BUS-123 - Introduction to Investments - Spring 2026
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Instructor: Frank Paiano - Email: fpaiano@swccd.edu
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You don't need to enroll if you are only here for the knowledge. The material is freely available to everyone. Welcome! We wish you the best of success in your investing adventure! |
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| News Flash! Please thank Dr. Mink Stavenga, our Dean, for online access to The Value Line! |
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Southwestern College Students Now Have Online Access to The Value Line You will need your Southwestern College account number and password. (Contact me if you have problems.) |
| News Flash! Tutor Available for Introduction to Investments |
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Great News! We have a tutor for BUS-123, Introduction to Investments! Maria Teresa Serrano Monday through Thursday from 11 am to 5 pm Online Appointment System Page Walk-ins accepted on space-available basis. I have known Maria for many years now. You will love her! Tell her that Paquito sent you. |
Textbook: Introduction to Investments
PDF Version (Approximately 30 Megabytes) - LibreTexts.org (mobile-friendly)
Group Based on BUS-123, Introduction to Investments
Thank you, Abe!
Announcements for 8-Week Session, BUS-123-502
| Announcements (Announcements also available in Canvas) |
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Week #1 - Introduction and Welcome to BUS-123, Introduction to Investments, Second 8-Week Session, for Spring 2026 - Video - Audio Due: Please Introduce Yourself discussion forum, Chapter 1 Assignments Week #0 - Presemester Announcement - Video - Audio Pre-semester announcement for students already enrolled Pre-semester announcement for students on waiting list |
Chapter Presentations, Handouts, and Assignments
Part 1: Introduction including Mutual Funds |
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Part 1: |
Syllabus: BUS-123-502 Short Format - Audio Commentary of Short Format Class Syllabus - Long Format Long format also in Canvas Add your personal email to Canvas This will ensure that you receive all important communications. And you get 2 extra credit bonus points! Your Humble Professor Introduces Himself Your Humble Professor Introduces Himself with just audio A Guided Tour of the class website - Audio Ah, it's what yer lookin' at right now. Office Hours -- We are here to help you! Zoom Room Online Office We will have at least six online office hours this semester via Zoom. BUS-123-502 -- Thursday evenings from 7:00 pm to 7:55 pm Thursday, April 9th (first week of semester) Thursday, April 16th (coincide with exam #1) Thursday, April 30th (coincide with exam #2) Thursday, May 7th (coincide with exam #3) Thursday, May 21st (coincide with exam #4) Thursday, May 28th (coincide with final exam) Please let me know what days and times are good for you and we will schedule an office hour for you. |
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Introduction, Overview, and Risk versus Return |
Chapter 1: Introduction, Overview, and Risk versus Return Chapter 1 in textbook on LibreTexts.org Presentation file Every chapter has a Google Docs slide presentation that can be read with Google Docs, OpenOffice, LibreOffice, or PowerPointless Study Guide - Video - 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 Forums Assignment Everyone post! We need your input! Don't worry about what you will say! Just write something! - Commentary Add your picture to the discussion boards! We want to see your smiling face! Work-Based Learning Work-Based Learning Extra Credit Bonus Assignment - Commentary Two points for every BetterInvesting.org seminar or event you attend! Better than a poke in the eye, eh? News Flash! First Fridays are now the first Four Fridays in each month! Security? But I'm not an