financial business meeting valley precision consultants
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Financial Business MeetingFinancial Business Meeting
Valley Precision ConsultantsValley Precision Consultants
"Precise Advice""Precise Advice"
AgendaAgenda
Valley Precision Consultants offers you the financial advice that you need to insure your financial stability.
This presentation provides an overview of our financial performance.
IntroductionIntroduction
PhilosophyPhilosophy
ResearchResearch
Stock PerformanceStock Performance
RecommendationsRecommendations
IntroductionIntroduction
Graduated Suma Cum Laude fromGraduated Suma Cum Laude from
Brigham Young UniversityBrigham Young University
Majored in Computer EngineeringMajored in Computer Engineering
Received MastersReceived Masters
Head Technological ResearcherHead Technological Researcher
IntroductionIntroduction
History of VPCHistory of VPC
Valley Precision Consultants was founded Valley Precision Consultants was founded by Lucas G. Morgan who fled the East after by Lucas G. Morgan who fled the East after the Stock Market’s crash in the late 1920’s. He the Stock Market’s crash in the late 1920’s. He founded the company in the 1950’s to ensure founded the company in the 1950’s to ensure that all Americans have economic prosperity. that all Americans have economic prosperity. He came across to the Imperial Valley in He came across to the Imperial Valley in search of a place to establish his dream. search of a place to establish his dream. Business flourished and our motto quickly Business flourished and our motto quickly spread…spread… ““Precise Advice.”Precise Advice.”
PhilosophyPhilosophy
Here at Valley Precision Consultants we Here at Valley Precision Consultants we wish to offer you a chance to properly wish to offer you a chance to properly establish a personalized investment plan establish a personalized investment plan that will work for you.that will work for you.
At VPC we know and care about your At VPC we know and care about your concerns.concerns.
We have the knowledge and the ability to We have the knowledge and the ability to advise you towards a secure and advise you towards a secure and prosperous future.prosperous future.
PhilosophyPhilosophy
Plan of ActionPlan of Action - A - A Your Selected PlanYour Selected Plan
20% Speculative20% Speculative
30% Income30% Income
50% Growth50% Growth
This plan begins This plan begins with a 50% with a 50% investment in investment in Growth stocks, a Growth stocks, a 30 % investment 30 % investment in Income stocks, in Income stocks, and a 20% and a 20% investment in investment in Speculative Speculative stocks.stocks.
PhilosophyPhilosophyPlan of ActionPlan of Action - A - A
This plan changes This plan changes percentage of percentage of investments yearly. The investments yearly. The amount of investments amount of investments in Speculative stocks in Speculative stocks decrease by 1% and the decrease by 1% and the amount of investments amount of investments in Income stocks in Income stocks increase by 1%.increase by 1%.
50% Growth50% Growth
15% Speculative15% Speculative
35% Income35% Income
After 5 YearsAfter 5 Years
ResearchResearchDynex Capitol (DX)Dynex Capitol (DX) NYSENYSE
Management: Thomas PottsManagement: Thomas Potts 96 Employees96 Employees
ResidentialResidential
Dynex Capital, a real estate investment trust, owns a portfolio of securities and investments primarily backed by single family mortgage loans, commercial mortgage loans, and manufactured home installment loans.
Stock PerformanceStock Performance
$0.00$4.00$8.00
$12.00$16.00P
rice
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3/14/2
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3/26/2
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4/7/2
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4/19/2
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5/1/2
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5/13/2
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Speculative Stocks
DXETPC
Stock PerformanceStock Performance
40%% GrowthØDividendØYield
$8,800-$0
Largest Capital Gain and Loss
$0Balance$12,000Principal$12,000Available Funds16,000Shares$1.05New Price$.75Buy Price
Dynex Capital (DX)Dynex Capital (DX) Capital: $4,800Capital: $4,800
ResearchResearch
Agilent Technologies (A)Agilent Technologies (A) NYSENYSE
Management: John Scruggs, Sr. V.P.Management: John Scruggs, Sr. V.P. 10,200 Employees10,200 Employees
Scientific and Technical InstrumentsScientific and Technical Instruments
Agilent Technologies is the world’s largest maker of analysis equipment; it makes instruments used to evaluate telecom and computer network equipment, semiconductors, and other electronic devices.
CommunicationsCommunications We provide the people, technology, We provide the people, technology, components, and tools that help components, and tools that help customers design, build, operate, customers design, build, operate, manage, and maintain the next manage, and maintain the next generation of communications generation of communications devices, networks and services.devices, networks and services.
ElectronicsElectronics We help customers design, We help customers design, manufacture, and deploy new manufacture, and deploy new products and technologies with our products and technologies with our advanced electronics test, advanced electronics test, measurement, and monitoring measurement, and monitoring solutions.solutions.
Life SciencesLife Sciences We enable customers to identify, We enable customers to identify, quantify, analyze, and test the quantify, analyze, and test the chemical and biological properties chemical and biological properties of thousands of substances.of thousands of substances.
HealthcareHealthcare We provide clinical We provide clinical measurement and measurement and diagnostic solutions for diagnostic solutions for the healthcare the healthcare marketplace.marketplace.
Stock PerformanceStock Performance
$25.00$30.00$35.00$40.00$45.00
Price
3/2/2
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3/14/2
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3/26/2
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4/7/2
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4/19/2
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5/1/2
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5/13/2
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Date
Agilent Technologies
Stock PerformanceStock Performance
-21.7%% GrowthØDividendØYield
$1,414.96-$6,536.50
Largest Capital Gain and Loss
$9Balance$29,991Principal$30,000Available Funds
769Shares$30.50New Price
$39Buy Price
Agilent Technologies (A)Agilent Technologies (A) Capital: -$6,536.50Capital: -$6,536.50
ResearchResearch
Intel (INTC)Intel (INTC) NASDAQNASDAQ
Management: Andy Grove, Co-FounderManagement: Andy Grove, Co-Founder 70,200 Employees70,200 Employees
Semiconductor- Broad LineSemiconductor- Broad Line
The Intel Corporation is the world’s #1 microprocessor developer, including Pentium and Celeron Processors. It has 80% of the microprocessor market. Intel also provides flash memories and embedded chips for communications, industrial equipment, and military markets.
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The mobile Intel® Pentium® III processor breaks the 1GHz barrier. Find out how faster means better performance for your on-the-go computing.
Stock PerformanceStock Performance
$20.00$24.00$28.00$32.00$36.00$40.00P
rice
3/2/2
001
3/14/2
001
3/26/2
001
4/7/2
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4/19/2
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5/1/2
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5/13/2
001
Date
Growth Stocks
INTCTA
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