1. Explain the difference between financial assets (Claims on real assets or claims on asset income) and real assets (Used to produce
goods and services: property, plant & equipment, human capital, etc.)
2. Whats the investment process? a) Asset allocatio
CHAPTER 5: ANALYZING THE MARKETING ENVIRONMENT
The Marketing Mix: Sporting Goods and
5-4 Dole Analyzes the Environment
McDonalds: Analyzing the Marketing
5-7 Ford: A New Car for a New Generation
CHAPTER 1: OVERVIEW OF MARKETING
1-2 Zipcar: Creating Value in the Marketplace
The Marketing Mix: Travel Goods and
1-8 Value: The Bottled Water Industry
1-10 Pinkberry vs. Red Mango: Delivering Value
Failure of Rating Agencies in the Financial Crisis
1. Whats securitization? How does it encourage lax mortgage lending?
Securitization is a way of taking an asset and reconstructing them into a security.
In the article, Triple-A Failure, an example of sec
CHAPTER 6: CONSUMER BEHAVIOR
6-2 The Camp Car in the U.S. Market
The Perfect Haircut: Consumers Search
Video Streaming Service: The Consumer
6-9 Netflix and Consumer Behavior
6-11 Helping Co
T ask #1- Yahoo Finance
How to find the info
1 Go to Yahoo Finance page
2 T ype in name of company
3 In left hand column go to "Historical Prices"
4 T ype in desired time frame (i.e. Sept 17 2003 - 2013)
5 Select "Weekly" (or daily, monthly etc)
How to do
Tanisha- I honestly have no idea how to find the quotes/yields.
Andrew & Melissa
ask price: 1.835
bid price: 1.845
asked yields: 1.887
ask price: 0.378
bid price: 0.385
asked yields: 0.379
ask price: 0.245
bid price: 0.250
CHAPTER 13: SERVICES: THE INTANGIBLE PRODUCT
Wegmans Services Its Employees and Its
Services Marketing Differs from Product
Understanding Service Gaps
Netflix: Service Excellence 24/7
CHAPTER 8: GLOBAL MARKETING
Managers Hot Seat
Kraft: Marketing Globally
Global Marketing Strategy
Audi BMW, Buick, and Mercedes Compete
ISeeIt Video Case: Global En
CHAPTER 7: BUSINESS-TO-BUSINESS MARKETING
The Buying Center
Toyota and the B2B Buying Process
B2B Relationships: Ford and Firestone
B2B - Featuring Dole
UPS: From Shippi
CHAPTER 14: PRICING CONCEPTS FOR ESTABLISHING VALUE
14-2 Taco Bell: Pricing for Value
14-4 The 5 Cs of Pricing
U.S. Cellular: Matching Price
with Perceived Value
Globalization and International Investing
Multiple Choice Questions
1. In 2011, U.S. securities represented _ of the world market for equities.
A. less than
B. more than twothirds
C. between 30% and
D. a consistent
2. _ has the high
Financial assets represent _ of total assets of U.S. households.
Real assets in the economy include all but which one of the following?
Net worth represents _ of the liabilities and net worth of commercial banks.
CHAPTER 9: SEGMENTATION, TARGETING, AND POSITIONING
Segmentation: The College Food
Methods for Segmenting Markets
Segmentation, Targeting, and Positioning
McDonalds: Segmentation, Targeting,
CHAPTER 2: DEVELOPING MARKETING STRATEGIES
AND A MARKETING PLAN
The Walt Disney Company and the
2-2 Strategic Marketing Planning
Staples: Implementing the
2-7 Home Shopping Network
2-9 SWOT Analysi
Futures Markets and Risk Management
Multiple Choice Questions
1. Today's futures markets are dominated by trading in _ contracts.
2. A person with a long position in a commodity futures con
CHAPTER 16: SUPPLY CHAIN AND CHANNEL MANAGEMENT
New Balance: Managing Supplies for U.S.
Supply Chain Management
Making Information Flow and Making
Walmart: Pioneer in Supply Chain
CHAPTER 11: PRODUCT, BRANDING, AND PACKAGING DECISIONS
Band-Aid: Building on the
Value of the Brand
Types of Products
Frito-Lay Branding with Doritos
Managing Brand Oprah
Three Stripes: Branding at
Managing Bond Portfolios
Multiple Choice Questions
1. All other things equal (YTM = 10%), which of the following has the longest duration?
A. A 30-year bond with a 10%
B. A 20-year bond with a 9%
C. A 20-year bond with a 7%
Fundamentals of Investing, 11e (Gitman/Joehnk/Smart)
Chapter 1 The Investment Environment
1.1 Learning Goal 1
1) Since 1900, the average annual return on savings accounts has been higher than the return on
Question Status: New Questi
Whereas conventional theories presume that investors are rational, behavioral finance starts with the
assumption they are not.
Behavioral finance does not assume that prices are always correctly reflecting available informatio
Introduction and Global Economy
To identify stocks they want to purchase or sell, fundamental analysts can use the following approaches:
Start by analysing: Macroeconomic factors, Industry Find stocks that benefit form th
CH 5 6 7
A Historical Risk and Return Measures
Use these measures for reporting for reporting and past performance assessment
In this section, we compute historical risk and return characteristics of investments.
This is essentially a mechanical proces
Graded Homework 1
Due: Thursday 09/21/16 in class at 4:00PM.
There are two parts to this graded homework.
Part 1: multiple choice and true/false questions. For part 1, please circle the correct answer and also report your
answer and the
Failure of rating agencies in the financial crisis
Due Feb 10, 2015
(team work, 3-4 students in each group)
Please submit one copy of the answer as a team. Attach this page on the top.
Each team member also needs to f
Quiz 1Review Questions
Topic 1. Introduction
1. Explain the difference between financial assets and real assets.
2. Whats the investment process? Which decision plays a determinant role?
3. Describe the main players in
Due March 12, 2015
What was the Historical Yield on the Five-, and Twenty-year Treasury Bonds and TIPS?
The Data Releases at Federal Reserve Bank website provides historic
L15_ Capital Market Equilibrium_CAPM
Knowing how risk and reward are measured, you are now ready to
proceed to the punch line: a formula that relates the appropriate reward
of investment projects to their risks.
This means that if you can judge the risk o
Quiz_L5_Expected Value and Variance
1. The toss of two fair die once (Craps)
Random variable x = value of the two die
What are the possible outcomes and the expected value?
2. Suppose an investor can choose between two assets 1 and 2. The probabili
February 28th, 2017
How did you find the historical yields?
I found the historical yields by going to the Data Releases at Federal Reserve
Banks website. Through that website it provided historical and current data of all
the yields I was r
FIN 327 Activity on CAPM, technical analysis, fundamental analysis, and efficient markets
Below, you can find a printout from Bloomberg related to FB (Facebook). The screen gives the
information necessary to compute the stocks expected return acco
March 15, 2017
A Career in Money
The career I have chosen to research is full-time employment as financial analyst. I am
personally interested in this profession because it requires the use of statistics a
FIN 327 Equity valuation activity
For this activity, we are using the case of Disney (DIS) and applying some of the equity valuation
techniques from the notes.
Constant Growth Model (CGM)
Recall that when we have the special case where future divi