Administration of Justice Major! No, not that type of security! Security Types Matching Handout - Commentary - Answer Key Memorize for exam! You must know these! Investopedia: What is a Security? Kind of a dumb name, huh? "Security." Sample Portfolio Class Project - Commentary Create Your Own Portfolio: Video - Audio (Check back often to see how we are doing.) Bibliography - Books to Read (Eventually) - Commentary Sixteen Rules for Success According to Sir John Templeton (We will see him in chapter 6.) The World is Global This is Rob Lovelace, one of the grandsons of Jonathan Bell Lovelace, the founder of Capital Group / American Funds. Visualizing the World Economy, December 2025 December 2024 August 2023 December 2022 December 2021 Visualizing the World Economy in 2050 Prediction is difficult, especially about the future. Nonetheless, the world is changing. The Value of Long-term Investing Future Value Worksheet - Commentary - Answer Key Future Value Tables Do you want to be an Investor or a Speculator/Trader? Psst! If you want to be an Investor, you have come to the right place. If you want to be a Speculator/Trader, sorry, we can't help you. Wise Advice from Mike Gitlin, President & CEO, Capital Group / American Funds - Full interview Liar's Poker Story - Slide 47 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 Speculative Booms of the Past The History of Capitalism is the History of Booms and Busts, Manias and Crashes Schwab's advice on risk versus return Love the part that shows that checking your portfolio more often makes you more nervous and risk averse. Typical speculators, aka traders It's stressful! Typical investors Wouldn't you really rather be an investor? 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 get-rich-quick advertisements like these, please send them my way. Thanks! Whoa! 66% per year since 1988! This Porter Stansberry guy has been scamming for over 20 years! At 66% per year, $100 would have become $8,392,496,512 by December 2023. Sure, buddy. Advice from a Scam Expert on How to Spot a Scam 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 Short-term Securities Examples: Video - Audio 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. Fidelity Money Market Fund Annual Report -- April 30, 2024 Vanguard Municipal Money Market Fund Municipal money market funds are tax-exempt at the Federal level U.S. Government Money Market Mutual Fund Web Page 2025 Example: Fall 2025 Annual Report - Portfolio Holdings 2024 Example: Fall 2024 2023 Example: Fall 2023 2022 Example: Fall 2022 2021 Example: Fall 2021 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 Investopedia: An Introduction to Commercial Paper Why Brokered CD's Offer Higher Rates Investopedia's discussion of Brokered Certificates of Deposit Bankrate.com/banking Popular Internet site for researching short-term investments The Federal Reserve Bank and the Money Supply How Does the Federal Reserve System Work Kiplinger's Magazine discusses the goals and inner workings of the Federal Reserve Bank Unusual and Foreboding Change in the U.S. Money Supply Is this a dangerous indicator or simply a reversion to the average after Covid? Online Audio Lectures Chapter 1 - Lecture 1 - Slides 1 to 14 Introduction: What is an Investment? Chapter 1 - Lecture 2 - Slides 15 to 34 An Overview of the Investment Universe Chapter 1 - Lecture 3 - Slides 35 to 54 The Relationship of Risk versus Return Chapter 1 - Lecture 4 - Slides 55 to 73 Short-term Investments, A Place to Park Your Money Online Audio/Video Lectures Chapter 1 - Lecture 1 - Slides 1 to 14 Introduction: What is an Investment? Chapter 1 - Lecture 2 - Slides 15 to 34 An Overview of the Investment Universe Chapter 1 - Lecture 3 - Slides 35 to 54 The Relationship of Risk versus Return Chapter 1 - Lecture 4 - Slides 55 to 73 Short-term Investments, A Place to Park Your Money Online Audio/Video Lectures on YouTube Chapter 1 - Lecture 1 - Slides 1 to 14 Introduction: What is an Investment? Chapter 1 - Lecture 2 - Slides 15 to 34 An Overview of the Investment Universe Chapter 1 - Lecture 3 - Slides 35 to 54 The Relationship of Risk versus Return Chapter 1 - Lecture 4 - Slides 55 to 73 Short-term Investments, A Place to Park Your Money |
