INVESTMENTS - BUS 390 - Dr. John Zietlow
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 *  NEW:  Peer Evaluation Form is available below - may have to do CTRL - F5 to refresh.
* Click here for Investment Term Glossary (Fidelity)  => Glossary
* Click here to => login to Thomson One
* Click here to => access textbook website
                            for web links and web exercises.

* Spring 2010 Course Syllabus - Investments - same as one distributed in class.
      (Note:  we will use the HP 10-BII calculator - by time we cover Chap. 2, purchase at
        Wal-Mart or Staples - or you may use the TI BA-II+ or the TI-83 or TI-83+)
*  Spring 2010 Investments Game Plan/Course Schedule
                    This has the assignments and due dates.
                    (right-click, select Save Target As, then open from saved location)

*  Spring 2010 Group Membership

 * Link to PowerPoint Presentations
 * Link to Homework Check Figures and Complete Solutions (?)
 * Link to Announcements
 * Link to Excel Assignments
 * Link to Unit I Materials and Exam Date (Chaps. 1, 2, 3, 11)
        * Simple Excel Correlation Example => XLS file
        * Data file for your use in doing correlation => XLS file of Exhibit 3-5 in textbook
 * Link to Unit II Materials and Exam Date (Chaps.  )
 * Link to Unit III Materials and Exam Date (Chaps.  )
 * Link to Unit IV Materials and Final Exam Date (Chaps.  )
 * Link to Inflation-Proofing a Portfolio COURSE_PROJECT (Group)
 


 PowerPoint presentations for BUS 390, INVESTMENTS: 

Chap1  Chap2   Chap3   Chap4   Chap5   Chap6   Chap7
Chap8   Chap9  Chap10   Chap11  Chap12   Chap13  Chap14  Chap15 Chap16
NOTE: Right click on the chapter link, then click Save Target As.  You will prompted on where to save--I usually pick Desktop (but you may
    wish to save to a floppy disk for viewing elsewhere later).  Click OK.  Then you can open the presentation up by double-clicking its name, and
    from there you can print.  If you wish to print to have something on which to write your class notes, click Print, then select Handouts (not Slides),
  Pure Black & White (not Grayscale), then 3 to a page (not 6).  Click OK.
-------------------------

 * Here are links to the check figures for the homework:

Click here for=> Check Figures for Chap. 1 Homework
 Click here for=> Check Figures for Chap. 2 Homework
 Click here for=> Check Figures for Chap. 3 Homework
Click here for=> Check Figures for Chap. 4 Homework
 Click here for=> Check Figures for Chap. 5 Homework
Click here for=> Check Figures for Chap. 6 Homework
Click here for=> Check Figures for Chap. 7 Homework
Click here for=> Check Figures for Chap. 8 Homework
 Click here for=> Check Figures for Chap. 9 Homework
 Click here for=> Check Figures for Chap. 10 Homework
 Click here for=> Check Figures for Chap. 11 Homework
 Click here for=> Check Figures for Chap. 12 Homework
 Click here for=> Check Figures for Chap. 13 Homework
 Click here for=> Check Figures for Chap. 14 Homework
 Click here for=> Check Figures for Chap. 15 Homework
 Click here for=> Check Figures for Chap. 16 Homework
COMPLETE SOLUTIONS FOR FINANCE HOMEWORK (POSTED 2 days AFTER DUE DATES):
 **All of these are on the R: shared faculty-student drive, which you can access on campus.
   Note:  Go to the Investments folder once there.
 

* Announcement & Links:
   (1)  Online Investment Analysis Calculator available at:  http://www.swlearning.com/finance/investment_calculator/starthere.htm
  
  (2) Investors Business Daily website at: http://www.investors.com

  (3) Headlines from the Wall St. Journal at: http://online.wsj.com/public/us?refresh=on

  (4) Reuters Investments News and Information (includes Lipper data and studies) at: http://www.investor.reuters.com/StockEntry.aspx?target=/stocks

  (5) Definitions of Stocks, Bonds, Cash Equivalents, Alternative Investments at: http://www.mma-online.org/financial_services/financial_education/asset_types.html.

  (6) Bond Market Information & Market Data (Bloomberg):  http://www.bloomberg.com/markets/rates/index.html.

  (7) Stock Market Data - Yahoo Finance.

  (8) Components of DJIA and effect on index - MSNBC. (Relates to Chapter 7.)

 (9)  Definitions of Technical Indicators (Relates to Chapter 16.)

(10) EXAMS:  2 exams and final exam.  See Course Schedule/Game Plan (link at top of this page).

*  UNIT I:  Chapters 1,2,3, and 11:

The first exam is over Chapters 1,2,3, and 11, with exam in class on _____.

Other Unit I Materials:

Chapter 2:
(Not assigned ) Walgreen's Excel file with calculations => Excel file
(Not assigned ) ExxonMobil Excel file with calculations => Excel file

Chapter 3:
Correlation using Excel spreadsheet example => Excel file
Exhibit 3-5 for your Spreadsheet exercise correlation analysis (just print out when complete).

Article:  Why so few AAA-rated companies?

* UNIT II:  Chapters 13,14, and 15:

The second exam is on __________, and over Chapters 13, 14, and 15,  including calculations and interpretations.

  Exam Items:
Formula sheets will be provided.  All the numbered formulas from Chapter 13, 14, and 15 will be included.

 Other Unit II Materials:
 What are some different sectors in the economy? (Reuters)
 

* UNIT III:  Chapters 4, 8-10,12:

        FINAL EXAM: ____________, from __________.
              It is on Chapters 16, 4, 8, 9, 10, and 12.

             Other Unit III Materials:
                  Definitions of Technical Analysis Terms

    Growth of Socially Responsible Investment (SRI) Mutual Funds in U.S. (includes all religious traditions)
    Recent Statistics on SRI mutual funds and managed accounts (Social Investment Forum)
 

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