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Financial Business Meeting Financial Business Meeting Valley Precision Consultants Valley Precision Consultants "Precise Advice" "Precise Advice"

Financial Business Meeting Valley Precision Consultants

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Page 1: Financial Business Meeting Valley Precision Consultants

Financial Business MeetingFinancial Business Meeting

Valley Precision ConsultantsValley Precision Consultants

"Precise Advice""Precise Advice"

Page 2: Financial Business Meeting Valley Precision Consultants

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

Page 3: Financial Business Meeting Valley Precision Consultants

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

Page 4: Financial Business Meeting Valley Precision Consultants

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.”

Page 5: Financial Business Meeting Valley Precision Consultants

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.

Page 6: Financial Business Meeting Valley Precision Consultants

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.

Page 7: Financial Business Meeting Valley Precision Consultants

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

Page 8: Financial Business Meeting Valley Precision Consultants

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.

Page 9: Financial Business Meeting Valley Precision Consultants

Stock PerformanceStock Performance

$0.00$4.00$8.00

$12.00$16.00P

rice

3/2/2

001

3/14/2

001

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

Speculative Stocks

DXETPC

Page 10: Financial Business Meeting Valley Precision Consultants

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

Page 11: Financial Business Meeting Valley Precision Consultants

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.

Page 12: Financial Business Meeting Valley Precision Consultants

Stock PerformanceStock Performance

$25.00$30.00$35.00$40.00$45.00

Price

3/2/2

001

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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Agilent Technologies

Page 13: Financial Business Meeting Valley Precision Consultants

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

Page 14: Financial Business Meeting Valley Precision Consultants

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.

p4po_hd

home_p4_section

The mobile Intel® Pentium® III processor breaks the 1GHz barrier. Find out how faster means better performance for your on-the-go computing.

Page 15: Financial Business Meeting Valley Precision Consultants

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

001

4/19/2

001

5/1/2

001

5/13/2

001

Date

Growth Stocks

INTCTA