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Stock, Commodity and Mutual Fund Project
Two Stocks
 Operates an online professional network worldwide.
 Allows members to create, manage, and share their professional
information online.
 The company provides premium subscription services that are
designed for general professionals to manage their professional
identity, grow their networks
 LinkedIn Corporation was founded in 2002 in Mountain View,
California.
1. LinkedIn Corporation (LNKD)
Historical Summary and Technical Analysis
LNKD Comparative Valuations
Evaluation and Recommendation
 Losing Money per share
 Increase competition from FB
 Lower unemployment may lead less active users
 3 day moving average recently crossed 5 day, but it does not seem convincing.
Recommendation: sell
2. Ford Motor Co. (F)
• Ford Motor Company manufactures and distributes automobiles
worldwide.
• Operates through two sectors, Automotive and Financial Services.
• The Automotive sector develops, manufactures, distributes, and
services vehicles, parts, and accessories.
• The Financial Services sector offers different kinds of automotive
financing products through automotive dealers.
• The company was founded in 1903 and is based in Dearborn,
Michigan.
Historical Summary and Technical Analysis
Ford Motor Co. (F) Comparative Valuations
Evaluation and Recommendation
 Price earnings ratio is lower than the GM.
 U.S. Auto sales are near historic highs (18 million annually)
 Dividend is about 4%.
 Company exposed to China, Brazil, and Europe (negative)
Recommendation: Buy
Two Futures
1. Gold
• There are a few different gold contracts
traded on U.S. exchanges.
• One at COMEX and two on eCBOT.
Historical Summary and Technical Analysis
Gold Summary/Recommendation
 Gold does not receive interests or dividends.
 If U.S. raises interest rates, than this makes Gold less attractive.
 China slowdown, hurts demand for Gold.
 Recent down trend.
Recommendation: Sell
Silver Future
Silver is traded in dollars and cents per ounce like
gold.
For example, if silver is trading at $10 per ounce, the
"big" contract has a value of $50,000
 (5,000 ounces x $10 per ounce),
while the mini would be $10,000
(1,000 ounces x $10 per ounce).
Historical Summary and Technical Analysis
Silver Summary/Recommendation
 Silver does not receive interests or dividends.
 If U.S. raises interest rates, than this makes Silver less attractive.
 China slowdown, hurts demand for Silver.
 Low inflation is bad for silver, it does not really perform.
 Recent down trend.
Recommendation: Sell
Two Mutual Funds
 JPMorgan China Region A (JCHAX)  Eaton Vance Real Estate A (EAREX)
Historical Summary and Technical Analysis
JPMorgan China Region A (JCHAX)
Summary/Recommendation
 High annual fee of 1.85%
 Recently pull back with China down turn.
 Good long-term investment for China.
Recommendation: Hold
Historical Summary and Technical Analysis
Eaton Vance Real Estate A (EAREX)
Summary/Recommendation
 Interest rates go up, may hurt demand.
 Increased consumers’ spending could be focused on house.
 Annual fee is about average at 1.25%.
Recommendation: Hold

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Investment Analysis stock project

  • 1. Stock, Commodity and Mutual Fund Project
  • 2. Two Stocks  Operates an online professional network worldwide.  Allows members to create, manage, and share their professional information online.  The company provides premium subscription services that are designed for general professionals to manage their professional identity, grow their networks  LinkedIn Corporation was founded in 2002 in Mountain View, California. 1. LinkedIn Corporation (LNKD)
  • 3. Historical Summary and Technical Analysis
  • 5. Evaluation and Recommendation  Losing Money per share  Increase competition from FB  Lower unemployment may lead less active users  3 day moving average recently crossed 5 day, but it does not seem convincing. Recommendation: sell
  • 6. 2. Ford Motor Co. (F) • Ford Motor Company manufactures and distributes automobiles worldwide. • Operates through two sectors, Automotive and Financial Services. • The Automotive sector develops, manufactures, distributes, and services vehicles, parts, and accessories. • The Financial Services sector offers different kinds of automotive financing products through automotive dealers. • The company was founded in 1903 and is based in Dearborn, Michigan.
  • 7. Historical Summary and Technical Analysis
  • 8. Ford Motor Co. (F) Comparative Valuations
  • 9. Evaluation and Recommendation  Price earnings ratio is lower than the GM.  U.S. Auto sales are near historic highs (18 million annually)  Dividend is about 4%.  Company exposed to China, Brazil, and Europe (negative) Recommendation: Buy
  • 10. Two Futures 1. Gold • There are a few different gold contracts traded on U.S. exchanges. • One at COMEX and two on eCBOT.
  • 11. Historical Summary and Technical Analysis
  • 12. Gold Summary/Recommendation  Gold does not receive interests or dividends.  If U.S. raises interest rates, than this makes Gold less attractive.  China slowdown, hurts demand for Gold.  Recent down trend. Recommendation: Sell
  • 13. Silver Future Silver is traded in dollars and cents per ounce like gold. For example, if silver is trading at $10 per ounce, the "big" contract has a value of $50,000  (5,000 ounces x $10 per ounce), while the mini would be $10,000 (1,000 ounces x $10 per ounce).
  • 14. Historical Summary and Technical Analysis
  • 15. Silver Summary/Recommendation  Silver does not receive interests or dividends.  If U.S. raises interest rates, than this makes Silver less attractive.  China slowdown, hurts demand for Silver.  Low inflation is bad for silver, it does not really perform.  Recent down trend. Recommendation: Sell
  • 16. Two Mutual Funds  JPMorgan China Region A (JCHAX)  Eaton Vance Real Estate A (EAREX)
  • 17. Historical Summary and Technical Analysis
  • 18. JPMorgan China Region A (JCHAX) Summary/Recommendation  High annual fee of 1.85%  Recently pull back with China down turn.  Good long-term investment for China. Recommendation: Hold
  • 19. Historical Summary and Technical Analysis
  • 20. Eaton Vance Real Estate A (EAREX) Summary/Recommendation  Interest rates go up, may hurt demand.  Increased consumers’ spending could be focused on house.  Annual fee is about average at 1.25%. Recommendation: Hold