| Final Exam | ||
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| BUS-123-01 BUS-123-502 |
Tuesdays & Thursdays 8:35 a.m. to 10:00 am Online |
Final Exam: Chapters 15, 14, 2, and Miscellaneous Topics in Investing; Review All Chapters Chapter 15: Options Contracts Chapter 14: Futures Contracts Chapter 2: Brokerage Accounts; Buying on Margin and Shorting Miscellaneous Topics in Investing: Account Types; Real Estate and REITs; Hard Assets; Cryptocurrencies; Starting a Business Review All Other Chapters Friday, May 21st, to Thursday, May 27th Questions From Chapters After Exam #4 - Chapters 15, 14, 2, and Miscellaneous Topics Study for Final Exam Pre-final Worksheet - Answer Key - Zoom Recorded Session Starts at 45:00 Study for Final Exam |
Part 1: |
Syllabus: BUS-123-01 Remote Tuesday/Thursday - Audio commentary will be created during Lecture 1 on February 1st You could also listen to the Audio Commentary for the Online Classes Syllabus. It is almost exactly the same. BUS-123-502 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 iTunes is allowing us to upload videos again. Go figure. Zoom Room Virtual Office We will have at least five office hours this semester, typically Thursday nights from 7:00 pm to 7:55 pm. Dates: Thursday, February 25th (coincide with exam #1) Thursday, March 25th (coincide with exam #2) Thursday, April 15th (coincide with exam #3) Saturday, May 8th, 4:30 pm to 5:25 pm (coincide with exam #4) Tuesday, May 25th, 7:00 to 7:55 pm (coincide with final exam) |
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Chapter 1 and Notes:
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Chapter 1 Materials Presentation file Every chapter has a Google Docs slide 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 (5 Feb 2021) We are off to a great start, mostly thanks to a rebound from last week's pessimism Snapshot (12 Feb 2021) Not much change from last week. Up 1/2%. Snapshot (19 Feb 2021) Ah, down a bit. Oh, well. Snapshot (26 Feb 2021) Ooops. We are a bit underwater. Nothing to panic about. Snapshot (5 Mar 2021) Up! Down! Up! Down! We are holding our own through the turbulence. Snapshot (12 Mar 2021) Up! Up! We have recovered and are now up over 4%. Well done! Snapshot (19 Mar 2021) Holding our own at over 4%. Excellent! The volatility is real. Snapshot (26 Mar 2021) Yikes! In the last hour, we rose almost 2%! The volatility is real! Snapshot (2 Apr 2021) Kinda' quiet this week. No major changes. Snapshot (9 Apr 2021) Not bad! We are now up over 7 1/2%! Well done! Snapshot (16 Apr 2021) Whoa! 9.6% This class is awesome! Snapshot (26 Apr 2021) Whoa! Almost 11% This class is on fire! Snapshot (30 Apr 2021) Whoa! Almost 12% What a great class! Snapshot (7 May 2021) Yet Another Whoa! We are up 15%! (Dontcha' wish it were real money?) Snapshot (14 May 2021) Whoops! Just a bit of a reversal. Par for the course. Snapshot (21 May 2021) Up 14! Well done! And we beat Da' Boogie Man! (a.k.a. the S&P 500) Books to Read (Eventually) - Commentary Future Value Worksheet - Commentary - Answer Key Future Value Tables Scams They want to take your money! 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! When you see advertisements like these, please send them my way. Thanks! Investopedia article on recent stock scams The same kind of illegal behaviors go on in the world of weight loss supplements Some weight loss supplements 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. U.S. Government 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, 2020 Short-term Securities Examples: Video - Video (CC) - Audio 2020 Example: Spring 2020 2019 Example: Spring 2019 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? Investopedia on the Difference between Investing and Speculating/Trading The Difference between Investing and Speculating/Trading according to Forbes Jack Bogle Interview with Forbes Aha! I found it! In this interview, Jack Bogle nails the difference between investing and speculating. Scroll down to [06:09] Emotion Is The Enemy 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? Investopedia on the Difference between Investing and Speculating/Trading The Difference between Investing and Speculating/Trading according to Forbes Jack Bogle Interview with Forbes Aha! I found it! In this interview, Jack Bogle nails the difference between investing and speculating. Scroll down to [06:09] Emotion Is The Enemy 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? Investopedia on the Difference between Investing and Speculating/Trading The Difference between Investing and Speculating/Trading according to Forbes Jack Bogle Interview with Forbes Aha! I found it! In this interview, Jack Bogle nails the difference between investing and speculating. Scroll down to [06:09] Emotion Is The Enemy 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? Investopedia 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? Investopedia on the Difference between Investing and Speculating/Trading The Difference between Investing and Speculating/Trading according to Forbes Jack Bogle Interview with Forbes Aha! I found it! In this interview, Jack Bogles nail the difference between investing and speculating. Scroll down to [06:09] Emotion Is The Enemy Chapter 1, Notes - Lecture 4 - Slides 55 to 73 Short-term Investments Zoom Recorded Sessions (BUS-123-01) TueThur Lecture 1 -- 2 Feb Introduction: What is an Investment? - Passcode: mb&Yh9aB TueThur Lecture 2 -- 4 Feb An Overview of the Investment Universe and a Brief History of Risk and Return - Passcode: SQ7upVp+ TueThur Lecture 3 -- 9 Feb Short-term Investments, Chapter 1 Assignments, Investment Club, Start Mutual Funds - Passcode: M8Z$KtM8 |
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Chapter 4:
