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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. – PowerPoint PPT presentation

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Title: 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
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  • FIN 402 Investment Fundamentals and Portfolio
    Management Final Exam Guide
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  • True/False
  •  1.___  ___ The balance sheet shows what assets
    the firm controls at a point in time and how it
    financed the assets.
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  •  2.___  ___ Free cash flow Cash flow from
    operations Capital expenditures Disposition
    of property and equipment.
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  •  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
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  • For more course tutorials visit
  • www.newtonhelp.com
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  •  
  • 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
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  • For more course tutorials visit
  • www.newtonhelp.com
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  • 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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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
  •  
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  • 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
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  • For more course tutorials visit
  • www.newtonhelp.com
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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

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
  •  
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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

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
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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

9
  • FIN 402 Week 1 Assignment Case Problem 12.1
    Reverend Mark Thomas Ponders Mutual Funds
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  • For more course tutorials visit
  • www.newtonhelp.com
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  • 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.

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  •  
  • FIN 402 Week 1 AssignmentCase Problem 2.1Daras
    Dilemma What to Buy?
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  • For more course tutorials visit
  • www.newtonhelp.com
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  • 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
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  • For more course tutorials visit
  • www.newtonhelp.com
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  •  
  • What are capital market instruments? How are they
    used? Which is most important? Explain your
    answer.

12
  • FIN 402 Week 1 DQ 2
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  • For more course tutorials visit
  • www.newtonhelp.com
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  • What is an asset class? How are asset classes
    selected? What factors affect the selection?

13
  • FIN 402 Week 1 DQ 3
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  • For more course tutorials visit
  • www.newtonhelp.com
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  • 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
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  •  
  • 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.

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

17
  • FIN 402 Week 2 Assignment Case Problem 2.1
    Traditional Versus Modern Portfolio Theory Whos
    Right
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  • For more course tutorials visit
  • www.newtonhelp.com
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  •  
  • 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.

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

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  • 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
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  •  
  • 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
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  • 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).

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FIN 402 Motivated Minds/newtonhelp.com
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