BAD 350 – Managerial Finance

Fall 2004

 

 

Instructor

Tim Greening, Ph.D.

work e-mail (emergency)

tim_greening@bankone.com

home e-mail (normal)

tim_greening@ameritech.net

Phone

708-227-1538

Office Hours

By appointment

Prerequisites

ACCT 101 required; BAD 260 is recommended

 

Required Text and Supplements

 

1.       Brigham & Houston, Fundamentals of Financial Management, 10th edition by Southwestern Publishers, 2005. It must have CD-rom software and the Wall Street Journal prepackaged.  The Wall Street Journal will be required reading for the course.

2.       HP 10BII  or HP 12C Financial Calculator is required.

3.       Harvard Case Packet for BAD 350

4.       During the first week of class, please purchase a disk that you can dedicate to this course. Save all versions of your papers and Excel worksheets. Also purchase a binder. At the end of the course, you will submit a portfolio of your work for review.

5.       Suggested further reading:

            A Random Walk Down Wall Street: Completely Revised and Updated 8th Edition, by Burton G. Malkiel

            Fooled by Randomness:  The Hidden Riddle of Chance in Life and the Markets, by Nassim N. Taleb

            The Intelligent Investor, by Benjamin Graham and Jason Zweig

 

Course Description

 

This course provides an overview of the basic concepts and principles of financial management.  Topics include financial statement analysis, financial ratios,  time value of money, risk/reward analysis including market measures of risk and return, capital budgeting (when to build), and mergers & acquisitions (when to buy).  Together the class and instructor will attempt to integrate finance theory and mathematics with the "real world" by extensive discussion of examples drawn from current business news and case studies.  Supplementary articles will be introduced periodically (Wall Street Journal, New York Times, and http://www.investopedia.com/) to acquaint students with the opinions of professional financial managers as well as academics on the use of different techniques used to analyze  investments. Each student will choose a company to analyze for the semester and will make presentations to the class for discussion. By the end of the semester, successful students should have gained a basic understanding of financial principles and tools that they can apply to their professional careers and personal investment decisions.

 

Course Goals

 

The business curriculum provides the opportunity for students to learn the tools and methods of managing companies and organizations and to apply them in an ethically responsible manner for the benefit of all stakeholders. In accordance with this mission, a successful student in BAD 350 will be able to:

 

1.       Appreciate the ethical foundation of effective long-run business decisions and promote social responsibility and ethical leadership in managerial decision-making. Ethics are discussed in relation to financial ratio manipulation (Sears versus Wal-Mart and DeLeon case), financial reporting (Enron, WorldCom), managerial compensation (Tyco International), and pension management.

 

2.       Communicate effectively.  This course focuses on the not only the derivation of the numbers but also on communicating what the numbers mean. Each student will select a publicly listed firm to follow throughout the semester, applying the tools developed in this course to understanding the company's performance and outlook.  Students will present their findings to the class and will be expected to explain and defend their analyses.  Written assignments will be graded on presentation as well as content.

 

3.       Utilize technology and electronic learning to address business applications. Each chapter requires the use of Excel and financial calculators to solve empirical problems. Spreadsheet exercises and mini-cases are presented at the companion website. In addition, students will be asked to utilize various Internet sites to find financial information, company filings, credit opinions and analyst recommendations.

 

4.      Utilize quantitative analytical methods in making business decisions. Chapters 5-8 in particular emphasize the use of various tools to analyze decisions ranging from capital budgeting to debt refinancing. For example, students will learn to use Net Present Value (NPV) profiles to assess how expected interest rates will drive the decision to accept or reject a proposed investment in real or financial assets.

 

5.     Understand the basics of risk management and market measures of risk.  Market instruments for managing risk such as credit derivatives, futures and options play an increasingly important role at both financial and non-financial firms.  Students will acquire a basic understanding of how to use these instruments and other techniques to manage risk.

 

Course Objectives

 

By the end of the semester, a successful student will be able to:

 

Websites and Web-Based Resources

 

Please refer to http://brigham.swlearning.com/ for downloads and current events associated with each chapter! Please refer to http://blackboard.dom.edu/ to download course material.

