Chapter 12 - Growth-Stock Investing
CHAPTER 12- GROWTH-STOCK INVESTING
SELF-TEST PROBLEMS & SOLUTIONS
ST12.1
Symbol
At any point in time, it is possible to identify a handful of Wall Street favorites that
enjoy an enthusiastic following among analysts and
Chapter 16 - Mutual Funds
Chapter 16
MUTUAL FUNDS
SELF-TEST PROBLEMS & SOLUTIONS
ST16.1
According to the Investment Company Institute, there were 8,752 mutual funds with
$12.0 trillion dollars in assets under management at the end of 2007. Of these, 4,767
Chapter 09 - Business Environment
CHAPTER 9- BUSINESS ENVIRONMENT
SELF-TEST PROBLEMS & SOLUTIONS
ST9.1
Federal statistical agencies collect, compile, analyze, and disseminate statistical
information and publish economic indicators for everything from agri
Chapter 07 - Market Anomalies
CHAPTER 7-MARKET ANOMALIES
SELF-TEST PROBLEMS & SOLUTIONS
ST7.1
Empirical research has uncovered a series of rate-of-return anomalies related to
calendar year events. Discuss the magnitude and alleged sources of these stockre
Chapter 11 - Value Stock Investing
CHAPTER 11- VALUE STOCK INVESTING
SELF-TEST PROBLEMS & SOLUTIONS
ST11.1
Over the last 125 years, ExxonMobil Corp. (XOM) has evolved from a regional
marketer of kerosene in the United States to the largest publicly traded
Chapter 10 - Financial Statement Analysis
CHAPTER 10- FINANCIAL STATEMENT ANALYSIS
SELF-TEST PROBLEMS & SOLUTIONS
ST10.1Johnson & Johnson (JNJ) and its subsidiaries have
approximately 120,000 employees worldwide engaged in the research and
development, ma
Chapter 08 - Psychology and the Stock Market
CHAPTER 8- PSYCHOLOGY AND THE STOCK MARKET
SELF-TEST PROBLEMS & SOLUTIONS
ST 8.1
Over 1,000 subscribers to Morningstar.com completed an online survey1 that included
the following three questions:
A. How would y
Chapter 15 - Bond Valuation
CHAPTER 15- BOND VALUATION
SELF-TEST PROBLEMS & SOLUTIONS
ST15.1Suppose the market interest rate is 6% and a 30-year bond promises to pay
semiannual interest of $30 every six months and repay principal of $1,000 at the time
of
Chapter 19 - Futures Markets
CHAPTER 19- FUTURES MARKETS
SELF-TEST PROBLEMS & SOLUTIONS
ST19.1
Important economic differences exist between futures contracts and options on
futures contracts. The buyer of an options contract may choose to exercise the
con
Chapter 18 - Option Markets and Strategies
CHAPTER 18- OPTION MARKETS AND STRATEGIES
SELF-TEST PROBLEMS & SOLUTIONS
ST18.1 Use a spreadsheet to compute the Black-Scholes option price of a call and put
option. The underlying stock has a price is $50, volat
Hedge Fund Project
Congratulations! You have just been hired to create a new hedge fund. The objective
of this hedge fund is to outperform the S&P 500. This is an aggressive mutual fund that requires
an active management strategy. As the founder of this h
FIN 430-001
Investment Management
Course Syllabus
Spring 2017
Course Overview:
Students will learn various trading strategies using stocks, options and futures. In addition, students
will have the opportunity to test these strategies in the financial mark
Review Sheet for Fin 430 Exam 1
Although the below list reflects the large majority of the material on the test; there may be a few questions that appear
on the exam and are not directly stated below. Good luck with your studies.
Chapter 1: Introduction t
Problem Set Interest Rates
Maturity
1 year
2 year
5 year
10 year
Rate
5%
6%
8%
9%
1)
Based on the above spot rates what is your forecast of the 1-year forward rate
one-year from today? (Assume you are a proponent of the expectation hypothesis
for problems
Put Call Parity Problem
You gather the following information from the Wall Street Journal: Intels stock is
selling for $17, the risk-free rate is 3% and a put option on Intel is selling for $4.00
matures in one year and has an exercise price of $20.
a.
Ca
Put Call Parity Problem
You gather the following information from the Wall Street Journal: Intels stock is
selling for $17, the risk-free rate is 3% and a put option on Intel is selling for $4.00
matures in one year and has an exercise price of $20.
a. Ca
Chapter 9
Income Approach
Introduction: Theoretical and Practical Soundness of Approach
What is someone who buys a company or an interest in a company really buying?
Management? Markets? Technological skills? Products? Although each of these factors may b
Chapter 17 - Global Investing
CHAPTER 17- GLOBAL INVESTING
SELF-TEST PROBLEMS & SOLUTIONS
ST17.1What are American Depository Receipts, and how do they simplify foreign
stock ownership by U.S. investors?
ST17.1 SOLUTION
American depositary receipts (ADR) a
Review Sheet for Fin 430 Final Exam
Although the below list reflects the large majority of the material on the test; there may be a few questions
that appear on the exam and are not directly stated below. Good luck with your studies.
Chapter 8: Psychology