|
Finance
1150 – Fundamentals of Finance All readings should be
completed prior to lecture |
||
|
DATES |
TOPICS |
READINGS AND
ASSIGNMENTS |
|
May 10 |
Introduction to Financial Management |
Text:
(RWJ) Reading: Chapter 1 Chapter
1 Lecture - Introduction to Financial Management (PPT) Websites: Qatar Stock Index World Stock Indexes YahooFinance Videos: Agency
Problem and Control of the Corporation
Financial
Markets and the Corporation ______________________________________________________________________________________ Assignment:
Peruse the websites of some of the major stock indexes. |
|
May 11 and 12 |
Financial Statements, Taxes, and Cash Flow |
Text:
(RWJ) Reading: Chapter 2 Chapter
2 Lecture – Financial Statements, Taxes, and Cash Flow (PPT) Resources: Beginners'
Guide to Financial Statements
Cash Flow
Summary How to Read a Financial Report (No Need to Download) Videos:
Cash Flow From Assets Further Explained How to Read a Balance
Sheet How to Read an Income
Statement _____________________________________________________________________________________ Assignment: Practice
Problems Chapter 2 (Material will be on Exam 1) Income and Balance Sheet
Problem (To be done in class) |
|
May 13 and 14 |
Working
with Financial Statements Introduction to Valuation: The Time
Value of Money |
Text:
(RWJ) Reading: Chapters 3 and 4 Chapter 3 Lecture – Working with
Financial Statements (PPT) Who Uses Financial Statement Analysis? (PPT) Financial Ratio Example – Norton Corporation (PPT) Chapter
4 Lecture - Introduction to Valuation: The Time Value of Money (PPT) Resources: Common
Financial Ratios Websites: Financial
Ratios Calculator Reuters
YahooFinance Videos:
Financial Ratio
Analysis ______________________________________________________________________________________ Assignment: Text Chapter 3 - Question 35 |
|
May 17 |
Introduction to Valuation: The Time
Value of Money Continued |
Text:
(RWJ) Reading: Chapter 4 Chapter
4 Lecture - Introduction to Valuation: The Time Value of Money (PPT) Resources: Summary of Time Value Calculations Videos:
Calculating FV (Future
Value) in Excel Calculating RATE (Interest
or Discount Rate) in Excel Calculating PV(Present Value) in Excel Calculating the Number of
Periods (NPER) in Excel Problems: Some Practice Problems
(To be done in class) ______________________________________________________________________________________ Assignment: Text
Chapter 4 - Questions and Problems: Questions
1, 2, 3, 4, 5, 24 Practice Problems for
Exam 1 (Covers
Chapters 1 – 4) |
|
May 18 and 19 |
Quiz 1 (May 18) Discounted
Cash Flow Valuation |
Text:
(RWJ) Reading: Chapter 5 Chapter 5 Lecture - Discounted Cash Flow
Valuation (PPT) Perpetuities Resources: Summary
of Annuity and Perpetuity Calculations Websites: Calculating Present Value Extended Discounted
Cash Flow Calculator Videos: Using the PMT
function in Excel to calculate loan payments PMT, PPMT, IPMT in Excel Text Chapter 5 - Questions and Problems: Questions 1,
3, 4, 6, 14, 15 |
|
May 20 |
Interest Rates and Bond
Valuation |
Text:
(RWJ) Reading: Chapter 6 Chapter 6 Lecture - Interest Rates and
Bond Valuation (PPT) Bond Practice Resources: Summary of Bond
Calculations Websites: FINRA Bond Quotes Videos: Bond Pricing,
Valuation, Formulas, and Functions in Excel (Does not use pull-down
menus, but helpful) |
|
May 21 |
|
Review and Catching-up Time |
|
May 24 |
Exam 1 |
Exam 1 (Covers Chapters 1 – 5) |
|
May 25 |
Interest Rates and Bond Valuation Continued |
Text:
(RWJ) Reading: Chapter 6 Chapter 6 Lecture - Interest Rates and
Bond Valuation (PPT) Bond Practice Resources: Summary of Bond
Calculations Websites: FINRA Bond Quotes Videos: Bond Pricing,
Valuation, Formulas, and Functions in Excel (Does not use pull-down
menus, but helpful) ______________________________________________________________________________________ Assignment: Text Chapter 6 -
Questions and Problems:
Questions 1, 3, 6, 7, 9 Practice Problems Chapter 6
(Material will be on Final Exam) |
|
May 26 to June 1
- Eid Break |
||
|
June 2 |
Equity Markets and Stock Valuation |
Text:
(RWJ) Reading: Chapter 7 Chapter
7 Lecture - Equity Markets and Stock Valuation (PPT) Resources: Summary of Stock Valuation Videos: Constant Growth Model Stock
Valuation Assignment: Text Chapter 7 -
Questions and Problems: Questions 4,
5, 13 |
|
June 3 and 4 |
Net Present Value and Other
Investment Decisions |
Text:
(RWJ) Reading: Chapter 8 Chapter
8 Lecture - Net Present Value and Other Investment (PPT) Resources: Summary of
Investment Criteria ______________________________________________________________________________________
Text Chapter 8 - Questions and Problems: Questions 1, 5. 6, 8, 13 Practice
Problems Chapters 7 and 8 (Material will be on Final Exam) |
|
June 7 |
Making Capital Investment Decisions Some
Lessons from Capital Market History |
Text: (RWJ) Reading: Chapters 9 (Sections 9.1, 9.2, 9.6) and 10 Chapter
9 Lecture - Making Capital Investment Decisions (PPT) Chapter
10 Lecture - Some Lessons from Capital Market History (PPT) ______________________________________________________________________________________ |
|
June 8 and 9 |
Risk
and Return Quiz 2 (June 8) |
Text:
(RWJ) Reading: Chapter 11 Chapter 11 Lecture - Risk and Return (PPT) Estimating Beta ______________________________________________________________________________________
Assignment: Text Chapter 11 -
Questions and Problems Homework: Questions
2, 3, 5, 13, 14, 15 Practice Problems Chapter 11
(Material will be on Final Exam) |
|
June 10 |
The Cost of Capital |
Text:
(RWJ) Reading: Chapters 12 Chapter 12 Lecture - The Cost of Capital (PPT) Assignment: Text Chapter 12 -
Questions and Problems: Questions
9, 10, 14 |
|
June 11 and 14 |
Leverage and Capital Structure |
Text:
(RWJ) Reading: Chapters 12 and 13 (Sections 13.1, 13.2, 13.3, 13.4) Chapter 12 Lecture - The Cost of Capital (PPT) Chapter 13 Lecture - Leverage and Capital
Structure (PPT) _______________________________________________________________________________________ Practice Problems Chapters 12 and 13
(Material will be on the Final Exam)
Some More Practice Problems
12 and 13 (We will go
over in class) |
|
June 15 |
|
Chapter 15 Lecture-
Raising Capital
(PPT)
____________________________________________________________________________________
|
|
June 16 |
Catching-up Time and Review |
|
|
June 17 |
FINAL EXAM |
The
final Exam is Comprehensive |