Delaware Investments

Individual Assignment Part I: According to the data of Nike, Inc. and Timberland Bancorp, Inc. from December 2008 to December 2013 showed by the attached excel, the annualized expected return, standard deviation and correlation of the two stocks are calculated and revealed. Using the result of the closing price minus the opening price to divide by the opening price can figure out the monthly returns during the 5 years in order to obtain the average monthly return. Then, the average monthly…

1. Retrenchment Strategy Philips Electronics, a global leader in electronics in roughly 150 countries and operates four business segments: Consumer Electronics, Medical Systems, Lighting, and Domestic Appliances and Personal Care implemented the retrenchment strategy in 2012. A retrenchment strategy occurs when an organization regroups through cost and asset reduction to reverse declining sales. Philips Electronics implemented the retrenchment strategy by cutting about 2,200 jobs from the…

4.2. Supply This subsection is based mainly on the Book V of the Principles of Economics (8th Edition), where Marshall’s proposal was to consolidate the supply and demand theory founded “on the pioneering work of his many predecessor economists” (Moss, 2003 ; Lima, 1992). Marshall was not creating the supply and demand theory, less yet a neoclassical supply and demand theory. He was describing, and obviously improving when he considered appropriate, the state of the arts of his own time.…

As a result, one finds they do not do as well as Costco and the future is not as bright, per the attached Ratio Analysis showing the financial strengths and weaknesses of each company. In the stock world, Costco is still clearly a better overall investment. According to Daniel Sparks, in a Trailing twelve-month revenue growth (YOY), Costco shows a 1.4% increase compared to Wal-Mart with a negative (0.5%). The Price Earnings ratio is trading for Costco at 28.7 and Wal-Mart is at only 15.7.…

1. INTRODUCTION In this project, it is analyzed a potential investment in a second- hand vessel. Assuming we are an investor who is willing to buy a Panamax bulk carrier. In the beginning we will present some general information regarding investment and motives, S&P market, the price and the factors which determine it and characteristics of investment in ships. Secondly, we will make a presentation/comparison of advantages and disadvantages of investing in new-buildings or second- hand vessels…

Funds Medibank Private Limited main source of funding from the year 2010-2011 to 2013-2014 was through its operating activity and the interest received from its investment. The profits and return on investment increased in 2011, while drastically dropping in the subsequent year and again picking up in 2013. In 2010-2011 the profits before tax and dividend were at $428 million, an increase of 13 percent though it dropped to $197 million due to global financial uncertainty. The company again…

During the process of Bank of America, that is trying, with everything they know how to get to be number one. Bank of America products that are offered is investments, banking, online banking, insurance, credit cards, and CD’s. In this paper, you will see some of the pricing strategies that Bank of America offers to individuals as well as investors. The process will show you the target market that bank is trying to receive, and with the promotions that Bank of America has to offer in the next…

Whether it is OJT, an apprenticeship/internship, traditional lecture, online learning or simulations; training employees is crucial to organizational success. Sufficient funding should be placed in the training budget to ensure a satisfying return on investment (ROI). Through my adult life, I have encountered most, if not all of the methods of training that many organizations use today. Companies are in the business of making profits, and the cost of training is always a consideration during…

The career I am researching is that of a financial examiner. Basically, a financial examiner goes over balance sheets and other financial statements to ensure that all laws governing financial institutions and transactions are being followed. They also asses the level of risk versus reward in loans, as well as the management of banks(Bureau of Labor Statistics). I chose this career because it is in the field of finance, which is just about the only major I know I want to pursue. Financial…

large and smaller investors. 1) The required minimum investment is smaller for fund of funds compared to hedge fund. 2) Diversification results in lowering of risk 3) Negotiation for reduction of fees payment. 4) Analysis of investing portfolios may help in investing in good company portfolios 5) Agreements to get access to capacity of Hedge fund Types of Hedge Fund Investor Risk tolerance, investment horizon, investment objectives, and investment restrictions differentiate the investors in…