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JOHN CABOT UNIVERSITY
COURSE CODE: "FIN 312"
COURSE NAME: "Investment Analysis"
SEMESTER & YEAR:
Summer Session I 2012
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SYLLABUS
INSTRUCTOR:
LeClair Robert
HOURS:
MTWTH 11:00-13:00
TOTAL NO. OF CONTACT HOURS:
45
CREDITS:
PREREQUISITES:
Prerequisite: FIN 301
OFFICE HOURS:
By appointment
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COURSE DESCRIPTION:
This course is a survey of the wide range of investment media, which includes stocks, bonds, options, convertible securities, and mutual funds. It also covers the operation of securities markets, investment transactions, and a broad range of essential investment calculations.
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SUMMARY OF COURSE CONTENT:
This course is a survey of the wide range of investment media, which includes stocks, bonds, options, convertible securities, and mutual funds. It also covers the operation of securities markets, investment transactions, and a broad range of essential investment calculations.
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LEARNING OUTCOMES:
This course is a survey of the wide range of investment media, which includes stocks, bonds, options, convertible securities, and mutual funds. It also covers the operation of securities markets, investment transactions, and a broad range of essential investment calculations.
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TEXTBOOK:
| Book Title | Author | Publisher | ISBN number | Library Call Number | Comments | Format | Local Bookstore | Online Purchase |
| Fundamentals of Investment 6th edition | Bradford D. Jordan, Thomas W. Miller, Jr., and Steven D. Dolvin | McGraw-Hill Irwin, 2012 | 000000000 | | | | | |
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REQUIRED RESERVED READING:
RECOMMENDED RESERVED READING:
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GRADING POLICY
-ASSESSMENT METHODS:
| Assignment | Guidelines | Weight |
| 5 Quizzes (12 percent each) | | 60 |
| Individual Company Report | | 40 |
-ASSESSMENT CRITERIA:
Assessment Guidelines for assigning main letter grades: A, B, C,D, and F.
A: Work of this quality directly addresses the question or problem raised and provides a coherent argument displaying an extensiveknowledge of relevant information or content. This type of work demonstrates the ability to critically evaluate concepts and theory and has an element of novelty and originality. There is clear evidence of a significant amount of reading beyond that required for the course.
B: This is highly competent level of performance and directly addresses the question or problem raised.
There is a demonstration of some ability to critically evaluatetheory and concepts and relate them to practice. Discussions reflect the student’s own arguments and are not simply a repetition of standard lecture andreference material. The work does not suffer from any major errors or omissions and provides evidence of reading beyond the required assignments.
C: This is an acceptable level of performance and provides answers that are clear but limited, reflecting the information offered in the lectures and reference readings.
D: This level of performances demonstrates that the student lacks a coherent grasp of the material.
Important information is omitted and irrelevant points included.In effect, the student has barely done enough to persuade the instructor that s/he should not fail.
F: This work fails to show any knowledge or understanding of the issues raised in the question. Most of the material in the answer is irrelevant.
-ATTENDANCE REQUIREMENTS:
This course is a survey of the wide range of investment media, which includes stocks, bonds, options, convertible securities, and mutual funds. It also covers the operation of securities markets, investment transactions, and a broad range of essential investment calculations.
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ACADEMIC HONESTY
As stated in the university catalog, any student who commits an act of academic
dishonesty will receive a failing grade on the work in which the dishonesty occurred.
In addition, acts of academic dishonesty, irrespective of the weight of the assignment,
may result in the student receiving a failing grade in the course. Instances of
academic dishonesty will be reported to the Dean of Academic Affairs. A student
who is reported twice for academic dishonesty is subject to summary dismissal from
the University. In such a case, the Academic Council will then make a recommendation
to the President, who will make the final decision.
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STUDENTS WITH LEARNING OR OTHER DISABILITIES
John Cabot University does not discriminate on the basis of disability or handicap.
Students with approved accommodations must inform their professors at the beginning
of the term. Please see the website for the complete policy.
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SCHEDULE
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Course Schedule
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Week of:
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Textbook Chapters
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Topics
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21 – 24 May
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Chapters 1, 2, 3, and 4
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Introduction: History of Risk and Return; Buying and Selling Securities; Security Types; Mutual Funds
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28 – 31 May
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Chapters 5 and 6
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Preparing the Company Report;
Financial Statement Analysis;
Stock Markets: The Stock Market;
Common Stock Valuation
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4 – 7 June
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Chapters 7 and 17
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Stock Markets: Stock Price Behavior and Market Efficiency; Projecting Cash Flow and Earnings
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11 – 14
June
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Chapters 9, 10, and 18
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Interest Rates and Bond Markets: Interest Rates; Bond Prices and Yields; Corporate Bonds
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18 – 21 June
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Chapter 15
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Options: Stock Options
Investment Reports and Presentations Due
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