PROFESSOR ED EDWARDS

COURSE INFORMATION

TEXT: Fundamentals of Investments: Valuation of management by Corrado and Jordan

STOCK-TRAK,(Atlanta, GA 2001) www.stocktrak.com

COURSE INCIDENTALS

• Mission Statement of the Haworth College of Business
• Mission Statement and Goals of the Undergrad Program at the Haworth College of Business
• Course Objectives
• Manner of Course Presentation
• Stock-Trak Stock Simulation Game
• Grading Policy and Scale
• Attendence Policy
• Prerequisites
• Incomplete Policy
• Academic Honesty Policy




 

 

BBA DEGREE PROGRAM MISSION & OBJECTIVES


The Mission Statement is:

The Haworth College of Business delivers undergraduate business programs designed to provide students with the knowledge, skills, and attitudes required for success in a global, technological environment.

After completing the BBA program, our graduates will be able to:

• Understand essential business knowledge
• Make effective business decisions
• Communicate effectively
• Understand and apply global business knowledge and diverse perspectives
• Demonstrate an understanding of business operations, product and process technology
• Demonstrate effective teamwork and leadership
• Understand and use computer-based information systems and infrastructures
• Practice acceptable standards of ethical and professional behavior
• Participate in professional development activities




MISSION STATEMENT OF

THE FINANCE AND COMMERCIAL LAW DEPARTMENT


The Department of Finance and Commercial Law endeavors to educate its students in the theory and practice of finance, and in the application of legal and ethical principles.



VISION STATEMENT OF

THE FINANCE AND COMMERCIAL LAW DEPARTMENT

This education enhances the knowledge, skills, and abilities of students. The quality of learning is strengthened by experiences, such as cases, internships, study abroad, and professional business seminars, use of technology and a faculty committed to professional development and research.


COURSE OBJECTIVES


• To provide a survey of the various investment vehicles.
• To experience a hands-on investment portfolio simulation during the course.
• To gain an appreciation for the process of portfolio management.
• To realize the global nature of the securities markets.
• To gain an appreciation for the effects of human nature in security decisions.
• To appreciate the interrelationships of accounting, financing, marketing, management, communication and technology in the field of investments.




 

MANNER OF PRESENTATION

The course will be presented in a Lecture/Discussion format

PORTFOLIO SIMULATION

As a feature of the course, there is a portfolio simulation computer game. This will be a weekly project and will give you an opportunity to experiment with a wide array of investment vehicles during the semester. There will be a group assignment done through Stock-Trak. Please submit weekly confirmations of trades.


ATTENDANCE POLICY

One unexcused absence. More than one will adversely affect final grade.

PREREQUISITE

FCL 320 (Strictly enforced)

ACADEMIC HONESTY

Please refer to University Undergraduate Catalog 2001-2003 (pp. 268-70).

INCOMPLETE POLICY

Please refer to University Undergraduate Catalog 2001-2003 (p.28)

COURSE OUTLINE

Jan 7	Introduction, Assignment,etc.
Jan 9	Risk and return	Chap. 1
Jan 12	Secuirty Types	Chap. 3
Jan 14	Buying and Selling Securities	Chap. 2
Jan 16	Buying and Selling Securities	Chap. 2
Jan 19	No Class (Martin Luther King Day)
Jan 21	Mutual Funds	Chap. 4
Jan 23	Mutual Funds	Chap. 4
Jan 26	Exam I (Chaps. 1-4)
Jan 28	Stock Market	Chap. 5
Jan 30	Stock Market	Chap. 5
Feb 2	Options	Chap. 14
Feb 4	Options	Chap. 14
Feb 6	Option valuation	Chaps. 15
Feb 9	Futures	Chap. 16
Feb 11	Futures	Futures
Feb 13	Futures	Futures
Feb 16	Exam 2 (Chaps.5,14-16)
Feb 18	INVT. Theories	Chaps.6-8
Feb 20	Funmental Analysis	Chap. 6
Feb 23	Funmental Analysis	Chap. 6
Feb 25	Earnings and Cash Flow	Chap. 7
Feb 27	Spirit Day - No Classes
Mar 1-5	Mid-semester Break
Mar 8	Earnings & Cash Flow	Chap. 8
Mar 10	Technical Analysis	Chap.8
Mar 12	Efficient Markets	Chap.8
Mar 15	Efficient Markets	Chap.8
Mar 17	Bond Analysis	Chaps. 11, 12
Mar 19	Treasury Bonds	Chap. 12
Mar 22	Municipal Bonds	Chap. 12
Mar 24	Corporate Bonds	Chap. 11
Mar 26	Bond Analysis	Chaps. 9-10
Mar 29	Bond Analysis	Chaps. 9-10
Mar 31	Bond Analysis	Chaps. 9-10
Apr 2	Exam 3 (Chaps. 6-9, 11,12)
Apr 5	Review
Apr 7	Risk and Diversification	Chap. 17
Apr 9	Risk and Diversification	Chap. 17
Apr 12	MPT (Modern Portfolio Theory)	Chap. 18
Apr 14	MPT (Modern Portfolio Theory)	Chap. 18
Apr 16	Performance Evaluation	Chap. 19
Apr 19-23	FINAL EXAM WEEK

 

GRADING POLICY

Exam 1	20 POINTS
Exam 2	20 POINTS
Exam 3	20 POINTS
Final Exam	25 POINTS
Portfolio Game (Group)	15 POINTS
TOTAL	100 POINTS




 

 

 

 

 

GRADING SCALE

90-100	A
85-89	BA
80-84	B
75-79	CB
70-74	C
65-69	DC
60-64	D

STOCK SELECTION SCHEDULE

Jan 12	20 STOCKS
Jan 16	International Stock
Jan 23	Mutual Fund
Jan 30	Int. Mutual Fund
Feb 6	Put & Call
Feb 13	Commodity Future
Feb 20	Stock Index Future
Feb 25	Technology Stock
Mar 12	Value Stock/Growth Stock
Mar 19	Treasury Bond, Muni. Bond
Mar 26	Corporate Bond, Bond Funds
Apr 2	Last Day of Project
Apr 9	Project Due Date

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