Capital GainCapital GainSchool of EntrepreneurshipSchool of EntrepreneurshipBulls Region- High SchoolBulls Region- High School

Kiara HarrisKiara HarrisRodney TateRodney TateRoy ColemanRoy ColemanJames AllenJames Allen

Advisor: Mr. Scott StewardAdvisor: Mr. Scott Steward

GAME PLANGAME PLAN

Started with $100,000 dollarsStarted with $100,000 dollars Spend money on companies we know that Spend money on companies we know that

would make a profit; companies we trustedwould make a profit; companies we trusted Research companies using the Chicago Research companies using the Chicago

Tribune, Smart Money Magazine, and by Tribune, Smart Money Magazine, and by watching Mad Money on CNBCwatching Mad Money on CNBC

Business ProfileBusiness Profile

United States Steel (X)United States Steel (X)- produces integrated steel products in the United - produces integrated steel products in the United

States and central Europe. States and central Europe.

Crystallex International Corporation (KRY)Crystallex International Corporation (KRY)- engages in the exploration, development, - engages in the exploration, development,

mining, production, and processing of gold mining, production, and processing of gold primarily in Venezuela. primarily in Venezuela.

Business ProfileBusiness Profile

Services Acquisition Corporation Services Acquisition Corporation International (SVI)International (SVI)- recently purchased Jaamba Juice. - recently purchased Jaamba Juice.

BlackRock, Inc. (BLK)BlackRock, Inc. (BLK)- operates as an investment management - operates as an investment management

company in the United States. Its products company in the United States. Its products include fixed income, cash management, equity, include fixed income, cash management, equity, and alternative investment separate accounts and alternative investment separate accounts and mutual funds.and mutual funds.

Business ProfileBusiness Profile

Toyota Motor Corporation (TM)Toyota Motor Corporation (TM) TM and its subsidiaries engage in the production TM and its subsidiaries engage in the production

of automobiles. of automobiles.

JSC Tatneft (TNT) OAO JSC Tatneft (TNT) OAO Tatneft, through its subsidiaries, engages in the Tatneft, through its subsidiaries, engages in the

exploration, development, production, and exploration, development, production, and marketing of crude oil primarily in the Republic marketing of crude oil primarily in the Republic of Tatarstan, Russian Federation. of Tatarstan, Russian Federation.

Business ProfileBusiness Profile

United Parcel Service Incorporated (UPS)United Parcel Service Incorporated (UPS)- a package delivery company, providing - a package delivery company, providing

specialized transportation and logistics services specialized transportation and logistics services in the United States and internationally. in the United States and internationally.

Account SummaryAccount Summary Cash Balance: ($96,025.19)     Cash Balance: ($96,025.19)     Value of Longs: $231,126.60     Value of Longs: $231,126.60     TOTAL EQUITY: $135,101.41       TOTAL EQUITY: $135,101.41       Value of Shorts: ($569.92)     Value of Shorts: ($569.92)     Buy Margin Req.: $115,848.26     Buy Margin Req.: $115,848.26     Available Equity: $19,253.15      Available Equity: $19,253.15       BUYING POWER: $38,506.30     BUYING POWER: $38,506.30     Min. Maintenance: $69,508.96     Min. Maintenance: $69,508.96     Interest and Dividends: ($763.77)     Interest and Dividends: ($763.77)     Fees and Commission: ($4,916.95)     Fees and Commission: ($4,916.95)     Realized Gains/Loss: ($1,149.51)     Realized Gains/Loss: ($1,149.51)     Net Equity Gain: $35,101.41    Net Equity Gain: $35,101.41     Percent Return: 35.10 %    Percent Return: 35.10 %   

Gains & LossesGains & Losses

KRY Had A Loss Of 7.3%KRY Had A Loss Of 7.3% X Had A Gain Of 3%X Had A Gain Of 3% SVI Had A Gain Of 4.8%SVI Had A Gain Of 4.8% TM Had A Gain Of 10.2%TM Had A Gain Of 10.2% TNT Had A Gain Of 54.4%TNT Had A Gain Of 54.4% BLK Had A Gain Of 24.4%BLK Had A Gain Of 24.4% UPS Had A Gain Of 3.4%UPS Had A Gain Of 3.4%

Purchase & Ending PricePurchase & Ending PriceFinal Equity: $135,101.41Final Equity: $135,101.41

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Thank You To…Thank You To…