Investment Portfolio Analysis
B6201 – Investments/portfolio theory | Investment Portfolio Analysis | Course Project Task 6 | | Crystal Watkins | 10/17/2012 |
This paper will Identify and explain the major factors driving the market during this week. It will also identify and explain causes of changes in the market and the index. As well as developed investment objectives and defined risk tolerance levels. I will also include a snap shot of my investments and an explanation of why I choose those particular companies. |
The trends that I noticed that were going on with my investments this week were: * Apple - Apple has asked Foxconn to tighten quality control measures while manufacturing the iPhone 5 after complaints of scratches on the device’s body, and that has worsened its supply shortfall. Stricter benchmarks are affecting production of the anodized aluminum housing used in the device, delaying orders for the phone, Bloomberg said. Apple consumers started complaining of nicks and scrapes to the body of the new phone soon after its launch last month, with some saying there were scratches even before the device was unpacked. While the company said in response to the complaints that it was “normal” for an aluminum product to “scratch or chip with use, exposing its natural silver color,” internally, it expressed its displeasure to Foxconn. (Rathee, 2012) * Microsoft - Microsoft is reportedly bringing its flagship product, Microsoft Office to both Apple and Google 's Android-based devices. This comes from Microsoft 's Czech Republic Team, and Petr Bobek, a Microsoft Office productivity manager. Microsoft has been hesitant in the past to bring its software outside of the Windows ecosystem, with the noted exception of haphazard versions of Microsoft Office being available for Mac. Bringing Office to iOS and Android, the two dominant mobile operating systems, would be a change in philosophy for Microsoft. (Ciaccia, 2012) * Johnson & Johnson - The delay for Eliquis
This paper will Identify and explain the major factors driving the market during this week. It will also identify and explain causes of changes in the market and the index. As well as developed investment objectives and defined risk tolerance levels. I will also include a snap shot of my investments and an explanation of why I choose those particular companies. |
The trends that I noticed that were going on with my investments this week were: * Apple - Apple has asked Foxconn to tighten quality control measures while manufacturing the iPhone 5 after complaints of scratches on the device’s body, and that has worsened its supply shortfall. Stricter benchmarks are affecting production of the anodized aluminum housing used in the device, delaying orders for the phone, Bloomberg said. Apple consumers started complaining of nicks and scrapes to the body of the new phone soon after its launch last month, with some saying there were scratches even before the device was unpacked. While the company said in response to the complaints that it was “normal” for an aluminum product to “scratch or chip with use, exposing its natural silver color,” internally, it expressed its displeasure to Foxconn. (Rathee, 2012) * Microsoft - Microsoft is reportedly bringing its flagship product, Microsoft Office to both Apple and Google 's Android-based devices. This comes from Microsoft 's Czech Republic Team, and Petr Bobek, a Microsoft Office productivity manager. Microsoft has been hesitant in the past to bring its software outside of the Windows ecosystem, with the noted exception of haphazard versions of Microsoft Office being available for Mac. Bringing Office to iOS and Android, the two dominant mobile operating systems, would be a change in philosophy for Microsoft. (Ciaccia, 2012) * Johnson & Johnson - The delay for Eliquis
Cited: Carroll, D. (2012, October 10). Toyota Recalls 7.43 Million Vehicles. Retrieved October 10, 2012, from The Mootley Fool: http://www.fool.com/investing/general/2012/10/10/toyota-recalls-743-million-vehicles-globally.aspx Ciaccia, C. (2012, October 10). Here 's Microsoft 's Most Bullish Move in Years. Retrieved October 10, 2012, from The Street: http://www.thestreet.com/story/11733394/1/heres-microsofts-most-bullish-move-in-years.html?puc=yahoo&cm_ven=YAHOO Evan Niu, C. (2012, October 10). Verizon 's Big Red Footprint Gets Bigger. Retrieved October 10, 2012, from The Mootley Fool: http://www.fool.com/investing/general/2012/10/10/verizons-big-red-footprint-gets-bigger.aspx Journal, P. B. (2012, October 9). Nike on 'Best Corporate Citizens ' list. Retrieved October 10, 2012, from Portland Business Journal: http://www.bizjournals.com/portland/morning_call/2012/10/nike-on-best-corporate-citizens-list.html?ana=yfcpc Journal, S. P. (2012, October 10). Target deal hasn 't been great for RadioShack. Retrieved October 10, 2012, from MSPBJ: http://www.bizjournals.com/twincities/morning_roundup/2012/10/target-deal-hasnt-been-great-for.html?ana=yfcpc Marin, D. (2012, October 10). Sprint on Track to Return to Black and 4 Telecom Titans Attracting Interest. Retrieved October 10, 2012, from Wall St. Cheat Sheet: http://wallstcheatsheet.com/stocks/sprint-on-track-to-return-to-black-and-4-telecom-titans-attracting-interest.html/ Rathee, A. (2012, October 10). Is Apple’s OCD Behind iPhone 5 Delays? Retrieved October 10, 2012, from Wall St. Cheat Sheet: http://wallstcheatsheet.com/stocks/is-apples-ocd-behind-iphone-5-delays.html/ Samaha, L. (2012, October 10). How are These Pharma Stocks Performing? Retrieved October 10, 2012, from The Motley Fool: http://beta.fool.com/saintgermain/2012/10/10/pfizer-bristol/13884/?ticker=PFE&source=eogyholnk0000001 Townsend, M. (2012, October 10). Wal-Mart Rises After Saying Back-to-School Was Strong. Retrieved October 10, 2012, from Bloomberg: http://www.bloomberg.com/news/2012-10-10/wal-mart-rises-after-saying-back-to-school-was-strong.html?cmpid=yhoo