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Chapter 4 Materials Note: Chapter 4 will be chapter 2 starting in Fall 2021 -- watch for changes in the documents 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 The Growth Fund of America 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 12,000!) ICA Prospectus: Full - Summary - Web page - Commentary ICA: 87 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 and all the other funds that they offer through their web site Over 3,400 no transaction fee funds. Over 9,700 funds total! 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 Zoom Recorded Sessions (BUS-123-01) TueThur Lecture 1 -- 9 Feb Short-term Investments, Chapter 1 Assignments, Investment Club, Start Mutual Funds - Passcode: M8Z$KtM8 TueThur Lecture 2 -- 11 Feb Mutual Funds History, Mutual Fund Fees - Passcode: CZfED402 TueThur Lecture 3 -- 16 Feb Types of Mutual Funds, The Scramble Sheet - Passcode: *jPAx?8$ TueThur Lecture 4 -- 18 Feb Fund Families, A Sample Mutual Fund - Passcode: sKTak^0a TueThur Lecture 5 -- 23 Feb Review for Exam #1, Chapter 4 Assignments, Mutual Fund Case Studies - Passcode: 77NguFcq TueThur Lecture 6 -- 25 Feb Review for Exam #1, Walkthough of Chapter 4 Assignment Mutual Fund Annual Report - Passcode: UGJ93jVU |
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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 The difference between limit, stop, and stop-limit orders Limit, schlimit! If you want the buy or sell the stock, just use a market order! Market Simulation Handout Presentation: Chaos in the Classroom! (Spring 2020 before the lockdown): Video - Video (CC) - Audio Internet Finance Web Sites (Assignments, Lecture #3) Presentation: Video - Video (CC) - Audio The Value Line Awesome resource that used to be pay only. Check it out! The Value Line now gives you some information on stocks and all info on Dow Jones Industrial Average stocks 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 ESG - Environmental, Social, and Governance ESG will eat itself Critical look at the difficulties in defining what is good and what is bad FINRA - Financial Industry Regulatory Authority FINRA Investigate your broker and brokerage firm at FINRA's BrokerCheck FINRA Broker Check Just type "PAIANO" for the name and hit [Enter] 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!) FINRA SIE Exam Practice Exam Take it over and over and over again! Wait until the end of the semester. The FINRA Investor Knowledge Quiz Wait until the end of the semester for this exam, too. The Spread - How market makers (a.k.a. dealers) make money Casas de Cambio - San Ysidro and Tijuana (Lecture 2) - Video - Video (CC) - Audio - 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...) 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. Even in hindsight, it is difficult to choose stocks Eighty-Six 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 Five Weeks of Hell - Fall 2008 It's gonna' happen ag'n, Folks. We just don't know. Be prepared emotionally. 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 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 Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 2 Mar Introduction to Stocks, Historical Returns, Pros and Cons, The Stock Markets - Passcode: 2KV7w@w? TueThur Lecture 1 using Zoom -- 4 Mar Stock Markets (a.k.a. The Capital Markets), Stocks Transactions and Fees TueThur Lecture 1 using Zoom -- 9 Mar Market Averages and Indexes; Worksheets; Dividends and Other Stock Characteristics TueThur Lecture 1 using Zoom -- 11 Mar Types of Stocks, Growth versus Value, Market Capitalization, Stock Investment Strategies |
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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 - Newport Beach Public Library The Value Line is available online through this library Pretzels Unlimited Discounted Cash Flow Spreadsheet (Lecture 2) Valuation Worksheet 1 - Answer Key Jimba Jomba Jumba Juice Discounted Cash Flow Spreadsheet Valuation Worksheet 2 - Answer Key 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 Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 16 Mar Introduction to Valuation Techniques, Price Ratio Models TueThur Lecture 2 using Zoom -- 18 Mar Dividend Discount Models, Discounted Cash Flow Model, The Value Line TueThur Lecture 3 using Zoom -- 23 Mar Work through worksheets; Chapter 7 Bonus Assignment Spreadsheet; Review for Exam #2 TueThur Lecture 4 using Zoom -- 25 Mar Review for Exam #2, The Value Line, Chapter 6 Bonus Assignment Example: Nike |
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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 Sprouts Balance Sheet Sprouts Income Statement Sprouts 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 Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 6 Apr Financial Statements and Ratio Analysis TueThur Lecture 1 using Zoom -- 8 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 Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Chapter 7 - Lecture 1 - Slides 1 to 26 Stock Price Behavior & Market Efficiency Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 7 - Lecture 1 - Slides 1 to 26 Stock Price Behavior & Market Efficiency Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Chapter 7 - Lecture 1 - Slides 1 to 26 Stock Price Behavior & Market Efficiency Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 8 Apr Stock Price Behavior and Market Efficiency; Investing All Stars; Famous Myths and Stupid Sayings |
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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 Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 13 Apr Behavioral Finance and the Psychology of Investing, Technical Analysis Lecture continues from Chapter 7 below TueThur Lecture 2 using Zoom -- 15 Apr Review for Exam #3; Net Present Value and Internal Rate of Return |
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Net Present Value and
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BUS-123-01 Face-to-face Class Presentation - Spreadsheet Lecture -- 15 Apr Review for Exam #3; Net Present Value and Internal Rate of Return Additional Lecture: No Assignment! Not Going to Be On Any Exam! What you will see if and when you ever take an upper division or graduate level finance and investments class |
