May 15, 2017
CONTACT: Dr. Anne Macy, 806-651-2523, amacy@wtamu.edu
WTAMU Student Portfolio Managers Announce 2017 Stock Picks
CANYON, Texas—The Student-Managed Investment Fund (SMIF) portfolio managers at West Texas A&M University presented their purchase decisions at the 2017 College of Business Student Symposium on May 2. The stocks selected as possible buy opportunities are:
• AutoBytel (ABTL);
• Ally Financial (ALLY);
• Apogee Enterprises (APOG);
• Bed Bath & Beyond (BBBY);
• Continental Building Products (CBPX);
• Cirrus Logic (CRUS);
• Diebold Nixdorf (DBD);
• Fox Factory Holding Corporation (FOXF);
• Huntington Ingalls (HII);
• Lyondell Basell Industry (LYB);
• Motorola Solutions (MSI);
• Nexstar Broadcasting (NXST);
• Douglas Dynamics (PLOW);
• Scott Miracle-Gro (SMG);
• Constellation Brands (STZ);
• TAL Education Group (TAL); and
• Teradata Corporation (TDC).
Owing to a combination of performance and donations, the SMIF current market value is more than $1,186,265. During the prior year, the equity portion of the SMIF increased in line with the S&P 500 index. With a beta close to one, the SMIF performed slightly better than the market for the last five years. The fund is a blend with about 30 percent in growth, 35 percent in value and 35 percent in core. The majority is in large-cap stocks, with about 20 percent in large-cap growth, 20 percent-25 percent in large-cap value, and 20 percent-25 percent in large-cap core. The largest sector weights are information technology (18 percent), financials (14 percent), consumer staples (12 percent), consumer cyclical (11 percent) and industrials (11 percent).
Through the SMIF, 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.
The following are the 2017 Student Portfolio Managers.
Amarillo
Matthew Brown
Trestin Clay
Chris Morgan
Kelsey Pruett
Nathan Sutlief
Whitney McDonald
Bovina
Julian Martinez
Canyon
Rafeea Almas
Dallas
Anastasia Rademaekers
Dublin, Ireland
Niall Pratt
El Paso
Sandra Ramirez
Hereford
Stefan Schlabs
Olton
Daniel Barrios
San Antonio
Collin Bumpass
San Diego, Calif.
Reece Bernet
Tulia
Taylor Hurt
Wheeler
Veronica Carillo
The 2017 SMIF scholarship awards range from $1,000 to $2,000 per student. The following students are 2017 scholarship winners.
Amarillo
Emily Gross, MS Computer Information Systems
Austin
Shane Dockery, MBA Management
Dallas
Anastasia Rademaekers, MS Finance and Economics
Del Rio
Marcus Braswell, BBA General Business
Denmark
Marlene van Mourik, BBA Management
Dominica
Samyah Marcellin, MS Finance and Economics
Ecuador
Cinthya Carrera, MBA Healthcare Management
Edinburgh
Edgar Garcia, BBA Accounting
England
Jelina Fernando, BBA Marketing
Fort Collins, Colo.
Ryan Quaid, BBA Finance
Hurley, N.M.
Zach McCauley, BBA Finance
Ireland
Niall Pratt, MS Finance and Economics
Justin
Carter James, MS Finance and Economics
New Braunfels
Chase Holt, BBA Management
Pakistan
Mohamad Chaudhry, MS Finance and Economics
Perryton
Sydney Walton, BBA Management
Portland, Ore.
Selena Batiste, BBA Accounting
Portugal
Pedro Dos Santos, BBA Management
Rochester, Minn.
Heather Grebin, BBA Marketing
Russia
Sergey Nyrkov, MS Finance and Economics
Vietnam
Ngan Dao, MS Finance and Economics
Wheeler
Veronica Carrillo, MS Finance and Economics
—WTAMU—