Most all the documents are presented via Google Docs. You should be able to read the documents on any device. Very cool!You can use [File] [Download as] to download the documents into Word or OpenOffice format. Or you can use [File] [Make a copy] to make your own Google Docs file. (Please don't ask for [Edit] rights. Make your own copy and edit the copy.)If your device says that the document could not be read, try updating your mobile device's Google Docs app or updating your PC, Mac, or Linux browser. (The problem may also be that you are not currently connected to the Internet. Try again when you are connected.)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. Even more 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 RukeyserIs the American republic built to withstand a malevolent president?Same arguments as during Fascism in the 1930's and 1940's. |
Part 1: |
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) Many thanks to 3CMediaSolutions for ADA-compliant closed captioning. Your Humble Professor Introduces Himself with just audio A Guided Tour of the class website - Video (CC) - Audio Uh, it's what yer lookin' at right now. Videos on Apple iTunes |
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Chapter 1 and Notes:
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Chapter 1 Materials Presentation file Every chapter has a presentation that can be read with Powerpoint, Open Office, Libre Office, or Google Docs Study Guide - Video - Video (CC) - Audio Discussion of the chapter study guides and how to use Google Docs 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 (Everyone now is posting! Everyone now is online!) - Commentary Add your picture to the discussion boards! We want to see your smiling face! Security? But I'm not an Administration of Justice Major! No, not that type of security Security Types Matching Handout - Answer Key Memorize for exam! You must know these! Investopedia: What is a Security? Sample Portfolio Class Project - Commentary Snapshot (3 Feb 2020) We are off to a great start, mostly thanks to the student who asked that we add Tesla! Snapshot (12 Feb 2020) What an awesome class! We are off to the races - up 7%! Snapshot (21 Feb 2020) Whoa! Virgin Galactic exploded! Unbelievable! You Guy Are AWESOME! Snapshot (28 Feb 2020) Aye! "The Volatility is Real!" The corona virus strikes our portfolio like a bolt of lightning. We are down for the semester. Snapshot (6 Mar 2020) Up! Down! Up! Down! We are holding our own through the turbulence. Snapshot (13 Mar 2020) Well, it's official! It's a bear market (over 20% down). We, however, are only down 18%. Snapshot (20 Mar 2020) Hey, only 32% down. That's better than the Dow which is down over 35% Snapshot (27 Mar 2020) Down only 23 1/2%. Again, we are holding up better than the market. That ain't saying much, though. Snapshot (3 Apr 2020) It's been another rough week, Dear Students. Down 28%. Oh, well. Snapshot (10 Apr 2020) We are clawing our way back in this so-called "bear market rally." Another name is "dead cat bounce!" Snapshot (17 Apr 2020) We are now only down 11 1/2%. Not bad! But my personal belief is that the worst is yet to come. We shall see! Snapshot (24 Apr 2020) Volatility! Volatility! Volatility! Down, up, down, up! But hardly any change from last week. Snapshot (1 May 2020) Well, we were back to only -9% on Thursday morning but now we are back down to -13%. The volatility is real! Snapshot (8 May 2020) Hey, hey! We are back to only down less than 5%. Not bad! (But ya' know it ag'in gonna' get ugly soon enuf!) Snapshot (15 May 2020) Ooops! Back down to -10%. (Told ya' it gonna' get ugly soon!) Snapshot (22 May 2020) Congratulations! You are only about 7 1/2% down. Not bad for a very difficult time in the markets! (Come back in 7 years and we'll see how we really did!) 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 Yet another scam -- Turn $500 into $650,000 with no risk! The same kind of illegal behaviors go on in the world of weight loss supplements Some have Prozac and Viagra! Short-term Securities Investments Investopedia: An Introduction to Commercial Paper T. Rowe Price Cash Reserves Money Market Fund Interesting. This fund can have securities that mature in up to 397 days but the average is 60 days. Money Market Mutual Fund Annual Report Scroll down to pages 5 and 6 to see the Treasury bills and corporate paper that the money market owned on September 30, 2019 Video - Video (CC) - Audio Spring 2019 Examples: Short-term Securities Examples - Video - Video (CC) - Audio 2018 Examples: Fall 2018 - Spring 2018 The Federal Reserve Bank started raising short-term rates in 2015 2014 Example: Fall 2014 - Before 2015, short-term rates were close to zero! Interview with a Dyed-in-the-Wool CD Investor Jeanne tells you why she will only invest in short-term investments Bankrate.com Popular Internet site for researching short-term investments Online Audio Lectures Chapter 1, Notes - Lecture 1 - Slides 1 to 14 Introduction: What is an Investment? Chapter 1, Notes - Lecture 2 - Slides 15 to 34 An Overview of the Investment Universe Chapter 1, 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 Chapter 1, Notes - Lecture 4 - Slides 55 to 73 Short-term Investments Online Audio/Video Lectures Chapter 1, Notes - Lecture 1 - Slides 1 to 14 Introduction: What is an Investment? Chapter 1, Notes - Lecture 2 - Slides 15 to 34 An Overview of the Investment Universe Chapter 1, 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 Chapter 1, Notes - Lecture 4 - Slides 55 to 73 Short-term Investments Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 1, Notes - Lecture 1 - Slides 1 to 14 Introduction: What is an Investment? Chapter 1, Notes - Lecture 2 - Slides 15 to 34 An Overview of the Investment Universe Chapter 1, 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 Chapter 1, Notes - Lecture 4 - Slides 55 to 73 Short-term Investments Online Audio/Video Lectures on iTunes Scroll to individual presentations (iTunes does not allow direct links to the presentations. Sorry.) 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 Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Chapter 1, Notes - Lecture 1 - Slides 1 to 14 Introduction: What is an Investment? Chapter 1, Notes - Lecture 2 - Slides 15 to 34 An Overview of the Investment Universe Chapter 1, 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 Chapter 1, Notes - Lecture 4 - Slides 55 to 73 Short-term Investments Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 30 Jan Introduction: What is an Investment? TueThur Lecture 2 Audio -- 4 Feb Ooops! Technical difficulties. Please watch/listen to online presentations #2 and #3 above TueThur Lecture 3 Audio -- 6 Feb Short-term Investments, Canvas, Chapter 1 Assignments |
