Investment Portfolio Analysis

B6201 Investments/portfolio theory Investment Portfolio analytic thinking Course Project Task 6 Crystal Watkins 10/17/2012 This paper will Identify and explain the major factors driving the market during this week. It will also identify and explain causes of changes in the market and the index. As well as developed investment objectives and defined risk valuation account levels. I will also include a snap chap of my investments and an explanation of why I choose those particular companies. The trends that I find that were going on with my investments this week were * Apple Applehas askedFoxconnto tighten case control measures while manufacturing the iPhone 5 by and by complaints of scratches on the devices body, and that has worsenedits supply shortfall. Stricter benchmarks are affecting production of the anodized aluminum lodgement used in the device, delaying orders for thesound,Bloombergsaid. Apple consumers started complaining of nicks and scrapes to the body of the ne w phone soon after its launch last month, with some saying thither were scratches even before the device was unpacked.While the company said in result to the complaints that it was normal for an aluminum product to scratch or chip with use, exposing its subjective silver color,internally, it ex infatuationed its displeasure to Foxconn. (Rathee, 2012) * Microsoft Microsoftisreportedlybringing its flagship product, Microsoft Office to twain Apple andGooglesAndroid-based devices. This comes from Microsofts Czech Republic Team, and Petr Bobek, a Microsoft Office productivity manager.Microsoft has been hesitating in the past to bring its software outside of the Windows ecosystem, with the noted ejection of haphazard versions of Microsoft Office be available for Mac. Bringing Office to iOS and Android, the two dominant mobile operating systems, would be a change in philosophy for Microsoft. (Ciaccia, 2012) * Johnson & Johnson The delay for Eliquis is perhaps not unexpected given t he size of the trial and the mass of data collected. No matter, it is widely believed to be much efficacious and safer than itsJohnson & JohnsonsXarelto and Boehringer Ingelheims Pradaxa.If approved, it will likely see sozzled sales growth. The delay will no doubt please JNJ shareholders whose contender drug Xarelto is entirely just establishing sales. Its partner Bayer has been forecasting bloom of youth sales of over Euro 2 billion for Xarelto even after the FDA refused to poke out its indications. If these sorts of numbers are baked into JNJ forecasts and Eliquis (if approved) starts to grab market share so this will be a blow. (Samaha, 2012) * Pfizer Pfizer had four major events expected. It had one winner (Inlyta), one failure (bapineuzumab) and two delays.As ever with pharma the patience of a Saint is needed. The two biggest drugs (Eliquis and Tofacitinib) saw potential approvals delayed until November and March nigh year respectively. Both are expected to be blockbu sters. (Samaha, 2012) * Nike Corporate righteousness Magazine has named Nike one of its top corporate citizens. The magazine ranked the realize 10 Best Corporate Citizensin categories including consumer items, consumer stables, energy and health care. Nike exceed the consumer items list, sharing the honor with Mattel and Gap.The rankings were determined using public data related to companies responses to climate change, employee relations, environment, governance and human rights, among other variables. (Journal, 2012) * Sprint Sprint Nextel Corp. s Chief Executive Officer Dan Hesse, who took over in December 2007, has worked to erect the mess he was handed after Sprints $36 billion acquisition of Nextel in 2005 failed, causing 3. 