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  • Written Report Stocktrak: Presented by Frank Lontouo Chibueze Nwosu

    Transféré par

    Frank Herrain Lontouo
    57 vues13 pages
    AT&T announced a dividend forecast of a $.01 per share increase. -AT&T is the largest telecommunication provider in the united states and one of the top20 non-oil companies in the world. AT&T has been paying a constant dividend of $ 0. (20CL) and recently announced a 15% increase for the for interim dividend of December 2012.

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    AT&T announced a dividend forecast of a $.01 per share increase. -AT&T is the largest telecommunication provider in the united states and one of the top20 non-oil companies in the world. AT&T has been paying a constant dividend of $ 0. (20CL) and recently announced a 15% increase for the for interim dividend of December 2012.

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    57 vues13 pages

    Written Report Stocktrak: Presented by Frank Lontouo Chibueze Nwosu

    Transféré par

    Frank Herrain Lontouo
    AT&T announced a dividend forecast of a $.01 per share increase. -AT&T is the largest telecommunication provider in the united states and one of the top20 non-oil companies in the world. AT&T has been paying a constant dividend of $ 0. (20CL) and recently announced a 15% increase for the for interim dividend of December 2012.

    Droits d'auteur :

    Attribution Non-Commercial (BY-NC)
    Téléchargez comme PDF, TXT ou lisez en ligne sur Scribd
    Signaler comme contenu inapproprié
    sur 13

    Written Report STOCKTRAK

    Presented by Frank Lontouo Chibueze nwosu

    Portfolio Summary
    Cash related Items Cash balance Interets earned on cash Restricted Fund Market value of Long position $719,528.78 $2,103.83 $130,091.96 $283,314.11 Portfolio Value Percentage return Buying power 1,000,824.89 0,08% $589,436.82

    Accrued interest Earned on Bonds


    Market Value of Short Position

    $129,45
    $2,048.00

    Net Market Value of $285,362.11 all position

    Investment strategy
    Stock investmentment strategy
    Bullish Strategy

    Both Top down and Bottum up Approach


    Hedge with Options (Covered Call)

    Stocks
    Symbol Exchange Company Name T US AT&T Inc

    AAPL

    US

    Apple Inc

    MSFT

    US

    Microsoft Corp

    BA

    US

    Boeing Co

    AI

    FR

    Air Liquide

    CCE

    US

    Coca-Cola Enterprises Inc

    GE

    US

    General Electric Co

    AT&T
    Market Cap: 191.96 Beta: 0.58 P/E:43.84 EPS: 5.33 -AT & T is the largest telecommunication provider in the united states and one of the top20 non-oil companies in the world.
    -AT&T announced a dividend forecast of a $.01 per share increase.

    Apple Inc
    Market Cap :510.64B Beta: 1.21 P/E: 12.29 EPS: 44.16 -Apple stocks has a 1 year increasing trend but a decreasing trend in the last months. -Interim dividend for November 15th, 2012 of $2.65 per shares. -We expect the value of apples shares to rise with the introduction of Ipad mini,

    Microsoft corp
    Market Cap: 237.51B Beta: 0.98 P/E:15.25 EPS: 1.86 -Microsoft have been paying a constant dividend of $ 0.20 (20) and recently announced a 15% increase for the for interim dividend of December 2012. -We also hope the option price would increase with the launching of Windows 8 operating system..

    Boeing Co
    Market Cap: 55.57B Beta: 1.22 P/E: 13.00 EPS: 5.67

    -Overall increasing trend yearly, monthly, weekly and daily! -Boeing has announced an increase in quarterly dividend of $0.44 per share and payable on December 7th, 2012.

    Air Liquide
    Market Cap: 28.31B Beta: 0.56 P/E: 18.08 EPS: 5.04 -Our initial motivation for investing on this stock was due to its 6 month increasing trend and also due to its new investment in the Middle East -We are actually waiting a slight upward movement of the stock price to sell it.

    Coca cola Enterprises Inc


    Market Cap: 8.76B Beta: 1.2 P/E: 8.76 EPS: 2.27

    General Electric Co
    Market Cap: 219.06B Beta: 1.60 P/E: 15.50 EPS: 1.35 General Electric Company, is an American multinational conglomerate corporation. The company operates in Energy, Technology Infrastructure, Capital Finance and Consumer & Industrial. General Electric has started to expand its markets in Asia and has acquired 8% stake in Syngene, an indian chemical company

    Hedge Policy
    Covered Call
    Symbol Exchange Company Name QTY Currency Price Paid Last Price Market Value

    GE1222L22

    US

    GE CALL 22 Dec 12

    -3

    USD

    $0.16

    $0.16

    $48.00

    7
    AAPL1222L550 US AAPL CALL 550 Dec 12 -1 USD $24.60 $19.65 $1,965.00

    We opted for Covered calls for stocks which weight on our portfolio and for stocks we considered risky due to their recent movements

    Bonds
    Symbol Exchange Company Name QTY Currency Price Paid Last Price Market Value

    B-PEP-4.65015022013

    US

    PEPSICO INC

    50

    USD

    $1,008.71

    $1,008.71

    $50,435.50

    B-DELL-1.40010092013

    US

    DELL INC

    50

    USD

    $1,007.46

    $1,007.46

    $50,373.00

    B-MS-5.25002112012

    US

    MORGAN STANLEY

    100

    USD

    $1,000.38

    $1,000.38

    $100,038.00

    A-by Standard and poors

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