Portfolio Investment Project (20%)
Fin 404 Investments
Due Date: Week 7
Prof. Ho
Spring II, 2015
Objectives:
· Become familiar with the Wall Street Journal and the Internet financial pages.
· Learn how to select mutual funds, bonds, and stocks.
· Understand tracking and calculating the performance of mutual funds, bonds, stocks and the stock market indexes over the holding period.
· Observe the effects of diversification and assess the risk of investing.
· Achieve early financially independence.
Implementation:
This project is a group effort. You should have 3 students in a group. The initial funding for your account is $100,000. You will construct three portfolios as follows:
Portfolio 1: Four Mutual Funds ($10,000 each) $40,000
Portfolio 2: Corporate AA or AAA rated bonds $10,000
Portfolio 3: Five Individual Stocks $50,000
Total: $100,000
Portfolio 1: You should include a stock fund, a bond fund, an international stock fund,
and a money market fund in your mutual fund portfolio.
Portfolio 2: You should invest only in high graded corporate bonds. Do not choose high
yield (junk) bonds.
Portfolio 3: There is no requirement for equal dollar amount investment or number of
shares in your stock portfolio.
Go to yahoo.com, click finance, and click my portfolio to create your own portfolios. You can also use Excel Spread Sheets to track stock prices daily and performance of each portfolio weekly.
Purposes:
· Investing in mutual funds will allow you to compare the volatility and performance of your own portfolios to a professionally managed selection of securities.
· The purchase of corporate bonds will show the effects of interest rates.
· The purchase of individual stocks will help you understand the risk and reward of investing in the stock market, and the portfolio development will help you understand the benefits of diversification.
Assumptions
· The price of each stock is determined at the close of each trading day as reported in the Wall Street Journal.
· Fractional shares may be purchased.
· Taxes do not apply.
· Individual stocks may be bought and sold during holding period.
· There are no transaction costs.
Requirements
· The time horizon of your investment project is from _________to ___________
(cover at least 4 weeks)
· Track the price per share of individual stocks and determine the value of your portfolio each Friday (end of closing day).
· Liquidate all three portfolios at the end of Week Four.
· Calculate annual holding period return and annual holding period yield (see textbook/PPT slides for formulae)
Written Analysis
See next page (Table of Contents) for the required sections of your paper. You can include more sections if you like. Please go to www.apa.org for paper format.
First Page: Include the title, team members, and Mercer University.
Second page: Table of Content.
FIN 404Project Raw Data Due Week 4Ho, 2015 .docxmydrynan
FIN 404
Project Raw Data Due Week 4
Ho, 2015
Please collect the following raw data for your investment project.
Portfolio #1: Four Mutual Funds
· Fund Names
· Current Fund Prices
· 10-year total returns for each fund
· 10-year Annual Report Net Expense Ratios for each fund.
MPT statistics (Choose the 10-year measure) for each of your four funds.
· R-Squared
· Beta
· Alpha
· Treynor
Volatility Measures (Choose the 10-year measure) for each of your four funds.
· Standard Deviation
· Sharpe Ratio
· Sortino Ratio
Portfolio #2:Corporate Bonds
· Corporate Bond Names
· Current Prices
· Coupon Rates
· Maturity Dates
· YTM
· Current Yields
· Bond Ratings
Portfolio #3: Five Individual Stocks
· Stock Names (Ticker Symbols)
· Current Stock Prices
· 10-year total returns for each of your five stocks.
· 10-year dividend history for each of your five stock
Other Key Ratios for each of your five stocks:
· Profitability
· Growth
· Cash Flow
· Financial Health
· Efficiency Ratios
· Betas
· P/E ratios
· PEG ratios
Market and Other Data (10-year history)
· S&P500 Index returns
· S&P500 P/E
· Risk Free Rates (Treasurys)
Portfolio Investment Project (20%)
Fin 404 Investments
Due Date: Week 7
Prof. Ho
Spring II, 2015
Objectives:
· Become familiar with the Wall Street Journal and the Internet financial pages.
· Learn how to select mutual funds, bonds, and stocks.
· Understand tracking and calculating the performance of mutual funds, bonds, stocks and the stock market indexes over the holding period.
· Observe the effects of diversification and assess the risk of investing.
· Achieve early financially independence.
Implementation:
This project is a group effort. You should have 3 students in a group. The initial funding for your account is $100,000. You will construct three portfolios as follows:
Portfolio 1: Four Mutual Funds ($10,000 each) $40,000
Portfolio 2: Corporate AA or AAA rated bonds $10,000
Portfolio 3: Five Individual Stocks $50,000
Total: $100,000
Portfolio 1: You should include a stock fund, a bond fund, an international stock fund,
and a money market fund in your mutual fund portfolio.
Portfolio 2: You should invest only in high graded corporate bonds. Do not choose high
yield (junk) bonds.
Portfolio 3: There is no requirement for equal dollar amount investment or number of
shares in your stock portfolio.
Go to yahoo.com, click finance, and click my portfolio to create your own portfolios. You can also use Excel Spread Sheets to track stock prices daily and performance of each portfolio weekly.
Purposes:
· Investing in mutual funds will allow you to compare the volatility and performance of your own portfolios to a professionally managed selection of securities.
· The purchase of corporate bonds will show the effects of interest rates.
· The purchase of individual stocks will help you understand t ...
Assignment 1 Financial Research ReportPart 1 Due Week 7 and wor.docxfelicitytaft14745
Assignment 1: Financial Research Report
Part 1 Due Week 7 and worth 100 points (Due Date : 19 May)
Part 2 Due Week 9 and worth 200 points
Imagine that you are a financial manager researching investments for your client. Think of a friend or a family member as a client. Define her/his characteristics and goals such as an employee or employer, relatively young (less than 40 years) or close to retirement, having some savings /property, risk taker or risk averter, etc. Next, use the Strayer University library, located at https://research.strayer.edu/, to research the stock of any U.S. publicly traded company that you may consider as an investment opportunity for your client. Your investment should align with your client’s investment goals. (Note: Please ensure that you are able to find enough information about this company in order to complete this assignment. You will create an appendix, in which you will insert related information.)
