Market Charts Charts in the Market Folder
|
|
- Susanna Anthony
- 7 years ago
- Views:
Transcription
1 Market Charts Charts in the Market Folder Chart Name Chart Mnemonic 5 Year Total Return to Shareholders TOT_RTN Decile Analysis - Beta vs. Growth Rate and P/E GROW_PE Dividend Yield vs. Relative to S&P Index DIVYIELD Economic Returns - 10 Years ECONRTN Returns by Stock Rank RTN_RANK S&P 500 Earnings Yield vs. 3 Month T-Bills SP_TBILL S&P 500 Earnings Yield vs. 30 Year Government Bonds SP_BOND S&P 500 Price vs. 30 Year Government Bonds SP_PRC Total Return vs. S&P Monthly TOT_RTNM Value of $100 With Income Compounded Annually - 10 Years VALUE10Y Value of $100 With Income Compounded Annually - 20 Years VALUE20Y 19
2 Standard & Poor s Research Insight Report & Chart Library 5 Year Total Return to Shareholders This chart displays five years of total return figures for a given company, the corresponding S&P Industry Index and the S&P 500 Index. Human Genome Sciences Inc 5 Year Total Return to Shareholders 20
3 Market Charts Decile Analysis - Beta vs. Growth Rate and P/E (GROW_PE) Beta measures the relationship between an investment s returns and the market s returns. This chart displays 10 groupings of beta for the S&P 500 Index, 10 being the highest and 1 being the lowest. Beta vs. Growth Rate and P/E for the S&P
4 Standard & Poor s Research Insight Report & Chart Library Dividend Yield vs. Relative to S&P Index (DIVYIELD) This chart compares the dividend yield for a given company to the dividend yield for the corresponding S&P Industry Index. GENERAL MOTORS CORP Dividend Yield 22
5 Market Charts Economic Returns - 10 Years (ECONRTN) This chart compares the return for the S&P 500 Index, the 3-month treasury bill rate, the 30-year government bond rate and the inflation rate. (Note: Before you run this chart, you must first import the economic data. For instructions on importing data, refer to the Standard & Poor s Research Insight Getting Started manual.) Economic Returns - 10 Yrs. 23
6 Standard & Poor s Research Insight Report & Chart Library Returns by Stock Rank (RTN_RANK) This chart displays the 1-year average total return and beta for each of the eight S&P stock rankings. Returns by Stock Rank 24
7 Market Charts S&P 500 Earnings Yield vs. 3 Month T-Bills (SP_TBILL) This chart compares the earnings yields of the S&P 500 Index and 3-month treasury bills. (Note: Before you run this chart, you must first import economic data into Research Insight. For instructions on importing data, refer to the Standard & Poor s Research Insight Getting Started manual.) S&P 500 Earnings Yield vs. 3 Month T-Bills 25
8 Standard & Poor s Research Insight Report & Chart Library S&P 500 Earnings Yield vs. 30 Year Government Bonds (SP_BOND) This chart compares the earnings yield of the S&P 500 Index and 30-year government bond rates. (Note: Before you run this chart, you must first import economic data into Research Insight. For instructions on importing data, refer to the Standard & Poor s Research Insight Getting Started manual.) S&P Earnings Yield vs. 30 Year Gov t Bonds 26
9 Market Charts S&P 500 Price vs. 30 Year Government Bonds (SP_PRC) This chart compares the monthly closing price of the S&P 500 Index and 30-year government bond rates. (Note: Before you run this chart, you must first import economic data into Research Insight. For instructions on importing data, refer to the Standard & Poor s Research Insight Getting Started manual.) S&P 500-Price vs. 30 Yr. Gov t Bonds 27
10 Standard & Poor s Research Insight Report & Chart Library Total Return vs. S&P Monthly (TOT_RTNM) This chart displays a company s total return for the past 12 months compared to the S&P 500. FORD MOTOR CO Total Return vs. S&P Monthly 28
11 Market Charts Value of $100 With Income Compounded Annually - 10 Years (VALUE10Y) This chart shows the value of $100 invested 10 years ago in a given company. It also compares that value to the S&P 500 Index, 30-year government bonds, the 3-month treasury bills, and the inflation rate. (Note: Before you run this chart, you must first import the economic data. For instructions on importing data, refer to the Standard & Poor s Research Insight Getting Started manual.) AT&T CORP With Income Compounded Annually 29
