Stock performance

Topics: Exchange-traded fund, Price, Stock Pages: 5 (1009 words) Published: April 28, 2014
The College of Saint Rose Student Managed Fund – Bi-Weekly Report

Paste spreadsheet here

Review the major sectors that you are holding over the last two weeks here. Basic Materials Sector: Although the week started off very strong at the basic materials sector, around Feb 20 the Dow Jones Basic Materials Index dropped to 275, and by the end of the week it dropped to 272

Causes: - Indian Iron ore sector; the production bans and higher export tariffs have pushed India’s iron ore exports to the point of collapse, forcing miners to hunt abroad for resources. (Feb 19)

-Feb 13 Tata Steel losses higher than expected, a Mumbai-based group – part of India’s Tata conglomerate reported third-quarter loss of $139m, its highest in three years.

Consumer Goods Sector: This sector has been growing since the beginning of the biweekly report. Even though it started off on high revenue, and dropped, it has recovered.

Causes: - New Devices and softwares are being designed to end the long waits at theme parks or banks. Pensioner subsidy cut hits National Express
John Lewis Partnership is to raise its staff bonus payout for the first time in two years Large companies- Best Buy, JC Penney, Toys R Us, Staples, and Safeway, oust their leaderships as they search for new ideas in the face of weak sales Good retail group’s supermarket chains expanded strongly in Netherlands and the US, but operating income fell 52% partly due to a failed software update. The US retail growth trend is negative; cyclical peaks in growth have inched lower since the mid-90s

Company Name (Ticker)

Company update
Buy / Sell / Short (circle the one(s) that applies)
Why?

Second Company Name (Ticker)
Company update
Buy / Sell / Short (circle the one(s) that applies)
Why?



Sell Recommendations and/or Stop-loss adjustment prices recommendations.

Instructions:

Email your completed sector report to me wud@strose.edu : Post it on Blackboard in your group space.

1. General Instructions:

You must plan in advance for your portfolio report.

a. The weekend or Monday two weeks prior to your report, record the prices of all of the stocks you hold in each of your sectors, the S&P 500 and the appropriate sector ETF.

b. The weekend or Monday two weeks prior to your report, go to http://www.smartmoney.com/sectortracker/.  Select the 5 day time period, select your sectors.  The site will show you the performance of the DJIA, the industries in your sector, and the sub-industries in your sector. Print off this page for your records.

c. The weekend or Monday prior to your report, go to http://www.smartmoney.com/sectortracker/.  Select the 5 day time period, select your sectors.  The site will show you the performance of the DJIA, the industries in your sector, and the sub-industries in your sector. Print off this page for your records.

2. Create a spreadsheet as shown below and fill in the yellow cells, one table for each sector that you holds. Here is an example of a completed spreadsheet:

To copy the spreadsheet into the document, select the cells in Excel, then in Word, select edit, paste special, picture.

If you did not record the prices of the stocks two weeks ago, you can get the prices from a number of web sites. The easiest (that I know of) is a chart on google finance and just run your cursor over the chart-the price will show up in the right-hand corner. (Yahoo! Finance will do also) 3. Weeks in Review: Review the sector performance over the last two weeks. How did it move relative to the market and WHY? Feel free to include your sector outlook, i.e., what do you think will happen to the sector over the next few weeks or months? Monitor the relative importance of different industries in your sector. To search for industry news: Click on this sectormaps link. Select your sector in the top right-hand corner. A list of news stories appears beneath the sector map....
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