Your final financial research report will be 6-8 pages and be completed in two parts as noted below. This assignment requires you to use at least 5 quality academic resources and covers the following topics:
· Rationale for choosing the company in which to invest
· Ratio analysis
· Stock price analysis
· Recommendations
Refer to the following resources to assist with completing your assignment:
Annotated Bibliography
· Annotated Bibliographies
· Annotated Bibliography Samples
Stock Selection
· Forbes – “Six Rules to Follow When Picking Stocks”
· CNN Money – “Stocks: Investing in stocks”
· The Motley Fool – “13 Steps to Investing Foolishly”
· Seeking Alpha – “The Graham And Dodd Method For Valuing Stocks”
· Investopedia – “Guide to Stock-Picking Strategies”
· Seeking Alpha – “Get Your Smart Beta Here! Dividend Growth Stocks As ‘Strategic Beta’ Investments”
Market and Company Information
· U.S. Securities and Exchange Commission – “Market Structure”
· Yahoo! Finance
· Mergent Online (Note: This resource is also available through the Strayer Learning Resource Center.)
· Seeking Alpha (Note: Also available through the Android or iTunes App store.)
· Morningstar (Note: You can create a no-cost Basic Access account.)
· Research Hub, located in the left menu of your course in Blackboard.
Write a six to eight (6-8) page paper in which you:
Part 1 Due Week 7 (one to two (1-2) pages in addition to the annotated bibliography):
1. Provide a rationale for the stock that you selected, indicating the significant economic, financial, and other factors that led you to consider this stock.
2. Suggest the primary reasons why the selected stock is a suitable investment for your client. Include a description of your client’s profile.
3. Conduct a literature review and prepare an annotated bibliography of at least 150 words for each of the five (5) resources you’ll use to complete this assignment and begin to build your reference list. Remember you must use at least (5) quality academic resources for the final assignme.
How Investment Analysis & Portfolio Management greatly focuses on portfolio c...QUESTJOURNAL
Abstract: Portfolio Construction is a capstone elective that draws on previously studied investment principles, theories and techniques. Its enable synthesize that acquired financial theories and knowledge in the context of portfolio construction and asset allocation. It focuses on gaps in theory and how they can be managed in practice.
Assignment 1: Multinational Corporation Expansion
Due Week 4 and worth 300 points
Imagine that you are a senior business manager for a U.S.-based multinational company. You have been informed by your supervisor that your Company needs to consider expanding into a new international market to seek new opportunities.
Assignment 1 Portfolio ManagementWrite a five to seven (5-7) pa.docxfelicitytaft14745
Assignment 1: Portfolio Management
Write a five to seven (5-7) page paper in which you:
1. Analyze the relationship between risk and rate of return, and suggest how you would formulate a portfolio that will minimize risk and maximize rate of return.
2. Formulate an argument for investment diversification in an investor portfolio.
3. Address how stocks, bonds, real estate, metals, and global funds may be used in a diversified portfolio. Provide evidence in support of your argument.
4. Evaluate the concept of the efficient frontier and how you will use it to determine an asset portfolio for a specified investor.
5. Consider the economic outlook for the next year in order to recommend the ideal portfolio to maximize the rate of return for the short term and long term. Explain the key differences between the short and long term.
6. Use four (4) external resources to support your work. Note: Wikipedia and other Websites do not qualify as academic resources.
Your assignment must follow these formatting requirements:
· Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides; citations and references must follow APA or school-specific format. Check with your professor for any additional instructions.
· Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required assignment page length.
The specific course learning outcomes associated with this assignment are:
· Evaluate portfolio performance and develop recommendations to improve a firm’s investment performance.
· Use technology and information resources to research issues in corporate investment analysis.
· Write clearly and concisely about corporate investment analysis using proper writing mechanics.
.
FIN 404Project Raw Data Due Week 4Ho, 2015 .docxmydrynan
FIN 404
Project Raw Data Due Week 4
Ho, 2015
Please collect the following raw data for your investment project.
Portfolio #1: Four Mutual Funds
· Fund Names
· Current Fund Prices
· 10-year total returns for each fund
· 10-year Annual Report Net Expense Ratios for each fund.
MPT statistics (Choose the 10-year measure) for each of your four funds.
· R-Squared
· Beta
· Alpha
· Treynor
Volatility Measures (Choose the 10-year measure) for each of your four funds.
· Standard Deviation
· Sharpe Ratio
· Sortino Ratio
Portfolio #2:Corporate Bonds
· Corporate Bond Names
· Current Prices
· Coupon Rates
· Maturity Dates
· YTM
· Current Yields
· Bond Ratings
Portfolio #3: Five Individual Stocks
· Stock Names (Ticker Symbols)
· Current Stock Prices
· 10-year total returns for each of your five stocks.
· 10-year dividend history for each of your five stock
Other Key Ratios for each of your five stocks:
· Profitability
· Growth
· Cash Flow
· Financial Health
· Efficiency Ratios
· Betas
· P/E ratios
· PEG ratios
Market and Other Data (10-year history)
· S&P500 Index returns
· S&P500 P/E
· Risk Free Rates (Treasurys)
Portfolio Investment Project (20%)
Fin 404 Investments
Due Date: Week 7
Prof. Ho
Spring II, 2015
Objectives:
· Become familiar with the Wall Street Journal and the Internet financial pages.
· Learn how to select mutual funds, bonds, and stocks.
· Understand tracking and calculating the performance of mutual funds, bonds, stocks and the stock market indexes over the holding period.
· Observe the effects of diversification and assess the risk of investing.
· Achieve early financially independence.
Implementation:
This project is a group effort. You should have 3 students in a group. The initial funding for your account is $100,000. You will construct three portfolios as follows:
Portfolio 1: Four Mutual Funds ($10,000 each) $40,000
Portfolio 2: Corporate AA or AAA rated bonds $10,000
Portfolio 3: Five Individual Stocks $50,000
Total: $100,000
Portfolio 1: You should include a stock fund, a bond fund, an international stock fund,
and a money market fund in your mutual fund portfolio.
Portfolio 2: You should invest only in high graded corporate bonds. Do not choose high
yield (junk) bonds.
Portfolio 3: There is no requirement for equal dollar amount investment or number of
shares in your stock portfolio.
Go to yahoo.com, click finance, and click my portfolio to create your own portfolios. You can also use Excel Spread Sheets to track stock prices daily and performance of each portfolio weekly.