12 Standard & Poor s Research Insight Report & Chart Library Value of $100 With Income Compounded Annually - 20 Years (VALUE20Y) This chart shows the value of $100 invested 20 years ago in a given company. It also compares that value to the S&P 500 Index, 30-year government bonds, the 3-month treasury bills and the inflation rate. (Note: Before you run this chart, you must first import economic data into Research Insight. For instructions on importing data, refer to the Standard & Poor s Research Insight Getting Started manual.) COCA-COLA CO Value of $100 invested 20 Years Ago With Income Compounded Annually 30
Bonds, Preferred Stock, and Common Stock
Bonds, Preferred Stock, and Common Stock I. Bonds 1. An investor has a required rate of return of 4% on a 1-year discount bond with a $100 face value. What is the most the investor would pay for 2. An
More informationHow To Understand Stock Price Theory
Goals Stocks Stock basics Historical stock performance Economics 71a: Spring 2007 Mayo, chapter 10 Lecture notes 4.1 Common Stock Ownership of piece of a firm Key parts Voting rights (control) Dividends
More informationHIGH DIVIDEND STOCKS IN RISING INTEREST RATE ENVIRONMENTS. September 2015
HIGH DIVIDEND STOCKS IN RISING INTEREST RATE ENVIRONMENTS September 2015 Disclosure: This research is provided for educational purposes only and is not intended to provide investment or tax advice. All
More informationMonthly Supplement THE ART OF SHARE COLLECTING
THE ART OF SHARE COLLECTING There is conclusive evidence that buying dips in certain circumstances can represent long-term value opportunities. The relationship between price and dividend yield is undeniably
More informationChapter 6 Valuing Bonds. (1) coupon payment - interest payment (coupon rate * principal) - usually paid every 6 months.
Chapter 6 Valuing Bonds Bond Valuation - value the cash flows (1) coupon payment - interest payment (coupon rate * principal) - usually paid every 6 months. (2) maturity value = principal or par value
More informationLecture 15: Final Topics on CAPM
Lecture 15: Final Topics on CAPM Final topics on estimating and using beta: the market risk premium putting it all together Final topics on CAPM: Examples of firm and market risk Shorting Stocks and other
More informationChapter 10 Capital Markets and the Pricing of Risk
Chapter 10 Capital Markets and the Pricing of Risk 10-1. The figure below shows the one-year return distribution for RCS stock. Calculate a. The expected return. b. The standard deviation of the return.
More informationDescription. Investment Project. Common Stock. Some Portfolio Assets for Investment Project. Econ 422 Summer 2007 Eric Zivot July 25, 2007
Investment Project Econ 422 Summer 2007 Eric Zivot July 25, 2007 Description Objectives: learn financial institutions and conventions Essential features:» Create a $100,000 portfolio, describe it in Report
More informationany any assistance on on this this examination.
I I ledge on on my honor that I have not given or received any any assistance on on this this examination. Signed: Name: Perm #: TA: This quiz consists of 11 questions and has a total of 6 ages, including
More informationPre- and Post Test Middle School / Grades 6-8
Pre- and Post Test Middle School / Grades 6-8 1. You can look in today s newspaper to see today s closing price of a stock. a) true b) false 2. Joey, a conservative investor with a low risk tolerance,
More informationKey Concepts and Skills
Chapter 10 Some Lessons from Capital Market History Key Concepts and Skills Know how to calculate the return on an investment Understand the historical returns on various types of investments Understand
More informationReadiness Activity. (An activity to be done before viewing the program)
Knowledge Unlimited NEWS Matters The Stock Market: What Goes Up...? Vol. 3 No. 2 About NewsMatters The Stock Market: What Goes Up...? is one in a series of NewsMatters programs. Each 15-20 minute program
More informationAdvisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.
What Matters More When Investing: A Good Company or Good Price? What to Expect When P/E Multiples Compress By John Alberg and Michael Seckler December 3, 2013 Advisor Perspectives welcomes guest contributions.
