Subject: Selecting stocks for the Wikinvest entires and the Stock Pitch Competition

Date: 1/28/2011

Dear FI414 students,

Described below is the procedure on how you will submit stock selections for the Wikinvest entries and the Stock Pitch Competition.

Send emails to:

Submissions of stock selections will be accepted in four waves.

  • Wave 1 (starting 01/31/2011, 5.00pm): Team Wiki entry #1

  • Wave 2 (starting 02/07/2011, 5.00pm): Stock selection for the Competition

  • Wave 3 (starting 02/14/2011, 5.00pm): Team Wiki entry #2

  • Wave 4 (starting 03/14/2011, 5.00pm): Student individual Wiki entry


  • Pay attention to the starting times. Early submissions are deemed invalid.

  • Check the course website for requirements on Wikinvest and the Stock Pitch Competition.

    • Read them. You can't win a game without knowing the rules.

  • The starting of one Wave is not the deadline for the previous Wave.

    • That is, if you haven't sent in your team's stock selection for Wikinvest entry #1 by 2/07/2011 (the starting time for Wave 2), it won't be a problem.

      • So long as you can finish your project by 03/04/2011 (the deadline for Team Wiki entries #1).

    • The starting of a new Wave simply means that your chance of securing your ideal choice stocks will get smaller

      • As a new wave of stock selections start to flood in.

  • Here is an incomplete list (Excel file) of U.S. stocks the Wikinvest entries of which remain empty as of 02/04/2011.

    • I will not update the list in the future. Always double check the Wikinvest website for a stock's eligibility.

    • You don't necessarily need to choose from the list.

  • A team is allowed, but doesn't need, to pitch the same stock for which the team is writing a Wikinvest entry.

    • However, a team is not allowed to pitch a stock that has been chosen by other teams or FI414 students for their Wikinvest entries.

  • On the course website, I will provide updates on what stocks have been chosen by teams and students.

    • Before send in your selection, check this page first to see whether someone else has taken your desired stock.

Important deadlines:

  • 03/04/2011 (i.e. before Spring Break):

    • Completion of Team Wikinvest entry #1

  • 04/27/2011 (i.e., last class):

    • Completion of Individual Wikinvest entry as well as Team Wikinvest entry #2

    • Final version of team Research Report (part of the requirement for the Stock Pitch Competition).

  • Stock Pitch Competition will be hold on three days:

    • 3/21/2011 (Team 1, 2, 3)

    • 3/23/2011 (Team 4, 5, 6, 7)

    • 3/28/2011 (Team 8, 9, 10).

Let me know if you have any questions.

Professor Rocco Huang