Purposes:
· Investing in mutual funds will allow you to compare the volatility and performance of your own portfolios to a professionally managed selection of securities.
· The purchase of corporate bonds will show the effects of interest rates.
· The purchase of individual stocks will help you understand t ...
Assignment 1 Financial Research ReportPart 1 Due Week 7 and wor.docxfelicitytaft14745
Assignment 1: Financial Research Report
Part 1 Due Week 7 and worth 100 points (Due Date : 19 May)
Part 2 Due Week 9 and worth 200 points
Imagine that you are a financial manager researching investments for your client. Think of a friend or a family member as a client. Define her/his characteristics and goals such as an employee or employer, relatively young (less than 40 years) or close to retirement, having some savings /property, risk taker or risk averter, etc. Next, use the Strayer University library, located at https://research.strayer.edu/, to research the stock of any U.S. publicly traded company that you may consider as an investment opportunity for your client. Your investment should align with your client’s investment goals. (Note: Please ensure that you are able to find enough information about this company in order to complete this assignment. You will create an appendix, in which you will insert related information.)
Your final financial research report will be 6-8 pages and be completed in two parts as noted below. This assignment requires you to use at least 5 quality academic resources and covers the following topics:
· Rationale for choosing the company in which to invest
· Ratio analysis
· Stock price analysis
· Recommendations
Refer to the following resources to assist with completing your assignment:
Annotated Bibliography
· Annotated Bibliographies
· Annotated Bibliography Samples
Stock Selection
· Forbes – “Six Rules to Follow When Picking Stocks”
· CNN Money – “Stocks: Investing in stocks”
· The Motley Fool – “13 Steps to Investing Foolishly”
· Seeking Alpha – “The Graham And Dodd Method For Valuing Stocks”
· Investopedia – “Guide to Stock-Picking Strategies”
· Seeking Alpha – “Get Your Smart Beta Here! Dividend Growth Stocks As ‘Strategic Beta’ Investments”
Market and Company Information
· U.S. Securities and Exchange Commission – “Market Structure”
· Yahoo! Finance
· Mergent Online (Note: This resource is also available through the Strayer Learning Resource Center.)
· Seeking Alpha (Note: Also available through the Android or iTunes App store.)
· Morningstar (Note: You can create a no-cost Basic Access account.)
· Research Hub, located in the left menu of your course in Blackboard.
Write a six to eight (6-8) page paper in which you:
Part 1 Due Week 7 (one to two (1-2) pages in addition to the annotated bibliography):
1. Provide a rationale for the stock that you selected, indicating the significant economic, financial, and other factors that led you to consider this stock.
2. Suggest the primary reasons why the selected stock is a suitable investment for your client. Include a description of your client’s profile.
3. Conduct a literature review and prepare an annotated bibliography of at least 150 words for each of the five (5) resources you’ll use to complete this assignment and begin to build your reference list. Remember you must use at least (5) quality academic resources for the final assignme.
How Investment Analysis & Portfolio Management greatly focuses on portfolio c...QUESTJOURNAL
Abstract: Portfolio Construction is a capstone elective that draws on previously studied investment principles, theories and techniques. Its enable synthesize that acquired financial theories and knowledge in the context of portfolio construction and asset allocation. It focuses on gaps in theory and how they can be managed in practice.
Assignment 1: Multinational Corporation Expansion
Due Week 4 and worth 300 points
Imagine that you are a senior business manager for a U.S.-based multinational company. You have been informed by your supervisor that your Company needs to consider expanding into a new international market to seek new opportunities.
Assignment 1 Portfolio ManagementWrite a five to seven (5-7) pa.docxfelicitytaft14745
Assignment 1: Portfolio Management
Write a five to seven (5-7) page paper in which you:
1. Analyze the relationship between risk and rate of return, and suggest how you would formulate a portfolio that will minimize risk and maximize rate of return.
2. Formulate an argument for investment diversification in an investor portfolio.
3. Address how stocks, bonds, real estate, metals, and global funds may be used in a diversified portfolio. Provide evidence in support of your argument.
4. Evaluate the concept of the efficient frontier and how you will use it to determine an asset portfolio for a specified investor.
5. Consider the economic outlook for the next year in order to recommend the ideal portfolio to maximize the rate of return for the short term and long term. Explain the key differences between the short and long term.
6. Use four (4) external resources to support your work. Note: Wikipedia and other Websites do not qualify as academic resources.
Your assignment must follow these formatting requirements:
· Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides; citations and references must follow APA or school-specific format. Check with your professor for any additional instructions.
· Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required assignment page length.
The specific course learning outcomes associated with this assignment are:
· Evaluate portfolio performance and develop recommendations to improve a firm’s investment performance.
· Use technology and information resources to research issues in corporate investment analysis.
· Write clearly and concisely about corporate investment analysis using proper writing mechanics.
.
instructionsFor this task, you will select three tests from thTatianaMajor22
instructions
For this task, you will select three tests from the following:
· the Thematic Apperception Test
· the Rorschach Inkblot Method
· the Minnesota Multiphasic Personality Inventory-2
· The CPI 260
· the NEO Personality Inventory-3
Next, select three personality tests from the Mental Measurements Yearbook with Tests in Print database. To access this resource, go to the NCU Library home page and select the A-Z Databases link on the main menu bar. Next, select the letter “M” and click on the link for Mental Measurements Yearbook with Tests in Print. Enter the keyword personality and press search to see reviews of commercially available psychological tests, including scores, comments, summary, pricing, and publisher information.
This will provide you with a total of six tests. For each test, create and complete a chart that mirrors the following:
Name of Test,
Authors
Publication Date
For what is test used?
How does it claim to measure the variable e.g. True-False questions?
What kind of score is provided?
Do an online or MMY search for reviews. Summarize the review. If you cannot find a review, explain.
Would you take this test (explain)? Or, if you have taken this test, what is your opinion of it?
Should this test be considered a personality test? Explain.
With which of the theories you have studied is the test compatible? Explain.
After you have completed your chart, complete one of the online assessments you selected or take the VIA Survey. The VIA Classification of Character Strengths is comprised of 24 character strengths that fall under six broad virtue categories: wisdom, courage, humanity, justice, temperance and transcendence.
Then, write a brief overview of your experience that discusses your results with an emphasis on what you have learned about yourself from the test.
