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DJ Magee Pitches Exxon Mobil – March 8
For our second pitch on Wednesday, March 8, the class heard from DJ Magee, who proposed adding Exxon Mobil to the portfolio. DJ believes Exxon Mobil to be a strong addition to the energy sector due to its industry leading cost management. The company is diversified and highly stable. DJ cited a recent selloff in…
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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…