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Investments for the Masses |
Chapter 2: Mutual Funds: Investments for the Masses Chapter 2 in textbook on LibreTexts.org 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 Market Concentration in 5 Charts - Summer 2023 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 Legg Mason Value Trust Now called Clearbridge Value Trust T Rowe Price Dividend Growth Fund Vanguard 500 Index Fund The Admiral shares have replaced the original 500 Index Fund Fidelity 500 Index Fund Mutual Fund Types Scramble Sheet (Online lecture #3) - Commentary A Sample Mutual Fund (Online lecture #5 - Just one of over 12,000!) ICA Prospectus: Full - Summary - Webpage - Commentary ICA: 92 Years of Investing - Commentary: Video - Audio Top 75 Holdings of ICA - Commentary The Benefit of Time - Commentary Worst Day / Best Day - Commentary Hypothetical Illustrations using ICA, a Growth 'n' Income Stock Fund (Online Lecture #5) $100 per month for 30 years $212,219 $100 per month for 40 years $658,942 $100 per month for 40 years - increase $10 each year $1,232,086 $500 per month for 20 years $462,049 $1,000 per month for 20 years $930,094 Commentary: Video - Audio Growth 'n' Income Stock Fund above compared with a Growth Stock Fund, a Bond Fund, and a (Stock 'n' Bond) Balanced Fund $100 per month for 40 years - increase $10 each year Growth 'n' Income Stock Fund -$1,232,086 - 10.60% $100 per month for 40 years - increase $10 each year Growth Stock Fund - $1,692,750 - 11.88% $100 per month for 40 years - increase $10 each year Bond Fund - $262,300 - 3.58% $100 per month for 40 years - increase $10 each year Stock 'n' Bond Balanced Fund - $815,201 - 8.88% A Shares (commission-based) versus F or I Shares (fee-based, aka Assets Under Management) $500,000 paying the up-front commission - 20 years (A Shares) - $3,439,476 $500,000 paying a yearly 1.25% annual fee - 20 years (F or FI or Advisor Shares) - $3,310,331 $500,000 paying the up-front commission - 25 years $4,159,723 $500,000 paying a yearly 1.25% annual fee - 25 years $3,760,390 $1,000,000 no commission at this sales breakpoint - 20 years $7,019,338 $1,000,000 paying a yearly 1.25% annual fee - 20 years $6,620,663 $1,000,000 no commission at this sales breakpoint - 25 years $8,488,192 $1,000,000 paying a yearly 1.25% annual fee - 25 years $7,520,781 Assets Under Management Hypotheticals Using Simulated Index Funds $1,000,000 paying a yearly 1.0% annual fee - 20 years $6,958,987 $1,000,000 paying a yearly 1.0% annual fee - 25 years $8,004,629 Commentary: Video - 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 #5) Vanguard Funds Performance American Funds Performance Fidelity Funds and all the other funds that they offer through their web site Almost 9,000 funds total! Woman CEO! Dodge and Cox Funds Performance T. Rowe Price Funds Franklin Templeton Funds Woman CEO! Some Other Mutual Fund Families Pimco Blackrock DFA (Dimensional Fund Advisors State Street Invesco Annual Reports and Prospectuses (Online lecture #5 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: Difficult to get accurate, current results CityWire Alpha Female Report The Women are gaining but still far behind the Men 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 - Interview with CEO Michael Gitlin Fidelity Funds Insights - Viewpoints - Ned Johnson on Wikipedia - Interview with CEO Abigail Johnson Dodge and Cox Funds Video Perspectives Gallery - Check out The Benefits of an Active Approach to Global Fixed Income 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! The decline and fall of a star stock picker To read this one, you have to create a free account with City Wire Selector