![]() Summer 1999: Homework:
Exams:
Quizzes:
Spring 1999:
|
Fundamentals of Investing |
FIN 350 |
John K. Paglia |
Summer 1999 |
|||
Week | Dates | Chapter | Topic |
1 | June 10
June 11 |
1
1 |
Introduction to investments; market history
Stock-Trak; Reading the WSJ; HW #1 Due |
2 | June 14
June 15 June 16 June 17 June 18 |
1
2 2 2 3 |
Risk and return
Buying and selling securities Margin and short sales Margin and short sales; daytrading Quiz #1 Security types-bonds and stocks |
3 | June 21
June 22 June 23 June 24 June 25 |
3
3 4 5 5 |
Security types- stocks and options HW
#2 Due
Security types- options and futures Mutual funds Stock market operations Stock market indices HW #3 Due |
4 | June 28
June 29 June 30 July 1 July 2 |
None
6 6 6 7 |
*** Examination #1: Chs 1 - 5 ***
Return Exams; Stock valuation Stock valuation-dividend models Stock valuation-multiplier models Quiz #2 Earnings and cash flow analysis |
5 | July 5
July 6 July 7 July 8 July 9 |
None
7 8 8 9 |
Academic Holiday
Online sources of earnings/cash flow information Technical analysis and stock price behavior Market efficiency Interest rate types and calculations Quiz #3 |
6 | July 12
July 13 July 14 July 15 July 16 |
9
10 10 11 11 |
Theories of the term structure
Bond prices and yields Bond portfolio management Corporate bonds HW #4 Due Corporate bonds continued |
7 | July 19
July 20 July 21 July 22 July 23 |
None
14 14 14 14 |
*** Examination #2: Chs 6 - 11
***
Return exams; Stock option characteristics Stock option characteristics Option trading strategies Quiz #4 Options continued |
8 | July 26
July 27 July 28 July 29 July 30 |
16
16 16 17 17 |
Futures characteristics
Hedging with futures Futures continued Quiz #5 Diversification Asset allocation HW #5 Due |
9 | Aug. 2
Aug. 3 Aug. 4 Aug. 5 |
17
18 18 None |
Risk and return
The security market line SML continued; Stock-Trak wrap-up Final; Chs. 14, 16-18; Due Thursday @ 9:00 in 448B |