february 28 th 2013. common cents investment group february, 2013 agenda t-shirts! survey...
TRANSCRIPT
February 28th 2013
Common Cents Investment GroupFebruary, 2013
Agenda
T-shirts! Survey discussion Today in the Market Stock Pitches
Common Cents Investment GroupFebruary, 2013
Survey Discussion
1. Why did you join? Learn about investing 2. Style of presentation PowerPoint & Q/A 3. Guest speaker importance 4 out of 5 4. Most interested in Stock research | Analysis 5. Real Estate Yes 6. Pizza Enjoy, but don’t absolutely need it 7. Future Leadership Interested or not sure 8. Want to… Find a good stock & do research
Common Cents Investment GroupFebruary, 2013
Today in the Market
Common Cents Investment GroupFebruary, 2013
P/E Ratio
Price per Earnings or “price multiple”
A P/E ratio of 20 means:Investor pays $20 For $1 in earnings
Ratio that demonstrates expectations of investorsBest to compare to similar market or industry companies
Common Cents Investment GroupFebruary, 2013
Today in the Market
http://www.bloomberg.com/news/2013-02-11/u-s-stock-futures-rise-s-p-500-contract-gains-0-3-.html
Common Cents Investment GroupFebruary, 2013
Today in the Market
Apple to begin testing on watch-like device Hon Hai Precision Industry Co. Flexi-glass technology
Corning Display (GLW) Makers of Gorilla Glass
I want to talk about Corning in the future…
Common Cents Investment GroupFebruary, 2013
Today in the Market
Eric Schmidt (Exec. Chairman of Google) plans to sell 3.2 million shares 42% of his GOOG shares ~1% of the entire company
Plans to sell in a controlled manor No major mechanical impact on the market
Some consider it as his retirement plan…some say the body language speaks about GOOG
Stock Pitch -Yuhao
Too Little Too Late?
Common Cents Investment GroupFebruary, 2013
Outline
Overview Laggard Reaction in 2009 and 2010 New Blackberry 10 Market Reaction Blackberry’s Future (No accounting stuff)
Common Cents Investment GroupFebruary, 2013
Overview
Formerly Research In Motion (RIMM) First invented “smartphone” in 1999 Concentrate on business and enterprise Reached its peak in 2008, at $144.56 Declined hugely while iPhone and
Android were growing rapidly
Common Cents Investment GroupFebruary, 2013
Common Cents Investment GroupFebruary, 2013
Laggard Reaction
Thought business people don’t need entertainment. Stick with the full keyboard No large touchscreens No high resolution cameras Little apps. ( Still No Fruit Ninja!)
Switched from Co-CEOs to one single CEO New management and leadership Quicker decisions
Common Cents Investment GroupFebruary, 2013
Blackberry 10
Released on January 30th, 2012 “Make It or Break It” Resort
Blackberry Hub Blackberry Keyboard BBM Video with Screen Share Camera with Time Shift mode
What’s it Like Commercial for Super Bowl
Common Cents Investment GroupFebruary, 2013
Market Reaction
Went from $6 – near $18 before the release based on the leaked information
Down by 18% in total after the official release No surprise Not for sale until March in US!
Common Cents Investment GroupFebruary, 2013
Market Reaction
CNET Review
Common Cents Investment GroupFebruary, 2013
In the Future (Macro)
Cell phones can’t be the real entertainment center The size of palms is limited
iPhone and Android will hit the ceiling
Common Cents Investment GroupFebruary, 2013
In the Future (Micro)
Attractive Incentives for App Developers Support multiple programming languages Income guaranteed
Promising OS Unified hand gestures will be prevailing on
smartphones. QNX system is promising
Common Cents Investment GroupFebruary, 2013
QNX System
Smaller Core system
Stable and Quick Even used by NASA
Common Cents Investment GroupFebruary, 2013
Conclusion
Good enough to retain the Blackberry enthusiasts and get old friends back
Possible to attract iPhone and Android users with its stable QNX system
Prediction: Perform over the expectation in 2013
Questions & Comments?
Stock Pitch -Brian
Tata Motors[TTM]
Common Cents Investment GroupFebruary, 2013
Background
Founded in 1945 Based out of Mumbai, India Largest Indian car manufacturer One of the fastest growing automotive
manufacturers
Common Cents Investment GroupFebruary, 2013
Who They Own
Jaguar Land Rover Bought from Ford in 2008
Daewoo A Korean truck manufacturer
Hispano Spanish bus manufacturer
Common Cents Investment GroupFebruary, 2013
Growth
Number of automotives made in: 2009- 672,045 2011- 1,061,22960% growth in 2 years
Net Income 2009- $837,100,0002011- $2,285,600,000173% increase
Common Cents Investment GroupFebruary, 2013
$2000 Car
They are known for producing the cheapest car on the market.
Called the Tata Nano Gets about 60 mpg Top speed 65 mph
Common Cents Investment GroupFebruary, 2013
Other cars/trucks
Indica Second best selling car in India
Prima Higher class car
Ace First Indian pickup
Common Cents Investment GroupFebruary, 2013
Other Facts
Has military contract Plans on investing 6 Billion into military
technology Joint venture with Fiat
50/50 split. Tata wanted to learn about diesel engines, and Fiat gets to sell its cars in India.
Bought Jaguar Land Rover in 2008 when car manufacturers were hurting.
Common Cents Investment GroupFebruary, 2013
Common Cents Investment GroupFebruary, 2013
Common Cents Investment GroupFebruary, 2013
Membership
Cost is only $20 for the whole year! Benefits:
Member of a very beneficial and informative club that will inevitably be valuable in your future
A network of friends who share a similar interest in investing and personal finance
A virtual portfolio challenge that will strengthen your confidence in investing
Common Cents Investment GroupFebruary, 2013
Membership
Make sure to check out our website for the presentations Monday night | ccig.osu.edu
Get on our Facebook page and like us!www.facebook.com/ccigosu
Common Cents Investment GroupFebruary, 2013
Questions?
Questions, comments or concerns?