FIN 402 Inspiring Minds/uophelp.com

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FIN 402 Inspiring Minds/uophelp.com

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• www.uophelp.com

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• FIN 402 Final Exam Guide
• For more course tutorials visit
• www.uophelp.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 Inspiring Minds/uophelp.com

• FIN 402 Week 1 Assignment Capital Markets and
• Investment Banking Process Paper
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• FIN402 Week 1 Assignment Capital Markets and
  Investment Banking Process Paper

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 1 Assignment Case Problem 1.2
  Preparing
• Carolyn Bowens Investment Plan
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• www.uophelp.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 proceeds from a 75,000 life insurance
  policy. After sh

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
  2.2, 3.1, 12.1
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• www.uophelp.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 1 Assignment Case Problem 12.1
  Reverend Mark Thomas Ponders Mutual Funds

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
• Dumars High-Flying Margin Account
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• 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 a substantial margin account over
  the years. He currently holds 75,000 worth of

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 1 Assignment Case Problem 3.1 The
  Perezes Good Fortune
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• 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 income from the pool hall is adequate
  to allow Angel, Marie

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 1 Assignment Case Problem 12.1
  Reverend
• Mark Thomas Ponders Mutual Funds
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• www.uophelp.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 income from the pool hall is adequate
  to allow Angel, Marie

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 1 AssignmentCase Problem 2.1Daras
• Dilemma What to Buy?
• For more course tutorials visit
• www.uophelp.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 income from the pool hall is adequate
  to allow Angel, Marie

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 1 DQ 1
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• www.uophelp.com
• What are capital market instruments? How are they
  used? Which is most important? Explain your
  answer.

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 1 DQ 2
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• www.uophelp.com
• What are capital market instruments? How are they
  used? Which is most important? Explain your
  answer.

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 1 DQ 3
• For more course tutorials visit
• www.uophelp.com
• What are capital market instruments? How are they
  used? Which is most important? Explain your
  answer.

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 1 Individual Problem Set
• For more course tutorials visit
• www.uophelp.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
• 2. Which of the following best describes the
  function of an investment banker selling an issue
  on a "best efforts" basis?

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 1 Individual Weekly Question
• For more course tutorials visit
• www.uophelp.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 Inspiring Minds/uophelp.com

• FIN 402 Week 2 Assignment Asset Classes Paper
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• FIN402 Week 2 Assignment Asset Classes Paper

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 2 Assignment Case Problem 2.1
  Traditional Versus Modern Portfolio Theory Whos
  Right
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• www.uophelp.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
  Houston, Texas. Recently, at the national sales
  meeting, they were discussing various company
  matters,

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 2 Assignment Case Problem 4.1
  Coatess Decision
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• www.uophelp.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
  Houston, Texas. Recently, at the national sales
  meeting, they were discussing various company
  matters,

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 2 Assignment Case Problem 4.1, 4.2,
  2.1, 5.2, 13.1 (Part a,b,c,d)
• For more course tutorials visit
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• 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

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 2 Assignment Case Problem 4.2 The
  Risk-Return Tradeoff Molly ORourkes Stock
  Purchase Decision
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• 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 shares of either of two common stock issuesX
  or Y. To assess t

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 2 Assignment Case Problem 5.2 Susan
  Lussiers Inherited Portfolio Does It Meet Her
  Needs
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• 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 worried about
  job securityshe is content with her income and
  finds it adequate to all

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 2 Assignment Case Problem 13.1
  Assessing the Stalcheckss Portfolio Performance
  (Part a,b,c,d)
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• www.uophelp.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 worried about
  job securityshe is content with her income and
  finds it adequate to all

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 2 DQ 1
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• 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 Inspiring Minds/uophelp.com

• FIN 402 Week 2 DQ 2
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• 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 Inspiring Minds/uophelp.com

• FIN 402 Week 2 DQ 3
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• What is the CAPM? Are CAPM assumptions realistic?
  Why or why not?

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 2 Learning Team Assignment Portfolio
  Selection Paper (2 Papers)
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• 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 Inspiring Minds/uophelp.com

• FIN 402 Week 2 weekly Problem Set
• For more course tutorials visit
• www.uophelp.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.
• 1. If RF 6 percent, b 1.3, and the ERP 6.5
  percent, compute Ke(the required rate of return).

