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Broker 1

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  • 1. BROKER 1 By: Domenico Peñaloza, Karen Wong, Pedro Sanchez, and Gisella Silva Sunday, October 27, 13
  • 2. Don’t start with the money. Sunday, October 27, 13
  • 3. Start with the purpose. Sunday, October 27, 13
  • 4. SOCIALLY RESPONSIBLE INVESTING STOCK 1: KELLOGG’S STOCK 2: Great place to Alternative work & values GENERAL ELECTRICS Energy its employees STOCK 3: Innovative products that make our lives better and does social good Sunday, October 27, 13 TESLA MOTORS STOCK 4: A company you admire and respect CISCO SYSTEMS
  • 5. Kellogg’s (K) Sunday, October 27, 13
  • 6. World’s leading multinational cereal company Sunday, October 27, 13
  • 7. Sunday, October 27, 13
  • 8. Sunday, October 27, 13
  • 9. Donated one billion breakfasts and snacks to hunger relief efforts globally by the year 2016. Sunday, October 27, 13
  • 10. Kellogg’s has contributed with $40 million in cash and $120 million in Kellogg products to charitable groups all around the globe. Schools Electricity Sunday, October 27, 13
  • 11. •Recycable cereal boxes •In 2012, Kellogg's entered into an agreement with Red Group’s RedCycle program that enables all soft plastics to be placed in recycle bins at Coles supermarkets. Sunday, October 27, 13
  • 12. Sunday, October 27, 13
  • 13. “Whatever success I have had in business has been a result of my good fortune in selecting employees who could do their jobs better than I could have done them myself.” W.K. Kellogg Sunday, October 27, 13
  • 14. fosters a safe work culture for their employees and support their health with their benefits programs as well as promoting a balance between work and personal life. Sunday, October 27, 13
  • 15. FAMILY Sunday, October 27, 13 WORK
  • 16. "We encourage workplace flexibility and support our working parents, believing you don't have to sacrifice one for the other.” John Bryant, President & CEO of Kelloggs Sunday, October 27, 13
  • 17. Kellogg Company Honored as One of the "Working Mother 100 Best Companies 2013" Paid maternity Sunday, October 27, 13 Paternity leave Flexible work arrangements Lactation rooms
  • 18. Town hall meetings Sunday, October 27, 13 Surveys
  • 19. •Refreshing and communicating to employees the company’s Vision and Purpose •Providing employees with work/life effectiveness approaches and solutions. Sunday, October 27, 13
  • 20. Sunday, October 27, 13
  • 21. • Kellogg’s does not always comply that work-balance lifestyle • Unpredictable schedules with more work hours without prior notice, making it difficult to make plans ahead of time during the weekends • Changing positions Sunday, October 27, 13
  • 22. Sunday, October 27, 13
  • 23. Volume:(235,026 Average(volume 423,971' 520wk(High:($67 520wk(Low:($51. (' P/E(RaCo:' Es.mates'for'20 16.09' Beta: 0.51 Es.mates'for'20 $60.21 per share 14.94' * All data was Es.mates'for'20 collected at market closure time 13.85' ( Beta:('0.51' Volume: 235,026 Average volume: 423,971 52-wk High: $67.98 52-wk Low: $51.36   P/E Ratio: Estimates for 2013: 16.09 Estimates for 2014: 14.94 Estimates for 2015: 13.85 Sunday, October 27, 13 '
  • 24. General Electric (GEN) Sunday, October 27, 13
  • 25. WHO ARE THEY? Innovative. Environmentally friendly. Diversified. Technology. Financial services. Energy. Infrastructure. Consumer & Industrial. General Electric (GEN) Sunday, October 27, 13 Capital Finance.
  • 26. Alternative Energy Wind turbines in Turkey Reducing the use of coal in China. Sunday, October 27, 13 Solar transportation Making airplanes more energy efficient
  • 27. GE Systems Stock Analysis P/E Ratio: Estimate for 2013: 14.88 Estimate for 2014: 13.47 Estimate for 2015: 12.56 $24.25 per share Beta: 1.04 * All data was collected at market closure time Sunday, October 27, 13
  • 28. Gain/Loss • Increase • Estimated to continue growing • Worth more three years from today General Electric (GEN) Sunday, October 27, 13
  • 29. General Electric P/E • Decrease over the next three years • It is better to invest now • It’s estimated to grow towards 2014 • An increase in stock provides much more profit. General Electric (GEN) Sunday, October 27, 13
  • 30. Beta • Current beta 1.04 • Stable Stock • Not must risk, rather smart risk-taking • Low volatility • Not much loss if market goes down General Electric (GEN) Sunday, October 27, 13
  • 31. Forecast • Estimated to increase in the next three years • 1.63 – 2.06 (Dec ’13 – Dec ’16) • Increase means its worth more in the future • Below average in comparison to industry • Time to get money invested is reasonable General Electric (GEN) Sunday, October 27, 13
  • 32. Tesla Motors (TSLA) Sunday, October 27, 13
  • 33. How is Tesla Motors Innovative and Socially Responsible? INNOVATIVE: • Electric Cars • Lithium-Ion Battery usage in cars • Pricing SOCIALLY RESPONSIBLE: • Safety concerns • Encouraging efficiency in batteries Tesla Motors (TSLA) Sunday, October 27, 13
  • 34. Sunday, October 27, 13
  • 35. TESLA’S HISTORY Founded in 2003 Went IPO in 2010 Vision: turning all vehicles into electric powered vehicles Tesla Motors (TSLA) Sunday, October 27, 13 Socially Responsible development in batteries Made the most efficient electric sedan, with a range of 265 miles on average.
