financial business meeting valley precision consultants "precise advice"

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Financial Business Financial Business Meeting Meeting Valley Precision Valley Precision Consultants Consultants "Precise Advice" "Precise Advice"

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Page 1: Financial Business Meeting Valley Precision Consultants "Precise Advice"

Financial Business MeetingFinancial Business Meeting

Valley Precision ConsultantsValley Precision Consultants

"Precise Advice""Precise Advice"

Page 2: Financial Business Meeting Valley Precision Consultants "Precise Advice"

AgendaAgenda

Valley Precision Consultants offers you the financial advice that you need to insure your financial stability.

This presentation provides an overview of our financial performance.

IntroductionIntroduction

PhilosophyPhilosophy

ResearchResearch

Stock PerformanceStock Performance

RecommendationsRecommendations

Page 3: Financial Business Meeting Valley Precision Consultants "Precise Advice"

IntroductionIntroduction

Graduated Suma Cum Laude fromGraduated Suma Cum Laude from

Brigham Young UniversityBrigham Young University

Majored in Computer EngineeringMajored in Computer Engineering

Received MastersReceived Masters

Head Technological ResearcherHead Technological Researcher

Page 4: Financial Business Meeting Valley Precision Consultants "Precise Advice"

IntroductionIntroduction

History of VPCHistory of VPC

Valley Precision Consultants was Valley Precision Consultants was founded by Lucas G. Morgan who fled founded by Lucas G. Morgan who fled the East after the Stock Market’s crash in the East after the Stock Market’s crash in the late 1920’s. He founded the the late 1920’s. He founded the company in the 1950’s to ensure that all company in the 1950’s to ensure that all Americans have economic prosperity. He Americans have economic prosperity. He came across to the Imperial Valley in came across to the Imperial Valley in search of a place to establish his dream. search of a place to establish his dream. Business flourished and our motto Business flourished and our motto quickly spread…quickly spread…

““Precise Advice.”Precise Advice.”

Page 5: Financial Business Meeting Valley Precision Consultants "Precise Advice"

PhilosophyPhilosophy

Here at Valley Precision Consultants Here at Valley Precision Consultants we wish to offer you a chance to we wish to offer you a chance to properly establish a personalized properly establish a personalized investment plan that will work for investment plan that will work for you.you.

At VPC we know and care about your At VPC we know and care about your concerns.concerns.

We have the knowledge and the We have the knowledge and the ability to advise you towards a secure ability to advise you towards a secure and prosperous future.and prosperous future.

Page 6: Financial Business Meeting Valley Precision Consultants "Precise Advice"

PhilosophyPhilosophy

Plan of ActionPlan of Action - A - A Your Selected PlanYour Selected Plan

20% Speculative20% Speculative

30% Income30% Income

50% Growth50% Growth

This plan begins This plan begins with a 50% with a 50% investment in investment in Growth stocks, Growth stocks, a 30 % a 30 % investment in investment in Income stocks, Income stocks, and a 20% and a 20% investment in investment in Speculative Speculative stocks.stocks.

Page 7: Financial Business Meeting Valley Precision Consultants "Precise Advice"

PhilosophyPhilosophyPlan of ActionPlan of Action - A - A

This plan changes This plan changes percentage of percentage of investments yearly. investments yearly. The amount of The amount of investments in investments in Speculative stocks Speculative stocks decrease by 1% and decrease by 1% and the amount of the amount of investments in investments in Income stocks Income stocks increase by 1%.increase by 1%.

50% Growth50% Growth

15% Speculative15% Speculative

35% Income35% Income

After 5 YearsAfter 5 Years

Page 8: Financial Business Meeting Valley Precision Consultants "Precise Advice"

ResearchResearchDynex Capitol (DX)Dynex Capitol (DX)NYSENYSE

Management: Thomas PottsManagement: Thomas Potts 96 Employees96 Employees

ResidentialResidential

Dynex Capital, a real estate investment trust, owns a portfolio of securities and investments primarily backed by single family mortgage loans, commercial mortgage loans, and manufactured home installment loans.