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 2 Weekly Question
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• (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 Inspiring Minds/uophelp.com

• FIN 402 Week 3 Assignment Case Problem 6.1 Sara
  Decides to Take the Plunge
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• 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 has not spoiled Sara. Still single,
  she keeps to her old circle of frien

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 3 Assignment Case Problem 6.1, 6.2,
  7.1, 7.2, 8.1, 8.2, 9.2
• For more course tutorials visit
• www.uophelp.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 has not spoiled Sara. Still single,
  she keeps to her old circle of frien

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 3 Assignment Relative Performance
  Paper
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• FIN 402 Week 3 Assignment Relative Performance
  Paper

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 3 AssignmentCase Problem 6.2 Wally
  Wonders Whether Theres a Place for Dividends
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• 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). Wally has been investing in th

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 3 AssignmentCase Problem 7.1 Some
  Financial Ratios Are Real Eye-Openers
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• 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). Wally has been investing in th

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 3 AssignmentCase Problem 7.2 Doris
  Looks at an Auto Issue
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• 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). Wally has been investing in th

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 3 AssignmentCase Problem 8.1 Doris
  Looks at an Auto Issue
• For more course tutorials visit
• www.uophelp.com
• 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). Wally has been investing in th

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 3 AssignmentCase Problem 8.2 An
  Analysis of a High-Flying Stock
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• www.uophelp.com
• 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). Wally has been investing in th

36
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 3 AssignmentCase Problem 9.2 Deb
  Takes Measure of the Market
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• www.uophelp.com
• 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). Wally has been investing in th

37
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 3 DQ 1
• For more course tutorials visit
• www.uophelp.com
• What factors must be taken into consideration
  when creating an investment portfolio? How must a
  portfolios components be weighted? 

38
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 3 DQ 2
• For more course tutorials visit
• www.uophelp.com
• 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). Wally has been investing in th

39
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 3 DQ 3
• For more course tutorials visit
• www.uophelp.com
• What factors must be taken into consideration
  when creating an investment portfolio? How must a
  portfolios components be weighted? 

40
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 3 Individual Assignment CAPM Web
  Exercise
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• FIN 402 Week 3 Individual Assignment CAPM Web
  Exercise
• Resource Fundamentals of Investment Management
• Prepare a response to the following assignment
• Web Exercise (Ch. 21) of Fundamentals of
  Investment Management, including calculations for
  each organization listed in Step 9

41
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 3 Weekly Problem Set
• For more course tutorials visit
• www.uophelp.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.
• 1. Which of the following are assumptions of the
  simple CAPM model?
• 2. Consider th

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 3 Weekly Question
• For more course tutorials visit
• www.uophelp.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.
• 1. Which of the following are assumptions of the
  simple CAPM model?
• 2. Consider th

43
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 4 Assignment Case Problem 10.1 Max
  and Veronica Develop a Bond Investment Program
• For more course tutorials visit
• www.uophelp.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.
• 1. Which of the following are assumptions of the
  simple CAPM model?
• 2. Consider th

44
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 4 Assignment Case Problem 10.1,
  10.2, 11.1, 11.2
• For more course tutorials visit
• www.uophelp.com
• 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 Grace
  Decides to Immunize Her Portfolio

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 4 Assignment Case Problem 10.2 The
  Case of the Missing Bond Ratings
• For more course tutorials visit
• www.uophelp.com
• 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 bondsa process we refer to as
  credit analysis. In credit analysis, attention is
  directed toward the basic liquidity and
  profitability of the firm, the extent to which the

46
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 4 Assignment Case Problem 11.1 The
  Bond Investment Decisions of Dave and Marlene
  Carter
• For more course tutorials visit
• www.uophelp.com
• 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. Dave and Marlene have built up a
  sizable investment portfolio and have always had
  a major portion of their investments in
  fixed-income securities. They adhere to a fairly
  aggressive investment posture and actively go
  after both attractive cur

47
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 4 Assignment Case Problem 11.2 Grace
  Decides to Immunize Her Portfolio
• For more course tutorials visit
• www.uophelp.com
• 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. She actively manages her own
  investments and over time has built up a
  substantial portfolio of securities. Shes well
  versed on the latest investment techniques and is
  not afraid to apply those procedures to her own
  inve

48
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 4 DQ 1
• For more course tutorials visit
• www.uophelp.com
• What are examples of active and passive portfolio
  management techniques? Why would a portfolio
  manager pursue active instead of passive
  techniques? 

49
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 4 DQ 2
• For more course tutorials visit
• www.uophelp.com
• Does international diversification enhance risk
  reduction? Why or why not? What measures may be
  taken to reduce risks of international portfolio
  investing?

50
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 4 DQ 3
• For more course tutorials visit
• www.uophelp.com
• What are unique risks associated with foreign
  investments? How might an investor protect his or
  her portfolio against such risks? Is it possible
  to protect a portfolio from all risk? 

51
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 4 Individual Assignment Risk and
  Return Tradeoff Memo (2 Papers)
• For more course tutorials visit
• www.uophelp.com
• FIN 402 Week 4 Individual Assignment Risk and
  Return Tradeoff Memo
• Resources Constructing and Managing a Portfolio
  Simulation, Electronic Reserve Readings,
  University Library
• Complete the Con

52
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 4 Learning Team Assignment Risk and
  Return Analysis Paper
• For more course tutorials visit
• www.uophelp.com
• FIN 402 Week 4 Learning Team Assignment Risk and
  Return Analysis Paper
• Complete the following activities
• Conduct a risk assessment and return analysis on
  the investment vehicles in your portfolio.
• Select the weights of each vehicle in your
  portfolio for example, the percentage of the
  portfolio each vehicle makes up.
• Locate the beta for eac

