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| Join the Club! |
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Important Stuff:
-- Open to beginners as well as the already savvy investor.
-- Open to any major on campus.
-- Join any time. Be independent or sign up with a friend. Just send us an e-mail so we can include you on our list.
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What We Do:
Learn how to invest...
1 - By participating in our campus-wide portfolio competition, you and club members can improve your understanding of how to make good investment decisions.
2 - Club members also manage the Puma Fund, $10,000 of real investment capital provided by the College's endowment.
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Getting Started:
Directions will be posted in August for how to set up your virtual portfolio for the campus-wide Portfolio Competition.
To view current details of the Puma Fund, follow the instructions above right.
For additional information on Club and its activities, contact:
Chris Bush, President
Corey Hecht, Vice President
Michael J Oakes, Faculty Advisor
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| NEWS AND INFORMATION |
Sign Up For the Stock Competition
The ongoing stock portfolio competition is open to anyone on campus. It operates via an online virtual stock exchange called StocksQuest.
Interested? It's easy. Do this:
- Go to StocksQuest.
- Create your own account by choosing the "Registration" menu at the left. Best to choose user ID that we can all recoginize here so we know who you are. Otherwise, you miss out on any prizes at the end of the semester.
- Once you have registered, click on "Join a Contest" and find "Saint Joe Investment Club."
- To enter the competition, type in "SJCinvestments" for the contest name and "pumas" for the password.
- Then follow the directions to "My Stocks." Somewhere on the left side of the screen, you must choose "Saint Joe Investment Club" in order buy stocks in the competition.
Any problems or questions, contact Chris Bush or Corey Hecht.
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 Chicago...Finally!
The trip to downtown Chicago that had been on the planning table for almost two years finally came to fruition in late April after retiring club president Rob Siegel took charge and made it happen. The group made pilgrimages to the Federal reserve Bank of Chicago, Chicago Mercantile Exchange and Chicago Board of Trade (sort of).
"It was important for us to get out and see these places," Siegel commented. "Lunch at Berghoff's was genuinely enhanced with the knowledge that each of us had become 'Spectacular Speculators' at the Mercantile Exchange."
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Puma Fund Update
The Puma Fund is a portfolio of $10,000 under the management of SJC Investment Club members. Initiated in March 2003 with funding from the College's endowment, the fund currently consists of investments in The Finish Line, Home Depot and Alcoa.
While our initial purchases in Finish Line and Home Depot continue to do well, Alcoa and Ebay are pulling down the return on the portfolio. We're still looking long-term, however, and believe those two stocks will perform much better in the next few years. Total return on invested fund as of January 6, 2006 was 22.5%. Return on S&P 500 over same time period was about 27%.
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| Stock |
Buy Price
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Recent* Price
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Gain/Loss
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| Finish Line (FINL) |
$8.90
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$17.94
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+94%
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| Home Depot (HD) |
$30.38
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$37.16
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+33%
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| Alcoa (AA) |
$32.43
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$29.32
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-10%
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| Ebay (EBAY) |
$42.04 |
$33.79 |
+10% |
| *Closing on 01/06/06 |
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To track our performance with more details, you can sign on to a tracking portfolio at Yahoo! Finance. Follow these directions:
- Click to Yahoo! Finance.
- User name: sjcinvestmentclub
- Password: mjoakes
- Click "SJC Investments" to see the details of the portfolio.
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| SUGGESTING A STOCK |
At most of our meetings, we like for a few members to recommend a specific stock for everyone else to look at. It's a way to generate ideas. It's simple - just tell us a few basic things about the company and its business, plus some recent information about the stock price.
 Download this easy form, fill it out, and let one of the officers know that you'd like to talk briefly about the stock at the next meeting. There's also some accompanying notes that help explain the form. |
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| ONLINE INVESTING HELP |
- Investing Basics
- Our own brief overview of things to consider to make good investing decisions.
- Quicken.com
- Click on "Investing" on this site and go through the six-step (just six clicks) of evaluating any stock or mutual fund you're interested in. It's both simple and pretty comprehensive.
- Yahoo! Finance
- A popular, easy-to-use place for stock prices, company news, and company profiles and financial information.
- The Motley Fool
- This site has good suggestions for stocks to buy. But their real interest is in teaching people how to become good investors. A lot of common sense.
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