FI 417 Investment Analysis & Management
F2Z 2011 ML
Degel, Thomas M.
Adjunct Senior Instructor of Management and Finance
MBA, University of Montana, 1989BBA, Gonzaga University, 1981
17 October - 11 December 2011
5:00 - 7:30 PM
Textbook: Block & Hirt, Fundamentals of Investment Managment, 9th Edition, McGraw-Hill, ISBN: 13-3-9780131869493.
Textbooks can be purchased through the MBS bookstore
Textbooks can be purchased through the Parkville Bookstore
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Educational Philosophy: To provide an interactive learning environment focusing on critical thinking and the exchange of ideas; and to imbue the student with a conceptual and analytical understanding of investment analysis and the investment process through the use of lectures and class discussions supplemented by readings, cases, problem solving, and examinations.
Learning Outcomes: Core Learning Outcomes
Final letter grades will be determined using the following measurements:
Participation 10% 40 Points
Assignments/Cases 30 % 120 Points
Mid-Term Exam 30% 120 Points
Final Exam 30% 120 Points
A 90-100% 360-400 Points
B 80-89 % 320-359 Points
C 70-79 % 280-319 Points
D 60-69 % 240-279 Points
F 0-59 % 0-239 Points
The course grade for students will be based on the overall average of homework and tests taken during the course in accordance with the weighting of the various requirements as stated in the syllabus.
All final exams in all School of Business courses will be comprehensive and will be closed book and closed notes. They will constitute 30% of the total course grade and will not be a take-home exam. They will be completed during the test week in the period designated by the registrar or by the Proctor in the case online courses. If calculators are allowed, they will not be multifunctional electronic devices that include features such as: phones, cameras, instant messaging, pagers, and so forth. Electronic Computers will not be allowed on final exams unless an exception is made by the Dean of the School of Business.
Classroom Rules of Conduct: Attend class and be on time. Be prepared for class – read and be prepared to discuss the assigned readings, cases, and problems. Participate in class discussions – this is a very important part of your education. Be prepared for examinations – assigned readings will not always be reviewed in-depth, but examinations will be from both assigned readings and class lectures and discussions.
Week Chapter and Exam Schedule
One Chapter 1, The Investment Setting
Chapter 2, Security Markets
Two Chapter 3, Participating in the Market
Chapter 4, Sources of Investment Information
Chapter 5, Economic Activity
Three Chapter 6, Industry Analysis
Chapter 7, Valuation of the Individual Firm
Chapter 8, Financial Statement Analysis
Chapter 9/10, Technical Analysis and Market Efficiency
Five Chapter 11, Bonds and Fixed income Fundamentals
Chapter 12, Principles of Bond Valuation
Chapter 13, Duration and Reinvestment Concepts
Six Chapter 14, Convertibles and Warrants
Chapter 15, Puts and Calls
Chapter 16, Commodities and Futures
Seven Chapter 18, Mutual Funds
Chapter 21, Portfolio Management and Capital Market Theory
Academic Honesty:Academic integrity is the foundation of the academic community. Because each student has the primary responsibility for being academically honest, students are advised to read and understand all sections of this policy relating to standards of conduct and academic life. Park University students and faculty members are encouraged to take advantage of the University resources available for learning about academic honesty (www.park.edu/current or http://www.park.edu/faculty/).from Park University 2011-2012 Undergraduate Catalog Page 93
Plagiarism:Plagiarism involves the use of quotations without quotation marks, the use of quotations without indication of the source, the use of another's idea without acknowledging the source, the submission of a paper, laboratory report, project, or class assignment (any portion of such) prepared by another person, or incorrect paraphrasing. from Park University 2011-2012 Undergraduate Catalog Page 93
Attendance Policy:Instructors are required to maintain attendance records and to report absences via the online attendance reporting system.
Park University 2011-2012 Undergraduate Catalog Page 96
Disability Guidelines:Park University is committed to meeting the needs of all students that meet the criteria for special assistance. These guidelines are designed to supply directions to students concerning the information necessary to accomplish this goal. It is Park University's policy to comply fully with federal and state law, including Section 504 of the Rehabilitation Act of 1973 and the Americans with Disabilities Act of 1990, regarding students with disabilities. In the case of any inconsistency between these guidelines and federal and/or state law, the provisions of the law will apply. Additional information concerning Park University's policies and procedures related to disability can be found on the Park University web page: http://www.park.edu/disability .
Last Updated:9/9/2011 11:10:31 AM