stock portfolio project team 5

8/6/2019 Stock Portfolio Project Team 5

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STOCKPORTFOLIOS

TEAM 5Mike, Seth, Nina, Mitch, Dylan


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Suntech Power Holdings Co. Ltd.(NYSE: STP) (Large Stock)

Dr. Zhengrong Shi Founder (2002), CEO,Chairman and General Manager

Worlds largest manufacturer of crystallinesilicon photovoltaic (PV) modules3rd biggest manufacturer in PV Cells in the World

Headquartered in Wuxi, ChinaHas many agreements with provincial and citygovernments in China


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StatisticsMarket Cap = $3.19 BMean = 30.87%St. Dev = 35.18%Correlation Coefficient = -3.59%

Beta = -53.90%


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2 Year Graph


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Suntech Power Holdings Co. Ltd.(STP)

S trengthsHelp from the Chinese Governments Stimulus PackageHigh demand for PVLess use of fossil fuels

Weaknesses: A lot of competition in the same field

Opportunities:Recession and option for saving moneyNew ways to produce energy (Cleaner Earth)

Threats:Other PV manufacturers such as Q-Cells


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Fuqi International, Inc.

(Nasdaq: FUQI)(Small Stock)Mr. Yu Kwai Chong Co-founder, Chairman,

CEO and PresidentFounded in 2001Headquarters in Shenzhen, ChinaDevelops, designs, promotes and sells preciousmetal jewelryDistribution is limited to national and provincialmarkets


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StatisticsMarket Cap = $485.87MMean = 7.67%St. Dev = 0.13%Correlation Coefficient = 56.38%

Beta = 3.17%


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As of 5/20090% debt to shareholder equity24% return on equity

EPS growth rate of 51%EPS has grown 133%, 225%, 60%, 244%,257%, 138%, 181%, and 45% during the pasteight quarters.Sales also grew 9%, 90%, 122%, 177%, 154%,158%, 135%, and 41% during the sameduration.


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2 Year Graph


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Fuqi International, Inc. (FUQI)S trengths:

The rate of success shows a rapid growth of the

companys valueWeaknesses: A lot of competition

Opportunities:

Continue to gain profit while others fail toThreats:

Rapid raises show uncertainty in the long run


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Van Eck Intl Investors Gold I (INIIX)(Stock Fund)

Joseph M. Foster Lead Manager Makes investments in securities fromcompanies related to gold activities (80%)Securities issued by other investmentbanks (20%)Minimum Initial Investment : $1 Million


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2 Year Graph


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Van Eck Intl Investors Gold I (INIIX)S trengths

Value of gold has climbed +8% this year

WeaknessesSuccess depends on other companies (dependent)

OpportunitiesCompany can invest in new and upcoming materials

ThreatsThe value of gold may not stay high


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Brinker International Inc.


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BackgroundBrinker International Inc. owns andoperates 1,888 restaurants in the UnitedStates

Also owns and operates restaurants in 24different countriesHeadquarters located in Dallas, TexasFounded in 1977Ticker EAT

Traded in the New York Stock Exchange


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Key StatisticsMarket Cap 1.63 BillionPEG ratio 1.022.70% yield (.44 cents per share)P/E ratio of 46.01Mean of 1.16%Standard Deviation 12.13%

As of Saturday, July 25, the stock wastrading at $15.92


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SWOT AnalysisStrengths- Assets have been growing steadilyfor the past three years.

Weaknesses- In the restaurant business, whichhas taken a serious hit from the recession.Opportunities- Has recently opened uprestaurants in Singapore and Canada.Threats- Some of its competitors (Buffalo WildWings is a major one) have been expandingrapidly during this recession.


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Northrop GrummanCorporation


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BackgroundNorthrop Grumman provides products andsolutions in information and services,aerospace, electronics, and shipbuilding inthe United States.Founded in 1939

Headquarters located in Los Angeles,CaliforniaTicker NOCTraded in New York Stock Exchange


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Key StatisticsMarket Cap 14.20 BillionPEG Ratio 0.80Yield 3.70% (1.72 per share)Mean 0.93%

Standard Deviation 7.68% As of Saturday, July 25, NOC was tradingat $43.89


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SWOT AnalysisStrengths- Been around for a long time. Hasrecently developed a B-2 radar, which will bepurchased by the Air Force.Weaknesses- Has not seen a steady growth inrevenue.Opportunities- Currently working on a MQ-8BFire Scout, an Unmanned Aerial System, which

could become the future of flight.Threats- Second quarter sales were down 100million, causing investors to lose faith in thecompany.


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Vanguard Large CapIndex Fund


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BackgroundStarted in 2004Morningstar rating of 3 starsConsidered a Large Blend FundContains companies such as ExxonMobile, AT&T, Microsoft, Johnson &Johnson, Proctor and Gamble, Chevron,Wal-Mart, and General Electric, amongstothers.


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Key StatisticsComposed of .07% cash, and 100.6% of stocksPrice/Earnings 11.06Year to date return of 3.88%Yield of 2.30%351.75 Million in assetsNet Asset Value of $17.99, as of the 25 th


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SWOT AnalysisStrengths- Very diversified portfolio of large cap stocks.Weaknesses- Holds only large cap stocks.Opportunities- Holds many recessionproof companies, minimizing the effect

the current recession has on the fund.Threats- Set to track the performance of the MSCI US Prime Market 750 index, soif the index suffers, this fund will suffer.


