BUS-123 - Introduction to Investments
Spring 2018

Southwestern Community College
Instructor: Frank Paiano


Most all the documents are presented via Google Docs. You should be able to read the documents on any device. Very cool!

You are also to download the documents into a PDF or Word or OpenOffice or Rich Text Format file. Also very cool!

However, if your device says that the document could not be read or you are possibly not connected to the Internet, try updating your mobile device Google Docs app or updating your PC, Mac, or Linux browser.

You, too, can use Google Docs. It is free and allows you to manipulate your documents on your desktop or laptop computer or your mobile device. Plus they will give you several gigabytes of free storage. Again, very cool!

Announcements and class material begin below. Keep scrolling.



Be not afraid.

"The moral arc of the universe in long, but it bends toward justice." -- Martin Luther King, Jr.

"This country is so fundamentally strong it can survive its leaders." -- Louis Rukeyser

Is the American republic built to withstand a malevolent president?

Same arguments as during Fascism in the 1930's and 1940's.


*** Text Book Information at the Bottom of the Page ***

Yes, yes, I know. This web page looks intimidating. "Aye, Paquito! All those links!"
Relax. Much of it is duplicated. (In the case of the presentations, quaduplicated!)
Just get started and remember to listen, watch, and work at least an hour each day.




Next Exam

Next Exam
BUS-123-01
Face-to-Face
Tuesdays & Thursdays
8:35 a.m. to 10:00 am
Exam #1: Chapters 1 and 4
Tentative: Thursday, February 22nd

Chapter 1: Introduction; Overview of the Investment Universe, Risk versus Return, Short-term Instruments
Chapter 4: Mutual Funds
BUS-123-501 & 502
Online
Online Exam #1: Chapters 1 and 4
Thursday, February 22nd, to Sunday, February 25th

Chapter 1: Introduction; Overview of the Investment Universe, Risk versus Return, Short-term Instruments
Chapter 4: Mutual Funds


Announcements

Announcements  (Announcements also available in Canvas)

Week #0 - Presemester Announcement -  For students enrolled in the online BUS-123, Introduction to Investments, class



Chapter Presentations, Handouts, and Assignments


Part 1: Introduction


Syllabus:
BUS-123-01 Tuesday/Thursday - Audio commentary will be created during Lecture 1 on January 30th
  You could also listen to the Audio Commentary for the Online Classes Syllabus. It is almost exactly the same.
BUS-123-501 & 502 Online - Audio Commentary of Online Class Syllabus - Long Format  Long format in Canvas
Your Humble Professor Introduces Himself
Your Humble Professor Introduces Himself (CC)  I am still futzin' around with this video stuff.
Your Humble Professor Introduces Himself with just audio
A Guided Tour of the BUS-123, Introduction to Investments, Class Web Site - Closed Captioned - Audio  Uh, what yer lookin' at right now.

Chapter 1 and Notes:
What is an Investment?
The Investment Universe
Risk and Return
Short-term Securities


Chapter 1 Materials
Presentation
Study Guide - Video Commentary - Video Commentary (CC) - Audio Commentary
Assignment - Commentary   (The process is more important than the information and answers. Enjoy!
Short-Term Investments Assignment - Commentary
TreasuryDirect.gov Assignment - Commentary
   TreasuryDirect.gov  Your Federal Tax Dollars at Work!
   Cetes Directo    El TreasuryDirect.gov de Mexico - Miralo - Una tasa de interes mas grande que los estados unidos
How to Submit Assignments - Commentary
Discussion Boards Assignment (Online students only) - Commentary
  Add your picture to the discussion boards!  We want to see your smiling face!

Security Types Matching Handout - Answer Key   Memorize for exam!

Sample Portfolio Class Project - Commentary

Books to Read (Eventually) - Commentary
Future Value Worksheet - Commentary - Answer Key
Future Value Tables
Turn $33,000 into $7,000,000 in just 2 years! - Rates of Return - Commentary

Short-term Securities Investments
Examples - 1  2  3 - Video - Video (CC) - Audio
Interview with a Dyed-in-the-Wool CD Investor

Online Audio Lectures
Chapters 1, 3, Notes - Lecture 1 - Slides 1 to 14    Introduction: What is an Investment?
Chapters 1, 3, Notes - Lecture 2 - Slides 15 to 34    An Overview of the Investment Universe
Chapters 1, 3, Notes - Lecture 3 - Slides 35 to 54    Risk versus Return
     Liar's Poker Story - Slide 48    Are you a Speculator/Trader or are you an Investor?
     The Value Line on the Difference between Investing and Speculating/Trading
Chapters 1, 3, Notes - Lecture 4 - Slides 55 to 72    Short-term Investments

Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.)
Chapters 1, 3, Notes - Lecture 1 - Slides 1 to 14    Introduction: What is an Investment?
Chapters 1, 3, Notes - Lecture 2 - Slides 15 to 34    An Overview of the Investment Universe
Chapters 1, 3, Notes - Lecture 3 - Slides 35 to 54    Risk versus Return
     Liar's Poker Story -- Slide 48    Are you a Speculator/Trader or are you an Investor?
     The Value Line on the Difference between Investing and Speculating/Trading
Chapters 1, 3, Notes - Lecture 4 - Slides 55 to 72    Short-term Investments

Online Audio/Video Lectures on YouTube (Closed captioning available)
Chapters 1, 3, Notes - Lecture 1 - Slides 1 to 14    Introduction: What is an Investment?
Chapters 1, 3, Notes - Lecture 2 - Slides 15 to 34    An Overview of the Investment Universe
Chapters 1, 3, Notes - Lecture 3 - Slides 35 to 54    Risk versus Return
     Liar's Poker Story -- Slide 48    Are you a Speculator/Trader or are you an Investor?
     The Value Line on the Difference between Investing and Speculating/Trading
Chapters 1, 3, Notes - Lecture 4 - Slides 55 to 72    Short-term Investments

Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available)
Chapters 1, 3, Notes - Lecture 1 - Slides 1 to 14    Introduction: What is an Investment?
Chapters 1, 3, Notes - Lecture 2 - Slides 15 to 34    An Overview of the Investment Universe
Chapters 1, 3, Notes - Lecture 3 - Slides 35 to 54    Risk versus Return
     Liar's Poker Story -- Slide 48    Are you a Speculator/Trader or are you an Investor?
     The Value Line on the Difference between Investing and Speculating/Trading
Chapters 1, 3, Notes - Lecture 4 - Slides 55 to 72    Short-term Investments

Text Book

Here are links to sellers of the 7th, 6th, 5th, and 4th edition of the text book: "Fundamentals of Investments" by Jordan & Miller
The text book is available at the college book store as well as numerous other outlets.
The text book is usually also available across the street at Otay Books.
There are now web-based versions of text books available at www.coursesmart.com.
Except for the data being updated, there are not many differences between the 4th, 5th, 6th, and 7th editions.
Also, there are two copies in the main campus library on reserve. (You can read them there but they can not be checked out)
7th Edition -- This is the "official" book of the Spring 2018 class
Amazon: https://www.amazon.com/MP-Fundamentals-Investments-Stock-Trak-card/dp/0078115663/ref=sr_1_2?ie=UTF8&qid=1470412788&sr=8-2&keywords=fundamentals+of+investing+7th+edition+jordan
Half.com: 7th edition was not available on Half.com but may be available now
Chegg.com: http://www.chegg.com/textbooks/fundamentals-of-investments-7th-edition-9780077861636-0077861639?trackid=67a86a11&strackid=6c290340&ii=5
6th Edition -- Very similar to the current edition (but cheaper)
Amazon: http://www.amazon.com/Fundamentals-Investments-Stock-Trak-Mcgraw-Hill-Insurance/dp/0077457641/ref=dp_ob_title_bk
Half.com: http://product.half.ebay.com/Fundamentals-of-Investments-by-Bradford-D-Jordan-and-Thomas-Miller-2011-Hardcover/99510715&tg=info
Chegg.com: http://www.chegg.com/textbooks/fundamentals-of-investments-with-stock-trak-card-6th-edition-9780077457648-0077457641?trackid=YAJcVwrZ&ii=1&om_ss=1
5th Edition -- Very similar to the current edition (but even cheaper)
Amazon: http://www.amazon.com/Fundamentals-Investments-Stock-Trak-Mcgraw-Hill-Insurane/dp/0077283295/ref=sr_1_6?s=books&ie=UTF8&qid=1322833773&sr=1-6
Half.com: http://product.half.ebay.com/Fundamentals-of-Investments-by-Bradford-D-Jordan-and-Thomas-Miller-2008-Hardcover/66239818&tg=info
Chegg.com: http://www.chegg.com/textbooks/fundamentals-of-investments-w-sp-card-stock-trak-card-5th-edition-9780077283292-0077283295?trackid=5a730d99&autosuggest=1&uqry=9780077283292&ii=1
4th Edition -- Also very similar to the current edition (but even more cheaper)
Amazon: http://www.amazon.com/Fundamentals-Investments-McGraw-Hill-Finance-Insurance/dp/0073027219/ref=sr_11_1?ie=UTF8&qid=1199133503&sr=11-1
Half.com: http://product.half.ebay.com/_W0QQprZ51726165QQcpidZ1373341548

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