Marketing portfolio 3 Unit

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Joselinne Sagastume #12 11th Accounting August 14, 2014

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Bonds Pictionary…………………………………………………………………………………………………………………………………………..4-9 Bonds………………………………………………………………………………………………………………………………………………………………..10 Different types of Funds…………………………………………………………………………………………………………………………….11 Stocks and Shares……………………………………………………………………………………………………………………………………….12 Takeover Pictionary…………………………………………………………………………………………………………………………………13-15 Takeover………………………………………………………………………………………………………………………………………………………….16 Buyout Example Corrections……..……………………………………………………………………………………………………………….17 Buyout Example………………………………………………………………………………………………………………………………………………18

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Word

Definition

Example

Cash Flows

The money a company receives minus the money it spends during certain period

Monitoring cash flow can also be useful for checking that funders are paying on time

Equity

Part ownership of a company in the form of stocks or shares

Tne supreme court has general jurisdiction in law and equity

Picture

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Initial Funds

Funds operated by investment companies that invest people’s money in various assets

Initial funds constitute an important part in most of the companies

Pension Funds

Funds that invest money that will be paid to people after they retire from work

Antonio receive his pension fund after he retire from the company

Principal

The amount of capital making up a bond or other loan

The bond’s principal is for a large amount

Maturity

The length of time which a bond is issued

When maturity comes the client has to pay

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Coupon

The amount of interest that a bond pays

Mariana receive a coupon

Bankrupt

Unable to pay debts

Bancafe goes on a bankrupt status

Creditors

People or institutions whom money is owed

Creditors must paid their owed money on time

Dividends

Payments by companies to their shareholders

Sometimes dividends are benefits to shareholders

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Market Makers

Businesses that buy Market makers may and sell securities bid by phone to the investor no later than 10am on Wednesday morning.

Bid

The price which a buyer is prepared to buy a security at a particular time

The bid was beneficial to the shareholders

Offer Price

The price which a seller is prepared to sell a security at a particular time

The offer price was profitable for the company

Yield

The rate of income an investor receives from a security

The investor was satisfied with the yield of the security

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Soared

Rose quickly

The interest soared in two months

To Kickstart

To revive or Amalia likes to stimulate something kickstart

Benchmark

A standard used when comparing other things

Benchmark is a method used in many companies of the United States

Recession

A period when the economy is contracting

The recession affect a lot of companies across the world

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Rally

An improvement or increase in prices

For companies rally is convenient

Defaulting

Falling to repay a loan

Jorge is constantly defaulting

To go Bust Busted

Another word of going brankrup

Futeca go Bust Busted

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When companies need to raise money to expand their operations they can issue new shares, or borrow money usually by issuing bonds. Basically a bond occurs when an investor agrees to loan money to a company or government in exchange for a predetermined interest rate for a predetermined length of time.

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Renewable Energy Fund • This fund invest in small companies that lead the global market in manufacturing equipment for generatig wind power and generating solar energy

High-yield US Fund • This fund looks for a high level of profits, invest in debts securities in various currencies issued by different goverments in four continents

Ethical Growth Fund • Its main objective is to achieve the highest possible capital growth while investing in ethically or socially responsible companies

Protection Fund • It's principal objective a steady inflationprotected return in euros, it invest its net,assets worldwide

Emerging Markets Fund • This fund main object is to achieve high and steady profits taking into account the security of capital

Luxury Good Fund • Invest in companies that produced highpriced prestigious branded luxury goods that count with stable demand

Global Microfinance Fund • Invest in all segments of the global microfinance market. They offer excellent possibilities for diversification

Dynamic International Fund • Its looks to achieve high and steady long-term earnings by investing in Eurobonds. Investments are made globally

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Stocks or Shares certificates representing part ownership of the company

Market Makers traders in stocks who quote bid (buying) and offer (selling) prices

Going Public Offering stocks for sale change the business from a private to a public company

IPO (Initial Public Companie) Selling stocks for the first time

Nominal Value of a Share The price written on it, the same as it market price

Stock markets are measured by stock indexes which show changes in the average prices of a selected group of stocks

Bull Market A period in which most stocks are rising

Bear Market Most of the stocks fall in value

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Word Diversified

Definition To become more varied or differen (e.g. by selling different products)

Example Picture Walmart is a clear example of a diversified store.

Retail Outlets

Places where goods are sold (shops, stores, kiosks, markets)

Gap is a retail outlet of clothes

Controlling Interest

A sufficient number of stocks in a company to be able to decide what to do (at an annual general marketing)

The most profitable method in companies is controlling interest because it gives more earnings

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Listed Companies

Public companies whose stocks are traded on a stock exchange

Fees

Amounts of When I money paid bought my for services t-shirt the cost includes fees

Conglomerat Companies e that own or control several smaller businesse selling very different products or services Synergy The combined power or value of a group of things working together which is greater than the total power

Listed companies are part of wall street

Procter and Gamble is a conglomerat e industry

Synergy should appear in al busineses

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Market Capitalizatio n

or value achieved when each is working separately The total value of a company on the stock exchange(th e price of all the stocks)

Subsidiaries

Companies that are owned by a larger parent company

Penssion Funds

A sum of money reserved to pay a company’s retired employees

Not all investors accept the market capitalizatio n, sometimes they negotiate it Subsidiares are founded in every market

Penssion funds are a benefit for retired employees

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Takeover Bid A public offer to a company's stockholders to buy their stocks at a certain price

Mergers To combine the two companies to form a single new one

Buyouts Occurs when financers that are corporate raiders or private equity funds consider that a series of takeovers has not acheive synergy but instead has become insufficient

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This is a clear example of a buyout because the previous company name was “Transactel powered by TELUS” The main reason was that TELUS a Canadian company was the owner of 50% of the company. But since May 28, 2014 Transactel powered by TELUS officially became just TELUS because they bought the other 50% of the stocks.

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