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Finance and Financial Management

Rollins College

Series

Johnson & Johnson

Articles 1 - 15 of 15

Full-Text Articles in Business

Crummer/Suntrust Portfolio Recommendations [2011], Ina Toderita, Daniel Parry, Jared Schneider, John Flatley, Kevin Ford, Neil Asma, Nicole Hession, Kevin Schnacke, Ronald Wensing, Jennifer Anderson, Homer Marshman, Michael Ackerman, Dean Walker, Ardit Bitincka, Thomas Biddinger Jan 2011

Crummer/Suntrust Portfolio Recommendations [2011], Ina Toderita, Daniel Parry, Jared Schneider, John Flatley, Kevin Ford, Neil Asma, Nicole Hession, Kevin Schnacke, Ronald Wensing, Jennifer Anderson, Homer Marshman, Michael Ackerman, Dean Walker, Ardit Bitincka, Thomas Biddinger

Crummer Truist Portfolios

The analysis of the current economic situation forecasts a favorable environment for growth for U.S. corporations. The desired asset class allocation distributes only the minimum to cover the fixed income and cash constraint; the rest of the portfolio is allocated to equities. Predicted economic growth means increased production and low interest rates will provide a favorable environment for U.S. corporations to grow earnings. In addition, low inflation will help keep costs low, allowing businesses to hold prices for their goods and services. Even though we believe U.S. consumers are not ready to pay higher prices due to continued high unemployment, …


Crummer/Suntrust Portfolio: Analysis And Recommendations [2010], Kate Morgenier, Eric Bindslev, Chris Maclellan, Sean Warrington, Varun Kumar, Joshua Truitt, Tolu Odulesi, Richard Rankin, Beth Owens Jan 2010

Crummer/Suntrust Portfolio: Analysis And Recommendations [2010], Kate Morgenier, Eric Bindslev, Chris Maclellan, Sean Warrington, Varun Kumar, Joshua Truitt, Tolu Odulesi, Richard Rankin, Beth Owens

Crummer Truist Portfolios

The team believes that a market-weighted portfolio is the most appropriate strategy for the Crummer/ SunTrust Endowment in the coming year. This is not the time for a more aggressive position because there still are monsters in the market’s closet capable of sending us back into the abyss. This economic and market outlook explains their reasoning.


Crummer/Suntrust Portfolio: Analysis And Recommendations [2009], Troy Mcclell, Victor Genev, Justin Fitch, Tyler Tedrow, Tim Russell, Abigail Martin, Greg Gabowski, Kate Bauernschmidt, Lander Iriarte, Arif Somji, Joe Volpe, Bessie Newman, Danny Gardner, Renaldo Lama, Grant Mccaghren Jan 2009

Crummer/Suntrust Portfolio: Analysis And Recommendations [2009], Troy Mcclell, Victor Genev, Justin Fitch, Tyler Tedrow, Tim Russell, Abigail Martin, Greg Gabowski, Kate Bauernschmidt, Lander Iriarte, Arif Somji, Joe Volpe, Bessie Newman, Danny Gardner, Renaldo Lama, Grant Mccaghren

Crummer Truist Portfolios

The first consideration was determining the amount of risk that should be taken. At present, the portfolio has a defensive position, guarding against a turbulent economy. However, as the portfolio trades only once a year, the question facing the team was when the market will rebound. If we believe the market will rebound between now and May, 2010, it would be prudent to position the portfolio more aggressively than it is currently allocated. Conversely, if the market remains uncertain, continuing a defensive position is sensible. The determination of the team was to take a more aggressive position than the portfolio …


Crummer/Suntrust Portfolio: Analysis And Recommendations [2008], Alex Turischev, Diana Prkacin, Faaria Baboolal, Sean Barkman, Collin Campbell, Isaac Codrey, Greg Downs, Alex Edgar, Sree Konireddy, Johnny Lencioni, Manoj Sejpal, Brian Wonderly, Kate Motes, Petamber Pahuja, Tom Pratt, Gloria Solano, Bryan Stewart, John Thines Jan 2008

Crummer/Suntrust Portfolio: Analysis And Recommendations [2008], Alex Turischev, Diana Prkacin, Faaria Baboolal, Sean Barkman, Collin Campbell, Isaac Codrey, Greg Downs, Alex Edgar, Sree Konireddy, Johnny Lencioni, Manoj Sejpal, Brian Wonderly, Kate Motes, Petamber Pahuja, Tom Pratt, Gloria Solano, Bryan Stewart, John Thines

