FIN 402 GUIDE Active Participation / fin402guide.com

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FIN 402 GUIDE Active Participation /
fin402guide.com
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FIN 402 GUIDE Active Participation
FIN 402 Final Exam Guide FOR MORE CLASSES
VISIT www.fin402guide.com     FIN 402 Investment
Fundamentals and Portfolio Management Final Exam
Guide True/False 1.___ ___ The balance sheet
shows what assets the firm controls at a point in
time and how it financed the assets. 2.___ ___
Free cash flow Cash flow from operations
Capital expenditures Disposition of property
and equipment.
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FIN 402 GUIDE Active Participation
FIN 402 Week 1 Assignment Capital Markets and
Investment Banking Process Paper FOR MORE
CLASSES VISIT www.fin402guide.com   FIN402 Week 1
Assignment Capital Markets and Investment Banking
Process Paper
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FIN 402 GUIDE Active Participation
FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan FOR
MORE CLASSES VISIT www.fin402guide.com     Case
Problem 1.2 Preparing Carolyn Bowens Investment
Plan Carolyn Bowen, who just turned 55, is
employed as an administrative assistant for the
Xcon Corporation, where she has worked for the
past 20 years. She is in good health, lives
alone, and has two grown children. A few months
ago her husband died, leaving her with only their
home and the
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FIN 402 GUIDE Active Participation
FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
2.2, 3.1, 12.1 FOR MORE CLASSES
VISIT www.fin402guide.com     FIN 402 Week 1
Assignment Case Problem 1.2 Preparing Carolyn
Bowens Investment Plan FIN 402 Week 1 Assignment
Case Problem 2.1 Daras Dilemma What to Buy? FIN
402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account FIN 402 Week 1
Assignment Case Problem 3.1 The Perezes Good
Fortune FIN 402 Week
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FIN 402 GUIDE Active Participation
FIN 402 Week 1 Assignment Case Problem 2.1Daras
Dilemma What to Buy? FOR MORE CLASSES
VISIT www.fin402guide.com     Case Problem
2.1Daras Dilemma What to Buy? Dara Simmons, a
40-year-old financial analyst and divorced mother
of two teenage children, considers herself a
savvy investor. She has increased her investment
portfolio considerably over the past five years.
Although she has been fairly conservative with
her investments, she now feels more
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FIN 402 GUIDE Active Participation
FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account FOR MORE
CLASSES VISIT www.fin402guide.com     Case
Problem 2.2 Ravi Dumars High-Flying Margin
Account Ravi Dumar is a stockbroker who lives
with his wife, Sasha, and their five children in
Milwaukee, Wisconsin. Ravi firmly believes that
the only way to make money in the market is to
follow an aggressive investment posturefor
example, to use margin trading. In fact, Ravi has
built himself
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FIN 402 GUIDE Active Participation
FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune FOR MORE CLASSES
VISIT www.fin402guide.com     Case Problem 3.1
The Perezes Good Fortune Angel and Marie Perez
own a small pool hall located in southern New
Jersey. They enjoy running the business, which
they have owned for nearly three years. Angel, a
retired professional pool shooter, saved for
nearly 10 years to buy this business, which he
and his wife own free and clear. The
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FIN 402 GUIDE Active Participation
FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds FOR
MORE CLASSES VISIT www.fin402guide.com     Case
Problem 12.1 Reverend Mark Thomas Ponders Mutual
Funds The Reverend Mark Thomas is the minister of
a church in the San Diego area. He is married,
has one young child, and earns a modest income.
Because religious organizations are not notorious
for their generous retirement programs, the
reverend has decided he should do some
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FIN 402 GUIDE Active Participation
FIN 402 Week 1 DQ 1 FOR MORE CLASSES
VISIT www.fin402guide.com     What are capital
market instruments? How are they used? Which is
most important? Explain your answer.
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FIN 402 GUIDE Active Participation
FIN 402 Week 1 DQ 2 FOR MORE CLASSES
VISIT www.fin402guide.com     What is an asset
class? How are asset classes selected? What
factors affect the selection?
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FIN 402 GUIDE Active Participation
FIN 402 Week 1 DQ 3 FOR MORE CLASSES
VISIT www.fin402guide.com     What is a
derivative? What are the different types of
derivatives? How do businesses use derivatives to
mitigate risks?
