Master class
The master class is by invitation only from the PwP Board of Directors and includes many of the world’s most renowned investors. The entry fee is $10,000.
Place
Name
Performance*
Charity
Professional class
The professional class requires 2 years of experience in the finance industry.
The entry fee is $1,000.
The entry fee is $1,000.
Place
Name
Performance*
Charity
Novice class
The novice class is open to the general public. The entry fee is $100.
Place
Name
Performance*
Charity
Coming Soon
CONTEST 2012
Winning Portfolios
The following final performance has been reviewed and approved by Deloitte
Professional class
Akiva Katz
NY/USA
NY/USA
- Class: Professional Class
- Current Portfolio Return: 52.9%
- Standing: 2nd Place
- Competing For: Project Ore
- 2012 Class Winnings
- 1st Place: $10,476
- 2nd Place: $5,238
- 3rd Place: $1,746
EV Energy Partners (EVEP) - NasdaqGS
56.56
- Position long
- Prev Close 56.20
- Change 0.36 (0.6%)
- Market Cap ($MM) 2,394
- Currency USD
- YTD Total Return -9.8%
- YTD High/Low 73.66/43.97
- Dividend Yield 5.42 %
Comments:
Monetization of acreage in Utica shale will drive significant, under appreciated distribution growth
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Payless Shoes (PSS) - NYSE
21.75
- Position long
- Prev Close 21.72
- Change 0.03 (0.1%)
- Market Cap ($MM) 1,335
- Currency USD
- YTD Total Return 51.4%
- YTD High/Low 21.75/14.08
- Dividend Yield 0.00 %
Comments:
private equity take out candidate
Atlas Energy (ATLS) - NYSE
34.74
- Position long
- Prev Close 33.50
- Change 1.24 (3.7%)
- Market Cap ($MM) 1,784
- Currency USD
- YTD Total Return 61.8%
- YTD High/Low 38.96/24.06
- Dividend Yield 3.11 %
Comments:
Spinoff of certain segments will highlight value of General Partner interest in Atlas Pipeline (APL)
Gildan Activewear Inc. (GIL) - NYSE
36.58
- Position long
- Prev Close 35.82
- Change 0.76 (2.1%)
- Market Cap ($MM) 0
- Currency USD
- YTD Total Return 96.8%
- YTD High/Low 36.58/18.79
- Dividend Yield 0.00 %
Comments:
rebound in cotton prices will drive EPS growth
Cedar Fair, L.P. (FUN) - NYSE
33.45
- Position long
- Prev Close 32.80
- Change 0.65 (2%)
- Market Cap ($MM) 1,857
- Currency USD
- YTD Total Return 64.2%
- YTD High/Low 36.99/21.50
- Dividend Yield 7.47 %
Comments:
stable business with increasing shareholder distribution
Daniel Cruise
TX/USA
TX/USA
- Class: Professional Class
- Current Portfolio Return: 35.4%
- Standing: 8th Place
- Competing For: Skills For Southern Sudan
- 2012 Class Winnings
- 1st Place: $10,476
- 2nd Place: $5,238
- 3rd Place: $1,746
Tanzania Portland (TWIGA) - DAR
2,600.00
- Position long
- Prev Close 2,600.00
- Change 0.00 (0%)
- Market Cap ($MM) 296
- Currency TZS
- YTD Total Return 35.1%
- YTD High/Low 2,640.00/2,080.00
- Dividend Yield 6.92 %
Comments:
Buildout of East Africa infrastructure, attractive dividend yield.
