




Go to myorgo.com on your mobile device.
Hit Register and fill out your information.
Follow the link provided in the email.
Re-sign in.
If you don’t have a phone with internet
capabilities, see Sam or Jake at the front.
THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION
DISCUSSED DURING HAWKTRADE MEETINGS. Past performance does not guarantee future results. Investment returns and principal value will fluctuate, so that
investors' shares, when sold, may be worth more or less than their original cost. Investing in any financial instruments does not guarantee that an investor will make
money, avoid losing capital, or indicate that the investment is risk-free. There are no absolute guarantees in investing. HAWKTRADE and its members do not bear any
responsibility for losses or gains made by members trading on their personal accounts based on analysis from HAWKTRADE meetings.

Administrative Info

Dividends

Retail Industry Analysis

Company Profile

Current Market Events

We meet every Sunday at 7:15PM – 8:15PM at W151 in
PBB

Membership Dues: $25/semester
 Food/Drinks every meeting
 Investment information and education
 Great trading tips and strategies

Investment Competition: $15/semester
 Best way to gain experience and learn
 Past prizes include iPads, Apple TVs, gift cards

Fun Discussion atmosphere, member involvement




Roughly 8 members who have an interest in
expanding their knowledge of capital markets
Responsible for following one economic
sector and presenting to the club
Great resume experience
Will write for the HawkTrade blog on the
Motley Fool (www.fool.com)








Ye Guo – Chinese stocks
Katherine Doll – Healthcare
Greg Frommelt – Industrials
Edward Bellany – Energy
Aaron Morse – Generalist
Ryan Wettengel – Technology
Nicholas Sulentic – Generalist
Xiwen Liu – Chinese Stocks





Platform: Wall Street Survivor
League: HawkTrade Competition
Link:
http://www.wallstreetsurvivor.com/league/Ha
wkTradeCompetition
$15 fee to join
Ability to win great prizes!!!

League Settings:






Start Date: 9/15/2014
End Date: 12/ 05/2014
Portfolio Size: $100,000
Maximum Trade Position: 25%
Able to trade derivatives and options
If you have any questions, comments, or
concerns, contact me: danielmuggee@uiowa.edu
http://iowahawktrade.com/
Twitter - @HawktradeUI
 1st : Edo Mwenda - SINO
- Sino-Global Shipping–52.94%
 2nd : Clint Vilks - COCO
- Corinthian Colleges – 8.40%
 3rd : Adam VanFleet - ISIS
- ISIS Pharmaceuticals – 6.26%




Pick a stock that you think will lose the most
on the week.
Tweet your stock’s ticker symbol to
@HawktradeUI or email it to
hawktrade@uiowa.edu.
Top 2 losers on the week, win a Noodles & Co
giftcard.
No stock splits!

A distribution of a portion of a company's
earnings, decided by the board of directors,
to a class of its shareholders. The dividend is
most often quoted in terms of the dollar
amount each share receives (dividends per
share). It can also be quoted in terms of a
percent of the current market price, referred
to as dividend yield.




A stock’s price is a valuation of the expected
future cash flows.
Dividends are the return of cash (or earnings)
to shareholders.
Important to invest in stocks that create
shareholder value.
No dividends, no cash flows.




The annual dividend income per share
divided by the current share price.
Comparative analysis tool for companies in
the same industry.
Low yield, could indicate stock is expensive
(high multiple) or weak financial health.
High yield, stock is undervalued (low
multiple), or strong financial health.








Apple (AAPL) – 2.00%
Amazon (AMZN) – 0.00%
Microsoft – 2.60%
Tesla (TSLA) – 0.00%
Caterpillar – 2.80%
Wisconsin Energy Corp – 3.60%
Ford Motor Co. – 2.90%
JP Morgan – 2.80%
Retail



Lackluster performance amidst improving
economical conditions
Sensitive to Federal Reserve Bank
announcements on interest rates
Changing shopping models to internet and
mobile devices
Performance of Retail
Indices
While the aggregate
are bringing returns,
the retail indices
under-performing
• Online merchants are
cutting into profits
(Staples)
• Cold winters halted
construction and
home improvement
projects (Home
Depot, Lowe’s)
•
Top Retailers Closing
Prices
Costco, Target,
Lowe’s, Safeway and
Best Buy have seen
price decreases this
year
• Macy’s, Wal-Mart
and Home Depot saw
healthy gains during
the period
• Overall profitability
grew by 8.7%
•
Major American
Retailers Market
Capitalization
•
American retail
sector is HUGE
•
•
•
•
One million stores
and US$5 trillion
dollars in revenues
12% of trade
volume
11% of total
employment
Notable retail sales
growth has been
seen in: Motor
Vehicle and Parts
Dealers (7.83%) &
Furniture and Home
Furnishings
Stores(3.52%)
E-Commerce & MCommerce
 Sales grew by 315%
and kept growing by
6.38% in 1st qtr.
 Goldman Sachs
estimates that sales
through m-commerce
will triple by 2018
Mergers & Acquisitions
 Signet Jewelers (SIG)
purchased Zales
Corporation (ZLC) for
US$900 million
 Men’s Wearhouse
acquired all
outstanding shares of
Jos. A. Bank for US$1.8
billion
Alibaba Group Holding Limited (NYSE:BABA)
History of Alibaba
Group
“Our mission is to
make it easy to do
business anywhere”
• Provider of a
platform for third
parties to come to
market
•
Brand Presence
Taobao Marketplace
had millions of
product listed and
registered users
• Alipay has a strong
presence in China
• Tmall.com is a B2C
market for brand
name goods
•
Market Size
China e-commerce is
predicted to surpass
that of the US
• Favorable upwards
trends in Chinese
consumer power and
internet usage
• Penetration of
tablets and mobile
devices has increased
m-commerce
•
Gross Merchandise
Value Growth
“The total value of
merchandise sold over a
given period of time
through a customer to
customer exchange site.”
Subsidiaries of Alibaba
Group
•
•
•
•
•
China Commerce
Retail.
China Commerce
Wholesale.
International
Commerce Retail
International
Commerce
Wholesale.
Cloud Computing
and Internet
Infrastructure.
Comparative Financial
Analysis
Compared to
competitors BABA
has outstanding
gross margins
• Gross margin is the
sales revenue
retained after the
costs directly
associated to the
product/service
•




FED Funds Rate to stay at .25% for the near
future.
Expected to finish bond buying program by
the end of October.
Yellen estimated we could see normalized
rates by the end of 2017.
Cited a weak labor market as a concern for
future policy.




Stocks saw dovish signs in the FOMC press
conference.
Bonds saw hawkish signs in the FOMC press
conference.
Hawkish – higher rates, tightening the money
supply, worry more about inflation
Dovish – lower rates, loosening money
supply, worry more about jobs