1 million subscribers to trust the flattop. Now he says that Sprint is on track to return to the dim in 2014. Wall Street has shown increasing faith.Sprint shares are up to a greater extent than 122% this year, but Hesse is quick to qualify his op timism. I tell the team here, Youre not going to see any missionaccomplishedsigns anywhere on this campus. ? Bloomberg Business Week reported, that this is a long process. (Marin, 2012) * Verizon Earlier in the year, wireless carrierVerizon saidit was planning on expanding its 4G LTE coverage to duet over 400 markets by years end. That was an aggressive goal call uping it started the year with only about 190, meaning it was looking to more than double that figure in just one year.Turns out that Big Red wasnt just being overly ambitious, and is actually reaching that goal ahead of time. Speaking at MobileCon, a conference all about mobile IT, Verizon CTO Nicola Palmer saidthe carrier is launching LTE in a handful of markets on Oct. 18, bringing its quantity tally up to a whopping 417, further extending its LTE lead against rivalsATTandSprint Nextel. (Evan Niu, 2012) * conduct Radio Shacks partnership withTarget Corp. to stance its employees in Target electronics departments i s a money-losing deal that Radio Shack should consider ending.The deal, signed in 2009 andexpanded upon in 2011, hasnt replaced the revenue generated by an to begin with agreement Radio Shack had to run kiosks in Wal-Mart Stores Inc. Radio Shacks Target business lost $17 million more than it did in 2010, Chai said. only the two companies are apparently working to improve things. Radio Shacks kiosks instantly get placement in Target circulars, and Radio Shack is boosting grooming of its staff. (Journal S. P. , 2012) * Wal-Mart Wal-Mart Stores Inc. , the worlds largest retailer, rose to the highest ever after the companys U.S. merchandising head said the back-to-school season was very strong. The shares climbed 3. 3 pct to $76. 59 at 1246 p. m. in New York after earlier reaching $76. 73, the highest intraday price since its initial public offering in 1970. The stock also gained afterCostco Wholesale Corp. posted fiscal fourth-quarter benefit that topped analysts estimates. Co stco rose 3. 5 percent to $103. 08. (Townsend, 2012) * Toyota Toyotais issuing a galosh recall for 7. 43 million vehicles across the globe. The Japanese car manufacturer said 2. million of the vehicles with potential window problems are in the U. S. The theme involves the power window master interchangees of some of the companys most well-known brands, including Camry and Corolla sedans and RAV4 lark utility vehicles, built between 2005 and 2010. Toyotasaid in a press release that commercial lubricating agents applied to a sticky window switch could potentially melt the switch or even cause a fire. (Carroll, 2012) Dow0. 95%Nasdaq1. 21% Your portfolios WatkinsC Total Value $1,001,095. 54 Todays Change 7,944. 810. 80% SYMBOL PRICE CHG% CHG 52-WK RANGE SHARES MKT VALUE crap% GAIN AAPL 649. 7925 15. 03 +2. 37% 363. 32 705. 07 150 $97,468. 87 $15,001,156. 13 99. 35% JNJ 69. 55 0. 95 +1. 38% 61. 05 69. 80 1,464 $101,821. 20 $146,113,831. 92 99. 93% MSFT 29. 49 -0. 02 -0. 07% 24. 30 32. 95 3,247 $95,754. 03 $324,418,062. 99 99. 97% NKE 97. 24 1. 63 +1. 70% 85. 10 114. 81 990 $96,267. 60 $98,795,822. 40 99. 90% PFE 25. 80 0. 23 +0. 90% 18. 15 25. 92 4,144 $106,915. 0 $414,099,477. 12 99. 97% S 5. 69 0. 00 +0. 00% 2. 10 6. 04 19,493 $110,915. 17 $1,949,171,346. 20 99. 99% TGT 62. 90 1. 09 +1. 76% 47. 25 65. 80 1,549 $97,432. 10 $154,687,926. 41 99. 94% TM 77. 32 1. 11 +1. 46% 60. 37 87. 15 1,222 $94,485. 04 $121,996,414. 80 99. 92% VZ 44. 08 -0. 42 -0. 94% 35. 32 48. 77 2,207 $97,284. 56 $220,552,175. 14 99. 96% WMT 76. 91 -0. 24 -0. 31% 54. 81 77. 60 1,336 $102,751. 76 $133,318,224. 24 99. 92% Total $1,001,095. 4 $3,578,154,437. 34 99. 97% The above chart is a snap-shot of my portfolio for the week of October 17th as you can see I do a 0. 80% amplification or $7,944. 81cash utility since my initial investment, which is a $ 7069. 02 positive difference and a huge increase from last weeks profits. Works Cited Carroll, D. (2012, October 10). Toyota Reca lls 7. 43 Million Vehicles. Retrieved October 10, 2012, from The Mootley fool around http//www. fool. com/investing/general/2012/10/10/toyota-recalls-743-million-vehicles-globally. spx Ciaccia, C. (2012, October 10). Heres Microsofts Most Bullish mint in Years. Retrieved October 10, 2012, from The Street http//www. thestreet. com/story/11733394/1/heres-microsofts-most-bullish-move-in-years. html? puc=yahoocm_ven= rube Evan Niu, C. (2012, October 10). Verizons Big Red Footprint Gets Bigger. Retrieved October 10, 2012, from The Mootley Fool http//www. fool. com/investing/general/2012/10/10/verizons-big-red-footprint-gets-bigger. aspx Journal, P. B. (2012, October 9). Nike on Best Corporate