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Copperbelt Energy (CEC) - LUSE
680.00
- Position long
- Prev Close 680.00
- Change 0.00 (0%)
- Market Cap ($MM) 130
- Currency ZMK
- YTD Total Return 5.8%
- YTD High/Low 700.00/639.00
- Dividend Yield 100.00 %
Comments:
Buildout of East Africa power infrastructure, continued commodity strength in 2012, 6% Div Yield
Ophir Energy (OPHR) - LSE
5.05
- Position long
- Prev Close 5.02
- Change 0.03 (0.6%)
- Market Cap ($MM) 3,280
- Currency GBP
- YTD Total Return 74.7%
- YTD High/Low 6.41/2.89
- Dividend Yield 0.00 %
Comments:
Buildout of East Africa power infrastructure, leverage to attractive East Africa oil and gas acreage
Bamburi Cement (IQ9285843) -
185.00
- Position long
- Prev Close 188.00
- Change -3.00 (-1.6%)
- Market Cap ($MM) 780
- Currency KES
- YTD Total Return 57.9%
- YTD High/Low 190.00/125.00
- Dividend Yield 5.41 %
Comments:
leverage to buildout of East Africa infrastructure
Orca Exploration Group (ORC.B) - TSXV
3.00
- Position long
- Prev Close 3.00
- Change 0.00 (0%)
- Market Cap ($MM) 104
- Currency CAD
- YTD Total Return 3.4%
- YTD High/Low 3.99/2.00
- Dividend Yield 0.00 %
Comments:
Buildout of East Africa power infrastructure. Specifically in regards to natural gas processing. Potential oil and gas discoveries offshore Tanzania in 2012
Michael Krueger
NY/USA
NY/USA
- Class: Professional Class
- Current Portfolio Return: 27.3%
- Standing: 17th Place
- Competing For: American Cancer Society
- 2012 Class Winnings
- 1st Place: $10,476
- 2nd Place: $5,238
- 3rd Place: $1,746
Teradata Corporation (TDC) - NYSE
61.89
- Position long
- Prev Close 60.69
- Change 1.20 (2%)
- Market Cap ($MM) 10,466
- Currency USD
- YTD Total Return 27.6%
- YTD High/Low 80.62/47.37
- Dividend Yield 0.00 %
Comments:
Expand Portfolio
Suncor (SU) - TSX
32.71
- Position long
- Prev Close 32.22
- Change 0.49 (1.5%)
- Market Cap ($MM) 50,252
- Currency CAD
- YTD Total Return 13.1%
- YTD High/Low 36.97/27.40
- Dividend Yield 1.59 %
Comments:
Lululemon (LULU) - NasdaqGS
76.23
- Position long
- Prev Close 74.31
- Change 1.92 (2.6%)
- Market Cap ($MM) 10,989
- Currency USD
- YTD Total Return 63.4%
- YTD High/Low 80.30/46.66
- Dividend Yield 0.00 %
Comments:
Las Vegas Sands (LVS) - NYSE
46.16
- Position long
- Prev Close 44.72
- Change 1.44 (3.2%)
- Market Cap ($MM) 33,790
- Currency USD
- YTD Total Return 17.4%
- YTD High/Low 61.05/36.41
- Dividend Yield 3.03 %
Comments:
Ross Stores (ROST) - NasdaqGS
54.09
- Position long
- Prev Close 53.21
- Change 0.88 (1.7%)
- Market Cap ($MM) 12,029
- Currency USD
- YTD Total Return 14.9%
- YTD High/Low 69.98/47.29
- Dividend Yield 1.04 %
Comments:
Novice Class
Sarah Seelaus
NY/USA
NY/USA
- Class: Novice Class
- Current Portfolio Return: 54.7%
- Standing: 7th Place
- Competing For: Camp for All
- 2012 Class Winnings
- 1st Place: $4,726
- 2nd Place: $2,363
- 3rd Place: $788
Loral Space & Communications (LORL) - NasdaqGS
54.66
- Position long
- Prev Close 53.67
- Change 0.99 (1.8%)
- Market Cap ($MM) 1,681
- Currency USD
- YTD Total Return 56.8%
- YTD High/Low 85.07/53.63
- Dividend Yield 0.00 %
Comments:
new satellite launch, IPO
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LyondellBasell Industries NV (LYB) - NYSE
57.09
- Position long
- Prev Close 55.51
- Change 1.58 (2.8%)
- Market Cap ($MM) 32,837
- Currency USD
- YTD Total Return 92.5%
- YTD High/Low 57.09/32.49
- Dividend Yield 2.80 %
Comments:
post-reorg equity
Nexstar (NXST) - NasdaqGM
10.59
- Position long
- Prev Close 10.50
- Change 0.09 (0.9%)
- Market Cap ($MM) 308
- Currency USD
- YTD Total Return 35.1%
- YTD High/Low 12.77/6.10
- Dividend Yield 0.00 %
Comments:
ground-breaking year for advertising (political campagins)
Gray Television, Inc. (GTN) - NYSE
2.20
- Position long
- Prev Close 2.21
- Change -0.01 (-0.5%)
