can and technology companies.

– Recent, three other biotech companies.

Economic Analysis

• Leader in their Industry: Agricultural Chemicals

• Germany, France, Greece, and Hungary banned GM

seeds.

– EU will be voting to lift ban within next couple months.

– French food agency report shows GM corn is safe.

• Developing markets

– Asia – China, Vietnam, India, and Indonesia

– Brazil, Argentina, Canada, Mexico, and others.

Financial Analysis

Financial Analysis (Cont…)

Recommendations

– Good Buy – Buy ratings from analysts.

– Economic environment is growing more favorable.

– Highly anticipated GM corn, soybean, and cotton trials near

completion.

Altria Group, Inc - Industry InformationMarket Value• The United States tobacco market grew by 3.9% in 2008 to

reach a value of $96.7 billion.

Market Value Forecast• In 2013, the United States tobacco market is forecast to have a

value of $109 billion,• An increase of 12.7% since 2008.

Market Share• Altria Group, Inc. generates 48.5% of the United States tobacco

market's value.

Numbe r of Employees 84,000 (as of 12/31/2007)

Primary Ticker MO

Primary SIC 2111 – Cigarettes

Primary NAIC 312221 - Cigarette Manufacturing

Number of Shareholders: 100,000 (as of 01/31/2008)

Closing Stock Price: 15.61

Market Cap 31,854 M

PE Ratio 5.04

52wk Low – High 14.34 - 23.72

EPS 1.66 %

CEO Michael E. Szymanczyk

Company Overview

Financial Report

Financial Report

Company Name Current Ratio LT Debt to Equity ROA % (Net) ROI %

Altadis S.A. 1.11 2.4 5.57 28.81

Altria Group Inc 1.22 0.43 12.12 31.09

Gallaher Group Plc 1.35 20.18 15.48 36.87

Imasco Ltd. 0.89 0.7 0.97 12.04Reynolds American Inc 1.28 0.6 7.11 19.26

Comparison Report

Recommendation