Finance Report

Dr. Kiseok Nam Sawyer School of Business Suffolk University

Weekly Report 2 (Nov 14. , 2016 - Nov. 18, 2016) Name: Karen Politano

1. Performance Analysis 1.1. Firm-Specific Analysis A: High P/E Stocks Portfolio Tickers Symbols

$ Capital Gain/Loss

% Capital Gain/Loss

Stocks to Sell ($sales)

New stocks ($value)

Evaluation (Good/Bad)

NFLX $237.90 1.61% GOOD RARE $440.22 1.20% $13814.24 $13650.58 GOOD IBM ($83.60) 1.38% $15237.05 $1582.10 GOOD DIS $238.56 .34% GOOD Portfolio $833.08 4.53% Netflix (NFLX) capital gain went up $237.90. Netflix continues to rise domestically and internationally. Its revenue of 2.29 billion is up 36% for the year beating its expectations. However, most of its revenue was created abroad where Netflix is expanding into new markets. Netflix isn’t expected to get many new subscribers domestically unless there a new release of shows made available on Netflix. Netflix has exceeded expectations with shares doubling from 6 cents to 12. Positive results in the rising numbers of streamers exceeds expectations by the millions. Wall Street are projecting buying stock in Netflix now isn’t wise due to people already using the service and many not wanted to join in its 4th quarter. Netflix mainly gets new customers with releases of new shows or seasons. B: Value Stocks Portfolio Tickers Symbols

$ Capital Gain/Loss

% Capital Gain/Loss

Stocks to Sell ($sales)

New stocks ($value)

Evaluation (Good/Bad)

ORCL $298.89 1.42% $29057.94 $4991.00 GOOD TGT $2420.00 5.57% $7619.00 $7217.00 GOOD EXPE $976.50 5.46% GOOD CIT $1358.50 2.48% GOOD Portfolio $5053.89 14.93% Oracle (ORCL) capital gain of $298.89 is a result of the company making smart business moves. Oracle completed acquiring Netsuite, a cloud application software company. Netsuit was bought for 9.3 billion. Oracle’s chairman had about 40% holding of Nertsuite making it easy to acquire the company. Oracle wants to build its cloud base side of its company to access it the market in cloud applications to gain a higher revenue.

Dr. Kiseok Nam Sawyer School of Business Suffolk University

C: Growth Stocks Portfolio Tickers Symbols

$ Capital Gain/Loss

% Capital Gain/Loss

Stocks to Sell ($sales)

New stocks ($value)

Evaluation (Good/Bad)

IMAX $995.28 5.31% GOOD HOG ($395.60) -1.49% $26744.40 BAD SHAK ($492.00) -3.43% $3689.00 $3820.00 BAD CMCSA $1222.00 1.61% GOOD Portfolio $1329.68 2% Harley-Davison’s capital loss went down $395.60 which is a -1.49% loss from last week. The motorcycle manufacturer stock has fallen even after RBC Capital Markets upgraded the stock. Many have been worried about Davidson’s inventory and industry demand has downed expectations. Sales have been going down each quarter with 7.1% domestically and 4.5% globally. The company is planning on laying-off employees. Davidson’s is hoping for a stimulated economy in the future to create more jobs and a higher demand. D: Momentum Stocks Portfolio Tickers Symbols

$ Capital Gain/Loss

% Capital Gain/Loss

Stocks to Sell ($sales)

New stocks ($value)

Evaluation (Good/Bad)

TSEM $858.00 8.63% GOOD AAWW $1812.00 .69% $30713.40 $5252.00 GOOD DFS $1347.69 -.69% GOOD PERY $2238.56 12.47% GOOD Portfolio $6256.25 21.10% TSEM capital gain resulted in $858.00. Although the company is doing well, the value has gone down since the second quarter. TSEM will begin option trading in 2017. The company’s stock is expected to rise. E: Contrarian Stock Portfolio Tickers Symbols

$ Capital Gain/Loss

% Capital Gain/Loss

Stocks to Sell ($sales)

New stocks ($value)

Evaluation (Good/Bad)

HCP $290.00 -2.41% $14340.00 GOOD TU $78.00 1.84% GOOD F ($150.00) -2.49% BAD NKE $165.00 1.77% GOOD Portfolio $383.00 -1.3%Y Nike’s capital gain is up $165.00. Nike has had trouble this week with its stock price moving up and down each week. Nike still reigns as the leading athletics brand which Adidas, Puma, and Under Armour trailing behind. Nike has done well with its basketball franchise deals, ruling the shoe market. The athletic company has had competition with Under Armour she revenue rising especially with or basketball player Steph Curry’s show doing well. Nike is relying on international sales to increase its revenue.

Dr. Kiseok Nam Sawyer School of Business Suffolk University

1.2 Market Analysis

As president-elect Donald Trump continues to build his cabinet for his upcoming 2017 reign in office many have been speculating who can take the open positions. The news has been calling out many promising candidates. Many of these candidates work in government offices or big businesses. The economy has been doing well this week due to many of these companies being happy with these candidates. Many believe Trump are trying to help big businesses in creating jobs and stimulating the company. With the choosing of a new cabinet, the economy should start rising. The dollar has increased in value after Trump’s election win. Although many are worried that a strong dollar will hurt exporters. The dollar is up 4% since the election. The value of the dollar has impacted earnings.

The Christmas season is also approaching causing many companies an increase in quarter 4 revenue. Nike is expecting a big increase in revenue due to his limited edition shoes being made available during the winter season as gifts. Disney is also excited for the upcoming quarter with revenue increasing for the season. Disney offers deals for its amusement parks during the holiday season. Discover Financial Services is waiting to see what Trump will do to stimulate the economy to help big banks to decides how to increase its own revenue. Harley Davidson’s holiday season will see an increase in demand due to the upcoming deals and presents of its high quality motorcycles. Expedia is ready for the holiday season for travelers relying on the site for their destinations services.

Dr. Kiseok Nam Sawyer School of Business Suffolk University

2. Table and Chart

A. Daily Portfolio Returns Portfolios Tue Wed Thu Fri Weekly Total High P/E -0.183% -1.263% 2.051% 0.369% 0.97% Value -0.432% -0.581% 1.125% 0.295% 0.41% Growth 0.406% 2.745% 1.052% -0.521% 3.68% Moment 0.485% -1.279% 3.250% -0.026% 2.43% Contrarian 0.431% 0.399% 0.244% -0.672% 0.40% B. Chart

-2.00%

-1.00%

0.00%

1.00%

2.00%

3.00%

4.00%

High P/E Value Growth Moment Contrarian S&P

Chart Title

Tue Wed Thu Fri Weekly Total