BUS-123 - Introduction to Investments
Spring 2014
Southwestern Community College
Instructor: Frank Paiano
Next Exam, Announcements, and Gradesheets
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| BUS-123-01 | Tuesdays & Thursdays | 9:30 a.m. to 10:45 a.m. | Final Exam: Thursday, May 29th, 8:00 a.m. (Note time!) Chapters 15, 14, 2, and Others Review: All other chapters |
| BUS-123-501 | Online | Online | Final Exam: Friday, May 23th to Wednesday, May 28th Chapters 15, 14, 2, and Others Review: All other chapters |
| Announcements (Online students) | |||
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Week #18 - Final Exam! - Student Evaluations - Thank you for a great semester! Due: Final Exam Week #17 - Other Investment Alternatives - Final Exam Next Week - Student Evaluations Due: Everything! Whatever you have, turn it in! Week #16 - Brokerage Firms, Buying on Margin, and Selling Shorting Due: Chapter #15 Bonus Assignment Week #15 - After Exam 4 - Options & Futures: "Weapons of Mass Financial Destruction" Due: Chapter #11 Assignment Week #14 - Exam 4 This Week on Bonds and Asset Allocation Due: Exam 4, Chapter #10 and #18 Assignment Week #13 - Ending Bonds - Starting Asset Allocation - Exam 4 Next Week Due: Chapter #9 Assignment Week #12 - Continuing Bonds and Starting Hybrid Securities (Snore...) Due: Chapter #7 Assignment, Chapter 8 Optional Bonus Assignment Week #11 After Exam #3 Introduction to Bonds (Yawn...) Due: Chapter 17 Assignment Week #10 Chapter 8 Finishing Stocks Exam #3 Due: Exam #3, Chapter 6 Assignment Week #9 The Last Two Weeks on Stocks Chapters 17 and 7 Chapter #8 Next Week - Exam #3 Next Week (Week #10) Week #8 Exam #2 This Week Chapter 5, Introduction to Stocks Chapter 6, Stock Valuation Techniques Due: Exam #2, Chapter 5 Assignments Week #7 Beginning Chapter 6, Stock Valuation Techniques Exam #2 Next Week Week #6 Continuing Chapter 5, Introduction to Stocks Due: Chapter 4 Assignments Week #5 After the First Exam Starting Stocks! Week #4 - Finish Mutual Funds - Exam 1 This Week - Chapter 1 Assignments Due This Week Due: Exam #1, Chapter 1 Assignments Week #3 Starting Mutual Funds Exam 1 Next Week Chapter 1 Assignments Due Next Week Week #2 - Continuing Introduction to Investments - Risk versus Return - Short-term Investments Week #1 - Introduction and Welcome to BUS-123, Introduction to Investments, for Spring 2014 Week #0 - Presemester Announcement |
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Chapter Presentations, Handouts, and Assignments
Part 1: Introduction |
Syllabus: BUS-123-01 Tuesday/Thursday BUS-123-501 Online - Audio Commentary of Syllabus |
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| Chapters 1, 3 & Notes | A Brief History of Risk and Return Security Types Short-term Securities |
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 (4 Apr 2014) Still not such a good semester... Oh, well! 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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 21 Jan TueThur Lecture 2 Audio -- 23 Jan TueThur Lecture 3 Audio -- 28 Jan |
| Chapter 4 | Mutual Funds | 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 Performance (This page shows over 5,000 funds, both Fidelity Funds and funds offered through Fidelity.) 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 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! Mutual Fund Inflows & Outflows - Commentary - Buy low, sell high? Uh, not quite. Many mutual fund investors buy high, sell low! 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 77 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 77 Fund Families and a Sample Mutual Fund Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 30 Jan Introduction to Mutual Funds, Mutual Fund Fees TueThur Lecture 2 Audio -- 4 Feb Finish fees, Types of Mutual Funds TueThur Lecture 3 Audio -- 6 Feb Types of Mutual Funds, Fund Families TueThur Lecture 4 Audio -- 11 Feb Sample Mutual Fund, Hypotheticals, Case Studies |
Part 2: Stocks (a.k.a. Equities) |
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| Chapters 5, 2 & Notes | The Stock Market Buying and Selling Securities Introduction to Stocks |
