Spring 2007 Research

 

     

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Spring 2008 Research Coverage: (Adobe .pdf format)

The Henry Fund utilizes a top-down approach to research that integrates economic, industry, and company analysis.  Analysts employ a variety of valuation techniques including discounted cash flow (DCF), economic value added (EVA), relative multiple (P/E, P/B, PEG ratio), and fundamental multiple analysis.  Finally, all models are sensitivity tested against critical assumptions.

ANALYST

SECTOR

COMPANY

Christopher Nelms

Materials & Industrials

Chemicals and Fertilizer

Alcoa (AA)

Sherwin-Williams (SHW)

Sumit Mundhra

Industrials

Industrial Machinery

Hexcel (HXL)

Honeywell Int'l (HON)

Xiaoyi Yuan

Consumer Discretionary

Media Industry

Walgreen Company (WAG)

DirecTV (DTV)

 

Joseph McSpadden

Consumer Staples

Food and Beverage

PepsiCo (PEP)

Safeway (SWY)

Joseph Reed

Energy

Coal

Peabody Energy (BTU)

Chesapeake Energy (CHK)

 

William Aldridge

Financial Services

Banking

Franklin Resources (BEN)

Bank of Nova Scotia (BNS)

Yuliya Ivanova

Financial Services

Insurance

The Travelers Company (TRV)

Equifax Inc. (EFX)

Anne Thimsen

Health Care

Biotechnology

Johnson & Johnson (JNJ)

Genentech (DNA)

Gabriel Hilmoe

Health Care

Medical Products

Cardinal Health (CHA)

Stryker (SYK)

Meenakshi Ramasamy

Technology

Semiconductors

Intel (INTC)

Oracle (ORCL)

Venkat Kasthala

Technology

Enterprise Software

Google (GOOG)

Microsoft (MSFT)

Hanu Mehrotra

Telecom & Utilities

Electric Utilities

FPL Group Inc. (FPL)

American Tower (AMT)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Disclaimer: Student members of the University of Iowa’s Henry Fund class created these reports, which are intended to provide potential employers and other interested parties an example of the skills, knowledge and abilities of Henry Fund students. Members of the Henry Fund are not registered investment advisors, brokers or officially licensed financial professionals. The investment advice does not represent an offer or solicitation to buy or sell any of the securities mentioned. Unless otherwise noted, facts and figures included in this report are from publicly available sources. This report is not a complete compilation of data, and its accuracy is not guaranteed. From time to time, the University of Iowa, its faculty, staff, and student body, the Henry Fund, or its students may hold a financial interest in the companies mentioned in these reports.

Fall 2007 Research

 

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