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FIN 402 GUIDE Active Participation
FIN 402 Week 1 Individual Problem Set FOR MORE
CLASSES VISIT www.fin402guide.com     The Problem
Set is provided to you to enable you to practice
the concepts outlined in the textbook. Select
THREE completed problems from the assignment and
post your solutions to those problems. 1.
Creating prices for securities and allowing for
liquidity are functions of
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FIN 402 GUIDE Active Participation
FIN 402 Week 1 Individual Weekly Question FOR
MORE CLASSES VISIT www.fin402guide.com   Submit
your Weekly Questions, with original questions,
in a Microsoft Word or text file. Be sure to show
your work to earn full credit.   Do not use
Investopedia, About.com, Wikipedia, or other
generic internet websites as sources. Use
credible sources only. Also, do not use quotes in
lieu of a response in your own words.
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FIN 402 GUIDE Active Participation
FIN 402 Week 2 Assignment Asset Classes Paper
FOR MORE CLASSES VISIT www.fin402guide.com   FIN4
02 Week 2 Assignment Asset Classes Paper
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FIN 402 GUIDE Active Participation
FIN 402 Week 2 Assignment Case Problem 2.1
Traditional Versus Modern Portfolio Theory Whos
Right FOR MORE CLASSES VISIT www.fin402guide.com
    Case Problem 2.1 Traditional Versus Modern
Portfolio Theory Whos Right? Walt Davies and
Shane OBrien are district managers for Lee, Inc.
Over the years, as they moved through the firms
sales organization, they became (and still
remain) close friends. Walt, who is 33 years old,
currently lives in Princeton, New Jersey. Shane,
who is 35, lives in
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FIN 402 GUIDE Active Participation
FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision FOR MORE CLASSES
VISIT www.fin402guide.com     Case Problem 4.1
Coatess Decision On January 1, 2017, Dave
Coates, a 23-year-old mathematics teacher at
Xavier High School, received a tax refund of
1,100. Because Dave didnt need this money for
his current living expenses, he decided to make a
long-term investment. After surveying a number of
alternative investments costing no more
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FIN 402 GUIDE Active Participation
FIN 402 Week 2 Assignment Case Problem 4.1, 4.2,
2.1, 5.2, 13.1 (Part a,b,c,d) FOR MORE CLASSES
VISIT www.fin402guide.com     FIN 402 Week 2
Assignment Case Problem 4.1 Coatess Decision FIN
402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision FIN 402 Week 2 Assignment Case
Problem 2.1 Traditional Versus Modern Portfolio
Theory Whos Right FIN 402 Week 2 Assignment Case
Problem 5.2 Susan Lussiers
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FIN 402 GUIDE Active Participation
FIN 402 Week 2 Assignment Case Problem 4.2 The
Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision FOR MORE CLASSES
VISIT www.fin402guide.com     Case Problem 4.2
The Risk-Return Tradeoff Molly ORourkes Stock
Purchase Decision Over the past 10 years, Molly
ORourke has slowly built a diversified portfolio
of common stock. Currently her portfolio includes
20 different common stock issues and has a total
market value of 82,500. Molly is at present
considering the addition of 50
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FIN 402 GUIDE Active Participation
FIN 402 Week 2 Assignment Case Problem 5.2 Susan
Lussiers Inherited Portfolio Does It Meet Her
Needs FOR MORE CLASSES VISIT www.fin402guide.com
    Case Problem 5.2 Susan Lussiers Inherited
Portfolio Does It Meet Her Needs? Susan Lussier
is 35 years old and employed as a tax accountant
for a major oil and gas exploration company. She
earns nearly 135,000 a year from her salary and
from participation in the companys drilling
activities. An expert on oil and gas taxation,
she is not
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FIN 402 GUIDE Active Participation
FIN 402 Week 2 Assignment Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
(Part a,b,c,d) FOR MORE CLASSES
VISIT www.fin402guide.com     Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
Mary and Nick Stalcheck have an investment
portfolio containing four investments. It was
developed to provide them with a balance between
current income and capital appreciation. Rather
than acquire mutual fund shares or diversify
within a given class of investments, they
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FIN 402 GUIDE Active Participation
FIN 402 Week 2 DQ 1 FOR MORE CLASSES
VISIT www.fin402guide.com   What are different
ratio categories? Which category is most
important to bondholders? Why? Which category is
most important to stockholders? Why?
