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Blue Chip Corporation

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The Blue Chip Investment Company

FIN510A - Finance

The Blue Chip Investment Company - Team Members: Pragadeshwara Raja Chinnapan (Prag) – Chief Investment Officer (CIO) Soumyonil Bose (Neil) – Chief Executive Officer Archana Gondi - Chief Financial Officer Shalini Suresh - Chief Operating Officer Eric Gunho Bae - Chief Risk Analyst The Blue Chip Investment Company Blue Chip Investment Company is a stock management firm that aims to produce superior investment returns by aggressively seeking capital appreciation in rising markets. The Blue Chip investment Corp. was founded by Eller MBA’s Prag, Neil, Archana, Shalini, Eric with an initial investment of $250,000 from each stakeholder. We endeavor to maintain a portfolio of stocks that generates high profits over a short period of time for the stakeholders. Our goal is to maximize stakeholder wealth by making opportunistic short-term investments based on proactive investment research and a disciplined strategy. Our Strategy Our company’s short term strategy is to invest in US Retail industry’s top performing stocks. We are specifically targeting the high retail stock returns during this US holiday season. The US Retail Industry The National Retail Federation (NRF) estimates that U.S. retail sales will rise 3.9% during this holiday season, overshadowing last year’s growth of 3.5%. Sales during the months of November and December are estimated at $602.1 billion. NRF also forecasts a 13%-15% rise in online holiday sales to $82 billion, stronger than the 11.1% growth seen during the 2012 season. Stocks selected Companies we chose to invest in are Walmart, Target, Macys, Amazon. These retail companies have been around for years, and doing good business. Moreover these companies are industry leaders who’re giving higher returns compared to its peers in the industry. Performance of selected companies in the Retail

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