Page 9: Financial Business Meeting Valley Precision Consultants "Precise Advice"

Stock PerformanceStock Performance

$0.00$4.00$8.00

$12.00$16.00P

rice

Date

Speculative Stocks

DXETPC

Page 10: Financial Business Meeting Valley Precision Consultants "Precise Advice"

Stock PerformanceStock Performance

Buy PriceBuy Price $.75$.75

New PriceNew Price $1.05$1.05

SharesShares 16,00016,000

Available FundsAvailable Funds $12,000$12,000

PrincipalPrincipal $12,000$12,000

BalanceBalance $0$0

Largest Capital Largest Capital Gain and LossGain and Loss

$8,800$8,800

-$0-$0

YieldYield ØØ

DividendDividend ØØ

% Growth% Growth 40%40%

Dynex Capital (DX)Dynex Capital (DX) Capital: $4,800Capital: $4,800

Page 11: Financial Business Meeting Valley Precision Consultants "Precise Advice"

ResearchResearch

Agilent Technologies (A)Agilent Technologies (A)NYSENYSE

Management: John Scruggs, Sr. V.P.Management: John Scruggs, Sr. V.P. 10,200 Employees10,200 Employees

Scientific and Technical InstrumentsScientific and Technical Instruments

Agilent Technologies is the world’s largest maker of analysis equipment; it makes instruments used to evaluate telecom and computer network equipment, semiconductors, and other electronic devices.

Communications We provide the people, technology, We provide the people, technology, components, and tools that help components, and tools that help customers design, build, operate, customers design, build, operate, manage, and maintain the next manage, and maintain the next generation of communications generation of communications devices, networks and services.devices, networks and services.

ElectronicsElectronics We help customers design, We help customers design, manufacture, and deploy new manufacture, and deploy new products and technologies with our products and technologies with our advanced electronics test, advanced electronics test, measurement, and monitoring measurement, and monitoring solutions.solutions.

Life SciencesLife Sciences We enable customers to identify, We enable customers to identify, quantify, analyze, and test the quantify, analyze, and test the chemical and biological properties chemical and biological properties of thousands of substances.of thousands of substances.

HealthcareHealthcare We provide clinical We provide clinical measurement and measurement and diagnostic solutions for diagnostic solutions for the healthcare the healthcare marketplace.marketplace.

Page 12: Financial Business Meeting Valley Precision Consultants "Precise Advice"

Stock PerformanceStock Performance

$25.00$30.00$35.00$40.00$45.00

Price

Date

Agilent Technologies

Page 13: Financial Business Meeting Valley Precision Consultants "Precise Advice"

Stock PerformanceStock Performance

Buy PriceBuy Price $39$39

New PriceNew Price $30.50$30.50

SharesShares 769769

Available FundsAvailable Funds $30,000$30,000

PrincipalPrincipal $29,991$29,991

BalanceBalance $9$9

Largest Capital Largest Capital Gain and LossGain and Loss

$1,414.96$1,414.96

-$6,536.50-$6,536.50

YieldYield ØØ

DividendDividend ØØ

% Growth% Growth -21.7%-21.7%

Agilent Technologies (A)Agilent Technologies (A)Capital: -$6,536.50Capital: -$6,536.50

Page 14: Financial Business Meeting Valley Precision Consultants "Precise Advice"

ResearchResearch

Intel (INTC)Intel (INTC) NASDAQNASDAQ

Management: Andy Grove, Co-FounderManagement: Andy Grove, Co-Founder 70,200 Employees70,200 Employees

Semiconductor- Broad LineSemiconductor- Broad Line

The Intel Corporation is the world’s #1 microprocessor developer, including Pentium and Celeron Processors. It has 80% of the microprocessor market. Intel also provides flash memories and embedded chips for communications, industrial equipment, and military markets.

                    

                    

                    

                    

                    

                    

The mobile Intel® Pentium® III processor breaks the 1GHz barrier. Find out how faster means better performance for your on-the-go computing.

Page 15: Financial Business Meeting Valley Precision Consultants "Precise Advice"

Stock PerformanceStock Performance

$20.00$24.00$28.00$32.00$36.00$40.00P

rice

Date

Growth Stocks

INTCTA