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:
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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 (15 May 2015) 6% is pretty good! 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? The Value Line on the Difference between Investing and Speculating/Trading 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? The Value Line on the Difference between Investing and Speculating/Trading 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 -- 22 Jan TueThur Lecture 2 Audio -- 27 Jan TueThur Lecture 3 Audio -- 3 Feb |
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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 Jack Bogle sticks it to the 401(k) world And Senator Oral Hatch is not pleased... 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: 81 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 Fidelity offers over 10,000 funds to choose from! (Most are funds from other companies.) Dodge and Cox Funds And although they have been around as long as Fidelity, Dodge & Cox only offers 6 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) - Investment Insights & Perspectives Vanguard Funds - Vanguard Insights - John Bogle's Official Website - Obituary for Howard Schow American Funds - Investment Insights - Obituary for Jon B. Lovelace Fidelty Funds - Insights - Viewpoints - Ned Johnson on Wikipedia Dodge and Cox Funds - Video Perspectives Gallery - Insight Papers 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 Index funds must sell when a stock is removed from the index But that may be after the stock has lost almost all of its value. Buy High, Sell Low? 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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 5 Feb Introduction to Mutual Funds, Mutual Fund Fees TueThur Lecture 2 Audio -- 10 Feb Finish fees, Types of Mutual Funds TueThur Lecture 3 Audio -- 12 Feb Types of Mutual Funds, Fund Families TueThur Lecture 4 Audio -- 17 Feb Sample Mutual Fund, Hypotheticals, Case Studies |
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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) Market Simulation Handout (For face-to-face class) Ancillary Presentations Casas de Cambio - San Ysidro and Tijuana (Audio lecture 2) - Audio/Visual Commentary Eighty Years Ago (Audio lecture 3) - Commentary - Results Don't Peek! Stock Certificates Disney - Allied Signal - Campbell Soup Company - Commentary Stock Worksheets Stocks Worksheet 1 - (Audio lecture 3) - Commentary - Answer Key Stocks Worksheet 2 - (Audio lectures 4 and 5) - Commentary - Answer Key Stocks Worksheet 3 - (Audio lecture 5) - Commentary - Answer Key Dividend Reinvestments Plans (DRIPs) Sempra Energy DRIP (Audio lecture 4) - Commentary Penny Stock and Other Stock Scams DPER -- From $0.006 To $0.06 In Just 9 Days! (Audio lecture 5) - 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 Recent e-mail scam using PRFC - Recent Penny Stock Scams DRMC: 25-Feb-2015 - 26-Feb-2015 -- Definitive Rest Manufacturing Formerly manufactured mattresses but now makes materials for aerospace industry. Uh, right... STHC: 24-Feb-2015 - 25-Feb-2015 -- SouthCorp Capital Started last June as a company refurbishing run-down homes but now is manufacturing cans and weight loss products. Okay... IPO -- Initial Public Offering or It's Probably Overpriced? It's Probably Overpriced! Rigging the IPO Game Miscellaneous History of Bear Markets - (Audio lecture 3) - Commentary Don't Lose Perspective (Audio lecture 5) - Commentary Books to Read about Stocks - Commentary (Same as Chapter 1) FINRA High-Frequency Trading (HFT) Concerns - But this guys says that HFT is good for us! Arrgh! BGFN, The Benjamin Graham Financial Network! - Commentary The History of Berkshire Hathaway Class B Shares Online Audio Lectures Chapter 5 - Lecture 1 - Slides 1 to 10 Introduction to Stocks Chapter 5 - Lecture 2 - Slides 11 to 33 Stock Markets (a.k.a. Capital Markets) Chapter 5 - Lecture 3 - Slides 34 to 60 Stock Transactions, Commissions, and Market Indexes Chapter 5 - Lecture 4 - Slides 61 to 74 Other Stock Characteristics including Dividends Chapter 5 - Lecture 5 - 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 10 Introduction to Stocks Chapter 5 - Lecture 2 - Slides 11 to 33 Stock Markets (a.k.a. Capital Markets) Chapter 5 - Lecture 3 - Slides 34 to 60 Stock Transactions, Commissions, and Market Indexes Chapter 5 - Lecture 4 - Slides 61 to 74 Other Stock Characteristics including Dividends Chapter 5 - Lecture 5 - 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 -- 24 Feb Introduction to Stocks, Stock Markets TueThur Lecture 2 Audio -- 26 Feb Black Monday - October 19, 1987, Stock Transactions TueThur Lecture 3 Audio -- 3 Mar Market Quotes, Market Averages & Indexes (up to slide 57) TueThur Lecture 4 Audio -- 5 Mar Stock Characteristics, Types of Stocks TueThur Lecture 5 Audio -- 10 Mar Types of Stocks (continued), Capitalization, Investing 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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 12 Mar Introduction to Valuation Techniques, Price Ratios, Dividend Discount Models (Slides 1 to 34) TueThur Lecture 2 Audio -- 17 Mar Discounted Cash Flow Model, The Value Line, Review Calculations (Worksheet 2) |
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Chapter 17:
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Presentation Handout / Notes Financial Ratios Assignment - Commentary Financial Ratios Formulas Caterpillar Balance Sheet Caterpillar Income Statement Caterpillar Cash Flow Statement a.k.a. Statement of Cash Flows 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 -- 24 Mar Financial Statements & Ratio Analysis TueThur Lecture 2 Audio -- 26 Mar More Ratio Analysis |
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Chapter 7:
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Presentation Handout / Notes / Assignment - Commentary New York Times says that women are better investors than men! - And CNN agrees. Wise advice: Do the opposite of what everyone else is doing! The 2000's were a rough decade for investors. Politics & the Markets "Poli-" means "many" and "-tics" are blood sucking insects. Online Audio Lectures Chapter 7 - Lecture 1 - Slides 1 to 26 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 26 Stock Price Behavior & Market Efficiency Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 26 Mar Stock Price Behavior & Market Efficiency TueThur Lecture 1 Audio -- 7 Apr All Stars of Investing, Famous Myths & Stupid Sayings |
