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Course Online Syllabus

Fall 2011

Department FINCCourse Number4320 Section Number25091
Name of Course Investment Principles
Name of Instructor Metghalchi,Massoud

This information may not constitute all course policies; students are responsible for all course requirements established by their instructors during the semester and all institutional policies as established in the UHV student handbook.

Learning Objectives

As a result of this course, students will

  1. To provide an overview of financial institutions and markets in which securities are traded
  2. To provide an overview of financial institutions and markets in which securities are traded.
  3. To comprehend various financial instruments available to the potential investors.
  4. To comprehend various financial instruments available to the potential investors.
  5. To understand valuation of common stocks and portfolio formation.
  6. Comprehend the concept of market efficiency and how to make rational investment decisions based upon the existence of market efficiency
  7. Comprehend the concept of market efficiency and how to make rational investment decisions based upon the existence of market efficiency.
  8. To understand various types of fixed income securities and their valuations.
  9. To understand valuation of common stocks and portfolio formation.
  10. To understand various types of fixed income securities and their valuations.
  11. To understand the basics of derivative securities
  12. To understand the basics of derivative securities.

Major Assignments/Exams

Midterm 25%
Midterm 25%
Quiz 10%
Final 20%
Final 25%
ExcelProjects 10%
Homework 15%
Excel Projects 10%
Stock Market Simulation 10%
Homework 20%
Stock Markut Simulation 10%
Discussion Board 10%
Discussions 10%

Required Reading

Herbert Mayo, Investments: An Introduction,10th ed., ISBN ISBN 13: 97805384520.

Herbert Mayo, Investments: An Introduction,10 ed., ISBN 13: 97805384520.

Recommended Reading

No additional readings have been recommended for this course.

List of Discussion/Lecture Topics

  • An Introduction to Investments
  • The Time Value of Money & Appendix 3
  • Securities Markets and Financial Planning, Taxation
  • Risk and Portfolio Management & Appendix 5
  • REIT & ETFs Basics of Stocks
  • Mutual Funds
  • The Valuation of Common Stock
  • Midterm
  • An Introduction to Options
  • Aggregate Measures of Stock Markets
  • Behavioral Finance and Technical Analysis
  • The Bond Market
  • The Valuation of Fixed Income Securities
  • Government Securities
  • Convertible Bonds and Preferred Stocks
  • Final exam