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Chapter 4:
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Chapter 4 Materials Presentation file Study Guide - Commentary Assignment - Commentary Mutual Fund Annual Report Assignment - Commentary (You can use the Annual Reports and Prospectuses links below) Thrift Savings Plan Assignment - Commentary Bonus Assignment: Index Funds and Diversification - Commentary Mutual Fund Case Studies - Commentary (Not an assignment but something like this might just be on the exam -- hint, hint) Investor.gov: What Are Mutual Funds The Federal government explains mutual funds Mutual Funds Used in Lecture #2 AB Large Cap Growth Fund Formerly Alliance Large Cap Growth Fund New Economy Fund Legg Mason Value Trust Now called Clearbridge Value Trust Vanguard 500 Index Fund Fidelity 500 Index Fund Mutual Fund Types Scramble Sheet (Online lecture 3) - Commentary A Sample Mutual Fund (Online lecture 4 - Just one of over 11,000!) ICA Prospectus: Full - Summary - Web page - Commentary ICA: 86 Years of Investing - Commentary: Video - Video (CC) - Audio Top 75 Holdings of ICA - Commentary The Benefit of Time - Commentary Worst Day / Best Day - Commentary Hypothetical Illustrations (Online Lecture 4) $100 per month for 30 years $100 per month for 40 years $100 per month for 40 years - increase $10 each year $500 per month for 20 years $1,000 per month for 20 years Commentary: Video - Video (CC) - Audio A Shares (commission-based) versus F or I Shares (fee-based) $500,000 paying the up-front commission - 20 years $500,000 paying the yearly annual fee (Example: Fisher Investments 1.25% yearly fee) - 20 years $500,000 paying the up-front commission - 25 years $500,000 paying the yearly annual fee (Example: Fisher Investments 1.25% yearly fee) - 25 years Commentary: Video - Video (CC) - Audio 401(k), 403(b), and other Employer-sponsored Plans Jack Bogle sticks it to the 401(k) world And Senator Oral Hatch is not pleased... Offerings of Sample Mutual Fund Companies Performance (Online lecture 4) Vanguard Funds Performance American Funds Performance Fidelity Funds Only shows 310 or so of Fidelity's over 500 mutual funds. Woman CEO! Fidelity Funds and all the other funds that they offer through their web site Over 10,000! Dodge and Cox Funds Performance T. Rowe Price Funds Franklin Templeton Funds Woman CEO! Annual Reports and Prospectuses (Online lecture 4 and Mutual Fund Annual Report Assignment) Vanguard Funds American Funds Fidelity Funds Woman CEO! Dodge and Cox Funds T. Rowe Price Funds Franklin Templeton Funds Choose fund and then find [Documents] - Woman CEO! Top 10 Largest U.S. Fund Families: Morningstar ThinkAdvisor, Sep 2019 - Careful: Different sources have different results The Top Three Have Earned Their Stature At least, according to Morningstar.com Mutual Fund Commentaries, Insights, and Perspectives Vanguard Insights - John Bogle's Official Website - Obituary for Howard Schow American Funds Investment Insights - The Capital Ideas (Parent company of American Funds) - Obituary for Jon B. Lovelace Fidelity Funds Insights - Viewpoints - Ned Johnson on Wikipedia Dodge and Cox Funds Video Perspectives Gallery - Insight Papers - Video Gallery Check out The Case for Active Management T. Rowe Price Investing Insights - Biography of T. Rowe Price, Jr. Franklin Templeton Funds Investing Commentary - John Templeton's Official Website No Investment Is Perfect ... Mutual Funds Far Outperform Mutual Fund Investors Huh? That does not make any sense. But it is true! See last presentation. Why The Average Investor's Investment Return Is So Low Like Moths to a Flame In January 2014, investors (?) rushed out of stock funds and into bond funds ... at just the wrong time. Fun video. A Cautionary Tale for Investors An example of a mutual fund without proper oversight by the Board of Directors Woodford Funds Debacle An example of a mutual fund manager who believed he was invincible. Look for long-term results, Dear Students! Another article about Woodford To read this one, you have to create a free account with City Wire Selector Morningstar's take on the Woodford Funds Again, Morningstar requires you to create a free account to read the article Online Lectures Chapter 4 - Lecture 1 - Slides 1 to 20 Introduction to Mutual Funds Chapter 4 - Lecture 2 - Slides 21 to 40 Fees, Expenses, and Class Shares, Oh My! Chapter 4 - Lecture 3 - Slides 41 to 61 Types of Mutual Funds (Scramble Sheet) Chapter 4 - Lecture 4 - Slides 62 to 79 Fund Families and a Sample Mutual Fund Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Chapter 4 - Lecture 1 - Slides 1 to 20 Introduction to Mutual Funds Chapter 4 - Lecture 2 - Slides 21 to 40 Fees, Expenses, and Class Shares, Oh My! Chapter 4 - Lecture 3 - Slides 41 to 61 Types of Mutual Funds (Scramble Sheet) Chapter 4 - Lecture 4 - Slides 62 to 79 Fund Families and a Sample Mutual Fund Online Audio/Video Lectures on iTunes Scroll to individual presentations (iTunes does not allow direct links to the presentations.) Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 4 - Lecture 1 - Slides 1 to 20 Introduction to Mutual Funds Chapter 4 - Lecture 2 - Slides 21 to 40 Fees, Expenses, and Class Shares, Oh My! Chapter 4 - Lecture 3 - Slides 41 to 61 Types of Mutual Funds (Scramble Sheet) Chapter 4 - Lecture 4 - Slides 62 to 79 Fund Families and a Sample Mutual Fund Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Chapter 4 - Lecture 1 - Slides 1 to 20 Introduction to Mutual Funds Chapter 4 - Lecture 2 - Slides 21 to 40 Fees, Expenses, and Class Shares, Oh My! Chapter 4 - Lecture 3 - Slides 41 to 61 Types of Mutual Funds (Scramble Sheet) Chapter 4 - Lecture 4 - Slides 62 to 79 Fund Families and a Sample Mutual Fund Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 11 Feb Introduction to Mutual Funds, Illustrations, start Mutual Fund Fees TueThur Lecture 2 Audio -- 13 Feb Finish Mutual Fund Fees, Types of Mutual Funds TueThur Lecture 3 Audio -- 18 Feb Finish Types of Mutual Funds, Fund Families TueThur Lecture 4 Audio -- 20 Feb A Sample Mutual Fund (continued), Hypothetical Illustrations, Case Studies |
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Part 2: Stocks (a.k.a. Equities) |