  • 36. Going from a high-wealth market into a... TESLA’S FUTURE medium-wealth market by introducing a new car model at around: $30,000 Further pushing the evolution of lithium-ion batteries Tesla Motors (TSLA) Sunday, October 27, 13
  • 37. PROS CONS Encourage innovation outside of just their company • Their current impact is not • BUT • Socially responsible company with a focus on helping the environment AND the consumer CONS Sunday, October 27, 13 as powerful as it can be they are working on it :)
  • 38. Tesla Systems Stock Analysis Data provided by NASDAQ and Zack’s Investment Research Volume: 8,311,086 P/E Ratio: Average Volume: 11,082,162 Estimate for 2013: 823.48 52 Week High: $194.50 Estimate for 2015: 68.62 52 Week Low: $26.86 Estimate for 2014: 110.15 $181.68 per share Beta: 0.99 * All data was collected at market closure time Sunday, October 27, 13
  • 39. Why invest? Sunday, October 27, 13
  • 40. Cisco Systems (CSCO) Sunday, October 27, 13
  • 41. WHO ARE THEY? A leading American multinational corporation that designs, manufactures, and sells networking equipment 1984: Cisco Systems, Inc. is founded by Leonard Bosack and Sandra Lerner 1990: The company goes public Cisco Systems (CSCO) Sunday, October 27, 13
  • 42. HONESTY RESPECT INTEGRITY TRANSPARENCY Sunday, October 27, 13
  • 43. “Any success that is not achieved ethically is no success at all.” Cisco Systems (CSCO) Sunday, October 27, 13
  • 44. $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Sunday, October 27, 13
  • 45. IMPACT Sunday, October 27, 13
  • 46. Our people Environment Society Sunday, October 27, 13
  • 47. OUR PEOPLE Over 70,000 employees Receive compensation rewards for demonstrating innovation, collaboration, creativity, and profitability inclusion in the workplace = products and services accessible to people with disabilities. Sunday, October 27, 13 highly connected workplaces, health and wellness programs, and professional development opportunities Allows employees to care for their health, wellness, and to find the balance between work and life, professional and personal commitments
  • 48. ENVIRONMENT Building environmental sustainability into each business function and process Leading by example Transparency Creating awareness Sunday, October 27, 13 Cisco Webex and Cisco Unified Meeting place supported 23.4 million people hours of meetings Reduced air travel emissions by 1/3
  • 49. SOCIETY Focuses their social investments on education, healthcare, economic empowerment, and critical human needs Sunday, October 27, 13 Believes in extending a communities abilities, skills, confidence, and power by aiding them with cash, expertise, and technology.
  • 50. Cisco Systems Stock Analysis Volume: 27,773,822 P/E Ratio: Average Volume: 34,313,415 Estimate for 2013: 12.51 52 Week High: $26.49 Estimate for 2015: 10.80 52 Week Low: $16.68 Estimate for 2014: 11.80 Beta: 1.38 * All data was collected at market closure time Sunday, October 27, 13 $23.23 per share
  • 51. PRO’S •Still the industry leader •CEP John CON’S •Competition •Management Chambers Cisco Systems (CSCO) Sunday, October 27, 13
  • 52. Why invest? Cisco Systems (CSCO) Sunday, October 27, 13
  • 53. S U C C E S S F U I N HONESTY R s p e c t E G I N Socially R esponsible N I ENVIRONMENTAL FRIENDLY O H T V I TRANSPARENCY Y C T I A V GREAT WORK PL ACE Ethi al E Sunday, October 27, 13
  • 54. It’s everything put together. Sunday, October 27, 13
  • 55. It’s Sunday, October 27, 13
  • 56. $3000 Sunday, October 27, 13
  • 57. Sunday, October 27, 13
  • 58. 13 shares 4 shares Sunday, October 27, 13 31 shares 31 shares
  • 59. Amount of shares bought Tesla Cisco General Kellogg’s Motors Systems Electric Share Price 181.4 23.24 24.25 60.18 Quantity of Shares 4 31 31 13 Final Amount Spent on Shares 725.6 720.44 751.75 782.34 Total = 2980.13 Sunday, October 27, 13
  • 60. Sunday, October 27, 13

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