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GOOGLE (GOOG)Eric Schmidt joined Google as chairman and chief executive officer in 2001Google, Inc. founded in 1998headquartered in Mountain View, California

Automated search technology helps users to obtaininstant access to relevant information from its onlineindex

started as a research project at Stanford University,created by Ph.D. candidates Larry Page and Sergey Brinwhen they were 24 and 23 years old respectively


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Key Statistics

Market Cap: 141.12 BRevenue: 22.27BQtrly Earnings Growth: 19.00%Mean: 3.24%Standard deviation: 12.48%correlation coefficient: 0.53Beta: 0.82


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SWOT AnalysisStrengths-

King of search-related advertising, and search-related ads are the fastestgrowing sector of the online ad business, which is growing at 41% annuallyGoogle has almost twice as many search ad clickthroughs as runner-up Yahoo.In December, Google had 16.5 trillion ad clickthrough, compared with Yahoo's 9trillion, according to Nielsen/NetRatings.Google earned $3.64 billion from U.S. online ad revenues in 2005, representing69% of all paid search advertising, according to eMarketer.Google's market cap, now hovering at around $132 billion, is bigger than IBMand Chevron.reputation and familarity, speed and user friendliness

Weaknesses-Lack of focus: Spreading too thinMany spammers manipulate Googles ranking technology by creating dummysites with thousands of links to pages that they wanted Google to rank highly.

Opportunities-Display advertisingRadio advertising

Threats-CompetitionLegal issues (privacy, censorship)Click fraudEroding public perception: Fear about collecting search habits, Federal lawsuitHurts print industry (newspapers, magazines)


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PERRY ELLIS INTERNATIONAL

INC (PERY)Founded in 1967Based in Miami, Florida.Mr. George Feldenkreis , 73Founder, Chairman and Chief Exec.Perry Ellis International, Inc. engages in

designing, sourcing, marketing, and licensingapparel products for men and women in theUnited States and internationally.


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Key Statistics

Market Cap: 139.09 MProfit Margin: -1.95%

Revenue: 827.79MQuarterly Earnings Growth: -35.80%Mean 1.47%Standard deviation 17.69%correlation coefficient 0.20beta 0.43


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SWOT AnalysisStrengths-

markets its brands to a wide range of segments, targets variety of groups and family of brands strategyStrong performance of its golf brands at department and mid-tier stores, increasing revenuesby $9.6 million

Weaknesses-first quarter of fiscal 2010, total revenues decreased by 9.7%, or $23.5 million, to $220.0million compared to $243.5 million reported in the first quarter of the fiscal year ended April30, 2008 ("first quarter of fiscal 2009").Tends to drop in performance in recession due to

Opportunities-focused on improving the performance of those businesses challenged during fiscal 2009.

The cost reduction efforts we implemented last year are proving successful

Threats-Many brands under PEI such as Original Penguin, Girl Star, C&C California, and Tricots St.Raphael. Downfall of PEI would be detrimental to these brands


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INTREPID SMALL CAP (ICMAX)

Lead Manager: CinnamondFounded in 1995investment management firmfinding value in equity and fixed income

markets for institutional investors andwealthy individuals.


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Key Statistics

Net Assets:136.31MYear-to-Date Return:15.48%Yield:0.13%

Annual Holdings Turnover 159.00%Mean: .20%

Standard Deviation 2.83%


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SWOT AnalysisStrengths- # Intrepid Small Cap Fund (ICMAX) management hasbeen with Intrepid Small Cap Fund for 3.8 years# Intrepid Small Cap Fund (ICMAX) has good short-termperformance (1-year return 14.45% vs -23.55% Small Valuecategory average)# Intrepid Small Cap Fund (ICMAX) has a lower management feethan its Small Value average: 1.52% vs 1.54%Weaknesses- potential high tax impact and high trading feesfocused fund with 35.14% of the portfolio on top 10 securities. Thistends to produce more volatility compared to a diversified fundOpportunities- due to the rate of growth in the last 3.8 years it seemsthat this company can succeed even through this current stateThreats-


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Delaware Extended Duration Bond

A (DEEAX)founded in 1929first mutual fund in 1938Harvard Grad and MBA from Wharton, Patrick P.Coyne is the President & Chairman of the Boardbonds selected typically rated BBB and aboveby Standard & Poor's or BaaDelaware Extended Duration Bond Fund willtypically have a duration between 8 and 11years.


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Key Statistics

Mean 0.65%Standard Deviation 2.86%Correlation 0.219953498Beta 0.077713341

Total Assets $227.2 mil


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SWOT ANALYSIS

Strengths Highly rated by Morningstar fo long term (10years+) with rating of 4Weaknesses great risk of losses especially during

short term investmentsIssuer is not able to repay the borrowed amountOpportunities have outperformed during the marketdownturn including Dollar Tree and Biogen Idecpositioned to grow in the current environment and hold a

strong defenseThreatsWhen interest rates rise, the value of the bondfund will fall

stock portfolio project team 5

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