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Chapter 5 and
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Chapter 5 Materials Presentation file Study Guide Assignment Stock Markets Assignment - Commentary Earnings Call Assignment - Commentary Market Simulation Handout Presentation (Chaos in the Classroom!): Video - Video (CC) - Audio Internet Finance Web Sites (Assignments, Audio lecture 2) Presentation: Video - Video (CC) - Audio The Value Line Awesome resource that used to be pay only. Check it out! Yahoo Finance Yahoo Finance was the best free finance site. Now it is really bad. What is going on at Yahoo? E-mail to and response from the CEO of Verizon Verizon is buying Yahoo. The CEO answered me personally! Users sound off about newly-destroyed Yahoo Finance site Bloomberg Finance Marketwatch Wall Street Journal's free web site Google Finance Breaking News! Google Finance rolls out new version. Still kinda' lame. But at least it works! CNBC Investopedia Pretty good website (even though it is owned by the same folks who own Tinder) The New York Times Markets Overview FINRA - Financial Industry Regulatory Authority FINRA Investigate your broker and brokerage firm at FINRA's BrokerCheck FINRA Registered Representative Brochure Registered Representative is the legal term for a Stockbroker The new Securities Industry Essentials Exam Started October 1, 2018 Solomon Securities Industry Essentials Exam Preparation Just one of many exam prep companies (I don't get any kickback!) The FINRA Investor Knowledge Quiz Actually, you should wait until the end of the semester before taking this quiz! The Spread - How market makers (a.k.a. dealers) make money Casas de Cambio - San Ysidro and Tijuana (Lecture 2) - Video - Video (CC) - Audio - Youtube Investopedia explains the bid-ask spread Robinhood is not free! How does a brokerage firm that changes no commission make money? From the spread! The SEC is not happy with Robinhood But doesn't everyone know that they are still being charged when they use Robinhood? (I guess not...) Keep a long-term perspective Eighty-Five Years Ago (Lecture 3) - Commentary - Results Don't Peek Until You Have Chosen a Company! Stock Certificates Disney - Allied Signal - Campbell Soup Company - Commentary Stock Worksheets Stocks Worksheet 1 - (Lecture 3) - Commentary - Answer Key Stocks Worksheet 2 - (Lectures 4 and 5) - Commentary - Answer Key Stocks Worksheet 3 - (Lecture 5) - Commentary - Answer Key Dividend Reinvestments Plans (DRIPs) Sempra Energy DRIP (Lecture 4) - Commentary Penny Stock and Other Stock Scams DPER -- From $0.006 To $0.06 In Just 9 Days! (Lecture 5) - Commentary Psst. It is now at $0.0000 PPTL -- Turn $0.0138 to $0.05 In Just One Week! What is it selling for now? $0.0000 Yahoo! Advertisement for AwesomePennyStocks.com - Another: "Penny Stocks Made Me Rich!" The same people who are doing the recommending to you are the same scam artists who are selling the bogus stocks to you! They "pump" up the price and then "dump" all the shares! It is a very old scam. AwesomePennyStocks.com shuts down after SEC/FBI probe Sigh. These scams will never end as long as people are greedy and stupid. Another web site that was shut down And they spelled "receive" incorrectly! I before E except after C... Two British Teens Ran "Stock-Picking Robot" Scam Email scam using PRFC PRFC is a legitimate company on the OTC. They warned the investment community that they were being used by the penny stock scammers. More Penny Stock Scams DRMC: 25-Feb-2015 - 26-Feb-2015 -- Definitive Rest Manufacturing Formerly manufactured mattresses but now makes materials for aerospace industry. Uh, right... STHC: 24-Feb-2015 - 25-Feb-2015 -- SouthCorp Capital Started June 2014 as a company refurbishing run-down homes but now is manufacturing cans and weight loss products. Okay... How Bernie Madoff Made Off With $18 Billion They also ask the question, "Are we protected from the next major Ponzi scheme?" (Spoiler: No.) IPO -- Initial Public Offering or It's Probably Overpriced? It's Probably Overpriced! Rigging the IPO Game Keep a long-term perspective History of Bear Markets - (Lecture 3) - Commentary Another History of Bear Markets What Past Market Declines Can Teach Us Don't Lose Perspective (Lecture 5) - Commentary BGFN, The Benjamin Graham Financial Network! - Commentary Books to Read about Stocks - Commentary (Same as Chapter 1) Rewards of keeping a long-term perspective 96-Year-Old Secretary Quietly Amasses a Fortune Stocks can make you rich, Dear Students ... but it takes time Woman buys 3 shares of Abbott Labs at age 26 When she dies at 100, she leaves $7 million to her favorite college High Frequency Trading (HFT) FINRA High-Frequency Trading (HFT) Concerns But this guy says that HFT is good for us! Arrgh! Brad Katsuyama, the Hero of Flash Boys, begs to differ. "The system is rigged." And he started IEX to level the playing the field Mr. Katsuyama's full speech The link above is an excerpt SEC gives approval to IEX to become a stock exchange Capital Group, parent company of The American Funds, and other large financial firms and pension funds backed IEX How Robinhood makes money on $0 trades Investopedia is skeptical but not very critical of Robinhood. Robinhood Is Making Millions Selling Out Their Millennial Customers To High-Frequency Traders However, this guy claims the spreads on Robinhood are very high. Warren Buffett and Berkshire Hathaway The History of Berkshire Hathaway Class B Shares Online Audio Lectures Chapter 5 - Lecture 1 - Slides 1 to 10 Introduction to Stocks - Historical Returns - Advantages and Disadvantages Chapter 5 - Lecture 2 - Slides 11 to 33 The Stock Markets (a.k.a. The Capital Markets) Chapter 5 - Lecture 3 - Slides 34 to 47 Stock Transactions, Transaction Costs, and Stock Quotes Chapter 5 - Lecture 4 - Slides 48 to 60 Market Averages and Indexes; Volatility Reexamined Chapter 5 - Lecture 4 - Slides 61 to 74 Stock Characteristics and Measurements Chapter 5 - Lecture 6 - Slides 75 to 85 Types of Stocks, Growth versus Value, and Market Capitalization Chapter 5 - Lecture 7 - Slides 86 to 93 Stock Investment Strategies Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Chapter 5 - Lecture 1 - Slides 1 to 10 Introduction to Stocks - Historical Returns - Advantages and Disadvantages Chapter 5 - Lecture 2 - Slides 11 to 33 The Stock Markets (a.k.a. The Capital Markets) Chapter 5 - Lecture 3 - Slides 34 to 47 Stock Transactions, Transaction Costs, and Stock Quotes Chapter 5 - Lecture 4 - Slides 48 to 60 Market Averages and Indexes; Volatility Reexamined Chapter 5 - Lecture 5 - Slides 61 to 74 Stock Characteristics and Measurements Chapter 5 - Lecture 6 - Slides 75 to 85 Types of Stocks, Growth versus Value, and Market Capitalization Chapter 5 - Lecture 7 - Slides 86 to 93 Stock Investment Strategies Online Audio/Video Lectures on iTunes Scroll to individual presentations (iTunes does not allow direct links to the presentations.) Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 5 - Lecture 1 - Slides 1 to 10 Introduction to Stocks - Historical Returns - Advantages and Disadvantages Chapter 5 - Lecture 2 - Slides 11 to 33 The Stock Markets (a.k.a. The Capital Markets) Chapter 5 - Lecture 3 - Slides 34 to 47 Stock Transactions, Transaction Costs, and Stock Quotes Chapter 5 - Lecture 4 - Slides 48 to 60 Market Averages and Indexes; Volatility Reexamined Chapter 5 - Lecture 5 - Slides 61 to 74 Stock Characteristics and Measurements Chapter 5 - Lecture 6 - Slides 75 to 85 Types of Stocks, Growth versus Value, and Market Capitalization Chapter 5 - Lecture 7 - Slides 86 to 93 Stock Investment Strategies Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Chapter 5 - Lecture 1 - Slides 1 to 10 Introduction to Stocks - Historical Returns - Advantages and Disadvantages Chapter 5 - Lecture 2 - Slides 11 to 33 The Stock Markets (a.k.a. The Capital Markets) Chapter 5 - Lecture 3 - Slides 34 to 47 Stock Transactions, Transaction Costs, and Stock Quotes Chapter 5 - Lecture 4 - Slides 48 to 60 Market Averages and Indexes; Volatility Reexamined Chapter 5 - Lecture 5 - Slides 61 to 74 Stock Characteristics and Measurements Chapter 5 - Lecture 6 - Slides 75 to 85 Types of Stocks, Growth versus Value, and Market Capitalization Chapter 5 - Lecture 7 - Slides 86 to 93 Stock Investment Strategies Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 3 Mar Introduction to Stocks, Historical Returns, Pros and Cons, The Stock Markets TueThur Lecture 2 Audio -- 5 Mar Stock Transactions and Fees; Black Monday - October 19, 1987; Market Simulation TueThur Lecture 3 Audio -- 10 Mar Market Averages & Indexes, Worksheet #1 TueThur Lecture 4 Audio -- 12 Mar Worksheet #2, Dividends, Types of Stocks, Capitalization, Zoom TueThur Lecture 5 Audio -- 17 Mar Worksheet #3, Investing Strategies (Sessions continues with chapter 6 below) Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 5 using Zoom -- 17 Mar Worksheet #3, Investing Strategies (Sessions continues with chapter 6 below) Please excuse my appearance. I had no idea the camera was still recording me during the presentation! |
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Chapter 6:
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Chapter 6 Materials Presentation file Study Guide Chapter 6 Assignment - Commentary Chapter 6 Bonus Assignment - Commentary Southwestern's Library now has The Value Line 600 The full version of The Value Line is available at the Chula Vista and San Diego Central Libraries. It is also available at selected San Diego branch libraries Pretzels Unlimited Discounted Cash Flow Spreadsheet (Lecture 2) Valuation Worksheet 1 - Answer Key Worksheet #1 Zoom online teleconferencing session - 26 Mar Jimba Jomba Jumba Juice Discounted Cash Flow Spreadsheet Valuation Worksheet 2 - Answer Key Worksheet #2 Zoom online teleconferencing session - 2 Apr Chapter 6 Formulas Present Value Table (Needed for Dividend Discount Model calculations) Online Audio Lectures Chapter 6 - Lecture 1 - Slides 1 to 16 Introduction to Valuation Techniques, Price Ratio Models Chapter 6 - Lecture 2 - Slides 17 to 34 Dividend Discount Models Chapter 6 - Lecture 3 - Slides 35 to 57 Discounted Cash Flow Model, The Value Line Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Chapter 6 - Lecture 1 - Slides 1 to 16 Introduction to Valuation Techniques, Price Ratio Models Chapter 6 - Lecture 2 - Slides 17 to 34 Dividend Discount Models Chapter 6 - Lecture 3 - Slides 35 to 57 Discounted Cash Flow Model, The Value Line Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 6 - Lecture 1 - Slides 1 to 16 Introduction to Valuation Techniques, Price Ratio Models Chapter 6 - Lecture 2 - Slides 17 to 34 Dividend Discount Models Chapter 6 - Lecture 3 - Slides 35 to 57 Discounted Cash Flow Model, The Value Line Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Chapter 6 - Lecture 1 - Slides 1 to 16 Introduction to Valuation Techniques, Price Ratio Models Chapter 6 - Lecture 2 - Slides 17 to 34 Dividend Discount Models Chapter 6 - Lecture 3 - Slides 35 to 57 Discounted Cash Flow Model, The Value Line Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 17 Mar Introduction to Valuation Techniques, Price Ratio Models (continued from last chapter 5 lecture above) TueThur Lecture 2 Audio -- 19 Mar Dividend Discount Models, Discounted Cash Flow Model, Office hour with some students TueThur Lecture 3 Audio -- 31 Mar Review and Finish Dividend Discount Models and Discounted Cash Flow Model, Worksheet #2 TueThur Lecture 4 Audio -- 2 Apr Review for Exam #2, Worksheet #2, Discounted Cash Flow Model Spreadsheet Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 17 Mar Introduction to Valuation Techniques, Price Ratio Models (continued from last chapter 5 lecture above) Please excuse my appearance. I had no idea the camera was still recording me during the presentation! TueThur Lecture 2 using Zoom -- 19 Mar Dividend Discount Models, Discounted Cash Flow Model TueThur Lecture 3 using Zoom -- 31 Mar Review and Finish Dividend Discount Models and Discounted Cash Flow Model, Worksheet #2 TueThur Lecture 4 using Zoom -- 2 Apr Review for Exam #2, Worksheet #2, Discounted Cash Flow Model Spreadsheet |
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Chapter 17:
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Chapter 17 Materials Presentation file Study Guide Financial Ratios Assignment - Commentary Financial Ratios Formulas Financial Statements Ford Balance Sheet Ford Income Statement Ford Cash Flow Statement a.k.a. Statement of Cash Flows Online Audio Lectures Chapter 17 - Lecture 1 - Slides 1 to 19 Financial Statements & Ratio Analysis Chapter 17 - Lecture 2 - Slides 20 to 38 More Ratio Analysis Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Chapter 17 - Lecture 1 - Slides 1 to 19 Financial Statements & Ratio Analysis Chapter 17 - Lecture 2 - Slides 20 to 38 More Ratio Analysis Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 17 - Lecture 1 - Slides 1 to 19 Financial Statements & Ratio Analysis Chapter 17 - Lecture 2 - Slides 20 to 38 More Ratio Analysis Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Chapter 17 - Lecture 1 - Slides 1 to 19 Financial Statements & Ratio Analysis Chapter 17 - Lecture 2 - Slides 20 to 38 More Ratio Analysis Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 7 Apr Financial Statement and Ratio Analysis Ooops! I forgot to press [Record]! Please use the two online presentations above to slide #25 TueThur Lecture 2 Audio -- 9 Apr More Ratio Analysis Lecture continues with Chapter 7 below Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 7 Apr Financial Statement and Ratio Analysis Ooops! I forgot to press [Record]! Please use the two online presentations above to slide #25 TueThur Lecture 1 using Zoom -- 9 Apr More Ratio Analysis Lecture continues with Chapter 7 below |
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Chapter 7:
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Chapter 7 Materials Presentation file Study Guide Assignment - Commentary New York Times says that women are better investors than men! - And CNN agrees. Wise advice: Do the opposite of what everyone else is doing! The 2000's were a rough decade for investors. Politics & the Markets "Poli-" means "many" and "-tics" are blood sucking insects. Online Audio Lectures Chapter 7 - Lecture 1 - Slides 1 to 26 Stock Price Behavior & Market Efficiency Chapter 7 - Lecture 2 - Slide 12 Revisited Slide 12 Revisited - After the March selloff Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Chapter 7 - Lecture 1 - Slides 1 to 26 Stock Price Behavior & Market Efficiency Chapter 7 - Lecture 2 - Slide 12 Revisited Slide 12 Revisited - After the March selloff Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 7 - Lecture 1 - Slides 1 to 26 Stock Price Behavior & Market Efficiency Chapter 7 - Lecture 2 - Slide 12 Revisited Slide 12 Revisited - After the March selloff Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Chapter 7 - Lecture 1 - Slides 1 to 26 Stock Price Behavior & Market Efficiency Chapter 7 - Lecture 2 - Slide 12 Revisited Slide 12 Revisited - After the March selloff Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 9 Apr Stock Price Behavior & Market Efficiency Lecture continues from Chapter 7 above TueThur Lecture 2 Audio -- 14 Apr Investing All Stars, Famous Myths and Stupid Sayings Lecture continues with Chapter 8 below Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 9 Apr Stock Price Behavior & Market Efficiency Lecture continues from Chapter 7 above TueThur Lecture 2 using Zoom -- 14 Apr Investing All Stars, Famous Myths and Stupid Sayings Lecture continues with Chapter 8 below |
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Chapter 8:
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Chapter 8 Materials Presentation file Study Guide Optional Bonus Assignment - Commentary Technical Analysis Presentation: Video - Video (CC) - Audio (Use for bonus assignment) Random Charts Spreadsheet (Press [F9] repeatedly.) - Commentary Who wants to be a Trader/Speculator? Learn to be a trader in 3 days! Special price! Only $1,495! Traders Boot Camp! Only $6,900 -- That's $1,000 off the regular price! The Last Resistance Level Before a Major S&P 500 Breakout Example of a Technical Analyst telling you that the market could go up or down. Bearish Engulfing Pattern! Kiplinger is not impressed Warrior Trading Three levels of suckers, ah, I mean traders! Please stay long-term oriented with high-quality investments $15,500 to $1,000,000 to $7,000 Oh, well. It was nice while it lasted. Don't Panic! Yet another example of investors selling at the bottom. "The investor's chief problem, and even his worst enemy, is likely to be himself." -- Benjamin Graham Buy High, Sell Low? Sure, why not?! Frontline Documentary: Betting on the Market - 1997 Watch for the couple from New York who put everything into AMLN. Starts around 27 minutes. AMLN - Amylin Pharmaceuticals The next year, AMLN quickly lost over 95% of its value. Series 7 Stockbroker Exam Specifications FINRA (Financial Industry Regulatory Authority) Securities Industry Essentials: New Exam Coming! FINRA wants to make it easier for you to enter the industry Securities Industry Essentials: It's Here! The SIE, Securities Industry Essentials, exam is now available Securities Industry Essentials: Content Outline Here is the content outline -- much of what it is in BUS-123, Introduction to Investments! Securities Industry Essentials: Practice Exam Cool! FINRA is offering a free practice exam. (Notice they showcase a woman on the webpage! Online Audio Lectures Chapter 8 - Lecture 1 - Slides 1 to 29 Behavioral Finance & the Psychology of Investing Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Chapter 8 - Lecture 1 - Slides 1 to 29 Behavioral Finance & the Psychology of Investing Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 8 - Lecture 1 - Slides 1 to 29 Behavioral Finance & the Psychology of Investing Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Chapter 8 - Lecture 1 - Slides 1 to 29 Behavioral Finance & the Psychology of Investing Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 2 Audio -- 14 Apr Behavioral Finance and the Psychology of Investing, Begin Technical Analysis Lecture continues from Chapter 7 above TueThur Lecture 1 Audio -- 16 Apr Finish Technical Analysis, Review Exam #3 Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 14 Apr Behavioral Finance and the Psychology of Investing, Begin Technical Analysis Lecture continues from Chapter 7 below TueThur Lecture 2 using Zoom -- 16 Apr Finish Technical Analysis, Review Exam #3 |
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Part 3: Bonds (a.k.a. Fixed, Fixed Income) |
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Chapter 9:
