Minutes

     11/29/2012
     *IC Meeting

• Attendance: 40
• News
• Mexico and EWW presentation (Alternatives)
• CNI and PRLB presentation (Industrials)

     11/27/2012
     *IC Meeting

• Attendance: 30
• Exelon pitch (Energy)
• Life (Presentation)

     11/20/2012
     *IC Meeting

• Attendance: 30
• Life presentation (Healthcare)
• PSX pitch (Energy)
• KO, BGS, SBUX, HSY, and HNZ pitches; COST presentation (Staples)

     11/13/2012
     *IC Meeting

• Attendance: 29
• ISRG, RMD, and ABT pitches; MDT presentation (Healthcare)
• EWW pitch (Alternatives)

     11/08/2012
     *IC Meeting

• Attendance: 50
• News
• U.S. Bancorp and JPMorgan Chase & Co. Pitches (Financials)

     11/06/2012
     *IC Meeting

• Attendance: 50
• Home Depot, Macy's, and Michael Kors Pitches (Cyclicals)
• Canadian National Railway, enerSys, and Ryder Systems Pitches (Industrials)

     11/01/2012
     *IC Meeting

• Attendance: 53
• News
• Comcast and Priceline Pitch

     10/30/2012
     *IC Meeting

• Attendance: 53
• Ebix Pitch
• Generac Pitch

     10/25/2012
     *IC Meeting

• Attendance: 62
• News
• Costco Presentation

      10/23/2012
      *IC Meeting

• Attendance: 56
• TTP, SO, and NBL comparison
• Teradata vs Stratasys presentation

      10/18/2012  
      *IC Meeting

• Attendance: 56
• News
• AMT presentation

      10/11/2012
      *IC Meeting

• Attendance: 50
• News
• Gold Pitch

      10/9/2012
      *IC Meeting

• Attendance: 63
• GrafTech Pitch
• SAs met with new analysts

      10/4/2012
      *IC Meeting

• Attendance: 63
• News
• Wells Fargo Presentation

      10/2/2012
      *IC Meeting

• Attendance: 62
• American Tower Pitch

      9/27/2012
      *IC Meeting

• IC Attendance: 31
• Kraft Pitch

      9/25/2012
      *IC Meeting

• Mentorship Attendance: 76
• IC Attendance: 34
• Teradata Pitch
• Comcast/Priceline Pitch
• Railroads Pitch

      
      9/20/2012
      *IC Meeting

• Mentorship Attendance: 76
• IC Attendance: 30

     
      9/18/2012
      *IC Meeting

• Mentorship Attendance: 73
• Broke off into small groups by sector and walked through a few companies
• IC Attendance: 32
• Healthcare Pitch- AFL
• Fixed Income Pitch- BOND

      
      9/13/2012
      *IC Meeting

• Mentorship Attendance: 74
• IC Attendance: 40
• News
• SunTrust Robinson Humphrey Info Session

      
      9/11/2012
      *IC Meeting

• Mentorship Attendance: 76
• Economic indicators
• Basics of financial analysis
• IC Attendance: 30
• Financials pitch (Rohan)- WFC

      
      9/7/2012
      *IC Meeting

• Mentorship Attendance: 96
• Fundamental analysis ratios
• Financial statements
• IC Attendance: 39
• News
• Fixed income pitch: PCY etf

      
      4/17/2012
      * IC Meeting

• IC Attendance: 35 members
• GNC Presentation (Replace Amazon with GNC)
• JP Morgan & Wells Fargo Pitches
• Fixed Income Presentation on FNMIX

      
      4/12/2012
      * IC Meeting

• IC Attendance: 32 members
• News
• Health Care Pitch: MRK
• Staples Pitches: ECL & CHD
• Financials Pitch: HSBC
• Options Presentations on Delta

      
      4/10/2012
      * IC Meeting

• Before meeting- Speaker from Federal Reserve (Gary Tapp) 
• IC Attendance: 36 members (speaker event-23)
• Technology Pitches: Equinix & Rackspace Hosting
• Energy Pitches: SLB, NOV, APC
• Consumer Cyclicals Pitch: TWI

      4/5/2012
      * IC Meeting

• IC Attendance: 36 members
• News
• Alternatives Pitches: Palladium & EWZ

      4/3/2012
      * IC Meeting

• IC Attendance: 36 members
• Options Presentation 
• Services Pitches: GNC & ORLY

      3/29/2012
      * IC Meeting

• IC Attendance: 53 members
• Fixed Income Pitches: GMCDX & FNMIX
• Staples Presentations: HNZ vs KFT
• Industrials Presentations: ROP & CMI
• Will buy KFT
• Need to do more research on FNMIX

