FIN 402 Slingshot Academy / fin402master.com

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FIN 402 Slingshot Academy / fin402master.com
FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
2.2, 3.1, 12.1
FIN 402 Week 1 Assignment Case Problem 1.2
Preparing Carolyn Bowens Investment Plan

• 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

• 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

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FIN 402 Slingshot Academy / fin402master.com
FIN 402 Week 1 Assignment Case Problem 3.1 The
Perezes Good Fortune
FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
Dumars High-Flying Margin Account

• 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

• 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

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FIN 402 Slingshot Academy / fin402master.com
FIN 402 Week 1 AssignmentCase Problem 2.1Daras
Dilemma What to Buy?
FIN 402 Week 1 Assignment Case Problem 12.1
Reverend Mark Thomas Ponders Mutual Funds

• 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.

• 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

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FIN 402 Slingshot Academy / fin402master.com
FIN 402 Week 1 Individual Weekly Question
FIN 402 Week 1 Individual Problem Set
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
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 Slingshot Academy / fin402master.com
FIN 402 Week 2 Assignment Case Problem 4.1
Coatess Decision
FIN 402 Week 2 Assignment Case Problem 2.1
Traditional Versus Modern Portfolio Theory Whos
Right

• 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

• 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

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FIN 402 Slingshot Academy / fin402master.com
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 4.1, 4.2,
2.1, 5.2, 13.1 (Part a,b,c,d)

• 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

• 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

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FIN 402 Slingshot Academy / fin402master.com
FIN 402 Week 2 Assignment Case Problem 13.1
Assessing the Stalcheckss Portfolio Performance
(Part a,b,c,d)
FIN 402 Week 2 Assignment Case Problem 5.2 Susan
Lussiers Inherited Portfolio Does It Meet Her
Needs

• 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.

• 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.

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FIN 402 Slingshot Academy / fin402master.com
FIN 402 Week 2 Weekly Question
FIN 402 Week 2 weekly Problem Set

• 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.

• 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 Slingshot Academy / fin402master.com
FIN 402 Week 3 Assignment Case Problem 6.1, 6.2,
7.1, 7.2, 8.1, 8.2, 9.2
FIN 402 Week 3 Assignment Case Problem 6.1 Sara
Decides to Take the Plunge

• 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

• 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

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FIN 402 Slingshot Academy / fin402master.com
FIN 402 Week 3 AssignmentCase Problem 7.1 Some
Financial Ratios Are Real Eye-Openers
FIN 402 Week 3 AssignmentCase Problem 6.2 Wally
Wonders Whether Theres a Place for Dividends

• Case Problem 7.1 Some Financial Ratios Are Real
  Eye-Openers Jack Arnold is a resident of Lubbock,
  Texas, where he is a prosperous rancher and
  businessman. He has also built up a sizable
  portfolio of common stock, which, he believes, is
  due to the fact that he thoroughly evaluates each
  stock he invests in.

• Case 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).

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FIN 402 Slingshot Academy / fin402master.com
FIN 402 Week 3 AssignmentCase Problem 8.1 Chris
Looks for a Way to Invest His Wealth
FIN 402 Week 3 AssignmentCase Problem 7.2 Doris
Looks at an Auto Issue

• Case Problem 8.1 Chris Looks for a Way to Invest
  His Wealth Chris Norton is a young Hollywood
  writer who is well on his way to television
  superstardom. After writing several successful
  television specials, he was recently named the
  head writer for one of TVs top-rated sitcoms

• 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

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FIN 402 Slingshot Academy / fin402master.com
FIN 402 Week 3 AssignmentCase Problem 9.2 Deb
Takes Measure of the Market
FIN 402 Week 3 AssignmentCase Problem 8.2 An
Analysis of a High-Flying Stock

• Case Problem 9.2 Deb Takes Measure of the Market
  Several months ago, Deb Forrester received a
  substantial sum of money from the estate of her
  late aunt. Deb initially placed the money in a
  savings account because she was not sure what to
  do with it.

• Case Problem 8.2 An Analysis of a High-Flying
  Stock Marc Dodier is a recent university graduate
  and a security analyst with the Kansas City
  brokerage firm of Lippman, Brickbats, and Shaft.
  Marc has been following one of the hottest issues
  on Wall Street

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FIN 402 Slingshot Academy / fin402master.com
FIN 402 Week 4 Assignment Case Problem 10.1 Max
and Veronica Develop a Bond Investment Program
FIN 402 Week 3 Weekly Problem Set

• 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.
• 1. Which of the following are assumptions of the
  simple CAPM model?

