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Stock Portfolio Report Presentation In Business Plan

However, it will be wise to diversify the investment portfolio using the combination of short-term and long-term investments. The investor could increase the investment option to 30% if there is increase in the investment returns. List of Reference

Trading Economics (2013). United States Market (Dow Jones)

Appendix: Stocks Worth Considered

Annual Sales

Annual Profit

Profit Margin

(Profit/Sales)

52-week range

Price/Earnings Ratio

Analyst Consensus Opinion

Condition 1: Buy Price

Condition 2: Blue over Red?

Drug Sector

Pfizer Inc.

13,500,000,000

2,750,000,000

20%

22.00-31.15

19.92

2.2

Eli&Lily Company

5,602,000,000

1,548,000,000

28%

49.22-49.90

11.94

2.5

Questcor Pharmaceuticals Inc.

135,129,000

39,064,000

29%

17.25-58.91

13.94

1.7

o

27.665

Yes

Amgen, Inc.

4,238,000,000

1,434,000,000

34%

70.88-114.95

16.24

2.4

Bristol Myers Squibb Co.

3,831,000,000

609,000,000

16%

0.64-49.57

51.82

2.3

Celgene Corporation

1,464,600,000

384,900,000

26%

59.50-131.82

33.98

1.7

77.98

Yes

USANA Health

169,082,000

17,779,000

10%

30.51-76.31

14.75

3

Herbalife Ltd.

1,123,647,000

118,856,000

11%

24.24-56.39

10.08

08
2

Social Media

Facebook Inc.

5,089,000,000

32,000,000

0.6%

17.55-33.45

1994.53

2.1

Google Inc.

13,969,000,000

3,346,000,000

24%

557.21-920.60

25.89

2.1

Microsoft Corporation

20,489,000,000

6,055,000,000

30%

26.26-35.78

17.37

2.5

28.64

Yes

Consumer Goods

Mead Johnson Nutrition

1,037,900,000

172,500,000

17%

61.27-87.68

25.73

2.5

Delphi Automotive PLC

4,024,000,000

276,000,000

7%

24.86-52.46

15.54

1.9

Toyota Mortor Corp.

225,818,000,000

3,446,000,000

2%

72.04-130.99

18.86

1

86.78

Yes

International paper company

7,090,000,000

318,000,000

4%

27.40-49.10

22.35

1.7

The Procter & Gamble Company

20,598,000,000

2,566,000,000

12%

59.07-82.54

19.21

2.2

64.94

Yes

Knoll Inc.

200,586,000

6,074,000

3%

12.01 -18.69

13.58

2.3

PepsiCo Inc.

12,581,000,000

1,075,000,000

9%

67.39-84.78

20.48

2.3

The Coca-Cola Company

11,035,000,000

1,751,000,000

16%

35.58 -43.43

20.65

2.1

37.54

Yes

The Clorox Co

Sources used in this document:
Reference

Trading Economics (2013). United States Market (Dow Jones)

Appendix: Stocks Worth Considered

Annual Sales

Annual Profit
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