      3/27/2012
      * IC Meeting

• IC Attendance: 32 members
• Speakers: SGA Management Rep; SGA President/EVP Candidates
• News
• Health Care Pitches: Intuitive Surgical Inc., Celgene Corporation

      3/15/2012
      * IC Meeting

• IC Attendance: 34 members
• GTSF Development Committee: Please donate $5 for Student Foundation (Turn in $ to Geoff)
• News
• Technology Stock Pitch

      3/13/2012

      * IC Meeting

• IC Attendance: ___ members
• Cyclicals Stock Pitches 
• Discussion on Technology Allocation
• Discussion on Macroeconomics

      3/08/2012
      * IC Meeting

•  IC Attendance: 27 members
• Speaker:  Jeff White, The Stock Bandit

      3/06/2012
      * IC Meeting

•  IC Attendance: 23 members
•  Stock Pitches- BKF
•  High School Outreach Presentation
•  Reallocation: Moved 1% from Services to Technology; Moved 2% from Health Care to  Technology
• Vote on AMZN by the end of the week
• Speaker at Thursday's meeting: Jeff White

      3/01/2012
      * IC Meeting

•  IC Attendance: 37 members
•  News
•  Stock Pitches (Staples)- NUS, KFT, PG, MNST
•  Presentation- PVH vs. VFC

      2/28/2012
      * IC Meeting

•  IC Attendance: 35 members; Mentorship Attendance: 21 members
•  Mentorship: The Shaft
•  IC Meeting: Stock Pitches- ARIA, BAX, PII, JAZZ
•  IDG Vote: Buy RYN 

      2/23/2012
      * IC Meeting

•  IC Attendance: 32 members; Mentorship Attendance: 22 members
•  Mentorship: Stock pitches by new members
•  IC Meeting: News, RYN Presentation (vote next Tuesday)

      2/21/2012
      * IC Meeting

•  IC Attendance: 33 members; Mentorship Attendance: 25 members
•  Mentorship: Stock pitches by new members
•  IC Meeting: Stock Pitches (Wells Fargo, ORI, LinkedIn); Buying RLI

     
      2/16/2012
      * IC Meeting

•  IC Attendance: 38 members; Mentorship Attendance: 25 members
•  Mentorship: How to Make a Stock Pitch
•  IC Meeting: News, John Deere Presentation, Looking into Caterpillar

      2/09/2012
      * IC Meeting

•  IC Attendance: 56 members; Mentorship Attendance: 46 members
•  Mentorship: Sector Analyst Breakout groups
•  IC Meeting: News, Services (The Home Depot), Industrials (John Deere), Staples (Phillip Morris)

      2/07/2012
      * IC Meeting

•  IC Attendance: 60 members; Mentorship Attendance: 45 members
•  Mentorship: 
•  IC Meeting: Health Care Stock Pitches- Life Technologies, Computer Programs & Systems Inc, 

      2/02/2012
      * IC Meeting

•  IC Attendance: 53 members; Mentorship Attendance: ___ members
•  Mentorship: Financial Analysis Presentation
•  IC Meeting: CEO of Southern Company, Tom Fanning, was the guest speaker

      1/31/2012
      * IC Meeting

•  IC Attendance: 55 members; Mentorship Attendance: 54 members
•  Mentorship: Financial Analysis Presentation
•  IC Meeting: Options Presentation on Covered Calls and Cash-Secured Puts
•  REITs Stock Pitches: American Capital Agency Corp & Rayonier

      1/26/2012
      * IC Meeting

•  IC Attendance: 47 members; Mentorship Attendance: 61 members
•  Mentorship members signed up to be a part of a sector
•  News

      


      1/24/2012
      * IC Meeting

•  IC Attendance: 33 members; Mentorship Attendance: 45 members
•  Stock pitches on Roper Industries, Caterpillar, United Technologies Corporation, Danaher  Corporation
•  Mentorship meetings start today
• Future Stock Pitches: include revenue breakdown, minimize text on each slide,  more graphics

      1/19/2012
      * IC Meeting

•  Attendance: 47 members
•  News
•  RIL & Aflac
• Both earnings are released next week 
• Bullish on RLI, however question the management’s decision making
• RLI did pay a $5 special dividend
• Update next week regarding earnings followed by company discussion

     

      1/17/2012
      * IC Meeting

•  Attendance: 43 members
•  Introductions
•  New members sign up for sectors
•  Missing a meeting? Send IDG an email
•  Donate $5 to GTSF
•  Info Session tomorrow at CULC 144

