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Thursday, September 14, 2006

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Consumer Staples. Market Cap: 2567.5B (2575.3B) P/E: 25.49 (25.14) ... Consumer Staples. Economic Committee Report. The Truman Tracy Memorial Investment Fund ... – PowerPoint PPT presentation

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Title: Thursday, September 14, 2006


1
Thursday, September 14, 2006
Presented by Priya J. Kapila
2
Federal Reserve Bank
  • St. Louis Fed. President William Poole
  • Inflation above comfort range
  • Act on this earlier then later
  • San Francisco Fed. President Janet Yellen
  • Weathered high inflation storm but will maintain
    bias to high interest rates
  • Inflation lowering, but so is growth

3
International Markets
  • U.S. dollars
  • Trade deficit hit a record 68 billion
  • Euro
  • Predictions of a slim contraction in French trade
  • Inflation at the wholesaler level in Germany grew
    0.6 month over month, exceeding expectations
  • Reiteration the central banks vigilant stance
    on inflation
  • Japanese Yen
  • 16.7 drop in machine orders
  • The dollar hovered near a two-month high against
    the yen after the announcement of a weak Japanese
    index

4
Exchange Rates
U.S. to Euro
U.S. to Yen
5
Stock Index - Asia
BSESN vs. SP 500
6
Stock Index - Europe
7
Consumer Staples
  • Market Cap 2567.5B (2575.3B)
  • P/E 25.49 (25.14)
  • ROE 16.54 (16.73)
  • Dividend Yield 2.27 (2.19)
  • Long Term Debt to Equity 1.17 (1.17)
  • Price to Book Value -0.71 (-0.01)
  • Net Profit Margin 6.80 (6.83)
  • Price to Free Cash Flow 70.79 (72.72)

8
Consumer Staples
9
Consumer Staples
10
Services
  • Market Cap 2913.2B (2925.6B)
  • P/E 26.27 (25.98)
  • ROE 14.88 (14.81)
  • Dividend Yield 1.34 (1.33)
  • Long Term Debt to Equity 1.17 (1.28)
  • Price to Book value 4.43 (6.48)
  • Net Profit Margin 5.61 (5.7)
  • Price to Free Cash Flow -118.98 (79.36)

11
Services
12
Financial
  • Market Cap 5429 B (5461B)
  • P/E 14.17 (13.9)
  • ROE 16.86 (16.27)
  • Dividend Yield 2.61 (2.62)
  • Long Term Debt to Equity 2.69 (3.47)
  • Price to Book Value 2.89 (2.82)
  • Net Profit Margin 12.66 (12.76)
  • Price to Free Cash Flow -21.48 (-41.61)

13
Financial
14
Utilities
  • Oil prices have fallen nearly 3 on Tuesday,
    Sept. 12, and are now less than 64/barrel.
  • Kinder Morgan has announced plans to invest 195
    million in Texas facilities to increase its
    storage capacity by 3.4 million barrels.
  • Ruth Shaw, President of Duke Nuclear, will retire
    from Duke Energy Corp. in April, 2007.
  • Kansas City Power Light, a subsidiary of Great
    Plains Energy, has announced that it's wind
    facility is now fully operational and capable of
    producing 100.5 megawatts of energy, or enough
    for approximately 33,000 homes annually.

15
Utilities
16
Utilities
  • Market Cap 932.4B (948.9B)
  • P/E 36.06 (33.97)
  • ROE 16.02 (16.01)
  • Dividend Yield 4.24 (4.51)
  • Long Term Debt to Equity 2.31 (2.31)
  • Price to Book Value 2.72 (2.72)
  • Net Profit Margin 9.57 (9.54)
  • Price to Free Cash Flow -57.35 (-64.36)

17
Healthcare
  • Bristol-Myers fires CEO Peter Dolan under
    pressure from a federal overseer, putting an end
    to an unpopular five year tenure.
  • Two studies showed evidence that certain
    painkillers, such as Vioxx, can cause kidney
    problems, adding that to the heart concerns
    already raised by the drug. Merck is still facing
    11,500 liability lawsuits over Vioxx.
  • The Bush Administration announced that higher
    income Medicare patients will be required to pay
    a surcharge on their premium. This is expected to
    make Medicare more sustainable in the long term.
  • The FDA is seeking to regulate certain new types
    of diagnostic tests. This could raise the costs
    of introducing them.

18
Healthcare
  • Market Cap 2578.4B (2566.1B)
  • P/E 44.48 (46.37)
  • ROE 14.71 (14.63)
  • Dividend Yield 1.63 (1.62)
  • Long Term Debt to Equity 0.47 (0.45)
  • Price to Book Value 45.15 (45.03)
  • Net Profit Margin 11.32 (11.36)
  • Price to Free Cash Flow 52.69 (72.3)

19
Healthcare
20
Technology
  • On September 12, 2006 Microsoft launched new
    Windows Live Search engine
  • ATT, Verizon to Manage McGraw-Hill Network On
    September 12, 2006 McGraw-Hill Cos., owner of
    BusinessWeek and credit ratings agency Standard
    Poor's, signed multiyear agreements with ATT
    Inc. and Verizon Business under which Verizon and
    ATT would manage the company's telecom network.
  • Apple introduces new versions of iPod As of
    September 12, 2006 Apples iTunes online music
    store will begin selling movies from Disney,
    Pixar, and Touchstone as the company makes its
    most aggressive move yet into the digital home.
  • As of September 12, 2006 hard drive manufacturer
    Seagate Technology plans to offer 1.25 billion
    in senior unsecured notes and enter an amended
    and restated unsecured revolving credit facility.

21
Technology
  • Market Cap 5417.4B (5327.8B)
  • P/E 28.0 (28.48)
  • ROE 14.91 (15.90)
  • Dividend Yield 1.93 (1.97)
  • Long Term Debt to Equity 0.63 (0.63)
  • Price to book value 4.62 (5.24)
  • Net profit margin 10.58 (10.76)
  • Price to free cash flow 61.46 (115.19)

22
Technology
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