FIN 402 GUIDE Educational Resources - fin402guide.com

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FIN 402 GUIDE Educational Resources
FIN 402 Final Exam Guide FOR MORE CLASSES
VISIT www.fin402guide.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
indicates the flow of sales, expenses, and
earnings during a period of time.
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FIN 402 GUIDE Educational Resources
FIN 402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper FOR MORE
CLASSES VISIT www.fin402guide.com FIN402 Week 1
Assignment Capital Markets and Investment Banking
Process Paper
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FIN 402 GUIDE Educational Resources
FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan FOR
MORE CLASSES VISIT www.fin402guide.com Case
Problem 1.2 Preparing Carolyn Bowens 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.
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FIN 402 GUIDE Educational Resources
FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
2.2, 3.1, 12.1 FOR MORE CLASSES
VISIT www.fin402guide.com FIN 402 Week 1
Assignment Case Problem 1.2 Preparing Carolyn
Bowens Investment Plan FIN 402 Week 1 Assignment
Case Problem 2.1 Daras Dilemma What to Buy? FIN
402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account FIN 402 Week 1
Assignment Case Problem 3.1 The Perezes Good
Fortune FIN 402 Week 1 Assignment Case Problem
12.1 Reverend Mark Thomas Ponders Mutual Funds
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FIN 402 GUIDE Educational Resources
FIN 402 Week 1 Assignment Case Problem 2.1Daras
Dilemma What to Buy? FOR MORE CLASSES
VISIT www.fin402guide.com Case Problem 2.1Daras
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.
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FIN 402 GUIDE Educational Resources
FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account FOR MORE
CLASSES VISIT www.fin402guide.com Case Problem
2.2 Ravi Dumars 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 posturefor example, to use
margin trading.
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FIN 402 GUIDE Educational Resources
FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune FOR MORE CLASSES
VISIT www.fin402guide.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.
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FIN 402 GUIDE Educational Resources
FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds FOR
MORE CLASSES VISIT www.fin402guide.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.
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FIN 402 GUIDE Educational Resources
FIN 402 Week 1 DQ 1 FOR MORE CLASSES
VISIT www.fin402guide.com What are capital market
instruments? How are they used? Which is most
important? Explain your answer.
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FIN 402 GUIDE Educational Resources
FIN 402 Week 1 DQ 2 FOR MORE CLASSES
VISIT www.fin402guide.com   What is an asset
class? How are asset classes selected? What
factors affect the selection?
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FIN 402 GUIDE Educational Resources
FIN 402 Week 1 DQ 3 FOR MORE CLASSES
VISIT www.fin402guide.com What is a derivative?
What are the different types of derivatives? How
do businesses use derivatives to mitigate risks?
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FIN 402 GUIDE Educational Resources
FIN 402 Week 1 Individual Problem Set FOR MORE
CLASSES VISIT www.fin402guide.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
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FIN 402 GUIDE Educational Resources
FIN 402 Week 1 Individual Weekly Question FOR
MORE CLASSES VISIT www.fin402guide.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. Also, do not use quotes in
lieu of a response in your own words.
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FIN 402 GUIDE Educational Resources
FIN 402 Week 2 Assignment Asset Classes Paper
FOR MORE CLASSES VISIT www.fin402guide.com FIN402
Week 2 Assignment Asset Classes Paper
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FIN 402 GUIDE Educational Resources
FIN 402 Week 2 Assignment Case Problem 2.1
Traditional Versus Modern Portfolio Theory Whos
Right FOR MORE CLASSES VISIT www.fin402guide.com
Case Problem 2.1 Traditional Versus Modern
Portfolio Theory Whos Right? Walt Davies and
Shane OBrien are district managers for Lee, Inc.
Over the years, as they moved through the firms
sales organization, they became (and still
remain) close friends. Walt, who is 33 years old,
currently lives in Princeton, New Jersey.
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FIN 402 GUIDE Educational Resources
FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision FOR MORE CLASSES
VISIT www.fin402guide.com Case Problem 4.1
Coatess 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 didnt need this money for
his current living expenses, he decided to make a
long-term investment. After surveying a number of
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FIN 402 GUIDE Educational Resources
FIN 402 Week 2 Assignment Case Problem 4.1, 4.2,
2.1, 5.2, 13.1 (Part a,b,c,d) FOR MORE CLASSES
VISIT www.fin402guide.com FIN 402 Week 2
Assignment Case Problem 4.1 Coatess Decision FIN
402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision FIN 402 Week 2 Assignment Case
Problem 2.1 Traditional Versus Modern Portfolio
Theory Whos Right FIN 402 Week 2 Assignment Case
Problem 5.2 Susan Lussiers Inherited Portfolio
Does It Meet Her Needs FIN 402 Week 2 Assignment
Case Problem 13.1 Assessing the Stalcheckss
Portfolio Performance (Part a,b,c,d)
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FIN 402 GUIDE Educational Resources
FIN 402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision FOR MORE CLASSES
VISIT www.fin402guide.com Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision Over the past 10 years, Molly
ORourke 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 issuesX or Y.