More informationErica Reisman Director of Education Stock Rover February 4 th, 2015
Erica Reisman Director of Education Stock Rover February 4 th, 2015 1 Webinar Outline Presentation Outline: Overview of Dividends Dividend Yield vs. Growth Dividend Safety Stock Rover Demo Outline: Demonstrate
More informationSaving and Investing. Being an educated investor will help enable you to become financially sound. Chapters 30 and 31
Saving and Investing Being an educated investor will help enable you to become financially sound Chapters 30 and 31 Essential Questions How do you know when to save and when to invest? What are some reasons
More informationMONTHLY MARKET COMMENTARY
MONTHLY MARKET COMMENTARY June 3, 2015 REVIEW May 31, 2015 December 31, 2014 % Change S&P/TSX 15,014.1 14,632.4 2.6% S&P 500 2,107.4 2,058.9 2.3% DJIA 18.010.7 17,823.1 1.0% NASDAQ 5,070.0 4,736.0 7.0%
More informationBonds and preferred stock. Basic definitions. Preferred(?) stock. Investing in fixed income securities
Bonds and preferred stock Investing in fixed income securities Basic definitions Stock: share of ownership Stockholders are the owners of the firm Two types of stock: preferred and common Preferred stock:
More informationInterest Rates and Bond Valuation
and Bond Valuation 1 Bonds Debt Instrument Bondholders are lending the corporation money for some stated period of time. Liquid Asset Corporate Bonds can be traded in the secondary market. Price at which
More informationRelative PE Ratios. Aswath Damodaran
Relative PE Ratios Aswath Damodaran Relative PE: Definition The relative PE ratio of a firm is the ratio of the PE of the firm to the PE of the market. Relative PE = PE of Firm / PE of Market While the
More informationCatalyst Insider Buying Fund INSAX INSCX INSIX
Investor Presentation 4Q2014 Website: www.catalystmf.com Phone: 646-827-2761 E-mail: info@catalystmf.com Catalyst Insider Buying Fund INSAX INSCX INSIX Client Approved See Slide 9 for Standard Performance
More informationApril 27, 2016. Dear Client:
Dear Client: 565 Fifth Avenue Suite 2101 New York, NY 10017 212 557 2445 Fax 212 557 4898 3001 Tamiami Trail North Suite 206 Naples, FL 34103 239 261 3555 Fax 239 261 5512 www.dghm.com Our January letter
More informationTemplates available in Excel 97 (Excel 8) and higher versions:
Excel Templates Templates available in Excel 97 (Excel 8) and higher versions: All of the Excel templates in Research Insight can be customized to fit your own particular needs. Company Fundamental Analysis
More informationChapter 1 The Investment Setting
Chapter 1 he Investment Setting rue/false Questions F 1. In an efficient and informed capital market environment, those investments with the greatest return tend to have the greatest risk. Answer: rue
More informationGrowing Dollars and $ense 5. Selecting the Right Investments
Growing Dollars and $ense 5. Selecting the Right Investments Carol O Rourke The Coalition for Debtor Education Sam McPhearson Certified Financial Planner This program is made possible by a grant from the
More informationBUSINESS FINANCE (FIN 312) Spring 2009
BUSINESS FINANCE (FIN 31) Spring 009 Assignment Instructions: please read carefully You can either do the assignment by yourself or work in a group of no more than two. You should show your work how to
More informationAre Bonds Going to Outperform Stocks Over the Long Run? Not Likely.
July 2009 Page 1 Are Bonds Going to Outperform Stocks Over the Long Run? Not Likely. Given the poor performance of stocks over the past year and the past decade, there has been ample discussion about the
More informationUBS Financial Services Inc. September 30, 2011. Prepared for: Managed Accounts Consulting. Your Branch Office and Financial Advisor: ACCOUNT PROFILE
UBS Financial Services Inc. 1200 Harbor Boulevard Weehawken, NJ 07086-6791 September 30, 2011 ACCOUNT PROFILE Financial Advisor: Program: Investment Advisor: CHARLES ALVARE Managed Accounts Consulting
More informationHIGH DIVIDENDS: MYTH VS. REALITY A STUDY OF DIVIDEND YIELDS, RISK AND RETURNS
HIGH DIVIDENDS: MYTH VS. REALITY A STUDY OF DIVIDEND YIELDS, RISK AND RETURNS EXECUTIVE SUMMARY This paper examines the relationship between dividend yields, risk and returns, through an exhaustive analysis
More informationReview for Exam 2. Instructions: Please read carefully
Review for Exam Instructions: Please read carefully The exam will have 1 multiple choice questions and 5 work problems. Questions in the multiple choice section will be either concept or calculation questions.