Presentation Handout / Assignment Stock Markets Assignment - Commentary Earnings Call Assignment - Commentary Using Yahoo! to Research Stocks (Assignments, Audio lecture 2) Market Simulation Handout (For face-to-face class) Ancillary Presentations Casas de Cambio - San Ysidro and Tijuana (Audio lecture 1) - Audio/Visual Commentary 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) - Commentary - 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 - PRFC Warns The Investment Community 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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 18 Feb Introduction to Stocks, Stock Markets TueThur Lecture 2 Audio -- 20 Feb Black Monday - October 19, 1987, Stock Transactions TueThur Lecture 3 Audio -- 25 Feb Market Quotes, Market Averages & Indexes TueThur Lecture 4 Audio -- 27 Feb Stock Characteristics, Types of Stocks TueThur Lecture 5 Audio -- 4 Mar Capitalization, Investing Strategies |
| Chapter 6 | Common Stock Valuations | 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 35 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 35 Dividend Discount Models Chapter 6 - Lecture 3 - Slides 35 to 55 Dividend Discount Models, The Value Line Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 4 Mar Introduction to Valuation Techniques, Price Ratios (Slides 1 to 16) TueThur Lecture 2 Audio -- 6 Mar Dividend Discount Models (Slides 17 to 44) TueThur Lecture 3 Audio -- 11 Mar Discounted Cash Flow Model, The Value Line, Review Calculations (Worksheet 2) |
| Chapter 17 (Chapter 7 Third Edition) |
Projecting Cash Flow and Earnings (Financial Statements and Ratio Analysis, Chapter 7 Third Edition) |
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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 18 Mar Financial Statements & Ratio Analysis TueThur Lecture 2 Audio -- 20 Mar More Ratio Analysis |
| Chapter 7 | Stock Price Behavior and Market Efficiency | Presentation Handout / Notes / Assignment - Commentary1 - Commentary2 Ooops! I thought I had forgotten the commentary. I forgot to make it available! 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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 20 Mar Stock Price Behavior & Market Efficiency TueThur Lecture 1 Audio -- 25 Mar All Stars of Investing, Famous Myths & Stupid Sayings |
| Chapter 8 | Behavioral Finance and the Psychology of Investing | 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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 25 Mar Behavioral Finance & the Psychology of Investing |
Part 3: Bonds, Interest Rates, and Bond Valuation |
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| Chapters 9, 18, 19 and 20 | Introduction to Bonds | 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 - Commentary AT&T: Apr 09 - Oct 10 - Mar 11 - Oct 11 - Mar 12 - Oct 12 - Mar 13 - Oct 13: Yahoo! Finra - Muni Bonds - Poway: Feb 09 - Jun 10 - Oct 10 - Mar 11 - Oct 11 - Mar 12 - Oct 12 - Mar 13 - Oct 13 - Mar 14 - Commentary Muni Bonds - Gardena: Mar 09 - Oct 10 - Mar 11 - Oct 11 - Mar 12 - Oct 12 - Mar 13 - Oct 13 - Muni Bonds Quotes: Puerto Rico - City of Carlsbad Advanta: May 09 - Commentary - Sure 'nuff! They went under! Bearer Bond Images 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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 1 Apr Introduction to Bonds, Bonds & Interest Rates Technical Difficulties! My apologies. Please see online presenation #1 for chapter 9 above TueThur Lecture 2 Audio -- 3 Apr Types of Bonds, Bonds Ratings & Quotes |
| Chapter 10 | Bond Prices and Yields | 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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 3 Apr Bond Yield Calculations TueThur Lecture 2 Audio -- 8 Apr Continuing Bond Yield Calculations, The Yield Curve TueThur Lecture 2 Audio -- 10 Apr Bond Valuation Calculations, Finish Bonds |
| Chapter 18 (Selected parts) | Hybrid Securities Preferred Stocks and Convertible Securities |
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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio - 10 Apr Preferred Stock & Convertible Securities |
Part 4: Portfolio |
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| Chapter 11 | Diversification and Risky Asset 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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio - 22 Apr Diversification and Asset Allocation; Review of Bond Calculations |