 

 

 

 

Policies regarding exams, homework assignments, and attendance

 

 

Assignment

Points

Spreadsheet Assignments

 

Spreadsheet Model #1

10

Spreadsheet Model #2

10

Case Studies (select 4 to hand in)

 

Case: Disney Cyberproblem

10

Case: DeLeon Foods

10

Case: Sears vs. Wal-Mart

10

  Cyberproblem: Bonds  

10

Case:  Airline

10

Case:  Poland Motorway

10

Cyberproblem: AT&T

10

Cyberproblem: McDonald's

10

Subtotal

100

HW Problems (as assigned)

100

Quiz I

25

Quiz II

25

Quiz III

25

Quiz IV

25

 

100

Public Company Analysis Project

 

Project 1

20

Project 2

20

Project 3

20

Project 4

40

Subtotal

100

Total

400

 

·         None of the exams will be deliberately comprehensive although concepts developed in earlier chapters will necessarily be employed in later chapters. No make-up exams will be given without prior notification and official documentation for absences.

·         All examinations will be based on a combination of class notes and the required text. If you should miss a lecture, contact me as soon as possible since additional information and examples may be given in class that are not found in your textbook.  Any student caught cheating on an exam will receive an automatic F for the course. No “cheat sheets” will be allowed.

·         All papers should be typed (single-spaced (double-spaced between paragraphs), 12 pt Times Roman font, 1 inch margins)

·         Homework assignments should be submitted in a clear and legible manner (typed or Excel worksheet where appropriate). Since homework will be discussed in class on the due date, no late homework will be accepted. All homework will be graded on a scale of “1” (grade F) to “5” (grade A).

·         Lecture attendance is required and students are responsible for all assignments during their absences. Because the interaction between students is an important component of the learning process, the following guidelines are established:

o        Absenteeism in excess of 3 sessions will result in a one-letter grade reduction in the final cumulative grade. Absenteeism in excess of 5 sessions will result in a two-letter grade reduction in the final cumulative grade.

o        Leaving class early or arriving late in excess of 5 times will result in a one-letter grade reduction in the final cumulative grade.

·         The final cumulative grade will be calculated using the table below. The instructor reserves the right to make use of “+” and “-“ as deemed necessary by merit.

o        A: 90% and up; B: 80% - 89%; C: 70% - 79%

o       D: 60% - 69%; F: below 59%

·        Incompletes will only be given if student presents clear justification/rationale/documentation as appropriate.

 

Spreadsheet Problems

 

All students are required to complete two spreadsheet problems by the designated due dates. They are located in your textbook. The spreadsheet problems will require the use of Excel in order to derive answers and solve practitioner’s problems. It is assumed that students have a general working knowledge of Excel already. Students must submit a hard copy and a copy on disk or by e-mail.  It is the student's responsibility to verify the instructor's receipt of the spreadsheet by e-mail.. 

 
Cases: Reaction Papers & Presentations

 

The Case Studies selected for this course are a combination of Harvard Cases and “cyberproblems” that require the use of spreadsheets and the Internet to understand the corporation. To complete the Cyberproblems, link to http://www.swlearning.com/finance/brigham/ffm10e/ffm10e.html and answer the questions as they appear. To complete the cases, link onto blackboard for specific questions.

 

  1. Cyberproblem: Disney
  2. DeLeon Foods
  3. Sears versus Wal-Mart
  4. Cyberproblem: Bonds
  5. Airline Industry and the World Trade Center Disaster
  6. Poland Motorway
  7. Cyberproblem: AT&T
  8. Cyberproblem: McDonald’s

 

For the Cases only (non-Cyberproblems) each student is required to hand in a 2-4 page typed (12 point Roman font, 1-inch margins, single-spaced) reaction paper for each Harvard cases and answer any questions particular addressed within the case.  The paper should include:

(1)

Summary of the main points of the case

(2)

Answer the main questions of the case (as posted on blackboard)

(3)

Discuss strengths/weaknesses/potential avenues for improvement or further discussion

(4)

What have you learned about financial management?

 

No late assignments will be accepted!!!! All cases will be discussed on the designated due dates. Please see blackboard for specific questions for each case. On the day the case is due, it is expected that all students participate in discussion related to the case. Just a few tips:

·         When writing your case, try to keep the analysis as professional as possible; this implies that you write in the third person; however, you must interject your opinions.

