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FIN 402 Invent Youself/uophelp.com

FIN 402 Investment Fundamentals and Portfolio Management Final Exam Guide<br> <br>True/False<br> 1.___ ___ The balance sheet shows what assets the firm controls at a point in time and how it financed the assets.<br>

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FIN 402 Invent Youself/uophelp.com

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  1. FIN 402 Invent Youself/uophelp.com For more course tutorials visit www.uophelp.com

  2. FIN 402 Final Exam Guide For more course tutorials visit www.uophelp.com • FIN 402 Investment Fundamentals and Portfolio Management Final Exam Guide • True/False •  1.___  ___ The balance sheet shows what assets the firm controls at a point in time and how it financed the assets. •  2.___  ___ Free cash flow = Cash flow from operations – Capital expenditures + Disposition of property and equipment. •  3.___  ___ The income statement

  3. FIN 402 Week 1 Assignment Capital Markets and Investment Banking Process Paper For more course tutorials visit www.uophelp.com • FIN402 Week 1 Assignment Capital Markets and Investment Banking Process Paper

  4. FIN 402 Week 1 Assignment Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan For more course tutorials visit www.uophelp.com • Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan • Carolyn Bowen, who just turned 55, is employed as an administrative assistant for the Xcon Corporation, where she has worked for the past 20 years. She is in good health, lives alone, and has two grown children. A few months ago her husband died, leaving her with only their home and the proceeds from a $75,000 life insurance policy. After

  5. FIN 402 Week 1 Assignment Case Problem 1.2, 2.1, 2.2, 3.1, 12.1 For more course tutorials visit www.uophelp.com • FIN 402 Week 1 Assignment Case Problem 1.2 Preparing Carolyn Bowen’s Investment Plan • FIN 402 Week 1 Assignment Case Problem 2.1 Dara’s Dilemma: What to Buy? • FIN 402 Week 1 Assignment Case Problem 2.2 Ravi Dumar’s High-Flying Margin Account

  6. FIN 402 Week 1 Assignment Case Problem 2.2 Ravi Dumar’s High-Flying Margin Account For more course tutorials visit www.uophelp.com • Case Problem 2.2 Ravi Dumar’s High-Flying Margin Account • Ravi Dumar is a stockbroker who lives with his wife, Sasha, and their five children in Milwaukee, Wisconsin. Ravi firmly believes that the only way to make money in the market is to follow an aggressive investment posture—for example, to use margin trading. In fact, Ravi has built himself a substantial margin account over the years. He currently holds $75,000 worth of stock in his margin account, though the debit balance in the account amounts to only $30,000. Recently

  7. FIN 402 Week 1 Assignment Case Problem 3.1 The Perezes’ Good Fortune For more course tutorials visit www.uophelp.com • Case Problem 3.1 The Perezes’ Good Fortune • Angel and Marie Perez own a small pool hall located in southern New Jersey. They enjoy running the business, which they have owned for nearly three years. Angel, a retired professional pool shooter, saved for nearly 10 years to buy this business, which he and his wife own free and clear. The income from the pool hall is adequate to allow Angel, Marie, and their children, Mary (age 10) and José (age 4), to live comfortably. Although he lacks

  8. FIN 402 Week 1 Assignment Case Problem 12.1 Reverend Mark Thomas Ponders Mutual Funds For more course tutorials visit www.uophelp.com • Case Problem 12.1 Reverend Mark Thomas Ponders Mutual Funds • The Reverend Mark Thomas is the minister of a church in the San Diego area. He is married, has one young child, and earns a “modest income.” Because religious organizations are not notorious for their generous retirement programs, the reverend has decided he should do some investing on his own. He would like to set up a program that enables him to supplement the church’s retirement program and at the same time provide some funds for his child’s college education (which

  9. FIN 402 Week 1 AssignmentCase Problem 2.1Dara’s Dilemma: What to Buy? For more course tutorials visit www.uophelp.com • Case Problem 2.1Dara’s Dilemma: What to Buy? • Dara Simmons, a 40-year-old financial analyst and divorced mother of two teenage children, considers herself a savvy investor. She has increased her investment portfolio considerably over the past five years. Although she has been fairly conservative with her investments, she now feels more confident in her investment knowledge and would like to branch out into some new areas that could bring higher returns. She has between $20,000 and $25,000 to invest.

  10. FIN 402 Week 1 DQ 1 For more course tutorials visit www.uophelp.com • What are capital market instruments? How are they used? Which is most important? Explain your answer.

  11. FIN 402 Week 1 DQ 2 For more course tutorials visit www.uophelp.com •  What is an asset class? How are asset classes selected? What factors affect the selection?

  12. FIN 402 Week 1 DQ 3 For more course tutorials visit www.uophelp.com • What is a derivative? What are the different types of derivatives? How do businesses use derivatives to mitigate risks?