Morningstar's take on the Woodford Funds Morningstar also requires you to create a free account to read the article Woodford Funds Debacle The Financial Times now has a "pay wall" for this article. Sorry. You can get it at a library. Recent Mutual Fund Scandal The investment manager was lying about the value of the investments. How did this happen?! Online Lectures Chapter 2 - Lecture 1 - Slides 1 to 20 Introduction to Mutual Funds Chapter 2 - Lecture 2 - Slides 21 to 40 Fees, Expenses, and Class Shares, Oh My! Chapter 2 - Lecture 3 - Slides 41 to 56 Types of Mutual Funds (Scramble Sheet) Chapter 2 - Lecture 4 - Slides 57 to 61 The Great Debate: Passive Versus Active Management Chapter 2 - Lecture 5 - Slides 62 to 79 Fund Families and a Sample Mutual Fund Online Audio/Video Lectures Chapter 2 - Lecture 1 - Slides 1 to 20 Introduction to Mutual Funds Chapter 2 - Lecture 2 - Slides 21 to 40 Fees, Expenses, and Class Shares, Oh My! Chapter 2 - Lecture 3 - Slides 41 to 56 Types of Mutual Funds (Scramble Sheet) Chapter 2 - Lecture 4 - Slides 57 to 61 The Great Debate: Passive Versus Active Management Chapter 2 - Lecture 5 - Slides 62 to 79 Fund Families and a Sample Mutual Fund Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 2 - Lecture 1 - Slides 1 to 20 Introduction to Mutual Funds Chapter 2 - Lecture 2 - Slides 21 to 40 Fees, Expenses, and Class Shares, Oh My! Chapter 2 - Lecture 3 - Slides 41 to 56 Types of Mutual Funds (Scramble Sheet) Chapter 2 - Lecture 4 - Slides 57 to 61 The Great Debate: Passive Versus Active Management Chapter 2 - Lecture 5 - Slides 62 to 79 Fund Families and a Sample Mutual Fund |
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Part 2: Stocks, also known as Equities |
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to Stocks |
Chapter 3: Introduction to Stocks Chapter 3 in textbook on LibreTexts.org Presentation file Study Guide Assignment Stock Markets Assignment - Commentary Earnings Call Assignment - Commentary Creating Stock Alerts Using Google Bonus Assignment - Commentary Stock Worksheets Stocks Worksheet 1 - (Lecture 2 and 4) - Commentary - Answer Key Stocks Worksheet 2 - (Lectures 2, 5, and 6) - Commentary - Answer Key Stocks Worksheet 3 - (Lecture 6) - Commentary - Answer Key The Stock Market Exchanges History of the New York Stock Exchange Nasdaq's [About] Webpage Over-the-Counters Markets Stay away! The wrong side of the tracks. The red light district. Dividend Reinvestments Plans (DRIPs) Sempra Energy DRIP (Lecture 4) - Commentary Stock Transactions 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 - Commentary Even in hindsight, it is difficult to choose stocks Ninety-One Years Ago (Lecture 3) - Commentary - Results Don't Peek Until You Have Chosen a Company! The Thirty Stocks in the Dow Jones Industrial Average Internet Finance Web Sites (Assignments, Lecture #3) Researching Stocks on the Internet Presentation: Video - Audio The Value Line Awesome resource that used to be pay only. Check it out! We will use The Value Line extensively in the next chapter on valuation. Yahoo Finance Yahoo Finance was the best free finance site. It is still useful but not as much as before. Oh, well. E-mail to and response from the CEO of Verizon Verizon bought Yahoo. The CEO answered me personally! (Verizon then sold Yahoo.) Bloomberg Finance Marketwatch Wall Street Journal's free web site (Not so free anymore...) Morningstar Same website as chapter 2, mutual funds. Google Finance Google Finance is great for checking on the international markets CNBC BigCharts Now owned by MarketWatch Investopedia Pretty good website (even though it is owned by the same folks who own Tinder) The New York Times Markets Overview The Spread - How market makers (aka dealers) make money Casas de Cambio - San Ysidro and Tijuana (Lecture 2) - Video - 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...) 