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
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 asse
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. Dis
Chapter 09 - Business Environment
CHAPTER 9- BUSINESS ENVIRONMENT
SELF-TEST PROBLEMS & SOLUTIONS
ST9.1
Federal statistical agencies collect, compile, analyze, and disseminate statistical
information a
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 keros
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
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 s
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
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. investor
The Madoff Affair
The Madoff investment scandal got out in December 2008, when Bernard Madoff got
arrested for stock fraud. He admitted that the wealth management side of his
business was a Ponzi sche
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
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 opp
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.
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
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
matu
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
matu
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
Case 1
The Daimler Group
Jackson Banister
Jannick Schrder
Content:
Economic Analysis
Industry Analysis
Company Valuation
o Ratio Analysis
o CAPM
o P/E Model
o Multi-Stage Growth Rate
Conclusion
UNCW
F
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.
Homework FIN 430 Enzo Ventura
Financial Physicians
Meir Statman
Glenn Klimek Professor of Finance
Santa Clara University
Santa Clara, California
This article deal with behavioral finance, and how advi
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 be