  13. FIN 402 Week 1 Individual Problem Set For more course tutorials visit www.uophelp.com • The Problem Set is provided to you to enable you to practice the concepts outlined in the textbook. Select THREE completed problems from the assignment and post your solutions to those problems. • 1. Creating prices for securities and allowing for liquidity are functions of • 2. Which of the following best describes

  14. FIN 402 Week 1 Individual Weekly Question For more course tutorials visit www.uophelp.com • Submit your Weekly Questions, with original questions, in a Microsoft Word or text file. Be sure to show your work to earn full credit. • Do not use Investopedia, About.com, Wikipedia, or other generic internet websites as sources. Use credible sources only.

  15. FIN 402 Week 2 Assignment Asset Classes Paper For more course tutorials visit www.uophelp.com • FIN402 Week 2 Assignment Asset Classes Paper • the materials sales

  16. FIN 402 Week 2 Assignment Case Problem 2.1 Traditional Versus Modern Portfolio Theory Who’s Right For more course tutorials visit www.uophelp.com • Case Problem 2.1 Traditional Versus Modern Portfolio Theory: Who’s Right? • Walt Davies and Shane O’Brien are district managers for Lee, Inc. Over the years, as they moved through the firm’s sales organization, they became (and still remain) close friends. Walt, who is 33 years old, currently lives in Princeton, New Jersey. Shane, who is 35, lives in Houston, Texas. Recently, at the national sales meeting, they were discussing various

  17. FIN 402 Week 2 Assignment Case Problem 4.1 Coates’s Decision For more course tutorials visit www.uophelp.com • Case Problem 4.1 Coates’s Decision • On January 1, 2017, Dave Coates, a 23-year-old mathematics teacher at Xavier High School, received a tax refund of $1,100. Because Dave didn’t need this money for his current living expenses, he decided to make a long-term investment. After surveying a number of alternative investments costing no more than $1,100, Dave isolated two that seemed most suitable to his needs. • Each of the investments cost $

  18. FIN 402 Week 2 Assignment Case Problem 4.1, 4.2, 2.1, 5.2, 13.1 (Part a,b,c,d) For more course tutorials visit www.uophelp.com • FIN 402 Week 2 Assignment Case Problem 4.1 Coates’s Decision • FIN 402 Week 2 Assignment Case Problem 4.2 The Risk-Return Tradeoff Molly O’Rourke’s Stock Purchase Decision • FIN 402 Week 2 Assignment

  19. FIN 402 Week 2 Assignment Case Problem 4.2 The Risk-Return Tradeoff Molly O’Rourke’s Stock Purchase Decision For more course tutorials visit www.uophelp.com • Case Problem 4.2 The Risk-Return Tradeoff: Molly O’Rourke’s Stock Purchase Decision • Over the past 10 years, Molly O’Rourke has slowly built a diversified portfolio of common stock. Currently her portfolio includes 20 different common stock issues and has a total market value of $82,500. • Molly is at present considering the addition of 50 shares of either of two common stock issues—X or Y. To assess the return and risk

  20. FIN 402 Week 2 Assignment Case Problem 5.2 Susan Lussier’s Inherited Portfolio Does It Meet Her Needs For more course tutorials visit www.uophelp.com • Case Problem 5.2 Susan Lussier’s Inherited Portfolio: Does It Meet Her Needs? • Susan Lussier is 35 years old and employed as a tax accountant for a major oil and gas exploration company. She earns nearly $135,000 a year from her salary and from participation in the company’s drilling activities. An expert on oil and gas taxation, she is not worried about job security—she is content with her income and finds it adequate to allow her to buy and do whatever she wishes. Her current philosophy is to live each day to its fullest, not concerning herself with retirement, which is too far in the future to require her current attention. • A month ago, Susan’s only surviving parent, her father, was killed in a sailing accident. He had retired in La Jolla, California, two years earlier and

  21. FIN 402 Week 2 Assignment Case Problem 13.1 Assessing the Stalchecks’s Portfolio Performance (Part a,b,c,d) For more course tutorials visit www.uophelp.com • Case Problem 13.1 Assessing the Stalchecks’s Portfolio Performance • Mary and Nick Stalcheck have an investment portfolio containing four investments. It was developed to provide them with a balance between current income and capital appreciation. Rather than acquire mutual fund shares or diversify within a given class of investments, they developed their portfolio with the idea of diversifying across various asset classes. The portfolio currently contains common stock, industrial bonds, mutual fund shares, and options. They acquired each of these investments

  22. FIN 402 Week 2 DQ 1 For more course tutorials visit www.uophelp.com • What are different ratio categories? Which category is most important to bondholders? Why? Which category is most important to stockholders

  23. FIN 402 Week 2 DQ 2 For more course tutorials visit www.uophelp.com • What are liquidity ratios? Why are they important? How may an investor use liquidity ratios when making investment decisions? • $

  24. FIN 402 Week 2 DQ 3 For more course tutorials visit www.uophelp.com • What is the CAPM? Are CAPM assumptions realistic? Why or why not?