Part 5: Options and Futures (Derivatives) |
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| Chapter 15 | Stock Options | Presentation Handout / Assignment - Commentary Options Notes Sheet Options Worksheet - Commentary - Answer Key Options Chains (a.k.a. Quotes) Options Chains (Quotes) on Yahoo! Aye! Yahoo! is giving really bizarre options chains results! It is not to be trusted. Options Chains (Quotes) on MarketWatch Johnson & Johnson Optionetics 2-Day Seminar -- Only $4,495 Plus Shipping & Handling -- What A Deal! 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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 29 Apr Introduction to Options Contracts TueThur Lecture 2 Audio -- 1 May Review Options, Options Strategies, Employee stock Options |
| Chapter 14 | Futures Contracts | 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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 6 May Introduction to Futures |
Part 6: Margin Accounts & Selling Short |
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| Chapter 2 | Buying and Selling Securities | 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!) Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 6 May Brokerage Firms, Buying on Margin TueThur Lecture 1 Audio -- 8 May Margin Review, Shorting (Hoping the price goes down) |
Part 7: Miscellaneous Topics in Investing |
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| Topic 1 | Retirement Accounts, Regular Accounts, and Annuities | Presentation Handout No assignment 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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 15 May Retirement Accounts, Regular Accounts, and Annuities |
| Topic 2 | Real Estate and Real Estate Investment Trusts | Presentation Handout No assignment Worksheet - Commentary - Key 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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 13 May Real Estate and Real Estate Investment Trusts TueThur Lecture 2 Audio -- 15 May Real Estate Worksheet |
| Topic 3 | Precious Metals, Art, and Collectibles | 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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 13 May Precious Metals, Art, and Collectibles |
| Net Present Value and Internal Rate of Return |
Additional Lecture (Not Going to Be On Final!) | BUS-123-01 Face-to-face Class Presentation Spreadsheet Audio Lecture -- 15 May What you will see if and when you ever take an upper division or graduate level finance & investments class |
| Review for Final | Pre-Final Valuation Problems Worksheet and Answer Key | Pre-Final Valuation Problems -
Answer Key Pre-Final Valuation Session -- 15 May |
Text Book
| Here are links to sellers of the 6th, 5th, and 4th edition of the text book: "Fundamentals of Investments" by Jordan & Miller The text book is available at the college book store as well as numerous other outlets. Across the street at Otay Books, the 6th edition is available for $139.60 plus tax. The 4th edition is also available but has not been priced yet. Ask for Sean. There are now web-based versions of text books available at www.coursesmart.com. Except for the data being updated, there are not many differences between the 4th, 5th, and 6th editions. |
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| 6th Edition -- This is the "official" book of the Spring 2014 class Amazon: http://www.amazon.com/Fundamentals-Investments-Stock-Trak-Mcgraw-Hill-Insurance/dp/0077457641/ref=dp_ob_title_bk Half.com: http://product.half.ebay.com/Fundamentals-of-Investments-by-Bradford-D-Jordan-and-Thomas-Miller-2011-Hardcover/99510715&tg=info |
| 5th Edition -- Very similar to the current edition (but cheaper) Amazon: http://www.amazon.com/Fundamentals-Investments-Stock-Trak-Mcgraw-Hill-Insurane/dp/0077283295/ref=sr_1_6?s=books&ie=UTF8&qid=1322833773&sr=1-6 Half.com: http://product.half.ebay.com/Fundamentals-of-Investments-by-Bradford-D-Jordan-and-Thomas-Miller-2008-Hardcover/66239818&tg=info |
| 4th Edition -- Also very similar to the current edition (but even cheaper) Amazon: http://www.amazon.com/Fundamentals-Investments-McGraw-Hill-Finance-Insurance/dp/0073027219/ref=sr_11_1?ie=UTF8&qid=1199133503&sr=11-1 Half.com: http://product.half.ebay.com/_W0QQprZ51726165QQcpidZ1373341548 |
