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| BUS-123-501 | Online | Online | Final Exam: Chapters 15, 14, and 2 (Specific Questions) All other chapters (General Questions) Chapter 6 & 10 Calculations Friday, Dec 12th to Wednesday, Dec 17th |
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| BUS-123-501 Online Grades have been submitted. Please check WebAdvisor for your grade. |
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The summary page contains your exam scores out of 100%. The exam raw scores page contains the raw raw scores for your exams. The assignments page contains the scores for your submitted assignments. If there are asterisks (*) around the score, it means the assignment is not yet due so it is not yet included into your grade. Please submit assignments, even if they are late! It is important that do you do them! Your Grade ID Number was e-mailed to you. If you need it, please e-mail mail. |
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| Student Evaluation | Online Students Student Evaluation Sheet - Commentary |
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Part 1: Introduction |
Syllabus: BUS-123-501 Online - Audio Commentary of Syllabus |
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Chapters 1, 3 & Notes:
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Presentation Handout / Assignment / Lecture Notes - Commentary Short-Term Investments Assignment - Commentary TreasuryDirect.gov Assignment - Commentary Cetes Directo El TreasuryDirect.gov de Mexico - Miralo - Una tasa de interes mas grande que los estados unidos Sample Portfolio Assignment - Commentary - Snapshot (5 Dec 2014) Back down to 2% -- Oh, well. Yikes! Now it is Chevron's turn to plummet! (Actually, it would be a good time to buy the energy stocks...) How to Submit Assignments - Commentary Books to Read (Eventually) - Commentary Security Types Matching Handout - Answer Key Future Value Worksheet - Commentary - Answer Key Future Value Tables Turn $33,000 into $7,000,000 in just 2 years! - Rates of Return - Commentary Short-term Investment Examples - 1 2 Commentary: Audio/Visual Audio Interview with a Dyed-in-the-Wool CD Investor Online Audio Lectures Chapters 1, 3, Notes - Lecture 1 - Slides 1 to 14 Introduction: What is an Investment? Chapters 1, 3, Notes - Lecture 2 - Slides 15 to 34 Overview of Investment Types Chapters 1, 3, Notes - Lecture 3 - Slides 35 to 54 Risk versus Return Liar's Poker Story - Slide 48 Are you a Speculator/Trader or are you an Investor? Chapters 1, 3, Notes - Lecture 4 - Slides 55 to 72 Short-term Investments Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Chapters 1, 3, Notes - Lecture 1 - Slides 1 to 14 Introduction: What is an Investment? Chapters 1, 3, Notes - Lecture 2 - Slides 15 to 34 Overview of Investment Types Chapters 1, 3, Notes - Lecture 3 - Slides 35 to 54 Risk versus Return Liar's Poker Story -- Slide 48 Are you a Speculator/Trader or are you an Investor? Chapters 1, 3, Notes - Lecture 4 - Slides 55 to 72 Short-term Investments |
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Chapter 4:
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Presentation Handout / Assignment - Commentary Mutual Fund Annual Report Assignment - Commentary Thrift Savings Plan Assignment - Commentary Mutual Fund Case Studies (not an assignment) - Commentary Southwestern's 403(b)/457 Mutual Fund Options (Lecture 2) - Commentary: Audio/Visual Rant & Rave by Your Humble (and Angry) Professor Southwestern's 403(b)/457 Fee Disclosure Agreement Strategies for Navigating the 401(k) Jungle -- Tom Petruno, LA Times Mutual Fund Types Scramble Sheet (Lecture 3) - Commentary A Sample Mutual Fund (Lecture 4 - Just one of over 10,000!) ICA Prospectus: Full - Summary - Commentary ICA: 80 Years of Investing - Commentary: Presentation - Audio Top 75 Holdings of ICA - Commentary The Benefit of Time - Commentary Worst Day / Best Day - Commentary Offerings of Sample Mutual Fund Companies Performance (Lecture 4) Vanguard Funds American Funds Fidelity Funds (This one is not interactive and it only shows Fidelity Funds, but it is easier to read.) Dodge and Cox Funds T. Rowe Price Franklin Templeton Funds Hypothetical Illustrations (Lecture 4) $100 per month for 30 years $100 per month for 40 years $100 per month for 40 years - increase $10 each year $500 per month for 20 years Commentary: Presentation - Audio Annual Reports and Prospectuses (Mutual Fund Annual Report Assignment) Vanguard Funds - Vanguard Insights - John Bogle's Official Website - Obituary for Howard Schow American Funds - Investing Perspectives - Obituary for Jon B. Lovelace Fidelty Funds - Insights - Viewpoints - Ned Johnson on Wikipedia Dodge and Cox Funds - Video Perspectives Gallery T. Rowe Price - Investing Insights Franklin Templeton Funds - Investing Commentary - John Templeton's Official Website No Investment Is Perfect ... Mutual Funds Far Outperform Mutual Fund Investors Huh? That does not make any sense. But it is true! Like Moths to a Flame Investors (?) rush out of stock funds and into bond funds in January 2014 A Cautionary Tale for Investors An example of a mutual fund without proper oversight by the Board of Directors Online Lectures Chapter 4 - Lecture 1 - Slides 1 to 19 Introduction to Mutual Funds Chapter 4 - Lecture 2 - Slides 20 to 39 Fees, Expenses, and Class Shares, Oh My! Chapter 4 - Lecture 3 - Slides 40 to 60 Types of Mutual Funds (Scramble Sheet) Chapter 4 - Lecture 4 - Slides 61 to 78 Fund Families and a Sample Mutual Fund Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Chapter 4 - Lecture 1 - Slides 1 to 19 Introduction to Mutual Funds Chapter 4 - Lecture 2 - Slides 20 to 39 Fees, Expenses, and Class Shares, Oh My! Chapter 4 - Lecture 3 - Slides 40 to 60 Types of Mutual Funds (Scramble Sheet) Chapter 4 - Lecture 4 - Slides 61 to 78 Fund Families and a Sample Mutual Fund |
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Part 2: Stocks (a.k.a. Equities) |
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Chapters 5, 2, & Notes:
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Presentation Handout / Assignment Stock Markets Assignment - Commentary Earnings Call Assignment - Commentary Using Yahoo! to Research Stocks (Assignments, Audio lecture 2) Ancillary Presentations Casas de Cambio - San Ysidro and Tijuana (Audio lecture 1) - Eighty Years Ago (Audio lecture 2) - Commentary - Results Don't Peek! Stock Certificates Disney - Allied Signal - Campbell Soup Company - Commentary Stock Worksheets Stocks Worksheet 1 - (Audio lecture 2) - Commentary - Answer Key Stocks Worksheet 2 - (Audio lectures 3 and 4) - Commentary - Answer Key Stocks Worksheet 3 - (Audio lecture 4) - Answer Key Dividend Reinvestments Plans (DRIPs) Sempra Energy DRIP (Audio lecture 3) - Commentary Penny Stock and Other Stock Scams DPER -- From $0.006 To $0.06 In Just 9 Days! (Audio lecture 4) - Commentary Psst. It is now at $0.0001 Yahoo! Advertisement for AwesomePennyStocks.com - Another: "Penny Stocks Made Me Rich!" The same people who are doing the recommending to you are the same scam artists who are selling the bogus stocks to you! They "pump" up the price and then "dump" all the shares! It is a very old scam. AwesomePennyStocks.com shuts down after SEC/FBI probe Sigh. These scams will never end as long as people are greedy and stupid. Another web site that was shut down And they spelled "receive" incorrectly! I before E except after C... Two British Teens Ran "Stock-Picking Robot" Scam Rigging the IPO Game Recent e-mail scam using PRFC - This is a legitimate company on the OTC being used by the penny stock scammers History of Bear Markets - (Audio lecture 2) - Commentary Don't Lose Perspective (Audio lecture 4) - Commentary Books to Read about Stocks - Commentary (Same as Chapter 1) FINRA High-Frequency Trading Concerns BGFN, The Benjamin Graham Financial Network! - Commentary Online Audio Lectures Chapter 5 - Lecture 1 - Slides 1 to 33 Introduction to Stocks and Stock Markets Chapter 5 - Lecture 2 - Slides 34 to 60 Stock Transactions, Commissions, and Market Indexes Chapter 5 - Lecture 3 - Slides 61 to 74 Other Stock Characteristics including Dividends Chapter 5 - Lecture 4 - Slides 75 to 92 Types of Stocks, Market Capitalization, and Stock Strategies Online Audio/Video Lectures (Apple mobile users: Search "BUS123" College Finance" in iTunes.) Chapter 5 - Lecture 1 - Slides 1 to 33 Introduction to Stocks and Stock Markets Chapter 5 - Lecture 2 - Slides 34 to 60 Stock Transactions, Commissions, and Market Indexes Chapter 5 - Lecture 3 - Slides 61 to 74 Other Stock Characteristics including Dividends Chapter 5 - Lecture 4 - Slides 75 to 92 Types of Stocks, Market Capitalization, and Stock Strategies |
