MGMT 153 Introduction to Investments
Matthew C. McCabe
689-7256 Work mmccabenmc@verizon.net
224-1181 Cel
Textbooks: Standard & Poor’s Guide to Money & Investing; The Wall Street Journal Complete Money & Investing Guidebook; Barron's Finance and Investment Handbook
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Dates 8/27 9/3 9/10 9/17 9/24 10/1 10/8 10/15 10/22 10/29 11/5 11/12 11/19 11/26 12/3 |
Chapter Introduction Money & Markets Stocks & Stock Markets Stock Indices, Classifying Stocks Analyzing Stocks Analyzing Companies Fall Break Selecting Stocks Midterm Midterm Due Selecting Stocks Buying & Selling Stocks Introduction to Bonds Bond Ratings and Types Bond Features,
Indices Mutual Funds Mutual Fund Fees & Performance Final Exam Evaluations |
Topics Understanding Capital Markets Money & Markets, the Economy Stocks, Stock Markets, Trading Stocks Considerations in types of investments, Investment Markets Fundamental & Technical Analysis, Choosing Stocks, Analyzing Companies Reading Corporate Reports, Financial Disclosure Fall Break: No Class Ratio Analysis, Building and Following a Stock Portfolio Take Home Exam Due 10/22 Take Home Exam Due Discussion of Stocks in Individual Portfolios Long & Short Purchases and Sales, Margin Purchases, Leverage Bond Basics Securititization, Bond Ratings, Bond Varieties Bond Features, Bond Purchases and Sales Measuring Performance with Indices Mutual Fund Basics Mutual Fund Fees, Evaluating Mutual Fund Performance Take Home
Final: Due by 12/11. Exams can be emailed, sent by campus mail,
or mailed to my home ( |
Assignments Standard and Poor’s Guide pp. 5-18. Standard and Poor’s Guide pp. 19-31, Wall Street Journal Guidebook Chapter 5 (pp. 106-136. Standard and Poor’s Guide pp. 32-45, Wall
Street Journal Guidebook pp. 28-38, 9-19. Wall Street Journal Guidebook pp. 19-28, Standard
and Poor’s Guide pp. 46-49. Standard and Poor’s Guide pp. 50-59, Wall
Street Journal Guidebook pp. 46-52, 66-70. Finance and Investment Handbook pp. 89-113. Finance and Investment Handbook pp. 113-117. Build a Sample $100,000 Portfolio of Stocks
and Cash (Buy and Hold: Share Positions in Even 100s), Maintain on Finance
Software, Value as of 10/19 Close of Business, Bring 2 Copies to Class on
10/22 Bring in Exams,
Bring in sample portfolios for class discussion. Bring in portfolios valued as of 10/26 close,
Standard and Poor’s Guide pp. 60-67, Wall Street Journal Guidebook
pp. 52-65. Bring in portfolios valued as of 11/2 close, Standard
and Poor’s Guide pp. 68-73, Wall Street Journal Guidebook pp.
71-78. Bring in portfolios valued as of 11/9 close, Standard
and Poor’s Guide pp. 74-87, Wall Street Journal Guidebook pp.
79-88. Bring in portfolios valued as of 11/16 close,
Standard and Poor’s Guide pp. 88-101. Bring in portfolios valued as of 11/23 close,
Standard and Poor’s Guide pp. 116-127, Wall Street Journal Guidebook
pp. 137-143. Bring in portfolios valued as of 11/30 close,
Standard and Poor’s Guide pp. 128-137, Wall Street Journal Guidebook
pp. 144-153. |
Grading: Midterm: 30%
Class Participation/Assignments: 30%
Final Exam: 40%
Notes: 1) Please read the assigned pages. Additional written assignments may be required.
2) My office is in Macmillan 304A, which is off the Social Sciences Lab (312). I share this space with two other Instructors. To get to Macmillan 304A, you need to walk down to the end of the hall in the North end of Macmillan and then proceed into and through room 312. At this point, I have no specific office hours, however, you can always e-mail me with any questions or to set up a time to meet
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