·         The first paragraph of the memo should briefly summarize its content. Be concise and to the point. Limit the summary to a page at most.

·         Make an appointment to see me for help! I will read all your drafts and provide you with input to help you earn a better grade! You may see me for help any time up to 3 days prior to the due date.

·         Each paper will probably be at least 2-4 pages (single space, standard margins Attach all work (Excel spreadsheets) to the back and reference it within the paper itself.

 

Public Company Projects

 

You are required to produce a series of papers on a publicly listed company.  A public company is one with debt or equity securities which are "listed" (traded) on a public stock or bond exchange.  Each paper will be cumulative and each team is required to create a portfolio, which is to be handed into the instructor before each presentation, including financial reports, news articles, Internet citations, pictures, brochures, etc. that reflect the firm and its changes over the past two years.

1. Project I:

  1. Introduce your company. Go to the corporate website or http://www.annualreportservice.com/  to order the latest annual report, 10K, 10Q, and earnings report..  Present the mission statement of the firm and an overview of the firm’s  history (this should include the date the firm went public, exchange, current CEO, major product line(s), significant mergers or acquisitions, etc).
  2. Provide a brief summary of the company's recent history (usually last two years).  Be sure to highlight any senior management changes, changes in the stock price, acquisitions, litigation, revenue growth, new product introductions. To find the stock price of the security, you may go to http://finance.yahoo.com/?u. or any other financial service and chart it (for free) and import that chart into your paper. This chart should be labeled “Figure 1: Stock Price History of FIRM?” What were the “high” and the “low”?
  3. Summarize at least two recent media or analyst reports on your company.  How do equity, debt and other analysts view it performance? Prospects?

 

2. Project II: In this project, make corrections from Project I and continue with analysis.

  1. This section will be quite detailed. Students are required to use company filings or online services such as Value Line or http://www.investor.reuters.com/StockEntry.aspx?target=/stocks  to develop a 2-year financial history of the firm. Students are expected to import into their paper a table containing the following information (for 2 years, quarterly): Sales, Net Income, Dividends, Dividend Payout ratio, EPS, ROE, ROA, EBIT, EBITDA, P/E, Debt/EBITDA and other relevant  ratios as listed in your textbook. This table should be labeled “Table 1: Two-Year Ratio Analysis”
  2. Identify the key competitors to your company.  What are their strengths and weaknesses?
  3. Analyze your company's capital structure?  Does the firm issue bonds? If so, what type of bonds? What are the relevant leverage ratios?
  4. Does the firm pay a dividend? If so, what is its dividend policy?
  5. What do the credit rating agencies say about your firm?  What are its credit ratings?

 

 3. Project III: In this project, make corrections from Project I and II and continue with analysis.

  1. Use Value Line to find the Beta of your firm and it competitors. Is your firm riskier? Safer? Why do you believe your company has the risk factor stated?
  2. Compare your firm to the industry. Students will use Value Line, Dun and Bradstreet or other sources discussed in class to construct industry comparisons. In this section, indicate if the firm selected has outperformed the industry or underperformed the industry. Have the financials improved over time? Label the industry ratios: “Table 2: Industry Ratios” Plot the historical performance of your company's stock against the S&P 500 or the DJIA and its major competitor(s).

 

4. Project IV: In this project, make corrections from Project I, II, and III, and complete analysis.

  1. In this section, students are required to use to construct three evaluations of the firm:  would you invest in the firm, would you lend to the firm, would you do business with the firm?  More technically,

      At what price, if any, would you purchase the common stock of the company?

      At what price, if any, would you purchase the debt of the company?

      Would you do business with the company as a supplier, customer, or employee?

      b.   How do your views of the company compare with the market's views?

 

Just a few tips:

·         When writing your paper,  keep the analysis as professional as possible; this implies that you write in the third person and that you cite all sources not only within the text of your paper but also at the end in a Works Cited page.

·         Make an appointment to see me for help with the project!!! I will read all your drafts and provide you with input to help you earn a better grade!

·         Each project should be, at least, 4 pages in length (double-spaced, standard margins).

·          Remember: Try to pace yourself when working on this paper; do not leave the paper until the last few weeks of this course!!!!!

