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FIN 571 GENIUS NEW Your Dreams Our Mission--fin571genius.com

FOR MORE CLASSES VISIT<br>www.fin571genius.com<br>Assignment Content 1. Research how financial markets and institutions influence the US and global economies. Create an 8- to 12-slide presentation or 350- to 575-word summary to present your research. Choose 4 financial markets or institutions. Briefly explain what each specializes in (mortgages, stocks, government securities, etc.).

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FIN 571 GENIUS NEW Your Dreams Our Mission--fin571genius.com

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  1. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com

  2. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com • FIN 571 Entire Course+ Final Guide • FOR MORE CLASSES VISIT • www.fin571genius.com • FIN 571 Week 1 Financial Ratio Analysis (Walmart) • FIN 571 Week 1 Financial Ratio Analysis (General Motors) • FIN 571 Week 2 Stock Valuation and Analysis (Apple) • FIN 571 Week 2 Stock Valuation and Analysis (Amazon) • FIN 571 Week 2 Stock Valuation and Analysis (Target)

  3. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Final Exam Guide (New, 2019) FOR MORE CLASSES VISIT www.fin571genius.com Question 1 The underlying assumption of the dividend growth model is that a stock is worth: A. An amount computed as the next annual dividend divided by the required rate of return. B. An amount computed as the next annual dividend divided by the market rate of return. C. The same amount computed as any other stock that pays the same current

  4. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com • FIN 571 Week 1 DQ 1 • FOR MORE CLASSES VISIT • www.fin571genius.com • What is ethics? If you follow all applicable rules and regulations, are you an ethical person?

  5. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com • FIN 571 Week 1 DQ 2 • FOR MORE CLASSES VISIT • www.fin571genius.com • Assume that interest rates have increased substantially. Would this tend to increase or decrease      • the market value (meaning the price an investor in the firm's paper is willing to pay) of a firm’s liabilities (relative to the book value of liabilities)? 

  6. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 1 Financial Ratio Analysis (Apple) FOR MORE CLASSES VISIT www.fin571genius.com Purpose of Assignment The purpose of this assignment is to help students gain a better understanding of the financial statements used for corporate financial reporting and the key ratios used to make business decisions. Assignment Steps Select a Fortune 500 Company from one of the following industries: • Pharmaceutical • Energy • Retail •

  7. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 1 Financial Ratio Analysis (General Motors) FOR MORE CLASSES VISIT www.fin571genius.com Purpose of Assignment The purpose of this assignment is to help students gain a better understanding of the financial statements used for corporate financial reporting and the key ratios used to make business decisions. Assignment Steps Select a Fortune 500 Company from one of the following industries: • Pharmaceutical • Energy • Retail •

  8. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 1 Financial Ratio Analysis (Pfizer) FOR MORE CLASSES VISIT www.fin571genius.com Purpose of Assignment The purpose of this assignment is to help students gain a better understanding of the financial statements used for corporate financial reporting and the key ratios used to make business decisions. Assignment Steps Select a Fortune 500 Company from one of the following industries: • Pharmaceutical • Energy • Retail • Automotive • Computer Hardware Review the balance sheet and income statement in the company's 2015 Annual Report. Calculate the following ratios using Microsoft® Excel®:

  9. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 1 Financial Ratio Analysis (Walmart) FOR MORE CLASSES VISIT www.fin571genius.com Purpose of Assignment The purpose of this assignment is to help students gain a better understanding of the financial statements used for corporate financial reporting and the key ratios used to make business decisions. Assignment Steps Select a Fortune 500 Company from one of the following industries: • Pharmaceutical • Energy • Retail •

  10. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com • FIN 571 Week 1 Individual Assignment Business Structures • FOR MORE CLASSES VISIT • www.fin571genius.com • Watch the "Your Business Structure" and "Corporate Business Structures" videos on the Electronics Reserve Readings page. • Identify the different business structures. • Write a 350 to 700 word explanation of how each business structure might and might not be advantageous.