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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. Wall Street Journal Bond Rates Also shows yield curve which we discuss in chapter 10. Federal Reserve Bank of St. Louis Bond Research Web Site Great resource for researching about bonds in aggregate (but no individual bond quotes). 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 - Apr 21 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 Apr 21 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 42 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 42 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 42 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 42 Types of Bonds, Bond Ratings Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 20 Apr Introduction to Bonds, Bonds & Interest Rates, Bond Ratings and Quotes TueThur Lecture 2 using Zoom -- 22 Apr Continuing Bonds, Review Bond Quotes |
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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 - Commentary - Answer Key Bond Valuation Worksheet #3 - Commentary - Answer Key - Zoom Recorded Session (Study for Exam #4) Bond Valuation Formulas Present Value Tables Bond Calculator Spreadsheet - Video - Audio (Lecture 2) The Bond Yield Curve and Composite Rates Bond Yield Curve from GuruFocus.com Treasury bonds yield curve Bond Yield Curve from Wall Street Journal Also uses Treasury bonds to show yield curve 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 Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 27 Apr Bond Yield Calculations, Current Yield, Yield-to-Maturity, Yield Curve, Bond Valuation, Worksheet #1 TueThur Lecture 2 using Zoom -- 29 Apr BetterInvesting.org and the Stock Selection Guide; Finish Chapter 10 |
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Chapter 18:
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Chapter 18 Materials Presentation file Study Guide Convertible Securities 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 |
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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 Stocks and Bonds in Retirement 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 Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 4 May Diversification and Asset Allocation; Discuss Exam #4 TueThur Lecture 1 using Zoom -- 6 May Chapter 10 worksheet #3 (Study for 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, 7 Days, 42 Hours, Only $7,700! 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 $2,997! 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! Chuck and Wendy and Bubba want to learn ya' good! 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? He Built a $10 Billion Investment Firm. It Fell Apart in Days. Another example of the dangers of derivatives. He used instruments similar to options but even more radioactive. The Mysterious Demise of a $1.7 Billion Mutual Fund Wait a minute! Mutual funds are not supposed to be using derivatives! 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 Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 11 May Options Contracts and Futures Contracts (continued with chapter 14 below) - Passcode mnZg4E3p |
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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 Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 11 May Options Contracts and Futures Contracts (continued from chapter 15 above) - Passcode mnZg4E3p |
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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. This guy makes me sick He stole from his client who had been behind bars for decades. 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!) Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 13 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 Fisher Investments: Why I Hate Annuities Here is a guy who has built an empire by trashing annuities Fixed Income Annuity Illustration - Video - Video (CC) - Audio Compare this to the chapter 11 retirement scenarios. Ken Fisher is right. Annuities Suck! 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 Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 18 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 20 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 20 Real Estate and Real Estate Investment Trusts Online Audio/Video Lectures on YouTube (Closed captioning available) Real Estate - Lecture 1 - Slides 1 to 20 Real Estate and Real Estate Investment Trusts Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Real Estate - Lecture 1 - Slides 1 to 20 Real Estate and Real Estate Investment Trusts Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 18 May Real Estate and Real Estate Investment Trusts Starts at 36:45 |
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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 Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 18 May Precious Metals, Art, and Collectibles Starts at 1:09:15 |
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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 246,000,000 hits ... Unregulated! Promises of Riches! This is exactly what we should expect. Just one of many examples of hanky-panky Crytocurrency scams Only 8?! 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 Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 20 May Cryptocurrencies Starts at beginning, continues with Starting a Business below, and ends with Workthrough of Pre-final Worksheet |
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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 Accessity (formertly 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 5 Starting a Business Online Audio/Video Lectures (Apple mobile users: Search "BUS123" in iTunes.) Starting a Business - Lecture 1 - Slides 1 to 5 Starting a Business Online Audio/Video Lectures on YouTube (Closed captioning available) Starting a Business - Lecture 1 - Slides 1 to 5 Starting a Business Online Audio/Video Lectures on 3CMediaSolutions (Excellent closed captioning available) Starting a Business - Lecture 1 - Slides 1 to 5 Starting a Business Online sessions with Tuesday/Thursday Face-to-Face Class Audio/Visual (BUS-123-01) TueThur Lecture 1 using Zoom -- 20 May The Ultimate Investment: Starting a Business Starts at 28:30, After Starting a Business, we worked through the Pre-final Worksheet |
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