- Market Cap ($MM) 126
- Currency USD
- YTD Total Return 35.8%
- YTD High/Low 2.46/1.34
- Dividend Yield 0.00 %
Comments:
same as Nexstar
FelCor Lodging Trust Inc. (FCH) - NYSE
4.67
- Position long
- Prev Close 4.55
- Change 0.12 (2.6%)
- Market Cap ($MM) 580
- Currency USD
- YTD Total Return 53.1%
- YTD High/Low 5.32/3.02
- Dividend Yield 0.00 %
Comments:
cheap to comps
Brian Zakutansky
MA/USA
MA/USA
- Class: Novice Class
- Current Portfolio Return: 53.5%
- Standing: 8th Place
- Competing For: Light in Africa
- 2012 Class Winnings
- 1st Place: $4,726
- 2nd Place: $2,363
- 3rd Place: $788
JP Morgan (JPM) - NYSE
43.97
- Position long
- Prev Close 43.24
- Change 0.73 (1.7%)
- Market Cap ($MM) 167,144
- Currency USD
- YTD Total Return 36.2%
- YTD High/Low 46.27/31.00
- Dividend Yield 2.73 %
Comments:
Expand Portfolio
Bank of America (BAC) - NYSE
11.61
- Position long
- Prev Close 11.36
- Change 0.25 (2.2%)
- Market Cap ($MM) 125,133
- Currency USD
- YTD Total Return 109.8%
- YTD High/Low 11.61/5.56
- Dividend Yield 0.34 %
Comments:
Goldman Sachs (GS) - NYSE
127.56
- Position long
- Prev Close 125.52
- Change 2.04 (1.6%)
- Market Cap ($MM) 62,007
- Currency USD
- YTD Total Return 43.4%
- YTD High/Low 129.72/90.43
- Dividend Yield 1.57 %
Comments:
Wells Fargo & Company (WFC) - NYSE
34.18
- Position long
- Prev Close 33.91
- Change 0.27 (0.8%)
- Market Cap ($MM) 179,933
- Currency USD
- YTD Total Return 27.3%
- YTD High/Low 36.13/27.56
- Dividend Yield 2.87 %
Comments:
Citigroup Inc (C) - NYSE
39.56
- Position long
- Prev Close 39.01
- Change 0.55 (1.4%)
- Market Cap ($MM) 116,011
- Currency USD
- YTD Total Return 50.6%
- YTD High/Low 40.17/24.82
- Dividend Yield 0.10 %
Comments:
Bryan Rush
NY/USA
NY/USA
- Class: Novice Class
- Current Portfolio Return: 53.3%
- Standing: 9th Place
- Competing For: Notre Dame School of Dallas
- 2012 Class Winnings
- 1st Place: $4,726
- 2nd Place: $2,363
- 3rd Place: $788
Hertz Global Holdings (HTZ) - NYSE
16.27
- Position long
- Prev Close 15.82
- Change 0.45 (2.8%)
- Market Cap ($MM) 6,851
- Currency USD
- YTD Total Return 38.8%
- YTD High/Low 16.65/10.62
- Dividend Yield 0.00 %
Comments:
Expand Portfolio
Centro Retail Australia (CRF) - ASX
2.27
- Position long
- Prev Close 2.25
- Change 0.02 (0.9%)
- Market Cap ($MM) 3,364
- Currency AUD
- YTD Total Return 40.8%
- YTD High/Low 2.34/1.72
- Dividend Yield 2.86 %
Comments:
Quad/Graphics, Inc. (QUAD) - NYSE
20.39
- Position long
- Prev Close 19.53
- Change 0.86 (4.4%)
- Market Cap ($MM) 963
- Currency USD
- YTD Total Return 68.6%
- YTD High/Low 20.65/11.75
- Dividend Yield 4.90 %
Comments:
A.H. Belo Corporation (AHC) - NYSE
4.65
- Position long
- Prev Close 4.80
- Change -0.15 (-3.1%)
- Market Cap ($MM) 102
- Currency USD
- YTD Total Return 8.4%
- YTD High/Low 6.14/3.66
- Dividend Yield 5.16 %
Comments:
Bank of America (BAC) - NYSE
11.61
- Position long
- Prev Close 11.36
- Change 0.25 (2.2%)
- Market Cap ($MM) 125,133
- Currency USD
- YTD Total Return 109.8%
- YTD High/Low 11.61/5.56
- Dividend Yield 0.34 %
Comments:
Portfolios with Purpose
Annual Stock Selection Competition
About Us
Portfolios with Purpose ("PwP") is a registered 501(c)(3) non-profit institution that hosts an annual stock selection competition in which participants compete on behalf of their favorite charities.
PwP unites the general public with some of the world's most renowned investors in an effort to bring global awareness to impactful philanthropic causes.
How to Play
- Step 1: Identify Your Class
- Step 2: Select Five Stocks
- Step 3: Select a Charity
Donate to PwP
Portfolios with Purpose is a non-profit organization that does not take any portion of the competition entry fees to help pay for the company's administrative costs.
Therefore all donations are a HUGE support and we are extremely grateful!