  11. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 2 DQ 1 FOR MORE CLASSES VISIT www.fin571genius.com In order to receive proper credit, please reply to this message when posting your answers to WK2 DQ1.          Suppose you own $1 million worth of 30-year Treasury bonds. Is this asset riskless?          You own $1 million worth of 90-day Treasury bills. You “roll over” this investment every 90 days by reinvesting the proceeds in another issue of 90-day Treasury bills. Is

  12. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com • FIN 571 Week 2 DQ 2 • FOR MORE CLASSES VISIT • www.fin571genius.com • Suppose rf is 5% and rM is 10%. According to the SML and the CAPM, an asset with a beta of −2.0  • has a required return of negative 5% [= 5 − 2(10 − 5)]. Can this be possible? Does this mean that  • the asset has negative risk? Why would anyone ever invest in an asset that has an expected and • required return that is negative? Explain

  13. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 2 Individual Assignment Business Structure Advice FOR MORE CLASSES VISIT www.fin571genius.com Write a 350 to 700 word response to the following e-mail: Dear Consultant, I am currently starting a business and developing my business plan. I'm in need of some advice on how to start forming my business. I am not sure exactly how it will be financed and whether or not I want to take on partners. I am interested and willing to learn the intricacies

  14. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 2 Individual Assignment Ethics and Finance FOR MORE CLASSES VISIT www.fin571genius.com The Sarbanes-Oxley Act of 2002 (SOX) was passed as the result of the Enron scandal and other instances of accounting fraud. This act was passed to strengthen the role of the Securities and Exchange Commission (SEC). Research a case of corporate financial abuse related to the Sarbanes-Oxley Act of 2002 and apply this to your current work or desired

  15. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com • FIN 571 Week 2 Individual Assignment Ratio Analysis Problems • FOR MORE CLASSES VISIT • www.fin571genius.com • Ratio Analysis • (Individual Assignment) • You may use excel or word.doc format for this assignment.Please post your homework as a word.doc or excel file in the class discussion section below by the due date. • 1.  Analysis of cost of goods sold problem.

  16. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 2 Stock Valuation and Analysis (Amazon) FOR MORE CLASSES VISIT www.fin571genius.com Purpose of Assignment The purpose of this assignment is to allow students the opportunity to research a Fortune 500 company stock using the popular online research tool Yahoo Finance. The tool allows the student to review analyst reports and other key financial information necessary to evaluate the stock value and make an educated decision on whether to invest. Assignment Steps Resources: Yahoo Finance Select a Fortune 500 Company from one of the following industries: • Pharmaceutical • Energy • Retail •

  17. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 2 Stock Valuation and Analysis (Ford) FOR MORE CLASSES VISIT www.fin571genius.com Purpose of Assignment The purpose of this assignment is to allow students the opportunity to research a Fortune 500 company stock using the popular online research tool Yahoo Finance. The tool allows the student to review analyst reports and other key financial information necessary to evaluate the stock value and make an educated decision on whether to invest. Assignment Steps Resources: Yahoo Finance Select a Fortune 500 Company from one of the following industries: • Pharmaceutical • Energy • Retail •

  18. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 2 Stock Valuation and Analysis (Target) FOR MORE CLASSES VISIT www.fin571genius.com Purpose of Assignment The purpose of this assignment is to allow students the opportunity to research a Fortune 500 company stock using the popular online research tool Yahoo Finance. The tool allows the student to review analyst reports and other key financial information necessary to evaluate the stock value and make an educated decision on whether

  19. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 2 Stock Valuation and Analysis (Tesla) FOR MORE CLASSES VISIT www.fin571genius.com Purpose of Assignment The purpose of this assignment is to allow students the opportunity to research a Fortune 500 company stock using the popular online research tool Yahoo Finance. The tool allows the student to review analyst reports and other key financial information necessary to evaluate the stock value and make an educated decision on whether