More informationTD is currently among an exclusive group of 77 stocks awarded our highest average score of 10. SAMPLE. Peers BMO 9 RY 9 BNS 9 CM 8
Updated April 16, 2012 TORONTO-DOMINION BANK (THE) (-T) Banking & Investment Svcs. / Banking Services / Banks Description The Average Score combines the quantitative analysis of five widely-used investment
More informationHomework 5 Solutions
Homework 5 Solutions Chapter 4C Investment Plans. Use the savings plan formula to answer the following questions. 30. You put $200 per month in an investment plan that pays an APR of 4.5%. How much money
More informationTypes of Stock. Common Stock most common form of stock. Preferred Stock. Companies may customize other classes of stock.
Stock Market Basics What are Stocks? Stock is ownership in a publicly traded company. Stock is a claim on the company s assets and earnings. The more stock you have, the greater your claim as an owner.
More informationBF 6701 : Financial Management Comprehensive Examination Guideline
BF 6701 : Financial Management Comprehensive Examination Guideline 1) There will be 5 essay questions and 5 calculation questions to be completed in 1-hour exam. 2) The topics included in those essay and
More informationSmith Barney Portfolio Manager Institute Conference
Smith Barney Portfolio Manager Institute Conference Richard E. Cripps, CFA Portfolio Strategy Group March 2006 The EquityCompass is an investment process focused on selecting stocks and managing portfolios
More informationChapter 6 The Tradeoff Between Risk and Return
Chapter 6 The Tradeoff Between Risk and Return MULTIPLE CHOICE 1. Which of the following is an example of systematic risk? a. IBM posts lower than expected earnings. b. Intel announces record earnings.
More informationInvesting in Dividend Paying Stocks
For Financial Broker or Advisor use only. Investing in Dividend Paying Stocks Brochure Do you know the only thing that gives me pleasure? It s to see my dividends coming in. John D. Rockefeller 2 Contents
More informationTrailing PE 15.1. Forward PE 11.8 SAMPLE. Buy 42 Analysts. 1-Year Return: 16.4% 5-Year Return: 105.2%
ORACLE CORPORATION (-N) Last Close 34.93 (USD) November 18, 2013 NEW YORK Exchange AVERAGE SCORE Avg Daily Vol 17.7M Market Cap 156.9B POSITIVE OUTLOOK: 's current score of 8 places it among the top quartile
More informationPractice Questions for Midterm II
Finance 333 Investments Practice Questions for Midterm II Winter 2004 Professor Yan 1. The market portfolio has a beta of a. 0. *b. 1. c. -1. d. 0.5. By definition, the beta of the market portfolio is
More informationFIN 432 Investment Analysis and Management Review Notes for Midterm Exam
FIN 432 Investment Analysis and Management Review Notes for Midterm Exam Chapter 1 1. Investment vs. investments 2. Real assets vs. financial assets 3. Investment process Investment policy, asset allocation,
More informationAssignments must be submitted by midnight on their due date. Assignments that need to be redone should be submitted by one week from the due date.