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Chapter 6:
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Presentation Handout / Assignment Chapter 6 Assignment - Commentary Chapter 6 Bonus Assignment - Commentary Aye! Southwestern's Library canceled their subscription! The Value Line is available at the Chula Vista and San Diego Central Libraries. It is also available at selected San Diego branch libraries Pretzels Unlimited Discounted Cash Flow Spreadsheet (Audio lecture 2) Valuation Worksheet 1 - Commentary - Answer Key Jimba Jomba Jumba Juice Discounted Cash Flow Spreadsheet Valuation Worksheet 2 - Commentary - Answer Key Chapter 6 Formulas Present Value Table (Needed for Dividend Discount Model calculations) Online Audio Lectures Chapter 6 - Lecture 1 - Slides 1 to 16 Introduction to Valuation Techniques, Price Ratio Models Chapter 6 - Lecture 2 - Slides 17 to 34 Dividend Discount Models Chapter 6 - Lecture 3 - Slides 35 to 55 Discounted Cash Flow Model, The Value Line Online Audio/Video Lectures (Apple mobile users: Search "BUS123" College Finance" in iTunes.) Chapter 6 - Lecture 1 - Slides 1 to 16 Introduction to Valuation Techniques, Price Ratio Models Chapter 6 - Lecture 2 - Slides 17 to 34 Dividend Discount Models Chapter 6 - Lecture 3 - Slides 35 to 55 Dividend Discount Models, The Value Line Net Present Value and Internal Rate of Return - Additional Optional Lecture (Not Going to Be On Exam #2!) Presentation Spreadsheet Online Audio Lecture - Online Audio/Video Lecture |
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Chapter 17:
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Presentation Handout / Notes Financial Ratios Assignment - Commentary Financial Ratios Formulas Walgreen Balance Sheet Walgreen Income Statement Walgreen Cash Flow Statement Online Audio Lectures Chapter 17 - Lecture 1 - Slides 1 to 19 Financial Statements & Ratio Analysis Chapter 17 - Lecture 2 - Slides 20 to 38 More Ratio Analysis Online Audio/Video Lectures (Apple mobile users: Search "BUS123" College Finance" in iTunes.) Chapter 17 - Lecture 1 - Slides 1 to 19 Financial Statements & Ratio Analysis Chapter 17 - Lecture 2 - Slides 20 to 38 More Ratio Analysis |
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Chapter 7:
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Presentation Handout / Notes / Assignment - Commentary Women are better investors than men! Wise advice: Do the opposite of what everyone else is doing! Politics & the Markets "Poli-" means "many" and "-tics" are blood sucking insects. Online Audio Lectures Chapter 7 - Lecture 1 - Slides 1 to 25 Stock Price Behavior & Market Efficiency Online Audio/Video Lectures (Apple mobile users: Search "BUS123" College Finance" in iTunes.) Chapter 7 - Lecture 1 - Slides 1 to 25 Stock Price Behavior & Market Efficiency |
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Chapter 8:
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Presentation Handout / Notes / Assignment - Commentary Technical Analysis Example Using Technical Analysis in Yahoo! Finance (Use for bonus assignment) Random Charts Spreadsheet (Press [F9] repeatedly.) - Commentary Learn to be a trader in 3 days! Special price! Only $1,495! Traders Boot Camp! Only $6,900 -- That's $1,000 off the regular price! The Last Resistance Level Before a Major S&P 500 Breakout Example of a Technical Analyst telling you that the market could go up or down. "The investors chief problem, and even his worst enemy, is likely to be himself." -- Benjamin Graham Buy High, Sell Low? Sure, why not?! Series 7 Stockbroker Exam Specifications FINRA (Financial Industry Regulatory Authority) Online Audio Lectures Chapter 8 - Lecture 1 - Slides 1 to 29 Behavioral Finance & the Psychology of Investing Online Audio/Video Lectures (Apple mobile users: Search "BUS123" College Finance" in iTunes.) Chapter 8 - Lecture 1 - Slides 1 to 29 Behavioral Finance & the Psychology of Investing |
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Part 3: Bonds, Interest Rates, and Bond Valuation |
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Chapters 9, 18, 19, and 20:
