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WTAMU Student Portfolio Managers Announce Stock Picks

July 17, 2012

CONTACT:    Dr. Anne Macy, 806-651-2523, amacy@wtamu.edu

WTAMU Student Portfolio Managers Announce Stock Picks

CANYON, Texas—The Student-Managed Investment Fund (SMIF) portfolio managers at West Texas A&M University presented their 2012 purchase decisions at the College of Business Investment Series presentation July 12. The 16 selected stocks are:
•    Activision Blizzard (ATVI)Student portfolio managers
•    AES Corp. (AES)
•    Agrium (AGU)
•    Annaly Capital (NLY)
•    Apple (AAPL)
•    Caterpillar (CAT)
•    Dollar General (DG)
•    Goldcorp (GC)
•    Kansas City Southern (KSU)
•    Kennametal (KMT)
•    Microsoft (MSFT)
•    Nike (NKE)
•    Rio Tinto (RIO)
•    Siemens (SI)
•    Visa (V)
•    Wellpoint (WLP)

Through the Student-Managed Investment Fund, finance majors at WTAMU explore applied investing. Students manage a portfolio of funds and decide on stocks to purchase and sell with a goal of long-term growth. They learn investment fundamentals, valuation techniques and technical analysis.

All finance majors explore one or more investment opportunities, which are forwarded to the student portfolio managers for consideration. Portfolio managers attempt to meet the dual objectives of increasing the long-run value of the portfolio combined with the short-run objective of providing student scholarships. Since 2001, the program has awarded $99,500 in scholarship funds to business students.

Established by local community leaders under the direction of Dr. Jerry Miller at an initial value of $100,000, the student portfolio’s current value is more than $650,000. The stock holdings returned 4.3 percent over the last year versus a 3.1 percent return for the S&P 500 index.

Student Portfolio Managers for 2012 are listed by hometown, classification and major.
Amarillo
Emilee Cavaness, senior finance and accounting major
Jake Samarron, senior finance and accounting major
Chicago, Ill.
Kyle Williams, graduate finance and economics major
Cleburne
Laura Beth Hallman, graduate finance and economics major
Frisco
Adrian Walker, graduate finance and economics major
Nazareth
Kami Rundell, senior finance and accounting major
Plainview
Kolten Wilder, senior finance major
 

 

—WTAMU—


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