FIN 402 Motivated Minds /newtonhelp.com

1
FIN 402 Motivated Minds/newtonhelp.com
2

• FIN 402 Final Exam Guide
• For more course tutorials visit
• www.newtonhelp.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.
•  
•  3.___  ___ The income statement indicates the
  flow of sales, expenses, and earnings during a
  period of time.
•  

3

• FIN 402 Week 1 Assignment Capital Markets and
  Investment Banking Process Paper
• l
• For more course tutorials visit
• www.newtonhelp.com
•  
•  
• FIN402 Week 1 Assignment Capital Markets and
  Investment Banking Process Paper

4

• FIN 402 Week 1 Assignment Case Problem 1.2
  Preparing Carolyn Bowens Investment Plan
• l
• For more course tutorials visit
• www.newtonhelp.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,
•  
•  

5

• FIN 402 Week 1 Assignment Case Problem 1.2, 2.1,
  2.2, 3.1, 12.1
• For more course tutorials visit
• www.newtonhelp.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
• . 

6

• FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
  Dumars High-Flying Margin Account
• l
• For more course tutorials visit
• www.newtonhelp.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

7

• FIN 402 Week 1 Assignment Case Problem 2.2 Ravi
  Dumars High-Flying Margin Account
• l
• For more course tutorials visit
• www.newtonhelp.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

8

• ECO 561 Week 2 Assignment Government
  Interventions (Bailout of U.S. FIN 402 Week 1
  Assignment Case Problem 3.1 The Perezes Good
  Fortune
• l
• For more course tutorials visit
• www.newtonhelp.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

9

• FIN 402 Week 1 Assignment Case Problem 12.1
  Reverend Mark Thomas Ponders Mutual Funds
• l
• For more course tutorials visit
• www.newtonhelp.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.

10

•  
• FIN 402 Week 1 AssignmentCase Problem 2.1Daras
  Dilemma What to Buy?
• l
• For more course tutorials visit
• www.newtonhelp.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.

11

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

12

• FIN 402 Week 1 DQ 2
• l
• For more course tutorials visit
• www.newtonhelp.com
•  
•  
• What is an asset class? How are asset classes
  selected? What factors affect the selection?

13

• FIN 402 Week 1 DQ 3
• l
• For more course tutorials visit
• www.newtonhelp.com
•  
•  
• What is a derivative? What are the different
  types of derivatives? How do businesses use
  derivatives to

14

• FIN 402 Week 1 Individual Problem Set
• l
• For more course tutorials visit
• www.newtonhelp.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

15

•  
• FIN 402 Week 1 Individual Weekly Question
• l
• For more course tutorials visit
• www.newtonhelp.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.

16

•  
• FIN 402 Week 2 Assignment Asset Classes Paper
• l
• For more course tutorials visit
•  
• www.newtonhelp.com
•  
•  
• FIN402 Week 2 Assignment Asset Classes Paper

17

• FIN 402 Week 2 Assignment Case Problem 2.1
  Traditional Versus Modern Portfolio Theory Whos
  Right
• l
• For more course tutorials visit
• www.newtonhelp.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.

18

• FIN 402 Week 2 Assignment Case Problem 4.1
  Coatess Decision
• l
• For more course tutorials visit
• www.newtonhelp.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

19

• FIN 402 Week 2 Assignment Case Problem 5.2 Susan
  Lussiers Inherited Portfolio Does It Meet Her
  Needs
• l
• For more course tutorials visit
• www.newtonhelp.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.

20

• FIN 402 Week 2 Assignment Case Problem 13.1
  Assessing the Stalcheckss Portfolio Performance
  (Part a,b,c,d)
• l
• For more course tutorials visit
• www.newtonhelp.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

21

• FIN 402 Week 2 DQ 1
• l
• For more course tutorials visit
• www.newtonhelp.com
•  
•  
• What are different ratio categories? Which
  category is most important to bondholders? Why?
  Which category is most important to stockholders?
  Why?

22

• FIN 402 Week 2 DQ 2
• l
• For more course tutorials visit
• www.newtonhelp.com
•  
•  
• What are liquidity ratios? Why are they
  important? How may an investor use liquidity
  ratios when making investment decisions?

23

• FIN 402 Week 2 DQ 3
• l
• For more course tutorials visit
• www.newtonhelp.com
•  
•  
• What is the CAPM? Are CAPM assumptions realistic?
  Why or why not?

24

• FIN 402 Week 2 Learning Team Assignment Portfolio
  Selection Paper (2 Papers)
• l
• For more course tutorials visit
• www.newtonhelp.com
•  
• This Tutorial contains 2 Different Papers
•  
• Resources Electronic Reserve Readings, Internet,
  University Library
• Select one publicly traded bond.

25

• FIN 402 Week 2 weekly Problem Set
• l
• For more course tutorials visit
•  
• www.newtonhelp.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.

26

• FIN 402 Week 2 weekly Problem Set
• l
• For more course tutorials visit
•  
• www.newtonhelp.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.

27

• FIN 402 Week 2 Weekly Question
• l
• For more course tutorials visit
• www.newtonhelp.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.

28

•  
• FIN 402 Week 3 Assignment Case Problem 6.1 Sara
  Decides to Take the Plunge
• l
• For more course tutorials visit
• www.newtonhelp.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.

29

• FIN 402 Week 3 Assignment Case Problem 6.1, 6.2,
  7.1, 7.2, 8.1, 8.2, 9.2
• l
• For more course tutorials visit
• www.newtonhelp.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

30

• FIN 402 Week 3 Assignment Relative Performance
  Paper
• l
• For more course tutorials visit
• www.newtonhelp.com
•  
•  
• FIN 402 Week 3 Assignment Relative Performance
  Paper

31

• FIN 402 Week 3 AssignmentCase Problem 6.2 Wally
  Wonders Whether Theres a Place for Dividends
• l
• For more course tutorials visit
• www.newtonhelp.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).

32
FIN 402 Motivated Minds/newtonhelp.com