  20. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 2 Stock Valuation and Analysis (Walmart) FOR MORE CLASSES VISIT www.fin571genius.com Purpose of Assignment The purpose of this assignment is to allow students the opportunity to research a Fortune 500 company stock using the popular online research tool Yahoo Finance. The tool allows the student to review analyst reports and other key financial information necessary to evaluate the stock value and make an educated decision on whether to invest. Assignment Steps Resources: Yahoo Finance Select a Fortune 500 Company from one of the following industries: • Pharmaceutical • Energy • Retail •

  21. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 2 Stock Valuation and Analysis (Apple) FOR MORE CLASSES VISIT www.fin571genius.com Assignment Steps Resources: Yahoo Finance Select a Fortune 500 Company from one of the following industries: • Pharmaceutical • Energy • Retail • Automotive • Computer Hardware • Manufacturing • Mining Access Yahoo Finance and enter the company name. Review the financial information and statistics provided for the stock you selected and

  22. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com • FIN 571 Week 3 DQ 1 • FOR MORE CLASSES VISIT • www.fin571genius.com • Why are interest rates on short-term loans not necessarily comparable to each other? Give three possible reasons.

  23. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com • FIN 571 Week 3 DQ 2 • FOR MORE CLASSES VISIT • www.fin571genius.com • Optical Supply Company offers credit terms of 2/10, net 60. If Optical Supply is considering a change in its credit terms to one of those indicated, explain whether the change should increase or decrease sales. (a) 2/10, net 30, (b) net 60, (c) 3/15, net 60, (d) 2/10, net 30, 30 extra

  24. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com • FIN 571 Week 3 Individual Assignment Interpreting Financial Results • FOR MORE CLASSES VISIT • www.fin571genius.com • Resource:  Financial Statements for the company assigned by your instructor in Week 2. • Review the assigned company's financial statements from the past three years.

  25. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 3 Researching Industry Financial Statistics FOR MORE CLASSES VISIT www.fin571genius.com Purpose of Assignment The purpose of this assignment is to allow the students an opportunity to complete their financial evaluation of a company using the financial research database Plunkett Research Online. Plunkett Research Online provides in-depth analysis of a company's financials, comparisons to industry averages, a list of top executives, how the company compares to other competitors in terms of revenue, number of employees, market capitalization and other key financial metrics. Assignment Steps Resources:

  26. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 3 Team Assignment Financial Statement Interpretation FOR MORE CLASSES VISIT www.fin571genius.com Select three publicly traded companies. Choose one each from the following sectors: manufacturing, service, and retail. At least one of the three companies should be foreign. If possible, choose from among the team members' places of business or similar industries. Calculate the following: • Current ratio • Quick ratio • Net profit margin • Asset utilization • Financial leverage Analyze the Return on Equity (ROE) for the last 2 years using the DuPont method. Develop a 2,100-word comparison of your three companies in which you include

  27. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 3 Using the Payback Method, IRR, and NPV FOR MORE CLASSES VISIT www.fin571genius.com The purpose of this assignment is to allow the student to calculate the project cash flow using net present value (NPV), internal rate of return (IRR), and the payback methods. Assignment Steps Resources: Corporate Finance Create a 350-word memo to management including the following: • Describe the use of internal rate of return (IRR), net present

  28. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 4 Assignment Rate of Return for Stocks and Bonds (2 Papers) FOR MORE CLASSES VISIT www.fin571genius.com The purpose of this assignment is to allow the student an opportunity to calculate the rate of return of equity and debt instruments. It allows the student to understand the effects of dividends; capital gains; inflation rates; and how the nominal rate of return affects valuation and pricing. The assignment also allows the student to apply concepts related

  29. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com • FIN 571 Week 4 DQ 1 • FOR MORE CLASSES VISIT • www.fin571genius.com • Phyllis believes that the firm should use straight-line depreciation for a capital project because it results in higher net income during the early years of the project’s life. Joanna believes that the firm should use the modified accelerated cost recovery system depreciation because it reduces the tax liability during the early years of the project’s life. Assuming you have a choice between depreciation methods, whose advice should you follow? Why?