Length: 2–3-page chart; 1-page summary of your experience
Your assignment should demonstrate thoughtful consideration of the ideas and concepts presented in the course by providing new thoughts and insights relating directly to this topic. Your response should reflect scholarly writing and current APA standards. Be sure to adhere to Northcentral University's Academic Integrity Policy.
FIN 340 Final Project Guidelines and Rubric
Overview
As an investor for yourself or your clients, you have the job of developing investment objectives and a plan to achieve those objectives and then make
subsequent investments in appropriate assets accordingly. This process can be collectively termed “the investment process.” It is helpful to break the process
down into the four core concepts that underpin any sound investment process.
First, you must understand what you are investing in. You have to know the underlying characteristics of the investment. What type of asset is it? What type of
security? How is it priced? What are the expected cash flows? Who are the typical investors and what are their typical motives? If you do not underst ...
· Imagine that you are a financial manager researching investments.docxLynellBull52
· Imagine that you are a financial manager researching investments for your client. Use the Strayer Learning Resource Center to research the stock of any U.S. publicly traded company that you may consider as an investment opportunity for your client. Your investment should align with your client’s investment goals. (Note: Please ensure that you are able to find enough information about this company in order to complete this assignment. You will create an appendix, in which you will insert related information.)
The assignment covers the following topics:
· Rationale for choosing the company for which to invest
· Ratio analysis
· Stock price analysis
· Recommendations
Refer to the following resources to assist with completing your assignment:
Stock Selection
· Forbes – “Six Rules to Follow When Picking Stocks”
· CNN Money – “Stocks: Investing in stocks”
· The Motley Fool – “13 Steps to Investing Foolishly”
· Seeking Alpha – “The Graham And Dodd Method For Valuing Stocks”
· Investopedia – “Guide to Stock-Picking Strategies”
· Seeking Alpha – “Get Your Smart Beta Here! Dividend Growth Stocks As ‘Strategic Beta’ Investments”
Market and Company Information
· U.S. Securities and Exchange Commission – “Market Structure”
· Yahoo! Finance
· Mergent Online (Note: This resource is also available through the Strayer Learning Resource Center.)
· Seeking Alpha (Note: Also available through the Android or iTunes App store.)
· Morningstar (Note: You can create a no-cost Basic Access account.)
· Research Hub, located in the left menu of your course in Blackboard.
Write a ten to fifteen (10-15) page paper in which you:
1. Provide a rationale for the stock that you selected, indicating the significant economic, financial, and other factors that led you to consider this stock.
2. Suggest the primary reasons why the selected stock is a suitable investment for your client. Include a description of your client’s profile.
3. Select any five (5) financial ratios that you have learned about in the text. Analyze the past three (3) years of the selected financial ratios for the company; you may obtain this information from the company’s financial statements. Determine the company’s financial health. (Note: Suggested ratios include, but are not limited to, current ratio, quick ratio, earnings per share, and price earnings ratio.)
4. Based on your financial review, determine the risk level of the stock from your investor’s point of view. Indicate key strategies that you may use in order to minimize these perceived risks.
5. Provide your recommendations of this stock as an investment opportunity. Support your rationale with resources, such as peer-reviewed articles, material from the Strayer Learning Resource Center, and reviews by market analysts.
6. Use at least five (5) quality academic resources in this assignment. Note: Wikipedia and other similar websites do not qualify as academic resources.
Your assignment must follow these formatting requirements:
. Be typed, dou.
HOLMES INSTITUTE
FACULTY OF
HIGHER EDUCATION
Assessment Details and Submission Guidelines
Trimester T1 2020
Unit Code HI2011
Unit Title International and Global Business
Mode of Delivery ONLINE
Assessment Type Individual Assignment (Report format)
This is strictly required to be your own original work. Plagiarism will be penalised.
Students are required to apply the theories and knowledge derived from the unit
materials, demonstrate critical analysis and provide a considered and
comprehensive evaluation. Students must use correct in-text citation conventions.
Assessment Title Market Entry Strategic Report
Purpose of
the assessment
and linkage to
ULO.
Students are required to research and analyse a multi-national entity (MNE) of
their choice. In this report, students must address the following key themes
from the unit, including:
1. Macro-Environmental Risks
2. Geo-political Risks and Opportunities
3. Attractiveness of market entry of this company into:
i) a specific European market
ii) a specific Asian market.
The following Unit learning Outcomes are applicable to this assessment:
1. Analyse, evaluate and discuss theoretical and practical knowledge of
global business strategy, in the context of Political, Economic, Social,
Technological, Environmental and Legal issues.
2. Analyse, evaluate and discuss theoretical and practical knowledge of
international market entry options.
Weight 20%
Total Marks 20 Marks
Word limit 2,000 words overall (plus or minus 10%) is to be strictly observed.
Due Date Week 6 - Friday 11:59 PM (Midnight)
[Late submission penalties accrue at the rate of -5% per day]
Page 2 of 5
Submission
Guidelines
• All work must be submitted on Blackboard by the due date along with a
completed Assignment Cover Page.
• The assignment must be in MS Word format, 1.5 spacing, 12-pt Arial font and
2 cm margins on all four sides of your page with appropriate section headings
and page numbers.
• Reference sources must be cited in the text of the report, and listed
appropriately at the end in a reference list, all using Harvard referencing style.
Note:
Your tutor may require you to submit a draft report in Week 5.
This is NOT to be submitted on Blackboard. This is an opportunity for students to
get feedback prior to submission.
When the report is ready, ensure the report is checked for plagiarism using Safe-
assign. Consult your tutor if you are unsure or if you require clarification about
plagiarism.
Assignment Specifications
Purpose:
This individual assignment is an opportunity for students to demonstrate their understanding of unit
concepts and apply their knowledge of the theories and unit material to a contemporary
multinational entity, operating in different markets around the world. Students will need to apply
critical thinking skills and demonstrate a depth of analysis based on th.
HOLMES INSTITUTE FACULTY OF HIGHER EDUC.docxShiraPrater50
HOLMES INSTITUTE
FACULTY OF
HIGHER EDUCATION
Assessment Details and Submission Guidelines
Trimester T1 2020
Unit Code HI2011
Unit Title International and Global Business
Mode of Delivery ONLINE
Assessment Type Individual Assignment (Report format)
This is strictly required to be your own original work. Plagiarism will be penalised.