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Chapter 8:
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Presentation Handout / Notes / Assignment - Commentary Technical Analysis Example - Audio - 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. Bearish Engulfing Pattern! "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 -- 7 Apr Behavioral Finance & the Psychology of Investing TueThur Lecture 1 Audio -- 9 Apr Technical Analysis |
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Net Present Value and
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BUS-123-01 Face-to-face Class Presentation - Spreadsheet - Audio Lecture -- 15 May Additional Lecture: No Assignment! Not Going to Be On Any Exam! What you will see if and when you ever take an upper division or graduate level finance and investments class |
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Part 3: Bonds (a.k.a. Fixed, Fixed Income) |
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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 FINRA bond quick search page (Careful: Choose Corporate or Municipal for quick or advanced search.) FINRA bond advanced search page 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) 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 - Mar 15 - Presentation 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 - Mar 15 - Presentation 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 Medical Establishments - 2015 March 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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 16 Apr Introduction to Bonds, Bonds & Interest Rates TueThur Lecture 2 Audio -- 21 Apr Types of Bonds, Bonds Ratings & Quotes |
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Chapter 10:
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Presentation Handout / Notes 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 - Presentation 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 -- 21 Apr Bond Yield Calculations TueThur Lecture 2 Audio -- 23 Apr Municipal Bond Yields, 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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio - 23 Apr Preferred Stock & Convertible Securities Very quick discussion! |
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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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio - 28 Apr Diversification and Asset Allocation; Review of Bond Calculations (Worksheet #2) |
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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 Johnson & Johnson 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 espa๑ol! Solo $2,995 por clase! Puedes estudiar en casa - que conveniente! 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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 5 May Introduction to Options Contracts TueThur Lecture 2 Audio -- 7 May Review Options, Options Strategies, Employee stock Options TueThur Lecture 2 Audio continued -- 7 May More working on options worksheet (after covering futures) |
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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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 7 May Introduction to Futures |
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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 Help! My short position got crushed and now I owe E-Trade $106,445.56! Peter Lynch says, "Never short a stock." This guy had to learn the hard way. 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 -- 12 May Brokerage Firms, Buying on Margin, Start Shorting TueThur Lecture 1 Audio -- 14 May Finish Shorting (Hoping the price goes down) |
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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 Theres a lot not to trust about annuities You just gave your annuity agent a great vacation! What's In It For the Annuity Salesperson! - Commentary Too good to be true? It's probably an indexed annuity 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 |
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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 Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 14 May Real Estate and Real Estate Investment Trusts |
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Topic 3:
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Presentation No assignment Why gold is a bad investment 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 -- 19 May Precious Metals, Art, and Collectibles |
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Review for Final:
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Answer Key Pre-Final Valuation Session -- 19 May |
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| 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. The text book is also available across the street at Otay Books. 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. There is also a newer 7th edition that we will eventually move to (supposedly in Fall of 2015). Also, there are two copies in the main campus library on reserve. (You can read them there but they can not be checked out) |
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| 6th Edition -- This is the "official" book of the Spring 2015 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 Chegg.com: http://www.chegg.com/textbooks/fundamentals-of-investments-with-stock-trak-card-6th-edition-9780077457648-0077457641?trackid=YAJcVwrZ&ii=1&om_ss=1 Otay Books (across street from main campus): $111.95 new, $97.80 used |
| 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 Chegg.com: http://www.chegg.com/textbooks/fundamentals-of-investments-w-sp-card-stock-trak-card-5th-edition-9780077283292-0077283295?trackid=5a730d99&autosuggest=1&uqry=9780077283292&ii=1 Otay Books (across street from main campus): $53.95 new, $46.50 used |
| 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 Otay Books (across street from main campus): $31.95 new, $27.50 used |