Stock performance
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
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