Download Rules regarding PowerPoint

Student Investment Association
“The path to financial freedom”
Steven Savickas & Panos Grivakis
Announcements:






Panos on Wall street this week
Sign in on the attendance sheet
Portfolio sheet sign up
membership ($39)
NEW Website: www.msu.edu/~investor
Teaching & Assitance Hours for next week:
Monday 6-8pm Trading Room 103 Eppley (Panos)
Tuesday 6-8pm Trading Room 103 Eppley (?)
Wednesday 6-8 Trading Room 103 Eppley (Panos)
Successful Investor Books have arrived!
Stock watch….


ESMC, MIDD, LWAY?
What is everyone following?
How to Win Friends & Influence People
by Dale Carnegie
Financial success, Carnegie
believed, is due 15 percent to
professional knowledge and
85 percent to "the ability to
express ideas, to assume
leadership, and to arouse
enthusiasm among people."
In a nutshell, there are six
ways to make people like you:

Become genuinely interested in others

Smile

Remember that a (person's) name is to him the
sweetest and most important sound

Be a good listener

Talk in terms of the other person’s interest

Make the other person feel important-and do it sincerely
Vault Guide to Finance Interviews

Excerpt from this book….
Get the ammo you need to nail your
finance or investment banking
interviews alone -- the Vault Guide to
Finance Interviews. This unique guide
is loaded with sample questions, charts,
formulas, and frameworks covering
everything from accounting concepts,
valuation techniques and M&A basics to
bond pricing, interest and exchange
rates, options and derivatives, and
brainteasers
Hand out materials

Q – Why do you want to do investment
banking/investment management?


Talk about how your experiences have
prepared you.
How you developed core skills – analytical
ability, good communication skills, strong
work ethic
Virtual Portfolio Groups

Small Groups consist of 5 people
 Online Virtual portfolio with $10,000 per
group www.stockquest.com
 Trades cost $10
 Purchase up to as many as 6 stocks > $5.00
 Have to hold stocks for at least 24 hours
 3 out of 5 is majority for decision making
Virtual Portfolio Groups





One leader per group
Sign up with friends or we will
arrange groups
Sign up sheet going around now for
members
E-board will be facilitators
We encourage group presentations
Group Leader Responsibilities





Organizing convenient times to
meet
Inform members
Make sure picks are handed in
Facilitate group and e-mail
SIA meetings held every 2 weeks
Virtual Portfolio Groups



Must have stocks picks in by
Wednesday march 24 at 9pm
Competition ends April 23 at 4pm
Must complete a group survey on your
groups investment strategy (see
Website)
Virtual Portfolio Website

www.Stockquest.com
Why get involved with Portfolio

Interview topics


Skills





Examples of involvement
Leadership
Teamwork
Communication
Decision making
Top group and 2 all-stars (wild Cards) get
free membership for next semester
Why get involved with Portfolio

Planning to take best portfolio group and 2
best wildcards to top firm for the day.
Question & Answer

What is the difference between a
correction and a bear market?


A correction is basically any pullback
in the major market indexes, even a
minor one. An intermediate
correction is one in which the
market declines 10% to 20%. And
normally any market decline of 20%
or more is considered a bear
market.
But for weeks, stocks have been under selling
pressure, which finally knocked the NASDAQ to its
first 10% correction since the March 2003 bottom
Words of wisdom from Mr. O'Neil?
Stock market rules for newbies
There are some important rules beginning investors should know as they develop
their portfolios. William O’Neill of "Investors Business Daily" shares more tips for
folks new to the stock market with host Tess Vigeland.
Investment Survey for portfolio due
by next Wednesday by 9pm
Investment Strategies:
Sell rules:_________________________________________________________
_____________________________________________________
Buy rules: _________________________________________________________
__________________________________________________
What are you looking for when searching for stocks (e.g. Charting, fundamentals,
volume, etc.)?
What are the goals of this group?
1. ________________________________________________________
2. ________________________________________________________
3._________________________________________________________
Stocks you are buying and reason why: (You can choose up to 6)
Stock Ticker:
Price:
Date:
Why:
1. ____________________________________________________________
2._____________________________________________________________
3._____________________________________________________________
4._____________________________________________________________
5._____________________________________________________________
6._____________________________________________________________
Tips for Portfolio Success


Follow your stocks daily. Less than 20
minutes a day – like reading the paper.
Implement buy/sell rules


Cut losses short
Review handouts &
PowerPoint's
Success in the market comes from:

Finding the right stocks or
funds


Buying at the right time


CAN-SLIM Stocks
Pivot points. Bases.
Holding for the right length
of time

Selling for profit
Diversification




Do not buy a lot of different stocks that
you don’t know much about.
Its hard to keep up with 10 stocks daily.
Stick to stocks that are LEADERS in the
strongest Industry groups.
Stick to the best stocks
Questions & Answers?
Portfolio Picks due Wed!

Teaching & Assitance for next week:
Monday 6-8pm Trading Room 103 Eppley (Panos)
Tuesday 6-8pm Trading Room 103 Eppley (Steven)
Wednesday 6-8pm Trading Room 103 Eppley (Panos)
Stocks due by 9pm Wednesday March 24th 2004
Last chance to get in SIA Portfolio Competition!
BECOME A MEMBER TODAY
Student Inve$tment Association
[email protected]
http://www.msu.edu/~investor
Why should you join the SIA?
For $39 you get plenty of benefits…

Free investment book!

If you sign up 3 of your friends, your membership is free!

Access to IBD $1000+ professional level research which offers
technical chart and stock analysis

Investment library of books, Audio CD’s, Cassette Tapes for you
to check out!

Access to state of the art trading room!

Learn about investing and the stock market!

Portfolio Competition with great incentives!

Professional Guest speakers from top firms.

Great resume builder

Meet new friends

Plan your way to financial freedom!