53
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 4 Weekly Problem Set
• For more course tutorials visit
• www.uophelp.com
• FIN 402 Week 4 Learning Team Assignment Risk and
  Return Analysis Paper
• Complete the following activities
• Conduct a risk assessment and return analysis on
  the investment vehicles in your portfolio.
• Select the weights of each vehicle in your
  portfolio for example, the percentage of the
  portfolio each vehicle makes up.
• Locate the beta for eac

54
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 4 Weekly Question
• For more course tutorials visit
• www.uophelp.com
• 1. (2 point) Go to Morningstar.com. Find the
  listed mutual funds profiles on the website.
  Under Ratings Risk, find and submit the Sharpe
  Ratio for each fund. Then discuss, using the
  ratio, which fund you believe provides a better
  investment.
• Funds ARTVX
• BPAIX
• BOSOX

55
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 5 Assignment Case Problem 14.1 The
  Franciscos Investment Options
• For more course tutorials visit
• www.uophelp.com
• 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, mostly by following an aggressive
  investment posture. He does this because, as he
  puts it, In this business, you never know when
  the bottom will fall out. Hector has been
  following the stock of Rembrandt Paper Products
  (RPP), and after conducting extensive analys

56
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 5 Assignment Case Problem 14.1,
  14.2, 15.1, 15.2
• For more course tutorials visit
• www.uophelp.com
• 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
• FIN 402 Week 5 Assignment Case Problem 15.2 Jim
  and Polly Pernelli Try Hedging with Stock Index
  Futures

57
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 5 Assignment Case Problem 14.2
  Lukes Quandary To Hedge or Not to Hedge
• For more course tutorials visit
• www.uophelp.com
• Case Problem 14.2 Lukes Quandary To Hedge or
  Not to Hedge
• A little more than 10 months ago, Luke Weaver, a
  mortgage banker in Phoenix, bought 300 shares of
  stock at 40 per share. Since then, the price of
  the stock has risen to 75 per share. It is now
  near the end of the year, and the market is
  starting to weaken. Luke feels there is still
  plenty of play left in the stock but is afraid
  the tone of the market will be detrimental to his
  position. His wife, Denise, is taking an adult
  education course on the stock market

58
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 5 Assignment Case Problem 15.1 T.
  J.s Fast-Track Investments Interest Rate Futures
• For more course tutorials visit
• www.uophelp.com
• 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
  teenagerhe was introduced to this market by his
  dad, who is a grain buyer for one of the leading
  food processors. T. J. recognizes the enormous
  risks i

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 5 Assignment Case Problem 15.2 Jim
  and Polly Pernelli Try Hedging with Stock Index
  Futures
• For more course tutorials visit
• www.uophelp.com
• 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
  teenagerhe was introduced to this market by his
  dad, who is a grain buyer for one of the leading
  food processors. T. J. recognizes the enormous
  risks i

60
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 5 Assignment Investment Portfolio
  Paper (2 Papers)
• For more course tutorials visit
• www.uophelp.com
• 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
  teenagerhe was introduced to this market by his
  dad, who is a grain buyer for one of the leading
  food processors. T. J. recognizes the enormous
  risks i

61
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 5 DQ 1
• For more course tutorials visit
• www.uophelp.com
• What are different types of alternative
  investment vehicles? Which is preferable? What
  factors could affect the choice of such a vehicle

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 5 DQ 2
• For more course tutorials visit
• www.uophelp.com
• What are different types of alternative
  investment vehicles? Which is preferable? What
  factors could affect the choice of such a vehicle

63
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 5 DQ 3
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• www.uophelp.com
• What are different types of alternative
  investment vehicles? Which is preferable? What
  factors could affect the choice of such a vehicle

64
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 5 Individual Assignment Investment
  Enhancement Paper
• For more course tutorials visit
• www.uophelp.com
• Prepare a 1,050- to 1,750-word paper in which you
  address the following
• Analyze effects of international portfolio
  diversification on an investment portfolio.
• Examine alternative investment vehicles.

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FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 5 Weekly Problem Set
• For more course tutorials visit
• www.uophelp.com
• v1. You purchase one IBM July 125 call contract
  for a premium of 5. You hold the option until
  the expiration date when IBM stock sells for 123
  per share. You will realize a ______ on the
  investment.
• 2. You purchase one IBM July 120 put contract for
  a premium of 5. You hold the option until the
  expiration date when IBM stock sells for 123 per
  share. You will realize a ______ on the
  investment.
• 3. You write one IBM July 120 call contract for a
  premium of 4. You hold the option until the
  expiration date when IBM stock

66
FIN 402 Inspiring Minds/uophelp.com

• FIN 402 Week 5 Weekly Questions
• For more course tutorials visit
• www.uophelp.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.
• (2 point) For the following alternative
  investment vehicles, discuss
• a. Describe the investment
• b. Benefits of the investment
• c. Risk of the investment

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FIN 402 Inspiring Minds/uophelp.com

• For more course tutorials visit
• www.uophelp.com