·         Access annual reports either online through http://www.annualreportservice.com/. Using the annual reports, examine the changes in the security’s EPS, EBIT, P/E ratio, dividend ratio, ROE, ROA, and debt/equity ratio (Websites such as http://www.stockmaster.com/, http://www.wsrn.com/, http://www.companysleuth.com/, will already have these calculated for the last year or trailing 12 months)

·         Please provide a Works Cited page for the annual report service used to evaluate your company.

 

Class and Assignment Schedule

 

Classes meet from 7PM to 10 PM Thursdays.  In the schedule below, each block indicates an hour of planned class time.Obviously no homework can be due the first day—we will "catch up" to the planned schedule as quickly as possible.  This schedule is subject to change!  If you miss a session, be sure to contact me for any changes in schedule, assignments, etc.  The links and references to investopedia are to tutorials which you should find helpful.

.

Date

Topics

Assignments

Week 1 Thursday September 2  Module 1: Overview of Finance and Building Financial Statements

 

Syllabus & Overview

Access to Blackboard

Read: Chapt. 1 (pp 4-27)

http://www.investopedia.com/articles/00/120800.asp

http://www.investopedia.com/articles/04/031004.asp

http://www.investopedia.com/articles/fundamental/03/061803.asp

 

Overview of Finance

Prepare Assign #1 (p. 28: 1-4, 1-5, 1-7, 1-8)

Prepare Disney Cyberproblem

Read Chapter 2 (pp. 35-57)

http://www.investopedia.com/articles/01/070401.asp

http://www.investopedia.com/articles/fundamental/03/091703.asp

http://www.investopedia.com/articles/fundamental/03/031203.asp

 

“Must Know” Equations

Assign #1 Due

Prepare Assign #2 (p. 63: 2-5, 2-8, 2-9, 2-10,2-12,

p.64: 2-7, 2-8,  2-10)

http://www.investopedia.com/university/ratios/

http://www.investopedia.com/university/ratios/ratios1.asp

http://www.investopedia.com/articles/analyst/091901.asp

Week 2  (Thursday, September 9)

 

No Classes

Disney Cyberproblem Due

Prepare Assign #2:

Prepare DeLeon Case (p. 70)

http://www.investopedia.com/articles/02/082702.asp

 

Review of HW and Basic

Equations of Chapter 2

Assign #2 Due

Read Chapter 3 (p. 75-102)

http://www.investopedia.com/articles/01/071801.asp

 

Ratio Analysis

DeLeon Case Due

Prepare Assign #3 (p. 103: 3-1,3-3,3-4, 3-6, 3-7

p. 108: 3-21, 3-22, 3-24)

http://www.investopedia.com/articles/02/102502.asp

Week 3  Thursday, September 16

 

Review of HW & Basic

Equations of Chapter 3

Assign #3 Due

Prepare Sears versus Wal-Mart Case

Read: Chapter 6 TVM (pp. 217-241)

Module 2: Time Value of Money – How do You Evaluate Stocks & Bonds?

 

Time Value of Money

Prepare Assign #4 (p. 252: 6-3, 6-4, p. 253: 6-1 through 6-9

Read Chapter 6 TVM (p. 241-250)

http://www.investopedia.com/articles/03/082703.asp

http://www.investopedia.com/articles/03/101503.asp

 

TVM (continued)

Assign #4 Due.

Sears versus Wal-Mart Due

Prepare Assign #5 (p.253: 6-10, 6-17, 6-23)

http://www.investopedia.com/articles/fundadvice/042402.asp

Week 4  Thursday, September 23

 

Quiz #1

Read: Chapter 7 (pp. 266-278)

Assign #5 Due

 

Bond Valuation

Read Chapter 7 (pp. 278-297)

Prepare Assign 6a (p. 300: 7-1, 7-5, 7-13)

http://www.investopedia.com/university/bonds/

http://www.investopedia.com/articles/03/110503.asp

 

Bond Valuation

Read Chapter 7 (p. 278-300)

Prepare Assign 6b (p. 300: 7-4, 7-6, 7-7, 7-8, 7-15)

Prepare Cyberproblem Bonds

http://www.investopedia.com/articles/02/052202.asp

http://www.investopedia.com/articles/00/111500.asp

 

Week 5 Thursday, September 30

 

Bond Valuation – HW Review

Assign 6a & 6b Due

Public Company Report I Due

Read Chapter 8 (p. 305- 321)