Students are required to apply the theories and knowledge derived from the unit
materials, demonstrate critical analysis and provide a considered and
comprehensive evaluation. Students must use correct in-text citation conventions.
Assessment Title Market Entry Strategic Report
Purpose of
the assessment
and linkage to
ULO.
Students are required to research and analyse a multi-national entity (MNE) of
their choice. In this report, students must address the following key themes
from the unit, including:
1. Macro-Environmental Risks
2. Geo-political Risks and Opportunities
3. Attractiveness of market entry of this company into:
i) a specific European market
ii) a specific Asian market.
The following Unit learning Outcomes are applicable to this assessment:
1. Analyse, evaluate and discuss theoretical and practical knowledge of
global business strategy, in the context of Political, Economic, Social,
Technological, Environmental and Legal issues.
2. Analyse, evaluate and discuss theoretical and practical knowledge of
international market entry options.
Weight 20%
Total Marks 20 Marks
Word limit 2,000 words overall (plus or minus 10%) is to be strictly observed.
Due Date Week 6 - Friday 11:59 PM (Midnight)
[Late submission penalties accrue at the rate of -5% per day]
Page 2 of 5
Submission
Guidelines
• All work must be submitted on Blackboard by the due date along with a
completed Assignment Cover Page.
• The assignment must be in MS Word format, 1.5 spacing, 12-pt Arial font and
2 cm margins on all four sides of your page with appropriate section headings
and page numbers.
• Reference sources must be cited in the text of the report, and listed
appropriately at the end in a reference list, all using Harvard referencing style.
Note:
Your tutor may require you to submit a draft report in Week 5.
This is NOT to be submitted on Blackboard. This is an opportunity for students to
get feedback prior to submission.
When the report is ready, ensure the report is checked for plagiarism using Safe-
assign. Consult your tutor if you are unsure or if you require clarification about
plagiarism.
Assignment Specifications
Purpose:
This individual assignment is an opportunity for students to demonstrate their understanding of unit
concepts and apply their knowledge of the theories and unit material to a contemporary
multinational entity, operating in different markets around the world. Students will need to apply
critical thinking skills and demonstrate a depth of analysis based on th ...
The following eBook’s purpose is to outline all the necessary fundament skills needed to understand the capital markets in a trading context. The three-part guide will walk you through the markets, trading concepts, and technical analysis and trading strategies. Produced after hours of research and planning by current and former professionals in the trading industry, you will become familiar with applicable knowledge that will allow you to be competitive in today’s markets.
Problem 1
Problem 2 (two screen shots)
Problem 3 (two screen shots)
Problem 4 (three screen shots)
Problem 5 (one screen shot)
Problem 6 (six screenshots plus a data table)
.
Problem 20-1A Production cost flow and measurement; journal entrie.docxChantellPantoja184
Problem 20-1A Production cost flow and measurement; journal entries L.O. P1, P2, P3, P4
[The following information applies to the questions displayed below.]
Edison Company manufactures wool blankets and accounts for product costs using process costing. The following information is available regarding its May inventories.
Beginning
Inventory
Ending
Inventory
Raw materials inventory
$
60,000
$
41,000
Goods in process inventory
449,000
521,500
Finished goods inventory
610,000
342,001
The following additional information describes the company's production activities for May.
Raw materials purchases (on credit)
$
250,000
Factory payroll cost (paid in cash)
1,850,300
Other overhead cost (Other Accounts credited)
82,000
Materials used
Direct
$
200,500
Indirect
50,000
Labor used
Direct
$
1,060,300
Indirect
790,000
Overhead rate as a percent of direct labor
115
%
Sales (on credit)
$
3,000,000
The predetermined overhead rate was computed at the beginning of the year as 115% of direct labor cost.
\\\\\
rev: 11_02_2011
references
1.
value:
2.00 points
Problem 20-1A Part 1
Required:
1(a)
Compute the cost of products transferred from production to finished goods. (Omit the "$" sign in your response.)
Cost of products transferred
$
1(b)
Compute the cost of goods sold. (Omit the "$" sign in your response.)
Cost of goods sold
$
rev: 10_31_2011
check my workeBook Links (4)references
2.
value:
5.00 points
Problem 20-1A Part 2
2(a)
Prepare journal entry dated May 31 to record the raw materials purchases. (Omit the "$" sign in your response.)
Date
General Journal
Debit
Credit
May 31
2(b)
Prepare journal entry dated May 31 to record the direct materials usage. (Omit the "$" sign in your response.)
Date
General Journal
Debit
Credit
May 31
2(c)
Prepare journal entry dated May 31 to record the indirect materials usage. (Omit the "$" sign in your response.)
Date
General Journal
Debit
Credit
May 31
2(d)
Prepare journal entry dated May 31 to record the payroll costs. (Omit the "$" sign in your response.)
Date
General Journal
Debit
Credit
May 31
2(e)
Prepare journal entry dated May 31 to record the direct labor costs. (Omit the "$" sign in your response.)
Date
General Journal
Debit
Credit
May 31
2(f)
Prepare journal entry dated May 31 to record the indirect labor costs. (Omit the "$" sign in your response.)
Date
General Journal
Debit
Credit
May 31
2(g)
Prepare journal entry dated May 31 to record the other overhead costs. (Omit the "$" sign in your response.)
Date
General Journal
Debit
Credit
May 31
2(h)
Prepare journal entry dated May 31 to record the overhead applied. (Omit the "$" sign in your response.)
Date
General Journal
Debit
Credit
May 31
2(i)
Prepare journal entry dated May 31 to record the goods transferred from production to finished goods.(Omit the "$" sign in yo.
Problem 2 Obtain Io.Let x be the current through j2, ..docxChantellPantoja184
Problem 2: Obtain Io.
Let x be the current through j2, .
Let .
.
.
.
………..1.
…………2.
.
.
…………3.
……………….4.
Solving these 4 equations we can get .
.
Problem 1:Find currents I1, I2, and I3
Problem 2: Obtain Io
Problem 3:Obtain io
.