List of Assignments Assignment 1. Finding information about a stock. 2. Finding information about interest rates 3. Examine an actively managed stock fund 4. Examine a bond fund 5. Investing goals and
More informationGoals. Bonds: Fixed Income Securities. Two Parts. Bond Returns
Goals Bonds: Fixed Income Securities History Features and structure Bond ratings Economics 71a: Spring 2007 Mayo chapter 12 Lecture notes 4.3 Bond Returns Two Parts Interest and capital gains Stock comparison:
More informationAdditional Practice Questions for Midterm I
1 Finance 333 Investments Additional Practice Questions for Midterm I Winter 2004 Professor Yan 1. Financial assets. A) directly contribute to the country's productive capacity *B) indirectly contribute
More informationChapter Review Problems
Chapter Review Problems State all stock and bond prices in dollars and cents. Unit 14.1 Stocks 1. When a corporation earns a profit, the board of directors is obligated by law to immediately distribute
More informationPursuing a Better Investment Experience
Pursuing a Better Investment Experience Last updated: March 2015 1. Embrace Market Pricing World Equity Trading in 2014 Daily Average Number of Trades 60 million Dollar Volume $302 billion The market is
More informationStock Market Dashboard Back-Test October 29, 1998 March 29, 2010 Revised 2010 Leslie N. Masonson
Stock Market Dashboard Back-Test October 29, 1998 March 29, 2010 Revised 2010 Leslie N. Masonson My objective in writing Buy DON T Hold was to provide investors with a better alternative than the buy-and-hold
More informationIntegrity / Independence / Insight
Integrity / Independence / Insight MACROECONOMIC DRIVERS OF STOCK MARKET VALUATION THESIS SOURCE: Crestmont Research CAUSE EFFECT BANK FAILURES SOURCE: WSJ.com ECONOMIC EFFECT DEFLATIONARY CONSUMER SOURCE:
More informationBUSINESS FINANCE (FIN 312) Spring 2008
BUSINESS FINANCE (FIN 312) Spring 2008 Assignment 3 Instructions: please read carefully You can either do the assignment by yourself or work in a group of no more than two. You should show your work how
More informationEconomics Chapter 16 Class Notes
Section 1: Stocks Stocks and Bonds Economics Chapter 16 Class Notes Financial Markets o and are bought and sold in a financial market. o Financial markets money from some people to other people. They bring
More informationIntroduction To Financial Markets & Investing
Introduction To Financial Markets & Investing Matthew Lawson, M.D. Getting Started A true story Internal Medicine Intern Recently married Husband has Financial Planner assigned through his employer Neither
More informationRISKS IN MUTUAL FUND INVESTMENTS
RISKS IN MUTUAL FUND INVESTMENTS Classification of Investors Investors can be classified based on their Risk Tolerance Levels : Low Risk Tolerance Moderate Risk Tolerance High Risk Tolerance Fund Classification
More information1. What are the three types of business organizations? Define them
Written Exam Ticket 1 1. What is Finance? What do financial managers try to maximize, and what is their second objective? 2. How do you compare cash flows at different points in time? 3. Write the formulas
More informationBefore You Invest Post Test (HS)
Before You Invest Post Test (HS) 1. Common stock ownership gives investors a. voting rights in shareholders meetings b. guaranteed dividends c. low risk with a high rate of return. 2. The statement risk
More informationHolding Period Return. Return, Risk, and Risk Aversion. Percentage Return or Dollar Return? An Example. Percentage Return or Dollar Return? 10% or 10?
Return, Risk, and Risk Aversion Holding Period Return Ending Price - Beginning Price + Intermediate Income Return = Beginning Price R P t+ t+ = Pt + Dt P t An Example You bought IBM stock at $40 last month.
More informationINVESTMENT INCOME PROJECTION & FORECASTING
INVESTMENT INCOME PROJECTION & FORECASTING Session 703 AGENDA Conceptual Fundamentals Market expectations and projection Investment scenarios and forecasts for various asset classes Reporting Field Report
More informationA New Approach to Income in a World of Low Interest Rates
Equity Income: A New Approach to Income in a World of Low Interest Rates New Zealand Equity Research March 2012 craig@harbourasset.co.nz +64 4 460 8303 +64 21 840 796 With interest rates globally and locally
More informationGESTÃO FINANCEIRA II PROBLEM SET 3 - SOLUTIONS (FROM BERK AND DEMARZO S CORPORATE FINANCE ) LICENCIATURA UNDERGRADUATE COURSE
GESTÃO FINANCEIRA II PROBLEM SET 3 - SOLUTIONS (FROM BERK AND DEMARZO S CORPORATE FINANCE ) LICENCIATURA UNDERGRADUATE COURSE 1 ST SEMESTER 010-011 Chapter 10 Capital Markets and the Pricing of Risk 10-1.
