Stock
Portfolio Management Project
Selected 10 companies
Company
Symbol
purchase date purchase price
Apple, Inc.
APPL
Industry/Sector: Technology/Personal Computer -- Investment Style: Large Growth
Brocade
BRCD
Communications Systems Inc.
Industry/Sector: Technology/Data Storage -- Investment Style: Small Growth
Joy Global Inc.
JOYG
Industry/Sector: Farm/Const/Mach -- Investment Style: Large Growth
Ctrip.com
CTRP
Industry/Sector: Consumer Services -- Investment Style: International
Gerdau SA
GGB
Industry/Sector: Steal & Iron -- Investment Style: International
Gol Linhas
GOL
Aereas Inteligentes SA
Industry/Sector: Regional Airline -- Investment Style: International
Green Mountain
GMCR
10/21/2009
Coffee Roasters Inc.
Industry/Sector: Processed Pkgd gds -- Investment Style: Small Growth
Rio Tinto PLC
RTP
10/21 / 2009
Industry/Sector: Steal & Iron -- Investment Style: International
Vale SA
VALE
10/21/09
26.90
Industry/Sector: Steal & Iron -- Investment Style: International
Wendys/Arbys
WEN
10/21/09
4.08
Group Inc.
Industry/Sector: Restaurants -- Investment Style: Small Growth
Introduction
Investing today is about taking advantage of growth from a broader international perspective. Every aspect of industry now functions in a global economic environment. Even a mom and pop shop that creates handmade baskets in Singapore can now sell their wares over the internet and compete with the likes of Sears and Wal-Mart. By approaching investing from the view that globalization creates new fixed and floating exchange rates, macroeconomic volatility and new roles for governments, investors can address important questions like which group of nations will come out of the current economic recession and then begin normalized growth. How will decisions made in the United States, the European Union and China affect economic volatility in smaller emerging nations and in what ways can investors take advantage of the new financial globalization?
This report offers insights into my portfolio that was built with the sole intention of taking advantage of global economic potential with a historic view. Consider for example, the steel industry will need to meet all new growth expectations from around the world as more emerging nations attempt to drop their current second and third world statuses. "We live in a world so rich that global income is more than $31 trillion a year. In this world, the average person in some countries earns more than $40,000 a year. But in this same world, 2.8 billion people -- more than half the people in developing countries -- live on less than $700 a year. Of these, 1.2 billion earn less than $1 a day." (Chossudovsky)
Brazil is an excellent example of a nation ready to move into the first world. They have a stable government, a young well educated population, unmatched natural resources and all new vast offshore oil reserves, the 2014 World Cup soccer tournament, 2016 Summer Olympics, and a tourism industry that can match both the United States and Europe. This country will need more steel in the next ten years than even China in order to meet the growing demand for modernizing their tourism industry for the Olympics, offshore oil rigs and ships to tap the oil reserves and a new roads and housing infrastructure to handle their new found wealth. Their auto industry is thriving thanks to their homemade ethanol reserves and they also are rich in resources such as gold, silver, iron ore, beef, pork, sugar, ethanol, fruits and vegetables and now they have more potential oil than the Middle East. As businesses continue to expand and become multi-national conglomerates, they have a responsibility to not only help their home markets but to any and all areas that they happen to migrate in to. The nations that become the new homes for these organizations also undergo a transition that converts them into stakeholders of the companies. "Recognizing the moral claims by stakeholders other than the shareholders introduces other values than financial value in the spectrum of what needs to be pursued by the organization. Stakeholder management is not merely instrumental to create shareholder value, but normative." (Windsor, 1999)
These are all powerful motivators to incorporate a piece of that growth potential into a portfolio. Applying the intricacies of international finance into a personal portfolio only makes sense as debt hinders growth in the United States and China has nowhere to sell its plethora of exports. So other avenues like Brazil should be taken into consideration.
Class & Industry
Joy Global's success is tied to the cyclical mining industry. The firm's current P/E is 12.38, indicating a mature operating environment. As commodities markets begin to improve, growth in the mining business will pick up. Increased growth will improve Joy's multiple, perhaps up to 15 times. This will give the company a stock price of $64.95. CTrip has a P/E of 77.21, very high but supported by the firm's high growth
Portfolio Management The objective of Part A of this study is to analyze the key best practices that the organization can adopt to improve its project management maturity level and to examine and describe the key elements of change management, which could be used during an initiative to raise the project maturity level of an organization. OPM3 has specific benefits to the organization in that it makes provision of a method
Project Management: Discussion Questions Project portfolio management is designed as a way to minimize the 'ad hoc' nature of the way in which most portfolios are constructed. "As its name implies, project portfolio management groups projects so they can be managed as a portfolio, much as an investor would manage his stocks, bonds and mutual funds….the obvious benefit of project portfolio management is that it gives executives a bird's-eye view of
The performance of each team member depends on the performance of all others, this being a team project. Constraints include time and financial resources; as such improvement requires permanent improvement effort. Risk Management. No risk has been identified related to the project's completion. Monitoring and Controlling Mechanisms. The data analysts will develop a metric system to measure each member's performance on a weekly basis. This weekly performance will be submitted to
The projects portfolio was handled by a head that had the people who concentrated fully in projects implementation, the Human Resource department on the other concentrated on rewards like benefits, compensation and pensions, resourcing, organizational development and design, employee relations and development and learning. However, over the years, many organizations have been continually undergoing alignment, which means integration of the decisions about the employees with the decisions about the
portfolio management "ensures that projects have a set of objectives, which when followed brings about the expected results" (Project portfolio management, 2013, Tutorials Point). Some of the tools of project management include the following: cost and benefits analysis; progress reports; planning of resources; deploying systematic methods of evaluating and scheduling projects; and creating a continual loop of communication within the organization. To facilitate this process requires organizational leadership that
Our semester plans gives you unlimited, unrestricted access to our entire library of resources —writing tools, guides, example essays, tutorials, class notes, and more.
Get Started Now