Crummer Truist Portfolios

Unfavorable economic conditions have prompted the investment team to meet a short-term goal: preserve the value of the portfolio by reducing overall risk. A top down analysis of the current portfolio resulted in recommendations to change the portfolio by eliminating funds, investing in long term government bonds, TIPS and large cap value type securities. Allocations of securities was performed by either overweighting or underweighting a particular sector, depending on its historical and expected return during a recession. Individual securities were analyzed by our sector analystsand recommendations of hold, buy or sell were made. The outcome.... a robust portfolio, that will …


The 2003-2004 Crummer Suntrust Portfolio - A Proposal By The Portfolio Management/Theory And Applications Course [2003], Denvar Dewey Steadman, Scott Anthony Trombino Apr 2003

The 2003-2004 Crummer Suntrust Portfolio - A Proposal By The Portfolio Management/Theory And Applications Course [2003], Denvar Dewey Steadman, Scott Anthony Trombino

Crummer Truist Portfolios

No abstract provided.


Large Cap Investment Recommendations For The Crummer Graduate School Of Business Suntrust Investment Portfolio [2003], John Abernathy, Jessica Shapiro, Shawn Shapiro, Joe Subich, Joe Walter, Mary White Mar 2003

Large Cap Investment Recommendations For The Crummer Graduate School Of Business Suntrust Investment Portfolio [2003], John Abernathy, Jessica Shapiro, Shawn Shapiro, Joe Subich, Joe Walter, Mary White

Crummer Truist Portfolios

No abstract provided.


The Crummer Suntrust Investment Portfolio 2001, Luna Anico, Molly Ater, Evan Melcher, Michael Welker Apr 2001

The Crummer Suntrust Investment Portfolio 2001, Luna Anico, Molly Ater, Evan Melcher, Michael Welker

Crummer Truist Portfolios

No abstract provided.


Portfolio Recommendations - Crummer Suntrust Investment Portfolio 2001, Thilo Hoffman, Bryan Rich, Andy Wilkinson Apr 2001

Portfolio Recommendations - Crummer Suntrust Investment Portfolio 2001, Thilo Hoffman, Bryan Rich, Andy Wilkinson

Crummer Truist Portfolios

No abstract provided.


Crummer Suntrust Investment Portfolio 2000, Glen Butrick, Kevin Collins, Poincia Vendryes, Kurt Petersen, Herb Schumann Jr. Mar 2000

Crummer Suntrust Investment Portfolio 2000, Glen Butrick, Kevin Collins, Poincia Vendryes, Kurt Petersen, Herb Schumann Jr.

Crummer Truist Portfolios

No abstract provided.


Crummer Suntrust Portfolio Investment Stategy, David Kim, Susan Kreis, Wael Saeed, Tiffany Slaughter, Zhiqiang Zeng Mar 2000

Crummer Suntrust Portfolio Investment Stategy, David Kim, Susan Kreis, Wael Saeed, Tiffany Slaughter, Zhiqiang Zeng

Crummer Truist Portfolios

No abstract provided.


Crummer Graduate School Of Business Portfolio 1999-2000, Gregory Cooper, Jan Crockett, Shajan Jacob, Wenjiang Zhang Jan 2000

Crummer Graduate School Of Business Portfolio 1999-2000, Gregory Cooper, Jan Crockett, Shajan Jacob, Wenjiang Zhang

Crummer Truist Portfolios

No abstract provided.


Proposed Portfolio 2000, Kristen Andrews, Drago Dzerve, Bradley Joseph, Jimmy Park, Travis Shelhorse, Joni Stetson Jan 2000

Proposed Portfolio 2000, Kristen Andrews, Drago Dzerve, Bradley Joseph, Jimmy Park, Travis Shelhorse, Joni Stetson

Crummer Truist Portfolios

No abstract provided.


Portfolio Investment Strategy 1999, Angel Belokapov, Minjai Choi, Paul Kelso, Ron Piccolo Apr 1999

Portfolio Investment Strategy 1999, Angel Belokapov, Minjai Choi, Paul Kelso, Ron Piccolo

Crummer Truist Portfolios

No abstract provided.


Crummer Suntrust Investment Strategy 1999, Charles Donald Boudreaux, Atanas Dobrev, Christian Daniel Dragos, Rhoda Lee, Jodi Timmons Apr 1999

Crummer Suntrust Investment Strategy 1999, Charles Donald Boudreaux, Atanas Dobrev, Christian Daniel Dragos, Rhoda Lee, Jodi Timmons

Crummer Truist Portfolios

No abstract provided.


The Crummer Suntrust Investment Portfolio 1999, Marty Bruce, Tim Wu, Nick Dolya, Matt Williams, Robert High Jan 1999

The Crummer Suntrust Investment Portfolio 1999, Marty Bruce, Tim Wu, Nick Dolya, Matt Williams, Robert High

Crummer Truist Portfolios

No abstract provided.