• Case Problem 10.1 Max and Veronica Develop a Bond
  Investment Program Max and Veronica Shuman, along
  with their teenage sons, Terry and Thomas, live
  in Portland, Oregon. Max is a sales rep for a
  major medical firm, and Veronica is a personnel
  officer at a local bank. Together they earn an
  annual income of around 100,000.

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FIN 402 Slingshot Academy / fin402master.com
FIN 402 Week 4 Assignment Case Problem 10.2 The
Case of the Missing Bond Ratings
FIN 402 Week 4 Assignment Case Problem 10.1,
10.2, 11.1, 11.2

• FIN 402 Week 4 Assignment Case Problem 10.1 Max
  and Veronica Develop a Bond Investment Program
  FIN 402 Week 4 Assignment Case Problem 10.2 The
  Case of the Missing Bond Ratings FIN 402 Week 4
  Assignment Case Problem 11.1 The Bond Investment
  Decisions of Dave and Marlene Carter FIN 402 Week
  4 Assignment Case Problem 11.2

• Case Problem 10.2 The Case of the Missing Bond
  Ratings Its probably safe to say that theres
  nothing more important in determining a bonds
  rating than the underlying financial condition
  and operating results of the company issuing the
  bond. Just as financial ratios can be used in the
  analysis of common stocks, they can also be used
  in the analysis of bonds

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FIN 402 Slingshot Academy / fin402master.com
FIN 402 Week 4 Assignment Case Problem 11.2 Grace
Decides to Immunize Her Portfolio
FIN 402 Week 4 Assignment Case Problem 11.1 The
Bond Investment Decisions of Dave and Marlene
Carter

• Case Problem 11.2 Grace Decides to Immunize Her
  Portfolio Grace Hesketh is the owner of an
  extremely successful dress boutique in downtown
  Chicago. Although high fashion is Graces first
  love, shes also interested in investments,
  particularly bonds and other fixed-income
  securities

• Case Problem 11.1 The Bond Investment Decisions
  of Dave and Marlene Carter Dave and Marlene
  Carter live in the Boston area, where Dave has a
  successful orthodontics practice

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FIN 402 Slingshot Academy / fin402master.com
FIN 402 Week 5 Assignment Case Problem 14.1,
14.2, 15.1, 15.2
FIN 402 Week 5 Assignment Case Problem 14.1 The
Franciscos Investment Options

• FIN 402 Week 5 Assignment Case Problem 14.1 The
  Franciscos Investment Options FIN 402 Week 5
  Assignment Case Problem 14.2 Lukes Quandary To
  Hedge or Not to Hedge FIN 402 Week 5 Assignment
  Case Problem 15.1 T. J.s Fast-Track Investments
  Interest Rate Futures

• Case Problem 14.1 The Franciscos Investment
  Options Hector Francisco is a successful
  businessman in Atlanta. The box-manufacturing
  firm he and his wife, Judy, founded several years
  ago has prospered. Because he is self-employed,
  Hector is building his own retirement fund

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FIN 402 Slingshot Academy / fin402master.com
FIN 402 Week 5 Assignment Case Problem 15.1 T.
J.s Fast-Track Investments Interest Rate Futures
FIN 402 Week 5 Assignment Case Problem 14.2
Lukes Quandary To Hedge or Not to Hedge

• Case Problem 14.1 The Franciscos Investment
  Options Hector Francisco is a successful
  businessman in Atlanta. The box-manufacturing
  firm he and his wife, Judy, founded several years
  ago has prospered. Because he is self-employed,
  Hector is building his own retirement fund. So
  far, he has accumulated a substantial sum in his
  investment account

• Case Problem 15.1 T. J.s Fast-Track Investments
  Interest Rate Futures T. J. Patrick is a young,
  successful industrial designer in Portland,
  Oregon, who enjoys the excitement of commodities
  speculation. T. J. has been dabbling in
  commodities since he was a teenager

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FIN 402 Slingshot Academy / fin402master.com
FIN 402 Week 5 Assignment Case Problem 15.2 Jim
and Polly Pernelli Try Hedging with Stock Index
Futures

• Case Problem 15.2 Jim and Polly Pernelli Try
  Hedging with Stock Index Futures Jim Pernelli and
  his wife, Polly, live in Augusta, Georgia. Like
  many young couples, the Pernellis are a
  two-income family. Jim and Polly are both college
  graduates and hold high-paying jobs.

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