Problem 1On April 1, 20X4, Rojas purchased land by giving $100,000.docxChantellPantoja184
Problem 1On April 1, 20X4, Rojas purchased land by giving $100,000 in cash and executing a $400,000 note payable to the former owner. The note bears interest at 10% per annum, with interest being payable annually on March 31 of each year. Rojas is also required to make a $100,000 payment toward the note's principal on every March 31.(a)Prepare the appropriate journal entry to record the land purchase on April 1, 20X4.(b)Prepare the appropriate journal entry to record the year-end interest accrual on December 31, 20X4.(c)Prepare the appropriate journal entry to record the payment of interest and principal on March 31, 20X5.(d)Prepare the appropriate journal entry to record the year-end interest accrual on December 31, 20X5.(e)Prepare the appropriate journal entry to record the payment of interest and principal on March 31, 20X6.
&R&"Myriad Web Pro,Bold"&20B-13.01
B-13.01
Worksheet 1(a), (b), (c), (d), (e)GENERAL JOURNALDateAccountsDebitCredit04-01-X412-31-X403-31-X512-31-X503-31-X6
&L&"Myriad Web Pro,Bold"&12Name:
Date: Section: &R&"Myriad Web Pro,Bold"&20B-13.01
B-13.01
Problem 2Ace Brick company issued $100,000 of 5-year bonds. The bonds were issued at par on January 1, 20X1, and bear interest at a rate of 8% per annum, payable semiannually.(a)Prepare the journal entry to record the bond issue on January, 20X1.(b)Prepare the journal entry that Ace would record on each interest date.(c)Prepare the journal entry that Ace would record at maturity of the bonds.
&R&"Myriad Web Pro,Bold"&20B-13.06
B-13.06
Worksheet 2(a)(b)(c)GENERAL JOURNAL DateAccountsDebitCreditIssueInterestMaturity
&L&"Myriad Web Pro,Bold"&12Name:
Date: Section: &R&"Myriad Web Pro,Bold"&20B-13.06
B-13.06
Problem 3Erik Food Supply Company issued $100,000 of face amount of 4-year bonds on January 1, 20X1. The bonds were issued at 98, and bear interest at a stated rate of 8% per annum, payable semiannually. The discount is amortized by the straight-line method.(a)Prepare the journal entry to record the initial issuance on January, 20X1.(b)Prepare the journal entry that Erik would record on each interest date.(c)Prepare the journal entry that Erik would record at maturity of the bonds.
&R&"Myriad Web Pro,Bold"&20B-13.08
B-13.08
Worksheet 3(a)(b)(c)GENERAL JOURNAL DateAccountsDebitCreditIssueInterestMaturity
&L&"Myriad Web Pro,Bold"&12Name:
Date: Section: &R&"Myriad Web Pro,Bold"&20B-13.08
B-13.08
Problem 4Horton Micro Chip Company issued $100,000 of face amount of 6-year bonds on January 1, 20X1. The bonds were issed at 103, and bear interest at a stated rate of 8% per annum, payable semiannually. The premium is amortized by the straight-line method.(a)Prepare the journal entry to record the initial issue on January, 20X1.(b)Prepare the journal entry that Horton would record on each interest date.(c)Prepare the journal entry that Horton would record at maturity of the bonds.
&R&"Myriad We.
Problem 17-1 Dividends and Taxes [LO2]Dark Day, Inc., has declar.docxChantellPantoja184
Problem 17-1 Dividends and Taxes [LO2]
Dark Day, Inc., has declared a $5.60 per share dividend. Suppose capital gains are not taxed, but dividends are taxed at 15 percent. New IRS regulations require that taxes be withheld at the time the dividend is paid. Dark Day sells for $94.10 per share, and the stock is about to go ex-dividend.
What do you think the ex-dividend price will be? (Round your answer to 2 decimal places. (e.g., 32.16))
Ex-dividend price
$
Problem 17-2 Stock Dividends [LO3]
The owners’ equity accounts for Alexander International are shown here:
Common stock ($0.60 par value)
$
45,000
Capital surplus
340,000
Retained earnings
748,120
Total owners’ equity
$
1,133,120
a-1
If Alexander stock currently sells for $30 per share and a 10 percent stock dividend is declared, how many new shares will be distributed?
New shares issued
a-2
Show how the equity accounts would change.
Common stock
$
Capital surplus
Retained earnings
Total owners’ equity
$
b-1
If instead Alexander declared a 20 percent stock dividend, how many new shares will be distributed?
New shares issued
b-2
Show how the equity accounts would change. (Negative amount should be indicated by a minus sign.)
Common stock
$
Capital surplus
Retained earnings
Total owners’ equity
$
Problem 17-3 Stock Splits [LO3]
The owners' equity accounts for Alexander International are shown here.
Common stock ($0.50 par value)
$
35,000
Capital surplus
320,000
Retained earnings
708,120
Total owners’ equity
$
1,063,120
a-1
If Alexander declares a five-for-one stock split, how many shares are outstanding now?
New shares outstanding
a-2
What is the new par value per share? (Round your answer to 3 decimal places. (e.g., 32.161))
New par value
$ per share
b-1
If Alexander declares a one-for-seven reverse stock split, how many shares are outstanding now?
New shares outstanding
b-2
What is the new par value per share? (Round your answer to 2 decimal places. (e.g., 32.16))
New par value
$ per share
Problem 17-4 Stock Splits and Stock Dividends [LO3]
Red Rocks Corporation (RRC) currently has 485,000 shares of stock outstanding that sell for $40 per share. Assuming no market imperfections or tax effects exist, what will the share price be after:
a.
RRC has a four-for-three stock split? (Round your answer to 2 decimal places. (e.g., 32.16))
New share price
$
b.
RRC has a 15 percent stock dividend? (Round your answer to 2 decimal places. (e.g., 32.16))
New share price
$
c.
RRC has a 54.5 percent stock dividend? (Round your answer to 2 decimal places. (e.g., 32.16))
New share price
$
d.
RRC has a two-for-seven reverse stock split? (Round your answer to 2 decimal places. (e.g., 32.16))
New share price
$
Determine the new number of shares outstanding in parts (a) through (d).
a.
New shares outstanding
b.
New shares o.
Problem 1Problem 1 - Constant-Growth Common StockWhat is the value.docxChantellPantoja184
Problem 1Problem 1 - Constant-Growth Common StockWhat is the value of a common stock if the firm's earnings and dividends are growing annually at 10%, the current dividend is $1.32,and investors require a 15% return on investment?What is the stock's rate of return if the market price of the stock is $35?