      1/12/2012
      * IDG/Sector Analyst Meeting

• Attendance: 24 people
• IDG and SA’s Donate $5 to GTSF
• Each SA needs to find ETF that mirrors sector and has the lowest cost
• Justin: Planning alumni event towards the end of semester
• Daniel: Flyer finalized tonight; mentorship dates will be finalized as well
• GTSF to partner with DST and OMED to do a Stock Market Game towards end of the month
• Tom Fanning is coming to speak- Feb.2 in LeCraw Auditorium
• IC Information Session on Wednesday at 8pm
• Feb.3: Career Fair 10am-12pm and optional lunch after
• January 26th: Prep session with Lauren McDow for the Finance Fair
• IDG send bios to Peter for the website
• Alex: Mentorship kids will meet with mentors asap and have the opportunity to switch sectors half way through the program. Mentorship will also participate in the stock market game
• Attendance Policy: Email Geoff or Tripp if you’re going to miss. More than 3 meetings = replacement
• Allocations

2011

12/5/2011

Promotions

·      Sector Analysts

·      Financials – Michael Hudson

·      Healthcare – Roland Mokuolo

·      Industrials – Vishal Korlipara

·      REITs – Rohan

·      Services – Stephen Roegge

·      Tech – David Choi

·      Energy – Joel Matthew

·      Cons Cyclicals – Nick Keith

·      Cons Staples –Shashank

·      Alt Investments – Tony

·      Fixed Income – Andrew Currie

·      IDG

·      Exec Sec – Mehreen

·      Quant Analyst – Huy

·      Mentorship – Alex Han

·      Director of Marketing – Daniel Bruce

·      Alumni Relations – Justin Migliaccio

·      Director of IT – Peter de Souza

·      Career Fair – Patrick

·      Director of the Portfolio – Mark G

·       

Presentations: Costco vs Coach

·      Presenters: Buy coach

11/29/2011

Pitches:

RLI:

• Insurance company

 MA vs V – Peter de Souza & John LeBoutillier

• Recommendation by John – Mastercard

Presentation on Collar Strategy Long Stock Options by Huy Huynh

• Using options alongside with long stocks to minimize losses

11/22/2011

• Speaker: Jeffrey Kennedy
  Chief Commodity Analyst
  Elliott Wave International

11/17/2011

Stock Pitches: Industrials & Technology – Alex, AJ, Roland

·      CPSI

·      KEYN (Keynote)

·      Business Summary

11/15/2011

Stock Pitches: Biotech & Healthcare IT companies – Qi and Justin

·      Alexion

    o   Niche drug sector for rare diseases

·      Biogen – Mutliple Sclerosis

    o   Failed attempt in 2005, revisited and improved the drug

DLR vs. ARI

         ·      ARI is completely in the US

         ·      ARI vote – Don’t buy

11/08/11

Mastercard and Visa Mastercard and Visa – Peter de Souza

Consumer Staples – Stephen Roegge, Nick Keith, Shashank, Ashiqur

·      Dollar Tree (DLTR)

·      Hansen Natural

o   Most popular product is Monster Energy drink

·      Diamond Foods

o   Being investigated for accounting fraud

o   Bought Pringles, could triple revenues

GVZ and VIX – Mark Gurevich

Would capitalize on volatility and fear in the markets

Lots of upcoming events that could happen (Greece, Italy, U.S. Debt)

Consumer Staples – Stephen Roegge, Nick Keith, Shashank, Ashiqur

·      Dollar Tree (DLTR)

·      Hansen Natural

o   Most popular product is Monster Energy drink

·      Diamond Foods

o   Being investigated for accounting fraud

o   Bought Pringles, could triple revenues

GVZ and VIX – Mark Gurevich

§  Would capitalize on volatility and fear in the markets

§  Lots of upcoming events that could happen (Greece, Italy, U.S. Debt)

11/3/2011
Attendance: 45 members
Stock Pitches:
-Industrials (AVD)
-Services (COST, TGT, COH)

Presentation:
-AMZN & NFLX
-Like AMZN all around and decided to buy in
-Will raise Consumer Cyclicals sector allocation to 6% overall. (UA @ 3%, AMZN @ 3%)

11/01/11

Stock Pitches: REITs (AMT, RYN, WPC, DLR, ARI)

·      Like RYN and DLR

Introduction to Options- By Allen Hoffmeyer

10/25/2011

Attendance: 48 members
-    Presentation on KeyCorp (Financials) by Peter
-    Presentation on Transocean & Noble (Energy) by Justin
-    Presentation on EPV (Alternative Investments) by Mark, Mike,  & Alex

10/20/2011

Attendance: 40

·      Qualcomm presentation

·      Asked to do a more comprehensive presentation soon

      ·      News

·      Under Armour earnings release next Tuesday – Reevaluation after

      ·      Stock Pitch – TATA Motors (TTM)

·      Inflation could be an issue

·      Cars all across the range, Range Rover to Nano

·      Geoffrey – Intro to technical analysis

10/11/11 

Mentorship attendance: ~35