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Chapter 9 Materials Presentation file Study Guide Assignment - Commentary Bond Quote Sources FINRA bond search page (Careful: Choose Corporate or Municipal for quick or advanced search.) FINRA bond home page Also includes a bond yield curve that we discuss in chapter 10. Presentation: Video - Video (CC) - Audio Composite Rates Composite Bonds Rates from Fidelity Can be used for question #4 of assignment. Federal Reserve Bank of St. Louis Bond Research Web Site Great resource for researching about bonds in aggregate (but no individual bond quotes). Treasury and Various Other Bond Rates from New York Times Also shows yield curve which we discuss in chapter 10. What should we do with Fannie Mae and Freddie Mac? We are still trying to decide what to do with Fannie Mae and Freddie Mac Here is an explanation of how they currently are working and an incremental change that may or may not help. Bond Quote Examples Ford: Mar 09 - Oct 09 - Jun 10 - Oct 10 - Mar 13 - Oct 14 - Oct 17 - Apr 18 - Oct 18 - Apr 19 - Apr 20 Presentation: Video - Video (CC) - Audio Muni Bonds - Poway: Feb 09 - Jun 10 - Oct 10 - Mar 11 - Oct 11 - Mar 12 - Oct 12 - Mar 15 - Oct 18 - Apr 19 - Apr 20 Presentation: Video - Video (CC) - Audio More Muni Bonds Quote Examples: Puerto Rico - City of Carlsbad - Medical Establishments - 2015 March California Municipal Bond Quotes - Video - Video (CC) - Audio Los Angeles Times, 7 July 2016 Advanta: May 09 - Video - Video (CC) - Audio - Sure 'nuff! They went under! Yet another example of the eternal tug o' war between risk and return Bearer Bond Images From a time when bonds had "coupons" attached to them. Can anyone predict future interest rates? Doesn't seem so. Online Audio Lectures Chapter 9 - Lecture 1 - Slides 1 to 24 Introduction to Bonds, Bonds & Interest Rates Chapter 9 - Lecture 2 - Slides 25 to 41 Types of Bonds, Bond Ratings Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Chapter 9 - Lecture 1 - Slides 1 to 24 Introduction to Bonds, Bonds & Interest Rates Chapter 9 - Lecture 2 - Slides 25 to 41 Types of Bonds, Bond Ratings Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 9 - Lecture 1 - Slides 1 to 24 Introduction to Bonds, Bonds & Interest Rates Chapter 9 - Lecture 2 - Slides 25 to 41 Types of Bonds, Bond Ratings Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Chapter 9 - Lecture 1 - Slides 1 to 24 Introduction to Bonds, Bonds & Interest Rates Chapter 9 - Lecture 2 - Slides 25 to 41 Types of Bonds, Bond Ratings Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 21 Apr Introduction to Bonds, Bonds & Interest Rates, Bond Ratings & Quotes TueThur Lecture 2 Audio -- 23 Apr Types of Bonds in Less than 10 Minutes Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 21 Apr Introduction to Bonds, Bonds & Interest Rates, Bond Ratings & Quotes TueThur Lecture 2 using Zoom -- 23 Apr Types of Bonds in Less than 10 Minutes |
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Chapter 10:
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Chapter 10 Materials Presentation file Study Guide Bond Valuation Assignment - Commentary Bond Valuation Worksheet #1 - Commentary - Answer Key Bond Valuation Worksheet #2 - Answer Key Bond Valuation Worksheet #3 - Answer Key - Zoom Recorded Session Bond Valuation Formulas Present Value Tables Bond Calculator Spreadsheet - Video - Video (CC) - Audio (Lecture 2) The Bond Yield Curve and Composite Rates Bond Yield Curve from New York Times Treasury bonds yield curve and Treasury rates Composite Bonds Rates from Fidelity Online Audio Lectures Chapter 10 - Lecture 1 - Slides 1 to 19 Bond Yield Calculations Chapter 10 - Lecture 2 - Slides 20 to 39 The Yield Curve, Bond Valuation Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Chapter 10 - Lecture 1 - Slides 1 to 19 Bond Yield Calculations Chapter 10 - Lecture 2 - Slides 20 to 39 The Yield Curve, Bond Valuation Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 10 - Lecture 1 - Slides 1 to 19 Bond Yield Calculations Chapter 10 - Lecture 2 - Slides 20 to 39 The Yield Curve, Bond Valuation Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Chapter 10 - Lecture 1 - Slides 1 to 19 Bond Yield Calculations Chapter 10 - Lecture 2 - Slides 20 to 39 The Yield Curve, Bond Valuation Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 23 Apr Bond Yield Calculations, Current Yield, Yield-to-Maturity, Start Worksheet #1 TueThur Lecture 2 Audio -- 28 Apr Yield Curve, Bond Valuation Calculations, Worksheets #1 and #2 Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 23 Apr Bond Yield Calculations, Current Yield, Yield-to-Maturity, Start Worksheet #1 TueThur Lecture 2 using Zoom -- 28 Apr Yield Curve, Bond Valuation Calculations, Worksheets #1 and #2 |
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Chapter 18:
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Chapter 18 Materials Presentation file For Spring 2020, this chapter is optional. Please see three questions on exam #4 below. Study Guide Convertible Securities Optional Bonus Assignment - Commentary Convertible Securities Worksheet - Commentary - Answer Key The Three Questions on Exam #4 about Hybrid Securities Online Audio Lectures Chapter 18 - Lecture 1 - Slides 1 to 17 Preferred Stock & Convertible Securities Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Chapter 18 - Lecture 1 - Slides 1 to 17 Preferred Stock & Convertible Securities Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 18 - Lecture 1 - Slides 1 to 17 Preferred Stock & Convertible Securities Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Chapter 18 - Lecture 1 - Slides 1 to 17 Preferred Stock & Convertible Securities Face-to-Face Class Audio Lectures (BUS-123-01) Optional chapter. No face-to-face sessions. Please see three questions and answers on exam #4 in this section and in announcements above. |
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Part 4: Portfolio |
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Chapter 11:
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Chapter 11 Materials Presentation file Study Guide Assignment - Commentary Bonds in Retirement versus Stocks in Retirement versus Stock Fund and Bond Fund versus Balanced in Retirement Presentation: Video - Video (CC) - Audio The Argument for a Balanced Approach - As Fidelity Investments Sees It Why Diversification Matters - Video - Video (CC) - Audio Fidelity's take on diversification The Standard and Poors 500 Index Revisited The S&P 500 versus the S&P 50? Is the S&P 500 really a broadly-based, well-diversified index when 56% of the return comes from 50 companies? Online Audio Lectures Chapter 11 - Lecture 1 - Slides 1 to 27 Diversification and Risky Asset Allocation Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Chapter 11 - Lecture 1 - Slides 1 to 27 Diversification and Risky Asset Allocation Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 11 - Lecture 1 - Slides 1 to 27 Diversification and Risky Asset Allocation Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Chapter 11 - Lecture 1 - Slides 1 to 27 Diversification and Risky Asset Allocation Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio - 30 Apr Diversification and Asset Allocation; Discuss Exam #4 Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 30 Apr Diversification and Asset Allocation; Discuss Exam #4 |
