Dr. James Schultz - Spring 2013 Course Materials

 Financial Policy Management - FINC 680

Spring 2013 - Syllabus

Reading Assignments

Chapter 1 - Due 1.15.13

Chapters 2 & 3 - Due 1.15.13

Chapters 5 & 6 - Due 1.22.13

Chapter 7 - Due 2.12.13

Chapter 8 - Due 2.19.13

Chapter 9 - Due 2.26.13

Chapter 13 - Due 4.2.13

Chapter 14 - Due 4.9.13

Chapter 16 - Due 4.16.13

Homework Assignments

HW Solutions

Solutions-Chapter 2

Solutions-Chapter 3

Solutions-Chapter 5

Solutions-Chapter 6

Solutions-Chapter 7

Solutions-Chapter 8

Solutions-Chapter 9

Solutions-Chapter 10

Solutions-Chapter 13

Solutions-Chapter 14

Solutions-Chapter 16

My Solutions - Chapter 2

My Solutions - More Chapter 2 

My Solutions - Chapter 3

My Solutions - Chapter 6

My Solutions - Chapter 6 - Number 32 & 47

My Solutions - Chapter 7

My Solutions - Chapter 8

My Solutions - Chapter-Chapter Extras

My Solutions - Chapter 9

My Solutions - Chapter 13

My Solutions - Chapter 14

My Solutions - Chapter 16

Portfolio Standard Deviation

Quiz Solutions

Q2 - Dupont + TVM 

Q5A

Q5B

Previous Semester Exam Solutions

Exam1 (Blank)

Exam1 (Solutions)

Final Exam (Blank)

Exam Solutions

Exam 1

Exam 2

Other

DDM Project Guidelines

AT&T DDM Example

Investments - FINC 512

Spring 2013 - Syllabus

Reading Assignments

Chapter 1 - Due 1.14.13

Chapter 3 - Due 1.14.13

Chapter 2 - Due 1.21.13

Technical Analysis - Due 1.28.13 (read grades 1,2, and 3 in "elementary school" at babypips.com)

Forex Markets - Due 2.11.13 (read through the "preschool" section at babypips.com)

Chapter 13 - Due 2.11.13

Chapter 15 - Due 2.18.13

Chapter 16 - Due 2.25.13

Chapter 5 - Due 4.1.13

Chapter 6 - Due 4.1.13

Chapter 8 - Due 4.8.13

Chapter 10 - Due 4.15.13

Chapter 11 - Due 4.15.13

HW (to be turned in)

HW1 - Due 1.14.13

HW (for practice/preparation)

LOB Practice1

Margin Practice1

Forex1

Options1

Extra Chapter 3

Extra Chapter 13

Options2

HW Solutions

LOB Practice1

Margin Practice1

Chapter 3

Chapter 13

Forex1

Options1

Extra Chapter 3

Extra Chapter 13

Quiz Solutions

Q1 - Margin + Chapter 2

Q2 - Chapter 13 + Babypips reading

Exam Solutions

Additional Resources

What is a market maker? http://beginnersinvest.about.com/od/beginnerscorner/l/blmarketmakers.htm

http://www.investopedia.com/terms/m/marketmaker.asp

Market order video: http://www.youtube.com/watch?v=vzeGAOiJ0nE

Limit order video: http://www.youtube.com/watch?v=7XOZtgJAW4s&feature=channel

Stop order video: http://www.youtube.com/watch?v=6IlhR6m4Ik4&feature=channel

How to read a stock quote: http://www.youtube.com/watch?v=-kHLDxOqguQ&feature=channel

Article on short squeeze: http://alphatrends.blogspot.com/2006/09/short-squeeze-article.html

Jim Cramer video on trading/short squeezes: http://video.cnbc.com/gallery/?video=3000071549

Website to help with technical analysis: http://www.babypips.com/school/

Oil Contract Specifications: http://www.cmegroup.com/trading/energy/crude-oil/light-sweet-crude_contract_specifications.html

Gold Contract Specifications: http://www.cmegroup.com/trading/metals/precious/gold_contract_specifications.html

Corn Contract Specifications: http://www.cmegroup.com/trading/agricultural/grain-and-oilseed/corn_contract_specifications.html

Wheat Contract Specifications: http://www.cmegroup.com/trading/agricultural/grain-and-oilseed/wheat_contract_specifications.html

Stock Enhancement Video on FB: http://video.cnbc.com/gallery/?video=3000119001&play=1

Trade Report Examples

Great TA

Average TA

Great FA

Average FA

Projects

Main Trading Project

Link to set up ToS account: https://www.thinkorswim.com/tos/displayPage.tos?webpage=paperMoney

Tutorial Videos for ToS: http://mediaserver.thinkorswim.com/support/learningCenter/tos_learningcenter.html

Guidelines

Automatic Deductions

Trade Analysis Report Template

Earnings Announcements

Apple - January 23, 2013

Bank of America - April 17, 2013 

Google - April 18, 2013 

Covariance

Guidelines

Project Template

Introductory Finance - Finance 670

Syllabus - Spring 2013 

Practice Homework

HW #1 - TVM

HW #2 - Bond Valuation

HW #1 & HW #2 - Solutions

HW #3 - Solutions

Risk/Return - Solutions

Project Valuation - Solutions

Official Homework

HW #1

HW #1 - Solutions

HW #2

HW #2 - Solutions

HW #3

HW #3 - Solutions

Quizzes

Q1 - April 3, 2013

Q1 - Solutions

Q2 - April 17, 2013

Q2 - Solutions