Global Investment Portfolio Project -01 This project allows you to learn more about investment and about firms that compete in the global arena. Attention Please: Those of you who have taken other...

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Global Investment Portfolio Project -01 This project allows you to learn more about investment and about firms that compete in the global arena. Attention Please: Those of you who have taken other classes with me, where you had the same project CAN NOT submit the same report again. You MUST choose a different set of stock portfolio. Also, none of you are allowed to use reports submitted previously by other UWW students in previous semesters. This would be considered plagiarism and student(s) will be referred to the University for disciplinary actions. You must create a stock portfolio of 4 U.


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Global Investment Portfolio Project -01 This project allows you to learn more about investment and about firms that compete in the global arena. Attention Please: Those of you who have taken other classes with me, where you had the same project CAN NOT submit the same report again. You MUST choose a different set of stock portfolio. Also, none of you are allowed to use reports submitted previously by other UWW students in previous semesters. This would be considered plagiarism and student(s) will be referred to the University for disciplinary actions. You must create a stock portfolio of 4 U.S.- based corporations and 4 foreign stocks by investing a maximum of $100,000 in each domestic stock and $100,000 in each international stock (Maximum of $800,000 for your portfolio. Please make sure you do not exceed these limits). You will monitor the performance of your portfolio during the semester and ultimately will attempt to explain why your portfolio performed well or poorly relative to the portfolios created by other students in the class. The explanations will offer insight on what is driving the valuations of the U.S.-based companies and the foreign stocks over time. Investment Process On September 14, 2012 you should determine which stocks you are investing your money in (use closing price of the selected stocks for that day). You should select four stocks of U.S.-based MNCs that you want to include in your portfolio. If you want to review a list of possible stocks or do not know the ticker symbol of the stocks you want to invest in, go to the website http://biz.yahoo.com/i/ where stocks are listed alphabetically or to http://biz.yahoo.com/p/, where stocks are listed under sectors or industries. Next, select four foreign stocks that are traded on U.S. stock exchanges, and are not from the same foreign country. Many foreignstocks are traded on U.S. stock exchanges as American Depository Receipts (ADRs), which are...



Answered Same DayDec 20, 2021

Answer To: Global Investment Portfolio Project -01 This project allows you to learn more about investment and...

David answered on Dec 20 2021
123 Votes
We have picked the following US Based stocks:
Firm's Name Ticker Symbol Amount Invested
Price/share (13
Sep)
Concho Resources CXO $1,00,000 93.22
Apple AA
PL $1,00,000 669.79
Coca Cola KO $1,00,000 37.55
CVS Caremark CVS $1,00,000 46.47
Concho Resources
This pure play Permian Basin company seems to be a good buy given the increased interest in
the region by international players. Recently, Chevron and Shell engaged in deals in the
Permian Basin because of its high oil content and sound economics even if oil prices fall. The
increasing horizontal drilling opportunities for oil in the Basin are driving the Permian stocks
to appreciate. The fact that Concho Resources is totally based in Permian Basin also makes it
a likely acquisition target giving further boost to the stock price.
APPLE
One of the most innovative companies, Apple Inc, recently launched the Iphone 5. The post
launch sentiment was largely below expectation. We expect the stock to take a push upwards
as the phone’s version 5 gradually begins to gain momentum. We believe that the phone is an
upgrade due to its much sleeker design, double the processing speed and much stronger
sound and camera quality so it will pick up. Another catalyst for the stock could be its
pending deal with China Mobile which if it happens, could be a game changer for Apple
stock. Also, looking at the valuation, it trades at a P/E ratio (12 months expected earnings) of
~15 times. Even assuming big decrease from 70%+ annualised growth over last five years, it
seems like a good bargain given it has some product launches (I-pods) also coming...
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