More informationINVESTMENT CHOICES. Dr. Suzanne B. Badenhop Professor/Extension Specialist
INVESTMENT CHOICES Dr. Suzanne B. Badenhop Professor/Extension Specialist INVESTING 101 What is your investment objective? What is your age? What is your time horizon What is your risk comfort level? What
More informationHow To Buy Lemon Athleticcea
LEMON ATHLETICA (-O) Last Close 65.74 (USD) Avg Daily Vol 1.7M 52-Week High 68.99 Trailing PE 40.3 Annual Div -- ROE 22.6% LTG Forecast 16.5% 1-Mo -2.4% March 20, 2015 NASDAQ Exchange Market Cap (Consol)
More informationM INTELLIGENCE. Dividend Interest Rates for 2015. Dividend Interest Rate. July 2015. Life insurance due. care requires an
M INTELLIGENCE July 2015 Life insurance due care requires an understanding of the factors that impact policy performance and drive product selection. M Financial Group continues to lead the industry in
More informationBond Funds, Stable Value and 401(k) Plans
Superior 401(k) Risk Management Bond Funds, Stable Value and 401(k) Plans Presented by: Mike Malone and Bud Green April 22, 2014 Topics Looking at bond risk and return The role of bond funds Should 401(k)
More informationChapter 7 Internal Rate of Return
Chapter 7 Internal Rate of Return 7-1 Andrew T. invested $15,000 in a high yield account. At the end of 30 years he closed the account and received $539,250. Compute the effective interest rate he received
More informationInside the Markets Conference Call
Inside the Markets Conference Call April 3, 2014 Presented by: Hefren-Tillotson Asset Management Meticulous Wealth Management Since 1948 Hefren-Tillotson, Inc. 308 Seventh Ave Pittsburgh, PA 15222 Ph:
More informationSAMPLE FACT EXAM (You must score 70% to successfully clear FACT)
SAMPLE FACT EXAM (You must score 70% to successfully clear FACT) 1. What is the present value (PV) of $100,000 received five years from now, assuming the interest rate is 8% per year? a. $600,000.00 b.
More informationMadison Investment Advisors LLC
Madison Investment Advisors LLC Intermediate Fixed Income SELECT ROSTER Firm Information: Location: Year Founded: Total Employees: Assets ($mil): Accounts: Key Personnel: Matt Hayner, CFA Vice President
More informationRYT Sector Weights. Price Chart
March 11, 2016 GUGGENHEIM SP 500 EQL WEIGHT TECHNOLOGY (RYT) $89.67 Risk: Med Zacks ETF Rank 2 - Buy 2 Fund Type Issuer Technology - broad RYDEXSGI RYT Sector Weights Benchmark Index SP EQUAL WEIGHT INDEX
More informationThe Language of the Stock Market
The Language of the Stock Market Family Economics & Financial Education Family Economics & Financial Education Revised November 2004 Investing Unit Language of the Stock Market Slide 1 Why Learn About
More informationACTIVITY 4.1 READING A STOCK TABLE
ACTIVITY 4.1 READING A STOCK TABLE 1. Overview of Financial Reporting A wide variety of media outlets report on the world of stocks, mutual funds, and bonds. One excellent source is The Wall Street Journal,
More informationActual Returns. Large Long-Term Company Government Treasury Year Stocks Bonds Bills
408 PART FIVE Risk and Return 1. Risky assets, on average, earn a risk premium. There is a reward for bearing risk. 2. The greater the potential reward from a risky investment, the greater is the risk.
