stocktrak report
Investment Principles and Analysis
Trinity University FNCE 3352
Spring 2010
INSTRUCTOR: Carl M. Hubbard, Ph.D., CFA Office: CGC N3l6; phone 999-7283, carl.hubbard@trinity.edu
OFFICE HOURS: 9:30 – 11:30 MW; 2:30 – 4:00 TTh; Other times available by appointment. TEXTBOOK: Zvi Bodie, Alex Kane, and Alan J. Marcus. Essentials of Investments, 7th Edition. New York: McGraw-Hill, 2008.
CALCULATOR: Texas Instruments BAII Plus Calculator
COURSE OBJECTIVES
The learning objectives for students in this course are: (l) improve your understanding of financial securities and markets, (2) develop the ability to analyze investment companies, common stocks, and bonds for investment decisions, (3) understand how options are valued and how option contracts are used in hedging and speculating, (4) understand how to apply security analysis techniques in relatively efficient capital markets, and (5) gain practical experience in trading securities. The prerequisite for this course is the completion of FNCE 3301 with a grade of C- or better.
REQUIREMENTS OF THE COURSE
1. Complete the assigned readings and problems. 2. Attend and participate in each class meeting. 3. Complete the security analysis project. 4. Complete the three examinations as scheduled.
READING AND PROBLEM ASSIGNMENTS
The reading and problem assignments are designed to achieve the goals of the course and are to be completed in preparation for the discussion of that topic. Lectures and class discussions are planned with the assumption that students have completed the reading and have at least attempted to complete the problem assignments. I will post my class notes, recent exams, this syllabus, etc., on TLearn.
All cell phones are to be off and out of sight during class – this means no texting during class. If that policy is unacceptable to you, please drop this class. Since our class meetings are like business meetings, I expect you to remain in class
Trinity University FNCE 3352
Spring 2010
INSTRUCTOR: Carl M. Hubbard, Ph.D., CFA Office: CGC N3l6; phone 999-7283, carl.hubbard@trinity.edu
OFFICE HOURS: 9:30 – 11:30 MW; 2:30 – 4:00 TTh; Other times available by appointment. TEXTBOOK: Zvi Bodie, Alex Kane, and Alan J. Marcus. Essentials of Investments, 7th Edition. New York: McGraw-Hill, 2008.
CALCULATOR: Texas Instruments BAII Plus Calculator
COURSE OBJECTIVES
The learning objectives for students in this course are: (l) improve your understanding of financial securities and markets, (2) develop the ability to analyze investment companies, common stocks, and bonds for investment decisions, (3) understand how options are valued and how option contracts are used in hedging and speculating, (4) understand how to apply security analysis techniques in relatively efficient capital markets, and (5) gain practical experience in trading securities. The prerequisite for this course is the completion of FNCE 3301 with a grade of C- or better.
REQUIREMENTS OF THE COURSE
1. Complete the assigned readings and problems. 2. Attend and participate in each class meeting. 3. Complete the security analysis project. 4. Complete the three examinations as scheduled.
READING AND PROBLEM ASSIGNMENTS
The reading and problem assignments are designed to achieve the goals of the course and are to be completed in preparation for the discussion of that topic. Lectures and class discussions are planned with the assumption that students have completed the reading and have at least attempted to complete the problem assignments. I will post my class notes, recent exams, this syllabus, etc., on TLearn.
All cell phones are to be off and out of sight during class – this means no texting during class. If that policy is unacceptable to you, please drop this class. Since our class meetings are like business meetings, I expect you to remain in class