Welcome to the Southwestern College Investment Club!
Each week, we invite someone from the financial and investment services industry to come and discuss their segment of the industry and their position. We also ask them to relate their experiences and how they got their start in the industry. Alternatively, we choose and discuss an investment topic from one of our professors.
Everyone is welcome to attend our meetings onlines. Membership is limited to current Southwestern College students.
Investment Chat Group based on BUS-123, Introduction to Investments
SWC Investment Club, Spring 2023
SWC Investment Club, Spring 2022
SWC Investment Club, Fall 2021
SWC Investment Club, Spring 2021
Fall 2023 Meetings
|24 Aug 2023:|
Our first meeting was pretty well attended considering it's the first week of class and students are just getting their bearings. We discussed the purpose of the group and chose our 10 stocks that we will follow throughout the semester. Remember we need at least 10 members along with a President, Vice-President, Secretary, Treasurer, and the ICC Representative to make a club. If we don't get 10 members and a slate of officers,If we become an official club, it means we can get money for pizza. Very cool! If we don't become an official club, then no pizza. Oh, well But everything else is exactly the same. No biggie. See on the next Thursday, August 31st!
Students from BUS-123, Introduction to Investments, who missed the noon meeting can still watch the meeting above and send me an email saying that you watched the meeting and give one or two sentences about what you thought and you can still get the 2 extra credit bonus points.
|31 Aug 2023:|
Well, I am completely and totaled embarassed and motified. I completely forgot about the Investment Club today. I don't know how I could have done this. I am so sorry. I don't know what to day. This will not ever happen again. I have entered the meetings for the rest of the semester in my mobile phone and my phone will scream at me on every Thursday morning. Please forgive me.
|7 Sep 2023:|
It appears that we will be an unofficial club this semester. No matter. Nothing really changes except we won't get money for pizza. Oh, well. If we can rustle up 10 enrolled students next week and cajole some to be officers, we still might get some pizza at the end of the semester. Tell your friends!
Zoom Recording - Presentation: Finished Introduction to Investments; Introduction to Mutual Funds
We reviewed our portfolio. Ooops! Ulta and Nvidia brought us down below $100,000. We then finished our Introduction to Investments and covered our Introduction to Mutual Funds. Next week? Introduction to Stocks! Exciting Stocks! Sexy Stocks! Risky Stocks!
|14 Sep 2023:|
We started our discussion of stocks. Exciting stocks! Sexy stocks! Risky stocks! Our portfolio is holding its own. Kinda' volatile but Canadian National Railway is doing really well. (Check the portfolio's progress below.)
Here is the presentation file that we used in today's session. Next week, we will jump headfirst into the deep end and start looking at valuation techniques. Get ready for a Sip from the Firehose!
|21 Sep 2023:|
We reviewed our Fall 2023 portfolio. Ooops! Novo Nordisk split two for one but Yahoo didn't bother to change our portfolio to reflect that we now have twice as many shares while the price has fallen in half. We are going to have to do that manually.
For our discussion of the day, we introduced the Discounted Cash Flow Model using dividends and data from The Value Line.
The two spreadsheets that we used are from chapter 4 section of BUS-123, Introduction to Investments. Here they are:
Johnson and Johnson using data from The Value Line
(Note: If you are unfamiliar with how to use Google Docs, check out this Chapter 1 Study Guide presentation.)
Here is the link to the full access of The Value Line for Southwestern College students.
Here is the presentation file: Discounted Cash Flow Model and The Value Line
Here is the Zoom Recording of the day's club meeting.
|28 Sep 2023:|
This week Jordan Krantz from Capital Group will come visit us and discuss their investment products. Most people know them as the company that manages the American Funds. They have been around for over 90 years.
|5 Oct 2023:|
There is a position for everyone in the investment services industry. Don Nuding, a Librarian, will be showcasing our favorite stock investment research service, The Value Line. We are blessed to have an online subscription with The Value Line here at Southwestern Community College. You don't want to miss this presentation!
|26 Oct 2023:|
Daniel Snyder from SeekingAlpha.com is scheduled to showcase their online investment research environment.
|2 Nov 2023:|
Southwestern College Insurance Professor William Greenwald will discuss the world of insurance and the Affordable Care Act and specifically Covered California. He will also discuss Health Savings Accounts, small business health plans, and other insurance opportunities for new professionals. Over the next 10 to 15 years, 50% of all insurance professionals will be retiring. There is a ton of opportunity out there, Dear Students!
Fall 2023 Portfolio -- 10 stocks starting with $10,000 each
1 September 2023: Aha! We are up over 1 1/2%. A great bounce back!
8 September 2023: Hmmm. The stocks that are sensitive to an economic downturn are holding us down. Ulta, Disney, and Winnebago.
15 September 2023: Oh, pooh! Still underwater. But not so bad thanks to Canadian Railway!
26 September 2023: Ouch! Down 5% after the recent "volatility!" (Had to manually redo Novo Nordisk because of a split.)
The Industry is Actively Recruiting Women and Minorities, Bilingual, and Ex-MilitaryThe Financial Industry Wants Diversity - Great article from the Financial Times magazine
But Fortune asks, "When we will see some results?" The numbers of women and minorities are still very meager
The United Kingdom has their Diversity Project Anyone want to emigrate to the UK?
The Brokerage Industry is Looking for Women! The Future is Female! (And it's about time...)
Here is a list of the Career Opportunity webpages of various financial and investments services companies.
All feature photographs of women and minorities.
The industry is serious about changing. They need you!
Securities (a.k.a. Financial Investments)
Capital Group (a.k.a. The American Funds)
T. Rowe Price
Fidelity Investments Woman CEO!
Dodge & Cox Funds
Wellington Management Soon to have a Woman CEO!
Franklin Templeton Woman CEO!
TIAA Black Woman CEO!
State Farm Insurance Check out the hair-do!
Banks and Credit Unions
JP Morgan Chase
Citigroup (nee Citibank) Woman CEO!
Mission Federal Credit Union Woman CEO!
San Diego County Credit Union Woman CEO!
Real Estate Financial Services
Guild Mortgage Company Woman CEO!
C2 Financial Corporation
First American Title Insurance
Old Republic Title Insurance
Stewart Title Insurance
There is a Future for You in the