More informationMarket IQ Understanding the Drivers of Shareholder Return. Cary Helenius, Kevin Gomes & Graham Taylor
Market IQ Understanding the Drivers of Shareholder Return Cary Helenius, Kevin Gomes & Graham Taylor Producing superior Total Shareholder Returns (TSR)* is a major motivation for ASX listed companies:
More informationCHAPTER 11 INTRODUCTION TO SECURITY VALUATION TRUE/FALSE QUESTIONS
1 CHAPTER 11 INTRODUCTION TO SECURITY VALUATION TRUE/FALSE QUESTIONS (f) 1 The three step valuation process consists of 1) analysis of alternative economies and markets, 2) analysis of alternative industries
More informationThe ABCs of Investing in the Stock Market
The ABCs of Investing in the Stock Market A Presentation of the Jamaica Stock Exchange July 2010 What is the Stock Market? Size of worldwide stock market estimated at U$37 trillion in Dec 2009 A World
More informationQ1 March 31, 2016 MFS TECHNOLOGY FUND
Q1 March 31, 2016 MFS TECHNOLOGY FUND Asset class Equity Objective Seeks capital appreciation. Portfolio management Matthew D. Sabel 6 years with MFS 19 years in industry A diversified technology strategy
More informationComplete Overview. The Value Line Selection & Opinion
Complete Overview The Value Line Selection & Opinion 2014, Value Line, Inc. All Rights Reserved. Value Line, the Value Line logo, the Value Line Investment Survey, Timeliness and Safety are trademarks
More informationQ3: What is the quarterly equivalent of a continuous rate of 3%?
SESSION 1: Pre-requisites: a reminder Time value of money, annuities Q1: You wish to buy a new house but would need to borrow part of the required amount. In view of your revenues you have been able to
More informationFinal Exam MØA 155 Financial Economics Fall 2009 Permitted Material: Calculator
University of Stavanger (UiS) Stavanger Masters Program Final Exam MØA 155 Financial Economics Fall 2009 Permitted Material: Calculator The number in brackets is the weight for each problem. The weights
More informationUniversity of Saskatchewan Academic Money Purchase Pension Plan
University of Saskatchewan Academic Money Purchase Pension Plan Investment Review Annual General Meeting Presentation February 2015 Prepared by Agenda Plan Objectives & Guiding Risk Philosophy Investment
More informationfi360 Asset Allocation Optimizer: Risk-Return Estimates*
fi360 Asset Allocation Optimizer: Risk-Return Estimates* Prepared for fi360 by: Richard Michaud, Robert Michaud, Vitaliy Ryabinin New Frontier Advisors LLC Boston, MA 02110 February 2016 * 2016 New Frontier
More informationJoseph Lai, CFA Chief Investment Officer Noesis Capital Management
Joseph Lai, CFA Chief Investment Officer Noesis Capital Management Demographics World Population 2.5% 12,000 2.0% 10,000 8,000 1.5% 1.0% 6,000 4,000 Millions 0.5% 2,000 0.0% 0 1950 1960 1970 1980 1990
More informationNAME: CLASS PERIOD: An Introduction to Stocks and Bonds
22.1 An Introduction to Stocks and Bonds There are many different ways to invest your money. Each of them has different levels of risk and potential return. Stocks and bonds are two common types of financial
More informationFinal Exam Practice Set and Solutions
FIN-469 Investments Analysis Professor Michel A. Robe Final Exam Practice Set and Solutions What to do with this practice set? To help students prepare for the final exam, three practice sets with solutions
More informationEquity Indexed Annuities Look Before You Leap
Equity Indexed Annuities Look Before You Leap by Dr. John R. Brock Does an equity indexed annuity (EIA) offer the elusive free lunch for investors by providing both protection of principal and meaningful
More informationProtecting. Gold Bullion. Your Investment Portfolio. with. -an WORLD GOLD COUNCIL
Protecting Your Investment Portfolio -an with Gold Bullion WORLD GOLD COUNCIL gold is an EFFECTIVE diversifier Gold s ability to serve as a diversifier is principally due to its negative correlation with
More information2015 Final capital gains distributions as of 1/6/2016
2015 Final capital gains distributions as of 1/6/2016 The following pages list final capital gain payments for the Deutsche funds, payable to shareholders as of the dates indicated. With the final capital
More informationPart I: Understanding and Interpreting Financial Statements. The Asset Side of the Balance Sheet. The Liability Side of the Balance Sheet
Financial Statement Analysis & Business Valuation for the Practical Lawyer TABLE OF CONTENTS Sidebars Preface Acknowledgments Introduction Part I: Understanding and Interpreting Financial Statements Chapter
More informationVerizon 401(k) Savings Plan Investment Advice
Verizon 401(k) Savings Plan Investment Advice This message is intended to provide guidance to Verizon corporation employees to assist them in investing their savings plan assets more efficiently. If you
More informationRisk and return (1) Class 9 Financial Management, 15.414
Risk and return (1) Class 9 Financial Management, 15.414 Today Risk and return Statistics review Introduction to stock price behavior Reading Brealey and Myers, Chapter 7, p. 153 165 Road map Part 1. Valuation
More informationUpdate on Mutual Company Dividend Interest Rates for 2013
Update on Mutual Company Dividend Interest Rates for 2013 1100 Kenilworth Ave., Suite 110 Charlotte, NC 28204 704.333.0508 704.333.0510 Fax www.bejs.com Prepared and Researched by June 2013 Near the end
More informationPRACTICE EXAM QUESTIONS ON WACC
Dr. Sudhakar Raju Financial Statements Analysis (FN 6450) PRACTICE EXAM QUESTIONS ON WACC 1. The return shareholders require on their investment in a firm is called the: a. dividend yield. B. cost of equity.