  25. FIN 402 Week 2 Learning Team Assignment Portfolio Selection Paper (2 Papers) For more course tutorials visit www.uophelp.com • Resources: Electronic Reserve Readings, Internet, University Library • Select one publicly traded bond. • Select five organizations from the following list. These organizations represent the stocks that comprise your portfolio. • Cisco Systems, Inc.® • Citigroup®

  26. FIN 402 Week 2 weekly Problem Set For more course tutorials visit www.uophelp.com • The Problem Set is provided to you to enable you to practice the concepts outlined in the textbook. Select THREE completed problems from the assignment and post your solutions to those problems. In your solutions, provide an explanation as to why you choose the answer. • 1. If RF = 6 percent, b = 1.3, and the

  27. FIN 402 Week 2 Weekly Question For more course tutorials visit www.uophelp.com • 1. (2 point) Calculate the expected return of the following stocks using CAPM. You can use internet websites to get Beta figures, such as Yahoo! Finance, Google Finance, MSN Money, Marketwatch, etc. Use 4% as the risk free rate and 6% as the risk premium. • a. Proctor & Gamble (PG)

  28. FIN 402 Week 3 Assignment Case Problem 6.1 Sara Decides to Take the Plunge For more course tutorials visit www.uophelp.com • Case Problem 6.1 Sara Decides to Take the Plunge • Sara Thomas is a child psychologist who has built a thriving practice in her hometown of Boise, Idaho. Over the past several years she has been able to accumulate a substantial sum of money. She has worked long and hard to be successful, but she

  29. FIN 402 Week 3 Assignment Case Problem 6.1, 6.2, 7.1, 7.2, 8.1, 8.2, 9.2 For more course tutorials visit www.uophelp.com • FIN 402 Week 3 Assignment Case Problem 6.1 Sara Decides to Take the Plunge • FIN 402 Week 3 Assignment Case Problem 6.2 Wally Wonders Whether There’s a Place for Dividends • FIN 402 Week 3 Assignment Case Problem 7.1 Some Financial Ratios Are Real Eye-Openers

  30. FIN 402 Week 3 Assignment Relative Performance Paper For more course tutorials visit www.uophelp.com • FIN 402 Week 3 Assignment Relative Performance Paper

  31. FIN 402 Week 3 AssignmentCase Problem 6.2 Wally Wonders Whether There’s a Place for Dividends For more course tutorials visit www.uophelp.com • Case Problem 6.2 Wally Wonders Whether There’s a Place for Dividends • Wally Wilson is a commercial artist who makes a good living by doing freelance work—mostly layouts and illustrations—for local ad agencies and major institutional clients (such as large department stores). Wally has been investing in the stock market for some time, buying mostly high-quality growth stocks as a way to achieve long-term growth and

  32. FIN 402 Week 2 Weekly Question For more course tutorials visit www.uophelp.com • 1. (2 point) Calculate the expected return of the following stocks using CAPM. You can use internet websites to get Beta figures, such as Yahoo! Finance, Google Finance, MSN Money, Marketwatch, etc. Use 4% as the risk free rate and 6% as the risk premium. • a. Proctor & Gamble (PG)

  33. FIN 402 Week 2 weekly Problem Set For more course tutorials visit www.uophelp.com • The Problem Set is provided to you to enable you to practice the concepts outlined in the textbook. Select THREE completed problems from the assignment and post your solutions to those problems. In your solutions, provide an explanation

  34. FIN 402 Week 2 Learning Team Assignment Portfolio Selection Paper (2 Papers) For more course tutorials visit www.uophelp.com • This Tutorial contains 2 Different Papers • Resources: Electronic Reserve Readings, Internet, University Library • Select one publicly traded bond. • Select five organizations from the following list. These organizations represent the stocks that comprise your portfolio.

  35. FIN 402 Week 2 DQ 3 For more course tutorials visit www.uophelp.com • What is the CAPM? Are CAPM assumptions realistic? Why or why not?

  36. FIN 402 Week 2 DQ 2 For more course tutorials visit www.uophelp.com • What are liquidity ratios? Why are they important? How may an investor use liquidity ratios when making investment decisions?

  37. FIN 402 Week 2 DQ 1 For more course tutorials visit www.uophelp.com • What are different ratio categories? Which category is most important to bondholders? Why? Which category is most important to stockholders? Why?

