investment analysis stock project
TRANSCRIPT
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Stock, Commodity and Mutual Fund Project
FNCE 360.01 Investment AnalysisLingyu Zhao
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Two Stocks
Operates an online professional network worldwide. Allows members to create, manage, and share their
professional information online. The company provides premium subscription services that are
designed for general professionals to manage their professional identity, grow their networks
LinkedIn Corporation was founded in 2002 in Mountain View, California.
1. LinkedIn Corporation (LNKD)
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Historical Summary and Technical Analysis
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LNKD Comparative Valuations
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Evaluation and Recommendation
Losing Money per share Increase competition from FB Lower unemployment may lead less active users 3 day moving average recently crossed 5 day, but it does not seem
convincing.
Recommendation: sell
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2. Ford Motor Co. (F)• Ford Motor Company manufactures and distributes
automobiles worldwide. • Operates through two sectors, Automotive and Financial
Services. • The Automotive sector develops, manufactures, distributes,
and services vehicles, parts, and accessories. • The Financial Services sector offers different kinds of
automotive financing products through automotive dealers. • The company was founded in 1903 and is based in Dearborn,
Michigan.
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Historical Summary and Technical Analysis
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Ford Motor Co. (F) Comparative Valuations
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Evaluation and Recommendation Price earnings ratio is lower than the GM. U.S. Auto sales are near historic highs (18 million annually) Dividend is about 4%. Company exposed to China, Brazil, and Europe (negative)
Recommendation: Buy
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Two Futures1. Gold
• There are a few different gold contracts traded on U.S. exchanges.
• One at COMEX and two on eCBOT.
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Historical Summary and Technical Analysis
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Gold Summary/Recommendation Gold does not receive interests or dividends. If U.S. raises interest rates, than this makes Gold less attractive. China slowdown, hurts demand for Gold. Recent down trend.
Recommendation: Sell
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Silver Future Silver is traded in dollars and cents per ounce
like gold. For example, if silver is trading at $10 per
ounce, the "big" contract has a value of $50,000 (5,000 ounces x $10 per ounce), while the mini would be $10,000 (1,000 ounces x $10 per ounce).
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Historical Summary and Technical Analysis
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Silver Summary/Recommendation Silver does not receive interests or dividends. If U.S. raises interest rates, than this makes Silver less attractive. China slowdown, hurts demand for Silver. Low inflation is bad for silver, it does not really perform. Recent down trend.
Recommendation: Sell
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Two Mutual Funds
JPMorgan China Region A (JCHAX)
Eaton Vance Real Estate A (EAREX)
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Historical Summary and Technical Analysis
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JPMorgan China Region A (JCHAX)Summary/Recommendation
High annual fee of 1.85% Recently pull back with China down turn. Good long-term investment for China.
Recommendation: Hold
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Historical Summary and Technical Analysis
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Eaton Vance Real Estate A (EAREX) Summary/Recommendation Interest rates go up, may hurt demand. Increased consumers’ spending could be focused on house. Annual fee is about average at 1.25%.
Recommendation: Hold