Problem 2Problem 2 - Preferred Stock Price and ReturnA firm has preferred stock outstanding with a $1,000 par value and a $40 annual dividend with no maturity. If the required rate of return is 9%, what is the price of the preferred stock?The market price of a firm's preferred stock is $24 and pays an annual dividend of $2.50. If the stock's par value is $1,000 and it has no maturity, what is the return on the preferred stock?
Problem 3Problem 3 - Bond Valuation and YieldA bond has a par value of $1,000, pays $50 semiannually and has a maturity of 10 years.If the bond earns 12% per year, what is the price of the bond?RateNperPMTFVTypePVWhat is the yield to maturity for the bond?NperPMTPVFVTypeRateWhat would be the bond's price if the rate earned declined to 8% per year?RateNperPMTFVTypePVIf the maturity period is reduced to 5 years and the required rate of return is 8%, what would be the price of the bond?RateNperPMTFVTypePVWhat is the yield to maturity for the bond when the maturity is 5 years and the required rate of return is 8%?NperPMTPVFVTypeRateWhat generalizations about bond prices, interest rates and maturity periods can be made based on the calculations made above?
Problem 4Problem 4 - Callable BondsThe following bonds have a par value of $1,000 and the required rate of return is 10%.Bond XY: 5¼ percent coupon, with interest paid annually for 20 yearsBond AB: 14 percent coupon, with interest paid annually for 20 yearsWhat is each bond's current market price?Bond XYBond ABRateNperPMTFVTypePVIf current interest rates are 9%, which bond would you expect to be called? Explain.
Exercise 10-5
During the month of March, Olinger Company’s employees earned wages of $69,500. Withholdings related to these wages were $5,317 for Social Security (FICA), $8,145 for federal income tax, $3,366 for state income tax, and $434 for union dues. The company incurred no cost related to these earnings for federal unemployment tax but incurred $760 for state unemployment tax.
Prepare the necessary March 31 journal entry to record salaries and wages expense and salaries and wages payable. Assume that wages earned during March will be paid during April. (Credit account titles are automatically indented when amount is entered. Do not indent manually.)
Date
Account Titles and Explanation
Debit
Credit
Mar. 31
SHOW LIST OF ACCOUNTS
LINK TO TEXT
Prepare the entry to record the company’s payroll tax expense. (Credit account titles are automatically indented when amount is entered. Do not indent manually.)
Date
Account Titles and Explanation
Debit
Credit
Mar. 31
===========================================
E.
Problem 1Prescott, Inc., manufactures bookcases and uses an activi.docxChantellPantoja184
Problem 1Prescott, Inc., manufactures bookcases and uses an activity-based costing system. Prescott's activity areas and related data follows:ActivityBudgeted Cost
of ActivityAllocation BaseCost Allocation
RateMaterials handling$230,000Number of parts$0.50Assembly3,200,000Direct labor hours16.00Finishing180,000Number of finished
units4.50Prescott produced two styles of bookcases in October: the standard bookcase and an unfinished bookcase, which has fewer parts and requires no finishing. The totals for quantities, direct
materials costs, and other data follow:ProductTotal Units
ProducedTotal Direct
Materials CostsTotal Direct
Labor CostsTotal Number
of PartsTotal Assembling
Direct Labor HoursStandard bookcase3,000$36,000$45,0009,0004,500Unfinished bookcase3,50035,00035,0007,0003,500Requirements:1. Compute the manufacturing product cost per unit of each type of bookcase.2. Suppose that pre-manufacturing activities, such as product design, were assigned to the standard bookcases at $7 each, and to the unfinished bookcases at $2 each. Similar analyses
were conducted of post-manufacturing activities such as distribution, marketing, and customer service. The post-manufacturing costs were $22 per standard bookcase and $14 per
unfinished bookcase. Compute the full product costs per unit.3. Which product costs are reported in the external financial statements? Which costs are used for management decision making? Explain the difference.4. What price should Prescott's managers set for unfinished bookcases to earn $15 per bookcase?
Problem 2Corbertt Pharmaceuticals manufactures an over-the-counter allergy medication. The company sells both large commercial containers of 1,000 capsules to health-care facilities
and travel packs of 20 capsules to shops in airports, train stations, and hotels. The following information has been developed to determine if an activity-based costing system
would be beneficial:ActivityEstimated Indirect Activity
CostsAllocation BaseEstimated Quantity of
Allocation BaseMaterials handling$95,000Kilos19,000 kilosPackaging219,000Machine hours5,475 hoursQuality assurance124,500Samples2,075 samplesTotal indirect costs$438,500Other production information includes the following:Commercial ContainersTravel PacksUnits produced3,500 containers57,000 packsWeight in kilos14,0005,700Machine hours2,625570Number of samples700855Requirements:1. Compute the cost allocation rate for each activity.2. Use the activity-based cost allocation rates to compute the activity costs per unit of the commercial containers and the travel packs. (Hint: First compute the total activity
cost allocated to each product line, and then compute the cost per unit.)3. Corbertt's original single-allocation-base costing system allocated indirect costs to produce at $157 per machine hour. Compute the total indirect costs allocated to the
commercial containers and to the travel packs under the original system. Then compute the indirect cost per unit for ea.
Problem 1Preston Recliners manufactures leather recliners and uses.docxChantellPantoja184
Problem 1Preston Recliners manufactures leather recliners and uses flexible budgeting and a standard cost system. Preston allocates overhead based on yards of direct materials. The company's performance report includes the following selected data:Static Budget
(1,000 recliners)Actual Results
(980 recliners)Sales (1,000 recliners X $495)$495,000 (980 recliners X $475)$465,500Variable manufacturing costs: Direct materials (6,000 yds @ $8.80/yard)52,800 (6,150 yds @ $8.60/yard)52,890 Direct labor (10,000 hrs @ $9.20/hour)92,000 (9,600 hrs @ $9.30/hour)89,280Variable overhead (6,000 yds @ $5.00/yard)30,000 (6,510 yds @ $6.40/yard)39,360Fixed manufacturing costs: Fixed overhead60,00062,000Total cost of goods sold$234,800$243,530Gross profit$260,200$221,970Requirements:1. Prepare a flexible budget based on the actual number of recliners sold.2. Compute the price variance and the efficiency variance for direct materials and for direct labor. For manufacturing overhead, compute the variable overhead spending, variable overhead efficiency, fixed overhead spending, and fixed overhead volume variances.3. Have Preston's managers done a good job or a poor job controlling materials, labor, and overhead costs? Why?4. Describe how Preston's managers can benefit from the standard costing system.
