Applied Portfolio Management

Stock Research and Portfolio Performance Reports

Stock research reports supporting current and past holdings of the Student Investment Fund are available below. to view the reports, make sure you have Adobe Reader installed (download and install for the Mac or Windows). Presentation videos stream in Real Player (download and install for the Mac or Windows).



The Washburn APM class of 2013. From left to right, Brea Short, Ashley Brecheisen, Stevi Schultz, Professor Weigand, David-John Tiemens, Adrian De La Cruz, Zachary Riggins, Pascal Laucht and Zhan Zhang.

APM-Class-2013-2-Web



Spring 2013 Portfolio Adjustments:

Presentation Night
Opening Comments
VW (BUY): Pascal Laucht and David-John Tiemens (video)
INTC and MSFT (TRIM): Ashley Brecheisen and Stevi Schultz (video)
QCOM (BUY): Breanna Short (video)
EPB (BUY): Adrian De La Cruz, Zachary Riggins, Zhan Zhang and Breanna Short (video)
Presentation Night Closing Comments

Spring 2013 Position Reviews:

ABX (HOLD): Breanna Short
CVE (SELL): Stevi Schultz
ECA (SELL): Stevi Schultz
EMR (HOLD): Pascal Laucht, Zachary Riggins, D.J. Tiemens and Zhan Zhang
PG (HOLD): Zachary Riggins, Stevi Schutz and Zhan Zhang
VIP (HOLD): Stevi Schultz
VZ (HOLD): Breanna Short



Spring 2012 Portfolio Adjustments:


Presentation Night
Opening Comments
ACN PPTs (BUY): Brenna Koch, Chris Landqvist, Justin Pippitt, Kelli Coldiron and Wei Pi (video)
LOW (SELL): Elisa Gayle, Jonathon Ramirez and Brenna Koch (video)
MSFT (BUY): Alex Burke, Emily Emery, Raul Guevara and Boone Plager (video)
Presentation Night
Closing Comments

Spring 2012 Position Reviews:


BMY (HOLD): Elisa Gayle, Raul Guevara, Justin Pippitt and Jonathan Ramirez
MDT (HOLD): Alex Burke, Brenna Koch, Boone Plager and Jonathan Ramirez
UTX (HOLD): Brenna Koch, Christoffer Landqvist and Boone Plager



Spring 2011

Kari Bellinger, Michelle Oliver and Brady Rothrock:
ABX Report Slides



Spring 2010


Professor Weigand:
Opening Comments
Brandon Holle and David Packard:
Portfolio Review Report Video Slides
Heather Gelsinger and Dentin Chapman:
MCD Report Video Slides
Kevin Nincehelser and David Packard:
EXC Report Video Slides
Professor Weigand:
Closing Comments



Fall 2009

Professor Weigand:
Opening Comments
Mat Overbaugh and Zach Wilson:
BMY Report Video Slides
Janel Logan, Amanda Repp and Padma Venkatraman:
PG Report Video Slides
Tanner McAndrew, Luke Thompson, Daniel Wadsworth, Cheng Xi:
VZ Report Video Slides
Professor Weigand:
Closing Comments



Spring 2009

Professor Weigand:
Opening Comments
Billie Jean Bergmann and Jacob Krause:
CVX Report Video Slides
Jamie Coonce, Amanda Repp and Cheng Xi:
MDT Report Video Slides
Ryan Johnson and James Martin:
ECA Report Video Slides
Professor Weigand:
Closing Comments



Fall 2008

Professor Weigand:
Opening Comments
Kevin Reinecke and J.D. Kaad:
INTC Report Video
Jessica Collins and Kristi Larson:
DE Report Video
Randy Kidder and Michael Hooper:
EMR Report Video
Joshy Madathil and Krishna Vankineni:
NUE Report Video
Carolyn VanDerStaay and Juan Hernandez:
PAYX Report Video
Professor Weigand:
Closing Comments



Fall 2007

Professor Weigand:
Opening Comments
Erin Menard:
SLB Report Video
David Halferty:
UTX Report Video
Professor Weigand:
Closing Comments



Spring 2007

Professor Weigand:
Opening Comments
Kevin Deutsch:
LOW Report Video
Jennifer Traynor:
GRMN Report Video
Derek Priest:
BX Report Video
Cory Tuck
JNJ Report Video
Professor Weigand:
Closing Comments


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