Use LEFT and RIGHT arrow keys to navigate between flashcards;
Use UP and DOWN arrow keys to flip the card;
H to show hint;
A reads text to speech;
18 Cards in this Set
- Front
- Back
BUS 655 Week 1 DQ1 Present Value and Annuity
|
Present Value and Annuity. Complete Problem 1.3 (page 28) Use formulas to
calculate the answers to parts a to e and round to the nearest whole number. Clearly label the analysis .Explain your analysis in part f in 200 words. Respond to at least two of your classmates’ posts |
|
BUS 655 Week 1 DQ2 SEC Fair Disclosure
|
SEC Fair Disclosure. Complete Question 3.1 (page 110). Explain whether you
agree or disagree with these options in 300 words. Respond to at least two of your classmates’ posts |
|
BUS 655 Week 1 Assignment New Family Inheritance
|
New Family Inheritance. Complete Case 3.1. Explain your analysis in a word document not
to exceed 750 words. Submit to your instructor. |
|
BUS 655 Week 2 DQ1 Income, Capital Gain, and Total Return
|
Income, Capital Gain, and Total Return. Complete Problem 4.3 (page 144). Clearly
label the calculations of parts a to c. Use formulas to calculate the allocations and round to the nearest whole number. Explain your analysis in 200 words. Respond to at least two of your classmates’ posts. |
|
BUS 655 Week 2 DQ2 Portfolio Returns
|
Portfolio Returns. Complete Problem 5.3 (pages 191-192). Clearly label the
calculations of parts a to c. Use formulas to calculate the allocations and round to the nearest whole number. Explain your analysis in parts d and e in 300 words. Respond to at least two of your classmates’ posts. |
|
BUS 655 Week 2 Assignment Inherited Portfolio
|
Inherited Portfolio. Complete Case 5.2. Explain your analysis in a document not to exceed
750 words. Submit to your instructor |
|
BUS 655 Week 3 DQ1 Financial Ratios
|
Financial Ratios. Complete Problem 7.17 (pages 280-282). Clearly label the
calculations of the financial ratios and complete the table in part a. Round to the nearest whole number. Explain the financial condition of the company in 300 words. Respond to at least two of your classmates’ posts. |
|
BUS 655 Week 3 DQ2 Dividend Valuation Model
|
Dividend Valuation Model. Complete Problem 8.10 (page 316). Clearly label the
calculations of the stock values in part a and round to the nearest whole number. Explain in part b your findings and which approach makes more sense in 300 words. Respond to at least two of your classmates’ posts. |
|
BUS 655 Week 3 Assignment Stock Market Measures
|
Stock Market Measures. Complete Case 9.2. Clearly label the calculations. Use formulas to
calculate the three variances and round to the nearest whole number. Explain the meaning of the stock market measures in parts b and c in a document not to exceed 500 words |
|
BUS 655 Week 4 DQ1 Collateralized Mortgage Obligations
|
Collateralized Mortgage Obligations. Read the Collateralized Mortgage Obligations
on pages 384-385 (in Chapter 10). In 200 words describe the protection of government offers and whether this protection is adequate. Respond to at least two of your classmates’ posts |
|
BUS 655 Week 4 DQ2 Convertible Bonds
|
Convertible Bonds. Complete Problem 11.7 (page 435). Clearly label the calculations
and round to the nearest whole number. Respond to at least two of your classmates’ posts |
|
BUS 655 Week 4 Assignment Bond Investment Decisions
|
Bond Investment Decisions. Complete Case 11.1 using MS Excel. Clearly label the
calculations in part a 3 and b 1. Format the cells to insert a comma if there is more than three numbers. Explain the investment decisions in a document not to exceed 600 words |
|
BUS 655 Week 5 DQ1 Holding Period Returns
|
Holding Period Returns. Complete problem 13.5 (page 520). Clearly label the
calculations of the holding period returns. Use formulas to calculate the amounts and round to the nearest whole number. Respond to at least two of your classmates’ posts |
|
BUS 655 Week 5 DQ2 Bond Fund Returns
|
Bond Fund Returns. Complete Problem 12.5 (page 487). Clearly label the
calculations of the holding period returns with and without a front-end load charge. Use formulas to calculate the amounts and round to the nearest whole number. Describe in 200 words the impact of load charges on the returns. Respond to at least two of your classmates’ posts. |
|
BUS 655 Week 5 Assignment Portfolio Performance
|
Portfolio Performance. Complete Case 13.1 and submit to instructor. In parts a to d clearly label
the calculations. Use formulas to calculate the amounts and round to the nearest whole number. In part e, explain your answers in a memo not to exceed 500 words |
|
BUS 655 Week 6 DQ1 Financial Derivatives
|
Financial Derivatives. Financial derivatives are instruments such as futures, forwards,
swaps, options, structure debt obligations, etc. used to manage risk. These are valuable tools utilized throughout the financial industry but must be used wisely. Complete question 14 .4 (page 560) and answer “a” through “c”. Describe in 200 words the benefits and risks in play applying such strategies. Respond to at least two of your classmates’ posts. |
|
BUS 655 Week 6 DQ2 Futures Contracts
|
Futures Contracts. Discuss the trading techniques that can be used with financial
futures (currency futures, interest rate futures, and stock index futures) noting how these securities can be used in conjunction with other investment vehicles including the benefits and risks. Describe in 200 words the model |
|
BUS 655 Week 6 Final Cases
|
Final Cases. Complete and submit to your instructor Case 14.1: Alternative investment
options 9 and Case 15.2: Hedging with Stock-index futures. Instructions are as follows: a. The final cases should demonstrate understanding of the reading as well as the implications of new knowledge. The 15 to 20 page paper covering both cases should integrate readings and class discussions into work and life experiences. It may include explanation and examples from previous experiences as well as implications for future applications. b. The purpose of the Final Cases is for you to culminate the learning achieved in the course by describing your understanding and application of knowledge in the field of financial investment management. c. Use formulas to calculate the answers to mathematical sections and round to the nearest whole number. Clearly label the analysis. |