Financial Proj

Running head: STOCK PERFORMANCE AND EQUITY INVESTMENTS 1

STOCK PERFORMANCE AND EQUITY INVESTMENTS 2

Stock Performance and Equity Investments

How are the stocks in your watch list performing since you first selected them?

The table below shows the comparison in stock performance between the time we last viewed them and current market performance.

Company Selection and Stock Watch

No.	Date	Stock Name	Stock Symbol	Current Price	Exchange Traded On	Financial Facts
1	07/29/14	Puma Biotechnology	PBYI	$222.00	NYSE	Trade Value 147.24m
						Market cap 6.69b
						Share Volume 30,117,819
	9/4/14			$ 262.20		Trade value 147.24m Market cap 7.8 b Share volume 30,117,819
2	7/29/2014	Birks Group Inc.	BGI	$1.47	AMEX	Market cap $26.23m
						Share Volume 17,840,568
						P/E ratio 39.67
	9/4/14			$1.08		Market cap 23.9m Share volume 14.8m P/E ratio -
3	7/29/2014	GoPro	Gpro	$44.07	NASDAQ	Market cap $5.43b
						Revenue per employee $1.53m
						P/E ratio 76.70
				$ 53.94		Market cap 5.4 b Revenue per employee 1.53m p/e ratio 79.2
4	7/29/2014	Dollar Tree	DLTR	$54.44	NASDAQ	Revenue per employee: $91,245
						P/E Ratio: 19.21
						Market cap $11.35b
		1		$55.57		Revenue per employee $ 93, 200 p/e ratio 19.36 market cap $ 11.40b
	7/29/2014	El Pollo Loco Holdings	LOCO	$29.90	NASDAQ	2013 Sales Growth: 7.19%
						Revenue per employee: $70,567
						Market cap: $990.13m
5				$ 34.39		2013 sales growth 2.3% Revenue per employee $ 750.12m Market cap $1.23 b

As reported in the above table, most of the stocks that had been selected had reported considerable growth. This is with exception of El Pollo Loco Holdings and Birks Group Inc. this shows that the general economic infrastructure is allowing growth in different industries. Of the companies that were under watch, Puma Biotechnology recorded the highest rise in shares price. This was due to the perceived strength in the competitive advantage that the company continues to command in its category. The El Pollo Loco Holdings however reported poorly on stock market despite the rise in the share price. This was due to the perceived loss of preference for the shares. This is due to the fact that the value of the stock is not proportional to the returns on investments which have been relevantly low.

Do any of the firms selected have preferred stock or convertible investments available?

El Pollo Loco Holdings Inc, Dollar Tree, GoPro, Birks Group Inc and Puma Biotechnology do not have preferred or convertible investments. The difference between preferred shares and common stock is usually drawn from the payment of dividends.

The level of preference varies from one company to another. In this case I will discuss two types of preference. First there is preference in ensuring that all dividends to preference shares are paid out before any common stock can receive its due. On the other hand, there are preference shares which earn dividends even when the company does not report operating income.

On the other hand, convertible stocks are stocks which can be converted from preference stock to common stock at the request of the stock holder. Depending on the company policy, the shares once converted to common stock may either retain or lose their convertibility.

References

http://www.marketwatch.com/investing/stock/loco/financials/balance-sheet

http://www.gurufocus.com/term/Preferred%20Stock/FRA:DT3/Preferred%2BStock/

http://www.gurufocus.com/term/Preferred+Stock/GPRO/Preferred%2BStock/

http://www.gurufocus.com/term/Preferred+Stock/BGI/Preferred%2BStock/

http://quote.foxbusiness.com/symbol/loco/#news

http://investing.businessweek.com/research/stocks/snapshot/snapshot.asp?ticker=BGI

http://www.zacks.com/stock/research/GPRO/equity-research

http://www.marketwatch.com/investing/stock/dltr

http://investing.businessweek.com/research/stocks/snapshot/snapshot.asp?ticker=PBYI