Jul 15, 2024  
2017-18 Catalog 
2017-18 Catalog [ARCHIVED CATALOG]

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BUS 210 - Investments

5 CR

Provides tools for personal financial planning and investment selection. Topics include the economy, capital markets, industries, stocks, bonds, international, mutual funds, and other asset classes. Students are required to evaluate and monitor investments, use analytical tools (such as risk return and fundamental analysis), and behavior finance concepts to determine investment selection and fit to personal financial goals and risk profiles.

Course Outcomes
  • Personal Financial Plan
  • Outline and quantify major financial goals
  • Calculate an annual return on investment
  • Create a savings plan
  • Articulate personal risk profile
  • Differentiate between the major American stock exchanges in terms of volume, types of companies, number of companies, market capitalization, and listing requirements
  • Describe how a stock is traded
  • Describe the relationship between the stock market and the economy
  • Describe major stock indices, how they are compiled and what they measure
  • Describe the rights of a shareholder
  • Differentiate between authorized, issued and outstanding shares
  • Define and describe actions which might lead to dilution
  • Know long term stock returns and risks
  • Define an IPO
  • Differentiate between a stock and a bond
  • Differentiate between long term and short term interest rates
  • Describe what factors affect interest rates
  • Calculate nominal yield, current yield, yield to maturity
  • Calculate the effect on a bond when interest rates rise or fall
  • Describe Bond credit ratings
  • List and define bonds risks (credit, maturity, lower coupons, purchasing power, liquidity, legislative and call)
Fundamental Analysis
  • Define and compile basic components of income statement
  • Define and compile basic components of balance sheet
  • Calculate and compare companies on key financial ratios (Sales and income growth, Return on sales, Return on equity, debt/equity)
  • Calculate and compare companies on Market Value, PE, Price to Book, Price to Sales, Price to Cash Flow
Industry Analysis
  • Research and describe key factors for competition in an industry
  • Growth rate
  • Competitive environment
  • Regulatory or legislative factors
  • PE, Debt Equity, Return on Equity
  • Forecast
World Equity Markets
  • Identify key factors in assessing countries for investment
  • Describe risk and return in major world markets
  • Describe the effect of currency fluctuations on foreign investment
Mutual Funds
  • Analyze and assess a fund on each of the following criteria
  • Objective
  • Size
  • Age
  • Tenure of portfolio manager
  • Fees
  • Portfolio composition
  • Risk measurement
Asset Allocation
  • Define how asset allocation affects the return and risk of a stock portfolio
  • Calculate the return and risk of different classes of assets and different stock sectors
  • Evaluate the appropriateness of various asset allocations for own personal financial planning
Stock Portfolio
  • Identify stocks for investment
  • Maintain invest, watch and drop portfolios
  • Calculate return on investment for a portfolio
  • Create a strategy for investment which fits personal profile
  • Audit performance and implement improvements as needed

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