10am-12 pm Conducted general market research Checked the progress of our stock fuse account Worked with Taylor to cover expectations about upcoming projects 12pm-1:30 pm Working lunch break with Taylor to receive suggestions on the retirement distribution strategy presentation Reviewed different graphs of various stocks and what to look for in prime value investment opportunities … Continue reading Day 35- July 19, 2017
Tag: #wealthmanagement
Day 26- June 27, 2017
10 am-4 pm Researched recent price increase of Fibrocell Science and attempted to contact their investor relations rep Researched Snapchat to see if we might be interested going forward--focused on opportunities in AR Continued research on our current holdings to stay updated
Day 25- June 26, 2017
10am-11am Conducted research of the current companies in holding with the Wall Street Journal and Bloomberg Checked the Stockfuse portfolio for current performance Read articles regarding microwave high-frequency trading that Taylor gave us. 11am-4 pm Received an assignment from Tom about Regency Centers real estate investment trust. Conducted research about Regency's financials, current projects, analysts' … Continue reading Day 25- June 26, 2017
Day 23- June 22, 2017
10am-11am Conducted general market research with Wall Street Journal articles and Bloomberg Business Week. Continued work on the Ziopharm case study. Received many comments on our new article on Seeking Alpha and gained new followers. Read the article on Ziopharm here: https://seekingalpha.com/article/4083000-bullish-ziopharm 11am-1:30 pm Worked with Taylor about determining Ziopharm's stock valuation. Executed more trades of … Continue reading Day 23- June 22, 2017
Day 19- June 16, 2017
10am-11am Continued editing and adding information to our original content article about Ziopharm Oncology. 11am-12:15 pm Taylor assisted in editing and cleaning up the article. He taught us how to incorporate more charts and visuals to better explain a company's financial technicals. Our article mostly discusses Ziopharm's science because Taylor explained that financials matter less … Continue reading Day 19- June 16, 2017
Day 17- June 14, 2017
10 am-2pm Began work on our original content article about the valuation of Ziopharm. We will publish this article by Friday afternoon. Obtained financial statements, additional financial data, platform of Ad-RtS-hIL-12, and Ziopharm's competitive advantages. Began writing the article following a specific format found on Seeking Alpha Investor Forum. See some graphs of our data … Continue reading Day 17- June 14, 2017
Day 16- June 13, 2017
10:00 am-12:30 pm We worked on a presentation on the different aspects of retirement planning and protecting income We continued with our daily market research 12:30 pm-3:00 pm We went through and discussed the presentation with Taylor, making edits, as needed, along the way 3:00 pm-4:00 pm We completed the presentation, adding a few transition … Continue reading Day 16- June 13, 2017
Day 15- June 12, 2017
10am-11:30 am Taylor discussed the portfolio with us Instructed us to increase our Alpha, return, and risk. Gave examples of companies with trend patterns and suggested we look at trends. 11:30 am-3:30 pm Annabelle tracked trends for Caterpillar, Symantec, Ziopharm, Diamond Offshore, and Discover. See image of Caterpillar work below. Mason listened to a press … Continue reading Day 15- June 12, 2017
Day 14- June 9, 2017
10am-11:30 am: Annabelle did general market research. 11:30am-12 pm: Taylor talked about new content expectations for upcoming article. 12pm-12:45 pm: Lunch break 12:45 pm-4 pm: Compiling of data on Ziopharm for article and collecting more articles of interest. Tracked historical prices for Ziopharm over the past 5 years. See our favorite articles here: https://www.wsj.com/articles/PR-CO-20170605-908055 https://blogs.wsj.com/moneybeat/2017/06/09/suddenly-tech-stocks-are-getting-slammed/ … Continue reading Day 14- June 9, 2017
Day 13- June 8, 2017
From 10am to 1pm, Annabelle spent the day watching James Comey testify in front of the Senate and checking to see how the markets fluctuated over the course of the event. At one point, all major indexes dropped, but for the most the part, no changes out of the ordinary occurred. From 1 pm to … Continue reading Day 13- June 8, 2017