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. SEC Considers Banning Order Flow! 31-August-2021: Whoa! Wouldn't that upset the apple cart?! ESG - Environmental, Social, and Governance What is it? Yet another buzz term to throw around or a real issue (actually three) that must be considered when investing? 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!) The FINRA Investor Knowledge Quiz Actually, you should wait until the end of the semester before taking this quiz! FINRA SIE Exam Practice Exam Take it over and over and over again! Wait until the end of the semester. Stock Certificates Disney - Allied Signal - Campbell Soup Company - Commentary Penny Stock and Other Stock Scams What Are Penny Stocks The Risks of Penny Stocks DPER -- From $0.006 To $0.06 In Just 9 Days! (Lecture 5) - Commentary Psst. DPER is gone! Last sold for $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 was one of the few legitimate companies on the OTC. They warned the investment community that they were being used by the penny stock scammers. 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.) PBS Frontline's take on Madoff's fraud 60 Minutes: The Man Who Knew 60 Minutes interviews the man who reported Madoff to the SEC. They didn't listen. IPO -- Initial Public Offering or It's Probably Overpriced? It's Probably Overpriced! Rigging the IPO Game (Shared version of article good for 30 days from 17-September-2025) Bear markets come and go. 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 when. Be prepared emotionally. What Past Market Declines Can Teach Us Don't Lose Perspective (Lecture 5) - Commentary BGFN, The Benjamin Graham Financial Network! - Commentary How to Handle a Market Decline Don't panic. Keep a long-term perspective. Buy more! Tips for Preparing and Handling Down Markets Bibliography - Read! It will give you an unfair advantage over everyone else! 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 Secretary Amasses a Fortune With 3 Shares 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 FranklinTempleton, Capital Group, and other large financial firms and pension funds backed IEX Citadel tries to stop IEX! Citadel is one of the companies that pay Robinhood for the order flow. They don't want any competition! One False Move A High Frequency Trading firm loses $440 million in 45 minutes Warren Buffett and Berkshire Hathaway The History of Berkshire Hathaway Class B Shares Robo-Advising? Robo-Trading? What is this? It sure ain't investing! Fidelity Robotic Trading System Whatever it is, they were charging 1.25% each year! Looks like random senseless trading by a computer. Presentation: Video - Audio Online Audio Lectures Chapter 3 - Lecture 1 - Slides 1 to 12 Introduction to Stocks - Historical Returns - Advantages and Disadvantages Chapter 3 - Lecture 2 - Slides 13 to 35 The Stock Markets (aka The Capital Markets) Chapter 3 - Lecture 3 - Slides 36 to 46 Stock Transactions, Transaction Costs, and Stock Quotes Chapter 3 - Lecture 4 - Slides 47 to 59 Market Averages and Indexes; Volatility Reexamined Chapter 3 - Lecture 5 - Slides 60 to 73 Stock Characteristics and Measurements Chapter 3 - Lecture 6 - Slides 74 to 84 Types of Stocks, Growth versus Value, and Market Capitalization Chapter 3 - Lecture 7 - Slides 85 to 92 Stock Investment Strategies Online Audio/Video Lectures Chapter 3 - Lecture 1 - Slides 1 to 12 Introduction to Stocks - Historical Returns - Advantages and Disadvantages Chapter 3 - Lecture 2 - Slides 13 to 35 The Stock Market (aka The Capital Markets) Chapter 3 - Lecture 3 - Slides 36 to 46 Stock Transactions, Transaction Costs, and Stock Quotes Chapter 3 - Lecture 4 - Slides 47 to 59 Market Averages and Indexes; Volatility Reexamined Chapter 3 - Lecture 5 - Slides 60 to 73 Stock Characteristics and Measurements Chapter 3 - Lecture 6 - Slides 74 to 84 Types of Stocks, Growth versus Value, and Market Capitalization Chapter 3 - Lecture 7 - Slides 85 to 92 Stock Investment Strategies Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 3 - Lecture 1 - Slides 