  38. FIN 402 Week 2 Assignment Case Problem 13.1 Assessing the Stalchecks’s Portfolio Performance (Part a,b,c,d) For more course tutorials visit www.uophelp.com • Case Problem 13.1 Assessing the Stalchecks’s Portfolio Performance • Mary and Nick Stalcheck have an investment portfolio containing four investments. It was developed to provide them with a balance

  39. FIN 402 Week 2 Assignment Case Problem 5.2 Susan Lussier’s Inherited Portfolio Does It Meet Her Needs For more course tutorials visit www.uophelp.com • Case Problem 5.2 Susan Lussier’s Inherited Portfolio: Does It Meet Her Needs? • Susan Lussier is 35 years old and employed as a tax accountant for a major oil and gas exploration company. She earns nearly $135,000 a year from her salary and from participation in the company’s drilling activities. An expert on oil and gas taxation, she is not worried about job security—she is content with her income and finds it adequate to allow her

  40. FIN 402 Week 2 Assignment Case Problem 4.2 The Risk-Return Tradeoff Molly O’Rourke’s Stock Purchase Decision For more course tutorials visit www.uophelp.com • Case Problem 4.2 The Risk-Return Tradeoff: Molly O’Rourke’s Stock Purchase Decision • Over the past 10 years, Molly O’Rourke has slowly built a diversified portfolio of common stock. Currently her portfolio includes 20 different common stock issues and has a total market value of $82,500. • Molly is at present considering the addition of 50 shares of either of two common stock issues—X or Y. To assess the return and risk of each

  41. FIN 402 Week 2 Assignment Case Problem 4.1, 4.2, 2.1, 5.2, 13.1 (Part a,b,c,d) For more course tutorials visit www.uophelp.com • FIN 402 Week 2 Assignment Case Problem 4.1 Coates’s Decision • FIN 402 Week 2 Assignment Case Problem 4.2 The Risk-Return Tradeoff Molly O’Rourke’s Stock Purchase Decision

  42. FIN 402 Week 2 Assignment Case Problem 4.1 Coates’s Decision For more course tutorials visit www.uophelp.com • Case Problem 4.1 Coates’s Decision • On January 1, 2017, Dave Coates, a 23-year-old mathematics teacher at Xavier High School, received a tax refund of $1,100. Because Dave didn’t need this money for his current living expenses, he decided to make a long-term investment. After surveying a number of alternative investments costing no more than $1,100, Dave isolated two that seemed most

  43. FIN 402 Week 2 Assignment Case Problem 2.1 Traditional Versus Modern Portfolio Theory Who’s Right For more course tutorials visit www.uophelp.com • Case Problem 2.1 Traditional Versus Modern Portfolio Theory: Who’s Right? • Walt Davies and Shane O’Brien are district managers for Lee, Inc. Over the years, as they moved through the firm’s sales organization, they became (and still remain) close friends. Walt, who is 33 years old, currently lives in Princeton, New Jersey. Shane, who is 35, lives in Houston, Texas. Recently, at the national sales meeting, they were discussing various company matters, as well as bringing each other up to date on their families, when the subject of investments came

  44. FIN 402 Week 2 Assignment Asset Classes Paper For more course tutorials visit www.uophelp.com • FIN402 Week 2 Assignment Asset Classes Paper

  45. FIN 402 Week 1 Individual Weekly Question For more course tutorials visit www.uophelp.com • Submit your Weekly Questions, with original questions, in a Microsoft Word or text file. Be sure to show your work to earn full credit. • Do not use Investopedia, About.com, Wikipedia, or other generic internet websites as sources. Use credible sources only.

  46. FIN 402 Week 1 Individual Problem Set For more course tutorials visit www.uophelp.com • The Problem Set is provided to you to enable you to practice the concepts outlined in the textbook. Select THREE completed problems from the assignment and post your solutions to those problems. • 1. Creating prices for securities and allowing for liquidity are functions of • 2. Which of the following

  47. FIN 402 Week 1 DQ 3 For more course tutorials visit www.uophelp.com • What is a derivative? What are the different types of derivatives? How do businesses use derivatives to mitigate risks?

  48. FIN 402 Week 1 DQ 2 For more course tutorials visit www.uophelp.com • What is an asset class? How are asset classes selected? What factors affect the selection?

  49. FIN 402 Week 1 DQ 1 For more course tutorials visit www.uophelp.com • What are capital market instruments? How are they used? Which is most important? Explain your answer.

  50. FIN 402 Week 1 AssignmentCase Problem 2.1Dara’s Dilemma: What to Buy? For more course tutorials visit www.uophelp.com • Dara Simmons, a 40-year-old financial analyst and divorced mother of two teenage children, considers herself a savvy investor. She has increased her investment portfolio considerably over the past five years. Although she has been fairly conservative with her investments, she now feels more confident in her investment knowledge and would like to branch out into some new

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