Prepare Assign 7a: p. 348 (8-1 thru 8-4, and 8-18)

http://www.investopedia.com/articles/fundamental/04/041404.asp

http://www.investopedia.com/articles/02/110802.asp

http://www.investopedia.com/articles/analyst/03/022603.asp

 

Stock Valuation

Cyberproblem Bonds Due

Read Chapter 8 (p. 322-330, 334-340)

Prepare Assign 7b: p. 348 (8-5, 8-6, 8-7, 8-14)

http://www.investopedia.com/articles/01/112101.asp

http://www.investopedia.com/articles/02/101802.asp

http://www.investopedia.com/articles/00/092200.asp

 

Stock Valuation Again

Keep reading Chapter 8

Read: Chapter 4 (p. 118-147)

Prepare: Case: Mutual of Chicago Insurance Co.

Week 6  Thursday, October 7

 

Stock Valuation – HW Review

Assign 7a & 7b Due

Read Chapter 4 (p. 148-156)

Prepare Assign 8 (p. 158: 4-5, 4-6, 4-11, 4-12, page 160: 4-5, 4-8, 4-9, 4-14, 4-15)

http://www.investopedia.com/articles/03/112703.asp

http://www.moneysense.ca/investing/stocks_markets/article.jsp?content=175903

 

Markets & Yield Curves

Due: Mutual of Chicago Case

http://www.investopedia.com/articles/03/122203.asp

http://www.smartmoney.com/onebond/index.cfm?story=yieldcurve&nav=LeftNav

 

Markets & Yield Curves

Read: Chapter 5: pp. 168-204

Prepare Assign 9 (p. 207: 5-1 through 5-8; p.209 5-1, 5-3, 5-19,  5-21)

Prepare Spreadsheet 1: Page 212 (5-22: Bartman & Reynolds)

Week 7  Thursday, October 14

 

Review for Quiz

 

Assign 8 Due

Prepare Assign 9 & Spreadsheet 1

 

Quiz #2

Keep preparing Assign 9 & Spreadsheet 1

Prepare  Report II

Module 3: Risk & Return – Finding Standard Deviation, Beta, and SML

 

Risk & Return

Keep preparing

http://www.coba.usf.edu/departments/finance/faculty/besley/notes/risk.pdf

http://www.investopedia.com/articles/01/102401.asp

http://www.investopedia.com/articles/investment_strategies/chapter2.asp

Week 8  Thursday, October 21

 

Risk & Return

Prepare: Airline Industry & Sept. 11th Case

http://www.investopedia.com/articles/03/110503.asp

http://www.investopedia.com/articles/02/111502.asp

 

Risk & Return

Assign 9 Due

Read: Chapter 9: p. 359-377

http://www.investopedia.com/articles/frank/061202.asp

 

Risk & Return

Read: Chapter 9 (Continued)

Public Company Report II is Due

http://www.investopedia.com/articles/fundamental/03/061103.asp

 

Week 9  Thursday, October 28

 

Cost of Capital

Spreadsheet 1 is Due

Prepare: Assign 10: (p. 382: 9-4, 9-5, p. 383: 9-1, 9-2, 9-7, 9-8)

http://www.investopedia.com/articles/fundamental/03/061103.asp

 

Discuss Case & Cost of Capital

Airline Case is Due

Read: Chapter 17: 645-665

Module 4: The Role of  Finance in Managing Growth and Risk

 

Capital Budgeting

Assign 10 is Due

Prepare Assign 11 (p. 674: 17-7,17-10,17-11)

Prepare Cyberproblem AT&T

Week 10 Thursday, November 4

 

Financial Modelling and Forecasting

Public Company Report III is Due
 Read: Chapter 21: 795-828

 

Working Capital Management

Assign 11 is Due

Prepare Assign 12: 21-8

Prepare Spreadsheet II: Webmaster (p. 448)

 

Special Topic

Analyze Market Reaction to the Election
Week 11 Thursday, November 11

 

Mergers and Acquisitions

Assign 12 is due

Spreadsheet II is Due

Read Chapter 18: 683-716

 

Quiz #3

 

 

 

Prepare: Poland Motorway A2 Case

Prepare Public Company Report IV

http://www.investopedia.com/articles/02/010902.asp

Week 12  Thursday, November 18

 

