Group Members:
Justin Kuntz
Pengcheng Luo
Insang Hwang
Chelsea Tabarez
Andrew Waag
Leanne Chou
Ann Nguyen
Kaixiong Shi
Emily Zhang
Hello, I am James Kindleman,
22, just got out of college.
Employer: The transportation
security administration.
Investment fund available:
$100,000; unfortunately, 50% of
my portfolio has been lost due to
the recent financial crisis.
Experience in Stocks: basic
Investment criteria:
Willing to take high risk for high
return, 30 year horizon
Internatio
nal/Emer
ging
Market,
20%
Small
Cap, 30%
Large
Cap, 30%
Mid Cap,
20%
Giant Interactive Group Inc. (GA)
1. China's leading online game developers and operators
2. Established in 2004
3. went to public in 2007
4. markets and sells its prepaid game cards and game
points through distributors and retail outlets
Strengths
Weaknesses
1. High revenue, high profit
2. High invest on research
3. Strong management team
1. Relatively young
2. Game update is relatively slow
Opportunities
1. High demand field – Game
Threats
1. Other companies
2. Chinese government
• Yuzhu Shi
• one of the most successful entrepreneur in China
•
A list of successful companies
•
Vision, Passion, Persistence
•
Marketing Guru: Known by every Chinese
Research Development
Research indicates
growing potential
Research Development
16604
12978
3690
2007
2008
2009
Category
Value
Market Cap
$2.0B
P/E ratio
16.59
Dividend yield
2.03%
5 Year Price Change
EPS
0.52
52 Week low/high
-6.03/-9.17
Annual profit
(last year)
$120.0M
Net profit margin
60.86%
Source: http://money.cnn.com/quote/quote.html?symb=GA
http://financials.morningstar.com/ratios/r.html?t=GA&culture=en-US
http://investing.businessweek.com/research/stocks/snapshot/snapshot.asp?ticker=GA:US
Year to Date Price Change
• Cliffs Natural Resources
• Established in 1847 in Cleveland,
Ohio
• Specializes in mining iron ore and
coal
• Largest producer of iron ore pellet
in. N. America
• Trade on NYSE
Strengths
Weaknesses
-Operates mines internationally
-Heavily dependent on steel industry
-Corporation is subdivided—handles -Heavily dependent on China—
all aspects of business
biggest steel producer
Opportunities
Threats
-Increasing Chinese demand for iron
ore
-Increasing iron production capacity
-Closing acquisition of Consolidated
Thompson Iron Mines Limited
-2.4 billion long term debt
-Harsh weather conditions
-Increased Chinese self-sufficiency
• 05/06: Added to Fortune 500’s list
• 04/28: Severe weather damages Oak Grove Mine
• 04/20: Settlement agreement with Essar Steel Algoma
• 04/12: Obtains approval for Thompson Iron Mines Limited
acquisition
HTTP://FINANCE.YAHOO.COM/NEWS/CLIFFS-NATURAL-RESOURCES-INC-PRNEWS-3697739760.HTML?X=0&.V=1;
HTTP://WWW.CLIFFSNATURALRESOURCES.COM/INVESTORS/PAGES/DEFAULT.AS PX
• Price: 88.93 (as of 5/6)
• Market cap: 12.06B
• P/E: 8.87
• EPS: 10.03
• Beta: 2.37
• Price: 92.45
• Market cap: 12.54B
• P/E: 9.22
• EPS: 10.03
• Beta: 2.37
• iShares MSCI South Korea Index
• Legal type: ETF(Exchange Trade Fund)
• Ticker Symbol: EWY
• Trading Center: NYSE
• Market Cap: 5.2B (Small)
• Inception Date: 05/10/2000 (10 years ago)
Now, let us take a look
at an Exchange Trade
Fund!
Benefits
Weaknesses
•Buying and selling flexibility
•Brokerage commission
•Market exposure and diversification
•Cannot reinvest dividends
•Transparency
•Lower costs
Sector Allocation
35
28.83
30
25
20
15.93
18.92
15
14.84
14.55
10
5
0
Basic materials
0
Financial
services
1.59
Consumer
defensive
0
1.48
Utilities
2.55
1.3
Energy
Technology
18.00%
16.00%
Top 10 Holdings
17.43%
14.00%
12.00%
10.00%
8.00%
6.00%
4.00%
2.00%
0.00%
Samsung
Electronics
Co., Ltd.
(SSNLF)
5.13% 4.71%
3.07% 3.06% 2.96% 2.93% 2.84% 2.45% 2.35%
Hyundai
Shinhan
Motor
Financial
Company Ltd. Group Co Ltd
GDR (HYUO)
KB Financial
Hynix
Group
Semiconductor
Inc
EWY Asset Allocation
Preferred Stock
, 2.61%
International
Stocks ,
97.25%
Source:http://etfdb.com/etf/EWY/holdings/
Performance Comparison
EWY/S&P500, Dow, NASDAQ
Category
Value
Market Cap
$5.24B
P/E Ratio
10
Yield
0.64
52 Week low/high 40.65 69.99
YTD return
Blue: EWY, Red: NASDAQ Green: S&P
500, Purple: DOW
12.71%
200 Day MA
50 Day MA
Price Change In the Past Five years
Source:http://finance.yahoo.com/q/hl?s=EWY+Holdings
• Netflix
• Founded in 1997
• America’s top provider in
online movie rental
subscription services and ondemand internet video
streaming
• Traded in Nasdaq
Strengths
Weaknesses
•Lead market share of online rentals
•World’s largest selection of DVDs
•Affordable monthly price plans
•No live/new content
•Studios limit when various movies can
become available for how long
•Terms of content distribution are not
exclusive
Opportunities
Threats
•Expanding services internationally
•Expanding to video game rental
•Branding: it has become a household
name
•Other large retailers entering the
online video rental market
•Different types of online digital
distribution (iTunes, Amazon.com)
• 4/2011: Surpassed Comcast in being the country’s biggest
provider of subscription video content
• 7/2010: Launching its instant streaming service in Canada
• 11/2008- 1/2010: Created deals with Microsoft, Sony, and
Nintendo to have their Netflix services available on their game
stations
• 10/2008: Announced partnership with Starz Entertainment
Category
Value
Market Cap
$12.10 billion
P/E Ratio
$66.14
Dividend Yield
EPS
$3.48
52 Week low/high
$90.43- $254.98
Annual Profit (last $160.9 million
year)
Net Profit Margin
7.44%