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FIN 402 GUIDE Active Participation
FIN 402 Week 2 DQ 2 FOR MORE CLASSES
VISIT www.fin402guide.com   What are liquidity
ratios? Why are they important? How may an
investor use liquidity ratios when making
investment decisions?
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FIN 402 GUIDE Active Participation
FIN 402 Week 2 DQ 3 FOR MORE CLASSES
VISIT www.fin402guide.com   What are different
ratio categories? Which category is most
important to bondholders? Why? Which category is
most important to stockholders? Why?
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FIN 402 GUIDE Active Participation
FIN 402 Week 2 Learning Team Assignment Portfolio
Selection Paper (2 Papers) FOR MORE CLASSES
VISIT www.fin402guide.com     Resources
Electronic Reserve Readings, Internet, University
Library Select one publicly traded bond. Select
five organizations from the following list. These
organizations represent the stocks that comprise
your portfolio. Cisco Systems, Inc.
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FIN 402 GUIDE Active Participation
FIN 402 Week 2 Weekly Problem Set FOR MORE
CLASSES VISIT www.fin402guide.com     The Problem
Set is provided to you to enable you to practice
the concepts outlined in the textbook. Select
THREE completed problems from the assignment and
post your solutions to those problems. In your
solutions, provide an explanation as to why you
choose the answer.
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FIN 402 GUIDE Active Participation
FIN 402 Week 2 Weekly Question FOR MORE CLASSES
VISIT www.fin402guide.com     1. (2 point)
Calculate the expected return of the following
stocks using CAPM. You can use internet websites
to get Beta figures, such as Yahoo! Finance,
Google Finance, MSN Money, Marketwatch, etc. Use
4 as the risk free rate and 6 as the risk
premium. a. Proctor Gamble (PG) b.
Microsoft (MSFT)
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FIN 402 GUIDE Active Participation
FIN 402 Week 3 Assignment Case Problem 6.1 Sara
Decides to Take the Plunge FOR MORE CLASSES
VISIT www.fin402guide.com     Case Problem 6.1
Sara Decides to Take the Plunge Sara Thomas is a
child psychologist who has built a thriving
practice in her hometown of Boise, Idaho. Over
the past several years she has been able to
accumulate a substantial sum of money. She has
worked long and hard to be successful, but she
never imagined anything like this. Even so,
success
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FIN 402 GUIDE Active Participation
FIN 402 Week 3 Assignment Case Problem 6.1, 6.2,
7.1, 7.2, 8.1, 8.2, 9.2 FOR MORE CLASSES
VISIT www.fin402guide.com     FIN 402 Week 3
Assignment Case Problem 6.1 Sara Decides to Take
the Plunge FIN 402 Week 3 Assignment Case Problem
6.2 Wally Wonders Whether Theres a Place for
Dividends FIN 402 Week 3 Assignment Case Problem
7.1 Some Financial Ratios Are Real Eye-Openers
FIN 402 Week 3 Assignment Case Problem 7.2 Doris
Looks at an Auto
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FIN 402 GUIDE Active Participation
FIN 402 Week 3 Assignment Case Problem 6.2 Wally
Wonders Whether Theres a Place for Dividends
FOR MORE CLASSES VISIT www.fin402guide.com     Ca
se Problem 6.2 Wally Wonders Whether Theres a
Place for Dividends Wally Wilson is a commercial
artist who makes a good living by doing freelance
workmostly layouts and illustrationsfor local
ad agencies and major institutional clients (such
as large department stores). Wally has been
investing in the stock market for some
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FIN 402 GUIDE Active Participation
FIN 402 Week 3 Assignment Case Problem 7.2 Doris
Looks at an Auto Issue FOR MORE CLASSES
VISIT www.fin402guide.com     Case Problem 7.2
Doris Looks at an Auto Issue Doris Wise is a
young career woman. She lives in Phoenix,
Arizona, where she owns and operates a highly
successful modeling agency. Doris manages her
modest but rapidly growing investment portfolio,
made up mostly of high-grade common stocks.
Because shes young and single and has no
pressing
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FIN 402 GUIDE Active Participation /
fin402guide.com
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