 

Prepare Assign 13: TBD

Read: Chapter 13: 477-508

 

Case Discussion

Poland Motorway Case Due

 

 

Assign 13 is Due

 

Week 13  Thursday, December 2

 

Capital Structure/Leverage

Public Company Report IV is Due
Cyberproblem AT&T Due

 

 

Prepare Assign 14: p. 512: 13-4, 13-6

Prepare Cyberproblem McDonald’s

 

Quiz #4

Catch-up Review and Quiz

Week 14   Thursday, December 9

Mon., Nov. 29th

Cap Structure/Leverage

Assign 14 is due

Cyberproblem McDonald’s Due

Wed., Dec. 1st

 

 

Fri., Dec. 3rd

DJIA Present.

Wrap up.  Lessons learned.


 


Web Sources for Papers or Personal Use

 

Over the past few years, our Department Chair, Anne Drougas, has established a list of “easy access” websites that make a course in finance a little more palatable. You may use the sites to research your securities or to access definitions or supplements to the course material. This list is by no means comprehensive in nature; however, if you find an additional website that may be of interest to any student, please feel free to mention it in class so that this list may be modified. Main resources include:

1.       http://www.investopedia.com/ : This website allows you to link to basic articles, definitions, and tutorials on all financial principles! Here are a list of tutorials that you WILL need:

2.       http://www.teachmefinance.com/ : Basic Tutorials on Finance in a user-friendly format

3.       http://economics.about.com/: Find interesting information on basic economic principles (articles too)

4.       http://pages.stern.nyu.edu/~adamodar: GREAT website based out of NYU!

5.       http://finance.yahoo.com/: Download company and industry financials!

6.       Module 1: Overview of Finance & Basic Statements

a.       Ten Basic Financial Concepts: http://www.investopedia.com/university/concepts/

b.       Reading the Balance Sheet: http://www.investopedia.com/articles/04/031004.asp

c.       Accounting Report Tutorial: http://www.investopedia.com/university/fundamentalanalysis/

d.       LIFO versus FIFO: http://www.investopedia.com/articles/02/060502.asp

e.       Ratio Analysis: http://www.investopedia.com/university/ratios/ 

f.        Ratio Analysis: part 2 http://www.prenhall.com/divisions/bp/app/cfldemo/RA/RatioAnalysis.html

g.       Ratio Analysis: part 3 http://www.bized.ac.uk/compfact/ratios/intro1.htm

h.       Understanding the P/E ratio: http://www.investopedia.com/university/peratio/

i.         What is ROE? http://www.investopedia.com/articles/fundamental/03/100103.asp

j.         Free Cash Flow: http://www.investopedia.com/articles/fundamental/03/091703.asp

7.       Module 2: Time Value of Money

a.       Understanding TVM: http://www.investopedia.com/articles/03/082703.asp

  i.      Annuities: http://www.investopedia.com/articles/03/101503.asp 

b.       Bond Tutorial: http://www.morganstanleyindividual.com/education/bonds/value/pf-138.html

 i.        Bond Tutorial: http://www.teachmefinance.com/bondvaluation.html

 ii.      Reading Bond & Stock Tables: http://www.investopedia.com/university/tables/

 iii.     Basics of Bonds: http://www.investopedia.com/university/bonds/

iv.      Advanced Bond Analysis: http://www.investopedia.com/university/advancedbond/

c.       Basics of Stocks: http://www.investopedia.com/university/stocks/

                 i.        Dividend Discount Model:

                      http://www.investopedia.com/articles/fundamental/04/041404.asp

 ii.     Stock Tutorial: http://www.moneychimp.com/articles/valuation/stockvalue.htm

 iii.    Stock Tutorial -part 2

        http://www.prenhall.com/divisions/bp/app/cfldemo/SV/CGStock.html

 iv.     Stock Tutorial – part 3 http://www.stocksense.com/valuation.html


8.       Module 3: Risk & Return – Finding Standard Deviation, Beta, and SML

a.       Risk & Diversification: http://www.investopedia.com/university/risk/

b.       Beta: What is it? http://www.investopedia.com/articles/01/102401.asp

c.       CAPM: What is it? http://www.investopedia.com/articles/frank/061202.asp 

    i.      Tutorials on Standard Deviation

        http://www.wfu.edu/users/palmitar/Law&Valuation/chapter%202/2-2-3.htm 

     ii.      http://www.indexfunds.com/articles/20030808_Risk.htm 

    iii.    http://www.coba.usf.edu/departments/finance/faculty/besley/notes/risk.pdf