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Part 5: Options and Futures Contracts (Derivatives) |
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Chapter 15:
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Chapter 15 Materials Presentation file Study Guide Bonus Assignment - Commentary Options Notes Sheet Options Worksheet - Commentary - Answer Key Options Chains (a.k.a. Quotes) Options Chains (a.k.a. Quotes) on Yahoo Finance and Marketwatch.com: Video - Video (CC) - Audio Johnson & Johnson Untold Riches Can Be Yours Gambling, uh, I mean, Investing in Options! Online Trading Academy, 5-Day, 10 Three-hour Sessions, Only $5,500! That's only $183.33 per hour -- what a deal! You will spend more in one hour than this entire 3-unit class. Must be worth it! The Day Trading Academy This one is only $2997! Hurray! They need new suckers ... uh, I mean, traders! Ooops! Optionetics is now Tom's Trading Room We referred to Optionetics in the presentation. This world changes quickly. TradeWins.com These folks have got to be seen to be believed! Wait! Wait! Jim tells you why he buys options! Update: He no longer trades options... Stay Away From Options! Trader believes he has no risk options position, then promptly loses 2,000% on the transaction "I have no money at risk." 20-year-old trader takes own life after racking up $700,000 debt selling options How could Robinhood allow this young man to have this much leverage/exposure? Online Audio Lectures Chapter 15 - Lecture 1 - Slides 1 to 16 Stock Options; Calls and Puts Chapter 15 - Lecture 2 - Slides 17 to 30 Options Characteristics; The Break-even Point Chapter 15 - Lecture 3 - Slides 31 to 42 Options Strategies; Covered Calls and Naked Puts Chapter 15 - Lecture 4 - Slides 43 to 52 Employee Stock Options; Final Comments Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Chapter 15 - Lecture 1 - Slides 1 to 16 Stock Options; Calls and Puts Chapter 15 - Lecture 2 - Slides 17 to 30 Options Characteristics; The Break-even Point Chapter 15 - Lecture 3 - Slides 31 to 42 Options Strategies; Covered Calls and Naked Puts Chapter 15 - Lecture 3 - Slides 43 to 52 Employee Stock Options; Final Comments Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 15 - Lecture 1 - Slides 1 to 16 Stock Options; Calls and Puts Chapter 15 - Lecture 2 - Slides 17 to 30 Options Characteristics; The Break-even Point Chapter 15 - Lecture 2 - Slides 31 to 42 Options Strategies; Covered Calls and Naked Puts Chapter 15 - Lecture 3 - Slides 43 to 52 Employee Stock Options; Final Comments Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Chapter 15 - Lecture 1 - Slides 1 to 16 Stock Options; Calls and Puts Chapter 15 - Lecture 2 - Slides 17 to 30 Options Characteristics; The Break-even Point Chapter 15 - Lecture 2 - Slides 31 to 42 Options Strategies; Covered Calls and Naked Puts Chapter 15 - Lecture 3 - Slides 43 to 52 Employee Stock Options; Final Comments Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 5 May Options Contracts and Futures Contracts (continued with chapter 14 below) Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 5 May Options Contracts and Futures Contracts (continued with chapter 14 below) |
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Chapter 14:
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Chapter 14 Materials Presentation file Study Guide No assignment Foreign currency trading is easy - an easy way to lose money Los Angeles Times Online Audio Lectures Chapter 14 - Lecture 1 - Slides 1 to 14 Futures Contracts Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Chapter 14 - Lecture 1 - Slides 1 to 14 Futures Contracts Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 14 - Lecture 1 - Slides 1 to 14 Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Chapter 14 - Lecture 1 - Slides 1 to 14 Futures Contracts Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 5 May Options Contracts and Futures Contracts (continued from chapter 15 above) Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 5 May Options Contracts and Futures Contracts (continued from chapter 15 above) |
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Part 6: Margin Accounts & Selling Short |
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Chapter 2:
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Chapter 2 Materials Presentation file Study Guide Recommended Exercise Not an assignment! There is no assignment. Margin and Shorting Worksheet - Commentary - Answer Key Selling short a.k.a. short selling, shorting, going short Investopedia explains short selling Don't do it! Don't sell short! It is just too risky! Help! My short position got crushed and now I owe E-Trade $106,445.56! Peter Lynch says, "Never short a stock." This guy had to learn the hard way. The First Short Sale And it does not end well for the guy who did it... Are there any honest stockbrokers? Be careful out there! Get a good referral. Don't Bet on the Market Frontline: Betting on the Market 1996/1997 discussion of the late 1990's market euphoria. AMLN's stock price history Go to minute 27:15 of the video and listen to one investor's idea of a good stock choice. Online Audio Lectures Chapter 2 - Lecture 1 - Slides 1 to 8 Brokerages Firms and Services Chapter 2 - Lecture 3 - Slides 9 to 24 Buying on Margin and Margin Accounts (It is risky!) Chapter 2 - Lecture 3 - Slides 25 to 42 Shorting Stocks (Don't do it! It is even more dangerous than margining!) Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Chapter 2 - Lecture 1 - Slides 1 to 8 Brokerages Firms and Services Chapter 2 - Lecture 2 - Slides 9 to 24 Buying on Margin and Margin Accounts (It is risky!) Chapter 2 - Lecture 3 - Slides 25 to 42 Shorting Stocks (Don't do it! It is even more dangerous than margining!) Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 2 - Lecture 1 - Slides 1 to 8 Brokerages Firms and Services Chapter 2 - Lecture 2 - Slides 9 to 24 Buying on Margin and Margin Accounts (It is risky!) Chapter 2 - Lecture 3 - Slides 25 to 42 Shorting Stocks (Don't do it! It is even more dangerous than margining!) Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Chapter 2 - Lecture 1 - Slides 1 to 8 Brokerages Firms and Services Chapter 2 - Lecture 2 - Slides 9 to 24 Buying on Margin and Margin Accounts (It is risky!) Chapter 2 - Lecture 3 - Slides 25 to 42 Shorting Stocks (Don't do it! It is even more dangerous than margining!) Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 7 May Brokerage Accounts, Buying on Margin, Shorting Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 7 May Brokerage Accounts, Buying on Margin, Shorting |
