GROUP WORK: Kerby, Ritesh, Prasangi, Rachel, Roland, Kat, Floran.
#1. Allocation of funds according to the type of investment we plan which will total to $25K
As a group, we have decided to allocate $25,000 investment funds in the below mentioned percentage output.
High risk - We will invest in Stocks 52 % of our total Investment, which will be $13000
a. Exxon Mobil - 44% which is $5720 b. DaVita - 24% which is $3120 c. Qualcomm - 32% which is $4160
Medium / Average Risk – We will invest in Bonds 28 % of our Total Investment, which will be $7000
-Bonds (Treasury) 50% which is $3500 -Bonds (Corporate) 50% which is $3500
Low Risk –
We will invest in Money Market/Bank Deposit 20% of our
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DaVita Healthcare Partners – DaVita is a leading provider of kidney care in the United States, delivering dialysis services to patients with chronic kidney failure and end stage renal disease while HealthCare Partners is one of the country 's largest operator of medical groups and physician networks, will continue to provide integrated care management as an operating division of DaVita HealthCare Partners, focusing on delivering outstanding healthcare across a broad range of services. They have joined forces to become one of the nation 's largest and most innovative healthcare communities.
For the first quarter of this year, the company reported total net revenues of $2,871.673 million compared to $1,913.006 million a year ago. For six months which was on June30, 2013, the company reported total net revenues of $5,701.255 million compared to $3,762.539 million a year ago. Since kidney diseases are affecting more and more people in the United States and is a lifelong treatment, investing in a company that is known to provide an excellent service when it comes to this disease will give stability to the company which in return will help your investment to earn more.
Qualcomm Incorporated is an American global semiconductor company that designs, manufactures and markets digital wireless telecommunications products and services. Headquartered in San Diego, CA, USA, the company has 157 worldwide locations. The parent company is Qualcomm Incorporated (Qualcomm),
For Investment B: (40 – 5)/ 30= 1.16 standard units= close to 88% to get the 40 million in
Stable cash flows with estimated total revenues increasing from 559.9 million in 1978 to 937.8 million in 1984 (Note also its strong intellectual property as shown by its
When we look at 75% occupancy, the rate of return (net earnings divided by amount invested) is $298,000/$3,525,000 = 8.4%. . This return should be regarded as low; as the
Healthcare Partners a company that provides a service of managed care for almost 765,000 patients and makes up various medical groups as well as doctors who are affiliated with Healthcare Partners in “California, Arizona, Florida, Nevada, and New Mexico.” As DaVita’s website states, “In November of 2012 DaVita and Healthcare partners joined forces to become one of the nation’s largest and most innovative healthcare communities” and pledged as DaVita Healthcare Partners Inc., to continue together “committed to clinical excellence” and to “improve patients health and quality of life.” (DaVita Health Care Partners ). Retrieved April 18, 2014 from http://davitahealthcarepartners.com/
* Net working capital of 5% of sales will be used for both Paducah and ACP project
mix of assets? What benchmark return might they expect for their current level of risk?
4.) What would the capital allocation plan look like if an additional $100,000 is made available?
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