1 to 12 Introduction to Stocks - Historical Returns - Advantages and Disadvantages Chapter 3 - Lecture 2 - Slides 13 to 35 The Stock Market (aka The Capital Markets) Chapter 3 - Lecture 3 - Slides 36 to 46 Stock Transactions, Transaction Costs, and Stock Quotes Chapter 3 - Lecture 4 - Slides 47 to 59 Market Averages and Indexes; Volatility Reexamined Chapter 3 - Lecture 5 - Slides 60 to 73 Stock Characteristics and Measurements Chapter 3 - Lecture 6 - Slides 74 to 84 Types of Stocks, Growth versus Value, and Market Capitalization Chapter 3 - Lecture 7 - Slides 85 to 92 Stock Investment Strategies |
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Fundamental Analysis: Valuation Models |
Chapter 4: Fundamental Analysis: Valuation Models Chapter 4 in textbook on LibreTexts.org Presentation file Study Guide Chapter 4 Valuation Models Assignment - Commentary Chapter 4 Value Line Assignment - Commentary Great News! The Value Line is now available online through the Southwestern College Library! The paper 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. This list may be out of date. Call First. Their website only shows the San Diego Central Library and Rancho Bernardo but we know it is available at other branches. The Newport Beach Public Library gives you online access to The Value Line for six months. (Then you have to travel up to Newport Beach with a valid California ID to get a permanent account.) Presentation: Video - Audio Pretzels Unlimited Discounted Cash Flow Spreadsheet (Lecture 3) Pretzels Unlimited Presentation: Video - Audio Valuation Worksheet 1 - Commentary - Answer Key Jimba Jomba Jumba Juice Discounted Cash Flow Spreadsheet Jimba Jomba Jumba Juice Presentation: Video - Audio Valuation Worksheet 2 - Commentary - Answer Key The Value Line: Procter & Gamble Spreadsheet The Value Line Presentation: Video - Audio Chapter 4 Formulas Present Value Table (Needed for Discounted Cash Flow Model calculations) Online Audio Lectures Chapter 4 - Lecture 1 - Slides 1 to 5 Introduction to Valuation Models Chapter 4 - Lecture 2 - Slides 6 to 20 Dividend Discount Models Chapter 4 - Lecture 3 - Slides 21 to 36 Discounted Cash Flow Model Chapter 4 - Lecture 4 - Slides 37 to 49 The Value Line: A Sip from the Financial Firehose Online Audio/Video Lectures (Closed captioning available) Chapter 4 - Lecture 1 - Slides 1 to 5 Introduction to Valuation Models Chapter 4 - Lecture 2 - Slides 6 to 20 Dividend Discount Models Chapter 4 - Lecture 3 - Slides 21 to 36 Discounted Cash Flow Model Chapter 4 - Lecture 4 - Slides 37 to 49 The Value Line: A Sip from the Financial Firehose Online Audio/Video Lectures on YouTube (Closed captioning available) Chapter 4 - Lecture 1 - Slides 1 to 5 Introduction to Valuation Models Chapter 4 - Lecture 2 - Slides 6 to 20 Dividend Discount Models Chapter 4 - Lecture 3 - Slides 21 to 36 Discounted Cash Flow Model Chapter 4 - Lecture 4 - Slides 37 to 49 The Value Line: A Sip from the Financial Firehose |
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Fundmental Analysis: Financial Statements and Ratio Analysis |
Chapter 5: Fundamental Analysis: Financial Statements and Ratio Analysis Chapter 5 in textbook on LibreTexts.org Presentation file Study Guide Financial Ratios Assignment - Commentary Financial Ratios Formulas Financial Statements Sprouts Balance Sheet Sprouts Income Statement Sprouts Cash Flow Statement aka Statement of Cash Flows SEC Edgar Search for Company Annual and Quarterly Filings All publicly traded companies are required to file their financial statements here |
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Text Book
This is an Open Educational Resources - Zero Textbook Cost (OER-ZTC) textbook. (Ah, that's the fancy-schmancy academic way to say that it is free to read.) Introduction to Investments: A Free Manual for Building Wealth PDF Version (>30 Megabytes) - LibreTexts.org (mobile-friendly) |
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