Preferred stock

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…

Buffett is an advocate of Graham’s investing principles. He uses his purchase of Washington Post Company to illustrate those principles. Buffett and others estimated the intrinsic value at between $400 and $500 million while the market price was $100 million. The key thing that Buffett takes from Graham’s principles is the practice of buying good businesses at market discounts compared to the underlying value. A common misconception is that the market provides the most accurate price. Buffett…

A stock is a type of ownership in a company where a person is a part of the company’s assets and earnings. Common and preferred are the two types of stock. Common stock is where the owner is entitled to vote at meetings and obtain dividends, while preferred stock does not have the right to vote, but has a higher claim on earnings than common stock. Meanwhile, a stock market is a market where shares of corporations are issued and traded through exchanges. Some examples of stock markets in the…

of Apple stock is $143,680. Apple stock price was at $2.19 25 years ago which extended a total value of $2,190 (AAPL, n.d.). This ultimately means that the 25 year return on 1,000 shares of Apple stock is roughly $4,725%. If there were EE savings bonds sold, the payout would be $119,588, compared to the value of the bond if kept until maturity of $143,680. The prize for selling a combination of stocks and bonds is that it enables for a improved financial security. Keeping a little stock…

(primary market). The bonds are traded freely on the stock exchanges (secondary market) and their price…

and faster. And compare with Fidelity Contrafund, these four benchmarks are obviously far-less growth. Fidelity Contrafund has obtained 13.3% annualized until 1st July, well ahead of about 10.1% of the S & P 500. And there are more than 200 company stocks on the Fidelity Contrafund portfolio. A professional financial website Morningstar appears that the yields of Fidelity Contrafund was sharp decrease from 2007 to 2009, when Global Financial Crisis was happened, fortunately, the managers use…

Identify the company and its industry. • Discuss important financial and other facts about the company from its SEC filings. • How successful was the IPO in raising capital? • What has happened to the company since the IPO? • What is the trend in the stock price of the company since the IPO? Identify the company and its industry: Apple Inc. is a multinational company which was established in 1976 by its founders Steve Jobs and Steve Wozniak and the company’s headquarter is located in…

There are many different types of managed care plans. Some of the more popular types are preferred provider organizations (PPO), exclusive provider organizations (EPO), point of service plans (POS), and Health maintenance organizations (HMO). Health maintenance organization plans share the financial risks that come with having comprehensive medical services for a prepaid fee. Preferred provider organizations give cheaper health care with certain named providers. Exclusive provider organizations…

Informational Update Vol 7 #11 1. Health Benefits Program – If you are on Medicare, you have been bombarded by mail from various Medicare supplement programs, encouraging you to switch into their health plans. You also have received, or will receive, a letter from the Office of Labor Relations (OLR), explaining that you may now transfer out of your current health plan. This letter affects both Medicare and non-Medicare retirees. Needless to say, all this activity has generated a barrage of…

built on a foundation of trust – it’s the name consumers are most familiar with as a trusted health care partner through our affiliated health plans” (Anthem, 2015, para. 1). The type of insurance plan that I have is the PPO plan. PPO stands for preferred provider organizations and it is considered to be a loose-knit organization in which the insurers are contracted with the limited number of physicians and hospitals that agree to care for patients. This also includes the discounted…