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.
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Investment Chat Group based on BUS-123, Introduction to Investments
SWC Investment Club, Fall 2023 SWC Investment Club, Spring 2023 SWC Investment Club, Spring 2022 SWC Investment Club, Fall 2021 SWC Investment Club, Spring 2021 |
Spring 2024 Meetings | |
1 Feb 2024: | In our first meeting, we discussed the purpose of the group and we chose our 10 stocks that we will follow throughout the semester. We only had 5 participants. We need at least 10 members along with a President, Vice-President, Secretary, Treasurer, and the ICC Representative to make a club. If in the next two weeks, we don't get 10 members and a slate of officers, we will be an unoffical club. 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, February 8th! Zoom Recording 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. |
8 Feb 2024: | Well, it appears that we may 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! Today, we reviewed our portfolio. Hey! Disney had a big pop! We also had our Overview of Investments presentation. Zoom Recording Next week, we hope to have more students come. We will have a presentation on Introduction to Mutual Funds: Investments for the Masses. Very important for the vast majority of us! |
15 Feb 2024: | 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: Introduction to Mutual Funds We reviewed our portfolio. Doing great! (Well, if we only hadn't chosen Aurora. Oh, well.) We covered our Introduction to Mutual Funds. Next week? Introduction to Stocks! Exciting Stocks! Sexy Stocks! Risky Stocks! |
22 Feb 2024: | Aye! I apologize! I was on a tour and the itinerary changed. We were supposed to arrive with plenty of time for me to set up for the meeting. Instead, we arrived just at 1 pm. I fired up Zoom but everyone was already gone. My apologies! I won't let you down next week! |
29 Feb 2024: | We started our discussion of stocks. Exciting stocks! Sexy stocks! Risky stocks! Our portfolio is holding its own. (We would have done a whole lot better without Aurora Innovations.) Check the portfolio's progress below. Zoom Recording 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! |
7 Mar 2024: | We reviewed our Spring 2024 portfolio. Not bad! Up over 5 1/2%! Well done! 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: Pretzels Unlimited 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 presentation file: Discounted Cash Flow Model and The Value Line Here is the Zoom Recording of the day's club meeting. |
14 Mar 2024: | We continued with the Discounted Cash Flow Model and looked at Waste Management and Republic Services, two of the largest trash collection and other refuse collection companies. Both have seen their prices rise substantially lately. Our models were not too excited about their prospects and The Value Line was too excited, either. We then turned our attention to Packaging Corporation of America, a company that has been making cardboard boxes since the 1860's. This prospect seemed more attractive. Of course, we have to investigate their comptetitors. We then turned our attention to another Discounted Cash Flow Model problem from worksheet #2 from chapter 4. These questions will be on exam #2, Dear Students! Study and work *every* day! We want you to be AWESOME! Here is the Zoom Recording of the day's club meeting. |
21 Mar 2024: | Ismael asked if we could show how to research a company paying dividends and one that is not paying dividends. We used The Value Line to gather the data to input into the spreadsheet that calculates the Gordon Growth Model, the Discounted Cash Flow Model, and the Internal Rate of Return. We looked at Packaging Corporation of America again. We then discussed the upcoming Financial Statements and Ratio Analysis calculations in chapter 5. Regarding stocks, we quickly discussed some of the silliness in chapter 6 (Efficient Market Theory) and the extreme silliness of chapter 7 (Techical Analysis). Here is the Zoom Recording of the day's club meeting. |
4 Apr 2024: | Well, it was a quiet day. No members came. Did I mess up something? I was sure that I was logged into the correct Zoom meeting room? My apologies if some of you were waiting and waiting and waiting ... |
11 Apr 2024: | We used The Value Line and BetterInvesting's Stock Seletion Guide to research several companies. The bottom line? Many stocks are very expensive. Maybe it would be a great time to just sit in our hands and wait for companies like Visa and Tecnoglas to become more reasonably priced. We also saw some companies that pay very high dividends such as AT&T, Verizon, Altria, and British American Tobacco. Sadly, they either had not very good growth prospects or sold products that kill their consumers! What do you think? Would you buy a tobacco company? Here is the Zoom recording of today's meeting |
18 Apr 2024: | Well, I am sad to report that we didn't have anyone come to our meeting. I think maybe we might want to pack it in for the semester. |
25 Apr 2024: | Yet again, I am sad to report that we didn't have anyone come to our meeting. I will show up for next week but I think we won't be having any more meetings this semester. Thank you all for coming this semester. |
2 May 2024: | Well, the attendance has been non-existent. And today, my 49-year-old Marantz 2245 stereo receiver has become very sick. There are only a few people in the world who can fix these things anymore. One of them lives here in San Diego, thankfully. He told me that I can bring it over at noon. Therefore, we will not have the Investment Club today. My apologies. |
9 May 2024: | Luis stopped by and we discussed several companies including one that is very interesting, Xpel. They make aftermarket paint protection and other products for cars. Check 'em out! |
Spring 2024 Portfolio -- 10 stocks starting with $10,000 each9 February 2024: Aha! We are up over 3%. A great bounce! 16 February 2024: Whoa! We are up almost 4%! You folks are AWESOME! (Now, if we only hadn't chosen Aurora ...) 26 February 2024: Back down to below 2%. Hmmm. Maybe we should have gotten on the bandwagon and bought Nvidia, huh? 1 March 2024: Whoa! Up Almost 6% even with the Aurora debacle. Look at Sweetgreen and Texas Roadhouse! 8 March 2024: Not much change from last week. If only we had not bought Aurora ... 15 March 2024: You are up 9%! That is very good news indeed. 25 March 2024: Whoa! You are now up over 14%! What a group! Whose idea was Sweetgreen? 29 March 2024: Almost 18%! Aurora is coming back and Sweetgreen is exploding! 4 April 2024: What a great group! Now if we only had not purchased Tesla or Aurora Innovation ... 12 April 2024: Bit of a drop but we are still very strong. 12.9% ain't bad! 19 April 2024: Our old nemeses, Aurora and Tesla, have come back to bite us again. Pooh. 26 April 2024: Whoa, again! We are up almost 17%. Look at the Sweetgreen, will ya'?! 3 May 2024: Interesting. Aurora has bounced back and is now in the green. Sweetgreen fell some. 10 May 2024: Whoa! Take a look at Sweetgreen, will ya'! We are up almost 25%! 17 May 2024: What a group! Up over 24% for the semester. Well done! |
The Industry is Actively Recruiting Women and Minorities, Bilingual, and Ex-MilitaryThe Financial Industry Wants Diversity - Great article from the Financial Times magazineBut 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) Vanguard Capital Group (a.k.a. The American Funds) T. Rowe Price Fidelity Investments Woman CEO! Charles Schwab Dodge & Cox Funds Wellington Management Soon to have a Woman CEO! Franklin Templeton Woman CEO! Insurance Providers TIAA Black Woman CEO! Geico Insurance Farmers Insurance State Farm Insurance Check out the hair-do! Wawanesa Insurance AIG Insurance Banks and Credit Unions US Bank Wells Fargo 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 CMG Financial Rocket Mortgage 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
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