SUFFOLK UNIVERSITY SAWYER BUSINESS SCHOOL DEPARTMENT OF FINANCE FALL SEMESTER 2013 INVESTMENT ANALYSIS (FIN-315) Class Meetings: Lecture: Wed 4:30-7:10 Room: S921 Professor: William C. Johnson Office: S928 Sawyer Building Office Hours: Monday/Wednesday 3-4 And by appointment Phone: (617) 994-4271 (office) E-Mail: [email protected] Textbook: Essentials of Investments , Zvi Bodie, Alex Kane, and Alan J. Marcus, 9 th Edition, McGraw- Hill/Irwin, 2010, ISBN 13- 9780077398033. The readings, quizzes, and test questions are derived from the 9 th edition. We will be utilizing Connect . Therefore, you will need to purchase your textbook from the bookstore to allow you to gain access to the Connect materials. Supplemental Materials: Although these materials are not needed, students will receive a great deal of benefit by reading other materials in conjunction with the materials covered in this class. Malkiel, Burton G., A Random Walk Down Wall Street, Norton, 1996 Wall Street Journal Financial Times Yahoo Finance web page The course will also make use of the Stocktrak simulation software. To register for this stock trading simulation, please follow the link: ? admin=1241755&class=21548 Course Overview: The investment process once seemed a fairly simple procedure. Most investors would hold a portfolio containing some mix of U.S. blue chip stocks and U.S. Treasury securities. But the current investment climate has changed in many ways from the past. First, there has been a huge growth in on-line and Internet trading. Secondly, investors now have an enormous choice of securities (stocks, options, futures, bonds, ETFs, etc.) for their portfolio. Finally,
markets today are much more globally oriented than in the past, providing investors with a diverse array of foreign and domestic securities to purchase. The class will focus primarily on a top-down approach. This involves examining investments at the portfolio level, allocating assets to certain classes first before analyzing individual securities. This course is designed to introduce you to the workings of the modern financial system and to the techniques needed to make sense of the investment environment. Course Policy: An important goal of this class is to help you develop an ability to critically evaluate issues relating to investments. As such, the course meetings will often involve class discussion and other in-class activities. You should be prepared to discuss the day’s assigned reading(s). I would also strongly encourage you to read a business publication such as the Wall Street Journal on a regular basis. This will enable you to stay abreast of current events and raise issues of interest in class. Selected articles from the news media will be discussed in class. I reserve the right to take attendance several times during the semester. If students are not in class, they cannot fully participate in the learning process. As such, absences will impact your course participation and final grade. Students will be responsible for all administrative announcements given during class time.
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