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Presentation Handout / Assignment Introduction to Bonds Assignment - Commentary Bond Quote Sources Bondsonline.com Composite Bond Yields Use for chapter 9 assignment for yield spreads Yield Curve and Composite Bond Rates from Yahoo! Or use Yahoo! for yield spreads (but has been very unreliable) finance.yahoo.com/bonds (Yahoo bond search sometimes fails) FINRA bond quick search page (Careful: Choose Corporate or Municipal for quick or advanced search.) FINRA bond advanced search page Bond Quote Examples Ford: Mar 09 - Oct 09 - Jun 10 - Oct 10 - Mar 11 - Oct 11 - Mar 12 - Oct 12 - Mar 13 - Oct 13: Yahoo! Finra - Mar 14 - Oct 14 - Commentary AT&T: Apr 09 - Oct 10 - Mar 11 - Oct 11 - Mar 12 - Oct 12 - Mar 13 - Oct 13: Yahoo! Finra - Oct 14 Muni Bonds - Poway: Feb 09 - Jun 10 - Oct 10 - Mar 11 - Oct 11 - Mar 12 - Oct 12 - Mar 13 - Oct 13 - Mar 14 - Oct 14 - Commentary Muni Bonds - Gardena: Mar 09 - Oct 10 - Mar 11 - Oct 11 - Mar 12 - Oct 12 - Mar 13 - Oct 13 - Oct 14 Muni Bonds Quotes: Puerto Rico - City of Carlsbad Advanta: May 09 - Commentary - Sure 'nuff! They went under! Bearer Bond Images Can anyone predict future interest rates? Doesn't seem so. Online Audio Lectures Chapter 9 - Lecture 1 - Slides 1 to 24 Introduction to Bonds, Bonds & Interest Rates Chapter 9 - Lecture 2 - Slides 25 to 41 Types of Bonds, Bond Ratings Online Audio/Video Lectures (Apple mobile users: Search "BUS123" College Finance" in iTunes.) Chapter 9 - Lecture 1 - Slides 1 to 24 Introduction to Bonds, Bonds & Interest Rates Chapter 9 - Lecture 2 - Slides 25 to 41 Types of Bonds, Bond Ratings |
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Chapter 10:
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Presentation Handout / Assignment Bond Valuation Assignment - Commentary Bond Valuation Worksheet #1 - Commentary - Answer Key Bond Valuation Worksheet #2 - Answer Key Bond Valuation Formulas Present Value Tables Bond Calculator Spreadsheet - Commentary Yield Curve and Composite Bond Rates from Yahoo! Online Audio Lectures Chapter 10 - Lecture 1 - Slides 1 to 19 Bond Yield Calculations Chapter 10 - Lecture 2 - Slides 20 to 39 The Yield Curve, Bond Valuation Online Audio/Video Lectures (Apple mobile users: Search "BUS123" College Finance" in iTunes.) Chapter 10 - Lecture 1 - Slides 1 to 19 Bond Yield Calculations Chapter 10 - Lecture 2 - Slides 20 to 39 The Yield Curve, Bond Valuation |
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Chapter 18:
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Presentation Handout / Assignment Convertible Securities Assignment - Commentary Convertible Securities Worksheet - Commentary - Answer Key Online Audio Lectures Chapter 18 - Lecture 1 - Slides 1 to 17 Preferred Stock & Convertible Securities Online Audio/Video Lectures (Apple mobile users: Search "BUS123" College Finance" in iTunes.) Chapter 18 - Lecture 1 - Slides 1 to 17 Preferred Stock & Convertible Securities |
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Part 4: Portfolio |
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Chapter 11:
Allocation |
Presentation Handout / Assignment - Commentary Bonds in Retirement versus Stocks in Retirement versus Stocks and Bonds (a.k.a. Balanced) Audio/Visual Commentary Online Audio Lectures Chapter 11 - Lecture 1 - Slides 1 to 27 Diversification and Risky Asset Allocation Online Audio/Video Lectures (Apple mobile users: Search "BUS123" College Finance" in iTunes.) Chapter 11 - Lecture 1 - Slides 1 to 27 Diversification and Risky Asset Allocation |
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Part 5: Options and Futures (Derivatives) |
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Chapter 15:
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Presentation Handout / Assignment - Commentary Options Notes Sheet Options Worksheet - Commentary - Answer Key Options Chains (a.k.a. Quotes) Options Chains (Quotes) on MarketWatch Exxon Mobil Options Chains (Quotes) on Yahoo! Aye! Yahoo! is giving really bizarre options chains results! It is not to be trusted. Untold Riches Can Be Yours Gambling, uh, I mean, Investing in Options! Online Trading Academy, 5-Day, 10 Three-hour Sessions, Only $5,000! That's only $166.67 per hour -- what a deal! You will spend more in one hour than this entire 3-unit class. Must be worth it! Tambien en espaρol! Solo $4,995 por clase, pero ahora, para