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Part 7: Miscellaneous Topics in Investing |
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Topic 1:
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Retirement Accounts, Regular Accounts, and Annuities Materials Presentation file Study Guide No assignment Annuities suck ... And you can tell the insurance companies that I said that! What is an Annuity Investopedia's lame definition of annuities (without all the downsides) Confessions of an indexed annuity salesperson There's a lot not to trust about annuities You just gave your annuity agent a great vacation! What's In It For the Annuity Salesperson! - Commentary Too good to be true? It's probably an indexed annuity Online Audio Lectures Account Types - Lecture 1 - Slides 1 to 17 Retirement Accounts, Regular Accounts, and Annuities Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Account Types - Lecture 1 - Slides 1 to 17 Retirement Accounts, Regular Accounts, and Annuities Online Audio/Video Lectures on YouTube (Closed captioning available) Account Types - Lecture 1 - Slides 1 to 17 Retirement Accounts, Regular Accounts, and Annuities Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Account Types - Lecture 1 - Slides 1 to 17 Retirement Accounts, Regular Accounts, and Annuities Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 12 May Retirement Accounts, Regular Accounts, and Annuities Starts at 00:00 Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 12 May Retirement Accounts, Regular Accounts, and Annuities Starts at 00:00 |
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Topic 2:
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Real Estate and REITs Materials Presentation file Study Guide No assignment Worksheet - Commentary - Answer Key This scam artist ... uh, I mean, reality show star wants to teach you how to flip real estate. The cost for this training? Only $34,000! Online Audio Lectures Real Estate - Lecture 1 - Slides 1 to 18 Real Estate and Real Estate Investment Trusts Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Real Estate - Lecture 1 - Slides 1 to 18 Real Estate and Real Estate Investment Trusts Online Audio/Video Lectures on YouTube (Closed captioning available) Real Estate - Lecture 1 - Slides 1 to 18 Real Estate and Real Estate Investment Trusts Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Real Estate - Lecture 1 - Slides 1 to 18 Real Estate and Real Estate Investment Trusts Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 12 May Real Estate and Real Estate Investment Trusts Starts at 34:00 Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 12 May Real Estate and Real Estate Investment Trusts Starts at 34:00 |
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Topic 3:
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Gold, Precious Metals, Art, and Collectibles Materials Presentation No assignment The only question on the final exam from this presentation is that you should just stay away from gold, precious metals, collectibles, art, etc. Why gold is a bad investment Online Audio Lectures Precious Metals, Art, etc. - Lecture 1 - Slides 1 to 6 Precious Metals, Art, and Collectibles Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Precious Metals, Art, etc. - Lecture 1 - Slides 1 to 6 Precious Metals, Art, and Collectibles Online Audio/Video Lectures on YouTube (Closed captioning available) Precious Metals, Art, etc. - Lecture 1 - Slides 1 to 6 Precious Metals, Art, and Collectibles Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Precious Metals, Art, etc. - Lecture 1 - Slides 1 to 6 Precious Metals, Art, and Collectibles Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 12 May Precious Metals, Art, and Collectibles Starts at 1:04:00 Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 12 May Precious Metals, Art, and Collectibles Starts at 1:04:00 |
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Topic 4:
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Cryptocurrencies Materials Presentation No assignment No questions on the final exam from this presentation. Google search of "cryptocurrency" Only 79,100,000 hits ... Online Audio Lectures Cryptocurrencies - Lecture 1 - Slides 1 to 8 Cryptocurrencies Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Cryptocurrencies - Lecture 1 - Slides 1 to 8 Cryptocurrencies Online Audio/Video Lectures on YouTube (Closed captioning available) Cryptocurrencies - Lecture 1 - Slides 1 to 8 Cryptocurrencies Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Cryptocurrencies - Lecture 1 - Slides 1 to 8 Cryptocurrencies Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 12 May Cryptocurrencies Starts at 1:14:00 Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 12 May Cryptocurrencies Starts at 1:14:00 |
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Topic 5:
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Starting a Business Materials Presentation No assignment No questions on the final exam from this presentation. Score San Diego (Service Corps of Retired Executives) Kiva Accion San Diego Careful! Don't go to accionsandiego.com. It's a phishing site. South San Diego Small Business Development Center Online Audio Lectures Starting a Business - Lecture 1 - Slides 1 to 3 Starting a Business Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Starting a Business - Lecture 1 - Slides 1 to 3 Starting a Business Online Audio/Video Lectures on YouTube (Closed captioning available) Starting a Business - Lecture 1 - Slides 1 to 3 Starting a Business Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Starting a Business - Lecture 1 - Slides 1 to 3 Starting a Business Face-to-Face Class Audio Lectures (BUS-123-01) TueThur Lecture 1 Audio -- 14 May The Ultimate Investment: Starting a Business Plus Baffle the Broker, Using The Value Line, Internal Rate of Return Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 14 May The Ultimate Investment: Starting a Business Plus Baffle the Broker, Using The Value Line, Internal Rate of Return |
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