9.       Module 4: Building Cash Flows – Using All the Tools

a.       Tutorial on NPV: http://www.toolkit.cch.com/text/P06_6530.asp

b.       Tutorial on NPV: http://www.prenhall.com/divisions/bp/app/cfldemo/CB/NetPresentValue.html

c.       Understanding WACC: http://www.investopedia.com/articles/fundamental/03/061103.asp

d.       Cost of Capital Tutorials:

     i.      http://www.teachmefinance.com/costofcapital.html

     ii.     http://www.valuationresources.com/EconomicData/CostCapital.htm

     iii.    http://www.expectationsinvesting.com/tutorial8.shtml (Gateway example)

e.       EVA & WACC: http://www.investopedia.com/articles/fundamental/03/031203.asp

 


 

 

Websites for Careers in Finance, Investments, and Valuation Techniques

Ch 1: Jobs

 

 

 

www.careers-in-finance.com

www.wetfeet.com

Careers.wsj.com

www.wageweb.com

www.thecorporatelibrary.com

www.corpgov.net

 

 

Ch 3: Ratios Analysis

 

 

 

www.reportgallery.com

www.freeedgar.com

www.quicken.com

Finance.yahoo.com

www.ibm.com/investor/financialguide

www.valueline.com

 

 

 Financial Statements

 

 

 

www.corporateinformation.com

www.jaxworks.com

www.prars.com

www.sternstewart.com

http://edgarscan.pwcglobal.com

 

 

 

Time Value of Money

 

 

 

www.globalfinddata.com

www.quicken.com

www.smartmoney.com

www.bls.gove/cpi#news

www.stls.frb.org

 

 

 

Bonds and Stocks

 

 

 

Money.cnn.com/markets/bondcenter

Bonds.yahoo.com

www.bloomberg.com

www.ustreas.gov

www.bondsonline.com

www.finpipe.com

www.fintools.com

www.smartmoney.com

www.investingbonds.com

www.bondmarkets.com

www.moodys.com

 

www.standardandpoors.com

 

 

 

www.123world.com/stockexchanges

www.djindexes.com

www.nyse.com

www.nasdaq.com

www.dividenddiscountmodel.com

www.valuepro.net

www.barra.com

finance.yahoo.com

Risk & Return

 

 

 

http://pages.stern.nyu.edu/~adamodar

www.globalfindata.com

www.mscidata.com

www.wsrn.com

http://finance.yahoo.com/

www.duke.edu/~charvey

 

 

Cost of Capital

 

 

 

http://pages.stern.nyu.edu/~adamodar

 

 

 

Corporate Governance

 

 

 

www.federalreserve.gov/releases/z1/current/data.htm

 

 

IPOs and SEOs

 

 

 

www.ventureeconomics.com

www.vnpartners.com

www.freeedgar.com

www.ipo.com

http://bear.cba.ufl.edu/ritter

www.tfibcm.com

http://cbs.marketwatch.com

 

Debt Policy

http://finance.yahoo.com

 

 

Dividends

 

 

 

www.companyboardroom.com

www.cfonews.com

 

 

Working Capital

 

 

 

http://pages.stern.nyu.edu/~adamodar

www.gecapital.com

www.treasuryandrisk.com

www.intltreasurer.com

www.americanbankder.com

 

 

 

Cash & Inventory

 

 

 

www.federalreserve.gov

www.ny.frb.org

www.stls.frb.org

www.nacha.org

www.treasuryandrisk.com

www.phoenixhecht.com

www.intltreasurer.com

 

Mergers

www.mergerstat.com

http://cnn.news.com

www.cfonews.com

Bankruptcy

 

 

 

www.bankruptcydata.com

www.bankrupt.com

www.abiworld.org

www.kmv.com

www.jaxworks.com/zscore2.htm

www.myfico.com

finance.yahoo.com

www.dnb.com

www.creditworthy.com

www.nacm.org

 

 

www.nyfrb.org/pihome/addpub/credit.html