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Reagan Cerney Pitches FedEx – March 8
On Wednesday, March 8, Reagan Cerney discussed adding FedEx to the Industrial Sector of the SMIF Portfolio. Reagan believes that SMIF currently lacks diversification within Industrials – adding a logistics company such as FedEx or UPS would help round out our holdings. When comparing FedEx Vs. UPS, Reagan cited that FedEx has faster shipping times,…
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Rory Bonner Pitches Eagle Materials – March 7
On Tuesday, March 7, the SMIF class heard from Rory Bonner, who pitched Eagle Materials (EXP). Eagle Materials is a diversified manufacturing company specializing in the production of slag, concrete, aggregate, gypsum wallboard, and recycled paperboard. With over 50% of Eagle’s revenue coming from government, Rory believes they will benefit from the Trump Administrations increased…
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Tooba Ali Pitches Exelon- March 1st
Tooba Ali pitched Exelon, a fortune 100 energy company with over 10 million customers in 48 states. Future catalysts for Exelon’s growth are the company’s industry leading power generation and efficiency, and its strong political influence in regulation and law. For example, Exelon’s nuclear power generators have secured subsidy backings to keep themselves afloat. Within 2-3 years, 11 of their 40 nuclear…