  30. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com • FIN 571 Week 4 DQ 2 • FOR MORE CLASSES VISIT • www.fin571genius.com • Phyllis believes that the firm should use straight-line depreciation for a capital project because it results in higher net income during the early years of the project’s life. Joanna believes that the firm should use the modified accelerated cost recovery system depreciation because it reduces the tax liability during the early years of the project’s life. Assuming you have a choice between depreciation methods, whose advice should you follow? Why?

  31. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 4 Individual Assignment Analyzing Pro Forma Statements FOR MORE CLASSES VISIT www.fin571genius.com Decide upon an initiative you want to implement that would increase sales over the next five years, (for example, market another product, corporate expansion, and so on). Using the sample financial statements, create pro forma statements of five year projections that are clear, concise, and easy to read. Be sure to double check the calculations in your

  32. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 4 Team Assignment Operating Leverage and Forecasting FOR MORE CLASSES VISIT www.fin571genius.com Operating Leverage and Forecasting Problems Team Assignment Please complete the following problems.  When calculating earnings per share and PE ratios, please show your work.  This problem is similar to the examples shown in the lecture. You manufacture hunting pack systems in China for 80 dollars each, including shipping.  The manufacturing costs only include variable costs.  Variable costs are not calculated

  33. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 5 Assignment Capital Market Efficiency Paper (2 Papers) FOR MORE CLASSES VISIT www.fin571genius.com Purpose of Assignment The purpose of this assignment is to allow the student an opportunity to explain what it means to have an efficient capital market. Students will gain an understanding of the different levels of market efficiency and how behavioral finance can inhibit reaching market transparency. Assignment Steps Resources: Microsoft® Word Explain in 525 words what it means to have efficient capital market, including: • Describe the behavioral challenges in achieving efficiency. • Discuss the three forms of market

  34. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 5 Assignment Effect of Debt Issuance on Stock Valuation FOR MORE CLASSES VISIT www.fin571genius.com Purpose of Assignment The purpose of this assignment is to demonstrate to students how the issuance of debt to purchase outstanding common stock could affect the value of the company's equity and redefine the capital structure. The problem will also allow students to explore the effect of corporate taxes through debt financing. Assignment Steps

  35. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com • FIN 571 Week 5 DQ 1 • FOR MORE CLASSES VISIT • www.fin571genius.com • Because the weighted average is always a correct measure of a required return, why do firms not create securities to finance each project and offer them in the capital market in order to accurately determine the required return for the project?

  36. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com • FIN 571 Week 5 DQ 2 • FOR MORE CLASSES VISIT • www.fin571genius.com • The development of the new issue junk bond market had important implications for capital structure choice. The existence of a viable junk bond market means that firms can comfortably maintain higher degrees of leverage than they could prior to the development of this market. Do you agree or disagree? Justify your answer.

  37. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com • FIN 571 Week 5 Individual Assignment DCF and WACC Problems • FOR MORE CLASSES VISIT • www.fin571genius.com • Discounted Cash Flows and WACC Homework Problems • Please post the answers (and show your work) in the assignments section by midnight the last day of the week assigned. •  Calculate the future value of 1,535 invested today for 8 years at 6 percent. • (5 points)

  38. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 5 Team Assignment Capital Budgeting Assignment, Part 1 (New Heritage Doll) FOR MORE CLASSES VISIT www.fin571genius.com Acting as the executive team for a small company, your team will apply the principles of capital budgeting to invest in growth and cash flow improvement opportunities in three phases over 10 simulated years. Each opportunity has a unique financial profile and you must analyze the effects on working capital. Examples of opportunities include taking on

  39. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com FIN 571 Week 5 Working Capital Simulation Managing Growth, Part 1 (SNC) FOR MORE CLASSES VISIT www.fin571genius.com Acting as the executive team for a small company, your team will apply the principles of capital budgeting to invest in growth and cash flow improvement opportunities in three phases over 10 simulated years. Each opportunity has a unique financial profile and you must analyze the effects on working capital. Examples of opportunities include taking on new customers, capitalizing on supplier discounts, and reducing inventory. The team must understand how the income statement, balance sheet, and statement of cash flows are

  40. FIN 571 GENIUS Your Dreams Our Mission--fin571genius.com

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