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FIN 402 GUIDE Educational Resources
FIN 402 Week 2 Assignment Case Problem 5.2 Susan
Lussiers Inherited Portfolio Does It Meet Her
Needs FOR MORE CLASSES VISIT www.fin402guide.com
Case Problem 5.2 Susan Lussiers 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 companys drilling
activities. An expert on oil and gas taxation,
she is not worried about job securityshe is
content with her income and finds it
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FIN 402 GUIDE Educational Resources
FIN 402 Week 2 Assignment Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
(Part a,b,c,d) FOR MORE CLASSES
VISIT www.fin402guide.com Case Problem 13.1
Assessing the Stalcheckss 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
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FIN 402 GUIDE Educational Resources
FIN 402 Week 2 DQ 1 FOR MORE CLASSES
VISIT www.fin402guide.com What are different
ratio categories? Which category is most
important to bondholders? Why? Which category is
most important to stockholders? Why?
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FIN 402 GUIDE Educational Resources
FIN 402 Week 2 DQ 2 FOR MORE CLASSES
VISIT www.fin402guide.com What are liquidity
ratios? Why are they important? How may an
investor use liquidity ratios when making
investment decisions?
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FIN 402 GUIDE Educational Resources
FIN 402 Week 2 DQ 3 FOR MORE CLASSES
VISIT www.fin402guide.com What are different
ratio categories? Which category is most
important to bondholders? Why? Which category is
most important to stockholders? Why?
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FIN 402 GUIDE Educational Resources
FIN 402 Week 2 Learning Team Assignment Portfolio
Selection Paper (2 Papers) FOR MORE CLASSES
VISIT www.fin402guide.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.
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FIN 402 GUIDE Educational Resources
FIN 402 Week 2 Weekly Problem Set FOR MORE
CLASSES VISIT www.fin402guide.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 ERP 6.5 percent, compute Ke(the
required rate of return).
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FIN 402 GUIDE Educational Resources
FIN 402 Week 2 Weekly Question FOR MORE CLASSES
VISIT www.fin402guide.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.
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FIN 402 GUIDE Educational Resources
FIN 402 Week 3 Assignment Case Problem 6.1 Sara
Decides to Take the Plunge FOR MORE CLASSES
VISIT www.fin402guide.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 never imagined
anything like this. Even so, success has not
spoiled Sara. Still single, she keeps to her old
circle
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FIN 402 GUIDE Educational Resources
FIN 402 Week 3 Assignment Case Problem 6.1, 6.2,
7.1, 7.2, 8.1, 8.2, 9.2 FOR MORE CLASSES
VISIT www.fin402guide.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 Theres a Place for
Dividends FIN 402 Week 3 Assignment Case Problem
7.1 Some Financial Ratios Are Real Eye-Openers
FIN 402 Week 3 Assignment Case Problem 7.2 Doris
Looks at an Auto Issue FIN 402 Week 3 Assignment
Case Problem 8.1 Chris Looks for a Way to Invest
His Wealth FIN 402 Week 3 Assignment Case Problem
8.2 An Analysis of a High-Flying Stock FIN 402
Week 3 Assignment Case Problem 9.2 Deb
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FIN 402 GUIDE Educational Resources
FIN 402 Week 3 Assignment Case Problem 6.2 Wally
Wonders Whether Theres a Place for Dividends
FOR MORE CLASSES VISIT www.fin402guide.com Case
Problem 6.2 Wally Wonders Whether Theres a Place
for Dividends Wally Wilson is a commercial artist
who makes a good living by doing freelance
workmostly layouts and illustrationsfor 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 capital
appreciation. He feels that with the limited time
he has to devote to his security
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FIN 402 GUIDE Educational Resources
FIN 402 Week 3 Assignment Case Problem 7.2 Doris
Looks at an Auto Issue FOR MORE CLASSES
VISIT www.fin402guide.com Case Problem 7.2 Doris
Looks at an Auto Issue Doris Wise is a young
career woman. She lives in Phoenix, Arizona,
where she owns and operates a highly successful
modeling agency. Doris manages her modest but
rapidly growing investment portfolio, made up
mostly of high-grade common stocks. Because shes
young and single and has no pressing family
requirements, Doris has invested primarily in
stocks that offer the
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