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Portfolio Holding Re-Evaluation:Harley-Davidson (HOG)
October 27thJames CullenPortfolio Manager Boston College Investment Club
Portfolio Management Perspective
•We Still Own About 35Stocks
–Too Diversified (i.e.Closet Index Fund)
•Re-Evaluate Positions•Balance SheetStrength is Crucial•What Are You, Harley?
Via Malkiel’s “Random Walk”
What is Harley-Davidson?
•Iconic Motorcycle Brand
–100+ Years of Operations
•Manufactures Variety of Bikes
–Models Range from $9,900 to $19,000+
•But is H-D Really a Manufacturer?
–Growth of Finance Arm (HDFS)
•Club Owns 150 Shares = About $3,000
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