More informationChapter 11. Stocks and Bonds. How does this distribution work? An example. What form do the distributions to common shareholders take?
Chapter 11. Stocks and Bonds Chapter Objectives To identify basic shareholder rights and the means by which corporations make distributions to shareholders To recognize the investment opportunities in
More informationChapter 7. Using Formulas and Functions
Chapter 7 Using Formulas and Functions Although the majority of your analysis can be performed through the Research Assistant, there may be times when you are building a custom report or chart or working
More informationGauging Current Conditions: The Economic Outlook and Its Impact on Workers Compensation
Gauging Current Conditions: The Economic Outlook and Its Impact on Workers Compensation October 2006 The gauges below indicate the economic outlook for the current year and for 2007 for factors that typically
More informationKanebridge 401(k) Plan
Quarterly Report CIBC 41(k) Consulting Group Presentation to: Kanebridge 41(k) Plan March 22 Presented by: Richard Devine Howard Franzblau T a b l e o f C o n t e n t s I. Notes to Investment Options II.
More informationPractice Set #4: T-Bond & T-Note futures.
Derivatives (3 credits) Professor Michel Robe Practice Set #4: T-Bond & T-Note futures. What to do with this practice set? To help students with the material, eight practice sets with solutions shall be
More informationDiscussion of Discounting in Oil and Gas Property Appraisal
Discussion of Discounting in Oil and Gas Property Appraisal Because investors prefer immediate cash returns over future cash returns, investors pay less for future cashflows; i.e., they "discount" them.
More informationPre- and Post Test High School / Grades 9-12
Pre- and Post Test High School / Grades 9-12 1. Investments that have high risk may provide higher returns over time than investments with less risk. 2. Based on the Rule of 72, if you invested money and
More informationA Guide to Understanding AmerUs Life s EIL Products
A Guide to Understanding AmerUs Life s EIL Products REWARD WITHOUT MARKET RISK Introduced in 1995, equity indexed products are relatively new to the financial services world. In their short life span,
More informationIntelligent Investor. Raimondas Lencevicius
Intelligent Investor Raimondas Lencevicius Disclaimers I am not a registered investment advisor and I do not offer any investment advise No parts of this talk are suggestions to invest, not invest, buy
More information1.4 Interest-Rate calculations and returns
.4 Interest-Rate calculations and returns Effective Annual Rate (EAR) The Effective Annual Rate (EAR) is the actual rate paid (or received) after accounting for compounding that occurs during the year
More informationMunicipal Bond Market Weekly
Strategy Municipal Bond Market Weekly Bottom Line: The U.S. Treasury yields rose sharply on a hawkishly-perceived interpretation of the FOMC meeting statement. Municipal yields hung on and the 10-yr AAA
More informationChapter 17 Does Debt Policy Matter?
Chapter 17 Does Debt Policy Matter? Multiple Choice Questions 1. When a firm has no debt, then such a firm is known as: (I) an unlevered firm (II) a levered firm (III) an all-equity firm D) I and III only
More information