HomeWork #1
Chapter 1
Investments
FINC 365
Dr. R. Brian Balyeat
Fall 2013
The common stock of Balyeat Inc. had the following historic prices. Please use this
information for questions 1 through 5.
Time
12/31/07
12/31/08
12/31/09
12/31/10
12/31/11
12/31/12
HomeWork #7
Chapter 11
Investments
FINC 365
Dr. R. Brian Balyeat
Fall 2013
7.1
A large grocery chain is reevaluating its bonds since it is planning to issue a new
bond in the current market. The firm's outstanding bond issue has 5 years remaining until
ma
Test III
Review Sheet
Investments
FINC 365
Dr. R. Brian Balyeat
Fall 2015
You may bring one 8.5 x 11 sheet of paper with anything written on it that you wish
Front side only
Hand written only (no Xerox, nothing from off of a printer)
You must use the TI B
Test II
Review Sheet
Investments
FINC 365
Dr. R. Brian Balyeat
Fall 2015
You may bring one 8.5 x 11 sheet of paper with anything written on it that you wish
Front side only
Hand written only (no Xerox, nothing from off of a printer)
You must use the TI BA
Test I
Review Sheet
Investments
FINC 365
Dr. R. Brian Balyeat
Fall 2015
You may bring one 8.5 x 11 sheet of paper with anything written on it that you wish
Front side only
Hand written only (no Xerox, nothing from off of a printer)
You must use the TI BA
Home Depot HD
DOW 30 Company Project
Investments FINC 365
[2]
CONTENTS
Phase 1: Top-Down Economic Analysis .3
Part 1: Economic Outlook for the US Economy3
Part 2: Economic Outlook for your Firms Industry.6
Part 3: Economic Outlook for your Firm9
Phase 2:
Syllabus
Xavier University
Williams College of Business
Dr. R. Brian Balyeat, CFA
Finance 365
Investments
Fall 2013
Course Description and Objectives:
Finance 365 has three main objectives:
1. To provide an overview of essential investment concepts
2. To
HomeWork #4
Chapters 6 & 7
Investments
FINC 365
Dr. R. Brian Balyeat
Fall 2013
4.1 You have examined the investment performance of 1000 Mutual Fund managers over
8 years (assume that the risk characteristics of the 1000 funds are similar). You observe
tha
HomeWork #3
Chapters 4&5
Investments
FINC 365
Dr. R. Brian Balyeat
Fall 2013
3.1 Jackie has a margin account with a balance of $66,000. If initial margin requirements
are 60 percent and Turtle Industries is currently selling at $10 per share:
a. (4 points
HomeWork #2
Chapters 2 and 3
Investment
FINC 365
Dr. R. Brian Balyeat
Fall 2013
2.1 What is the future value of $1,000 invested today, at the end of 45 years assuming an
interest rate of 8% per year, with semiannual compounding?
2.2 Assuming the investor'
HomeWork #5
Chapter 8
Investments
FINC 365
Dr. R. Brian Balyeat
Fall 2013
5.1
a. (5 points)
Calculate the expected return for D Industries which has a beta of 1.0 when the risk-free
rate is 0.06 and you expect the market return to be 0.14.
b. (5 points)
C
HomeWork #6
Chapter 9
Investments
FINC 365
Dr. R. Brian Balyeat
Fall 2013
6.1 Discuss the following multifactor asset pricing models.
a. (3 points)
The Fama-French (1993) model (please provide the pricing equation with your answer)
b. (3 points)
The Carha
HomeWork #9
Chapter 20
Investments
FINC 365
Dr. R. Brian Balyeat
Fall 2013
9.1 Answer the following with out-of-the-money (OTM), in-the-money (ITM), or at-the
money (ATM).
a. (2 points)
Put option where stock price is below strike price.
b. (2 points)
Put
HomeWork #8
Chapter 17 & 18
Investments
FINC 365
Dr. R. Brian Balyeat
Fall 2013
8.1 If the yield to maturity for a par value TIPS bond with 25 years to maturity is 2.5%,
and the yield to maturity of a U.S. Treasury bond with 25 years is 6.25%, this implie
Investments
Test I
Xavier University
Williams College of Business
Dr. R. Brian Balyeat, CFA
Finance 365
Investments
September 29, 2014
Your Name _
You have the full 50 minutes to work the test. Please remember to carry out all calculations to at least fou