ti, solo $3,995! Optionetics - Uh, oh! No more classes! They must have finally gotten the notice from the SEC that this is the final letter and next will be legal action. Optionetics - Aha! They have gone "home school!" Only $1,995! Wait! Wait! Jim tells you why he buys options! Update: He no longer trades options... Online Audio Lectures Chapter 15 - Lecture 1 - Slides 1 to 16 Stock Options; Calls and Puts Chapter 15 - Lecture 3 - Slides 17 to 42 Options Characteristics and Strategies Chapter 15 - Lecture 3 - Slides 43 to 52 Employee Stock Options; Final Comments Online Audio/Video Lectures (Apple mobile users: Search "BUS123" College Finance" in iTunes.) Chapter 15 - Lecture 1 - Slides 1 to 16 Stock Options; Calls and Puts Chapter 15 - Lecture 2 - Slides 17 to 42 Options Characteristics and Strategies Chapter 15 - Lecture 3 - Slides 43 to 52 Employee Stock Options; Final Comments |
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Chapter 14:
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Presentation Handout No assignment Foreign currency trading is easy an easy way to lose money Los Angeles Times Online Audio Lectures Chapter 14 - Lecture 1 - Slides 1 to 14 Futures Contracts Online Audio/Video Lectures (Apple mobile users: Search "BUS123" College Finance" in iTunes.) Chapter 14 - Lecture 1 - Slides 1 to 14 Futures Contracts |
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Part 6: Margin Accounts & Selling Short |
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Chapter 2:
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Presentation Handout No assignment Margin and Shorting Worksheet - Commentary - Answer Key Are there any honest stockbrokers? Be careful out there! Get a good referral. Online Audio Lectures Chapter 2 - Lecture 1 - Slides 1 to 8 Brokerages Firms and Services Chapter 2 - Lecture 3 - Slides 9 to 24 Buying on Margin and Margin Accounts (It is risky!) Chapter 2 - Lecture 3 - Slides 25 to 42 Shorting Stocks (Don't do it! It is even more dangerous than margining!) Online Audio/Video Lectures (Apple mobile users: Search "BUS123" College Finance" in iTunes.) Chapter 2 - Lecture 1 - Slides 1 to 8 Brokerages Firms and Services Chapter 2 - Lecture 2 - Slides 9 to 24 Buying on Margin and Margin Accounts (It is risky!) Chapter 2 - Lecture 3 - Slides 25 to 42 Shorting Stocks (Don't do it! It is even more dangerous than margining!) |
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Part 7: Miscellaneous Topics in Investing |
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Topic 1:
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Presentation Handout No assignment Confessions of an indexed annuity salesperson You just gave your annuity agent a great vacation! What's In It For the Annuity Salesperson! - Commentary Online Audio Lectures Account Types - Lecture 1 - Slides 1 to 17 Retirement Accounts, Regular Accounts, and Annuities Online Audio/Video Lectures (Apple mobile users: Search "BUS123" College Finance" in iTunes.) Account Types - Lecture 1 - Slides 1 to 17 Retirement Accounts, Regular Accounts, and Annuities |
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Topic 2:
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Presentation Handout No assignment Worksheet - Commentary - Key This scam artist ... uh, I mean, reality show star wants to teach you how to flip real estate. The cost for this training? Only $34,000! Online Audio Lectures Real Estate - Lecture 1 - Slides 1 to 18 Real Estate and Real Estate Investment Trusts Online Audio/Video Lectures (Apple mobile users: Search "BUS123" College Finance" in iTunes.) Real Estate - Lecture 1 - Slides 1 to 18 Real Estate and Real Estate Investment Trusts |
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Topic 3:
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Presentation No assignment Online Audio Lectures Precious Metals, Art, etc. - Lecture 1 - Slides 1 to 6 Precious Metals, Art, and Collectibles Online Audio/Video Lectures (Apple mobile users: Search "BUS123" College Finance" in iTunes.) Precious Metals, Art, etc. - Lecture 1 - Slides 1 to 6 Precious Metals, Art, and Collectibles |
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Review for Final:
| Pre-Final Valuation Problems -
Answer Key |
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