Problem 2AllTalk Technologies manufactures capacitors for cellular base stations and other communications applications. The company's January 2012 flexible budget income statement shows output levels of 6,500, 8,000, and 10,000 units. The static budget was based on expected sales of 8,000 units.ALLTALK TECHNOLOGIES
Flexible Budget Income Statement
Month Ended January 31, 2012Per UnitBy Units (Capacitors)6,5008,00010,000Sales revenue$24$156,000$192,000$240,000Variable expenses$1065,00080,000100,000Contribution margin$91,000$112,000$140,000Fixed expenses53,00053,00053,000Operating income$38,000$59,000$87,000The company sold 10,000 units during January, and its actual operating income was as follows:ALLTALK TECHNOLOGIES
Income Statement
Month Ended January 31, 2012Sales revenue$246,000Variable expenses104,500Contribution margin$141,500Fixed expenses54,000Operating income$87,500Requirements:1. Prepare an income statement performance report for January.2. What was the effect on AllTalk's operating income of selling 2,000 units more than the static budget level of sales?3. What is AllTalk's static budget variance? Explain why the income statement performance report provides more useful information to AllTalk's managers than the simple static budget variance. What insights can AllTalk's managers draw from this performance report?
Problem 3Java manufacturers coffee mugs that it sells to other companies for customizing with their own logos. Java prepares flexible budgets and uses a standard cost system to control manufacturing costs. The standard unit.
Problem 1Pro Forma Income Statement and Balance SheetBelow is the .docxChantellPantoja184
Problem 1Pro Forma Income Statement and Balance SheetBelow is the income statement and balance sheet for Blue Bill Corporation for 2013. Based on the historical statements and theadditional information provided, construct the firm's pro forma income statement and balance sheet for 2014.Blue Bill CorporationIncome StatementFor the year ended 2013Projected201220132014Revenue$60,000$63,000Cost of goods sold42,00044,100Gross margin18,00018,900SG&A expense6,0006,300Depreciation expense1,8002,000Earnings Before Interest and Taxes (EBIT)10,20010,600Interest expense1,5001,800Taxable income8,7008,800Income Tax Expense3,0453,080Net income5,6555,720Dividends750800To retained earnings$4,905$4,920Additional income statement information:Sales will increase by 5% in 2014 from 2013 levels.COGS and SG&A will be the average percent of sales for the last 2 years.Depreciation expense will increase to $2,200.Interest expense will be $1,900.The tax rate is 35%.Dividend payout will increase to $850.Blue Bill CorporationBalance SheetDecember 31, 2013Projected20132014Current assetsCash$8,000Accounts receivable3,150Inventory9,450Total current assets20,600Property, plant, and equipment (PP&E)28,500Accumulated depreciation16,400Net PP&E12,100Total assets$32,700Current liabilitesAccounts payable$3,780Bank loan (10%)3,200Other current liabilities1,250Total current liabilities8,230Long-term debt (12%)4,800Common stock1,250Retained earnings18,420Total liabilities and equity$32,700Additional balance sheet information:The minimum cash balance is 12% of sales.Working capital accounts (accounts receivable, accounts payable, and inventory) will be the same percent of sales in 2014 as they were in 2013.$8,350 of new PP&E will be purchased in 2014.Other current liabilities will be 3% of sales in 2014.There will be no changes in the common stock or long-term debt accounts.The plug figure (the last number entered that makes the balance sheet balance) is bank loan.
1
Rough Draft
Rough Draft
Rasmussen College
Metro Dental Care is a dental office that provides affordable, convenient, and high quality of care to patients. As a patient at Metro, I personally believe that Metro Dental Care is one of the best dental clinics around, and that’s why I have chosen this company. Metro Dental Care measures their results by recording patient satisfaction.
Managing financial reports, and the quality of service they provide to their customers. Furthermore, the dentists and staff at Metro Dental Care know how important your smile is. Their mission statement states “We pride ourselves in making your smile look great so you not only look good, but feel confident with your smile.”
Metro Dental Care offers convenience for their patients with more than 40 offices throughout the Minneapolis and St. Paul metro area offering flexible hours including early morning, evening and Saturday appointments. Whether you work or live Metro Dental Care has a location near you. Metro Dental .
PROBLEM 14-6AProblem 14-6A Norwoods Borrowings1. Total amount of .docxChantellPantoja184
PROBLEM 14-6AProblem 14-6A: Norwoods Borrowings1. Total amount of each installment payment.Present value of an ordinary annuity$200,000Interest per period(i)0.08Number of periods(n)5Total amount of each installment payment($50,091.29)Therefore the total amount of each installment payment is $ 50,091.292.Norwoods Amortization TablePeriod Ending DateBeginning balance Interest expenseNotes PayableCash paymentEnding Balance10/31/15$200,000.00$16,000.00$34,091.29$50,091.29$165,908.7110/31/16$165,909.00$13,272.72$36,818.57$50,091.29$129,090.4310/31/17$129,090.43$10,327.23$39,764.06$50,091.29$89,326.3710/31/18$89,326.37$7,146.11$42,945.18$50,091.29$46,381.1910/31/19$46,381.19$3,710.50$46,380.79$50,091.29$0.403.a) Accrued interest as December 31st 2015Accrued interest expense = $200,000*8%*2/12= $2,666.67. Thus the journal entry is as shown below:DescriptionDr($)Cr($)interest expense $2,666.67 Interest payable $2,666.67b) The first annual payment on the note.Ten more months of interest has accrued $200,000*8%*10/12 =$13,333.33 accrued interest .Therefore the journal entry is as shown below:DescriptionDr($)Cr($)Notes payable$34,091.29interest expense$13,333.33interest payable$2,666.67 Cash$50,091.29
PROBLEM 14-7AProblem 14-7AQuestion 1a) Debt to equity ratiosPulaski CompanyScott Company Total liabilities$360,000.00$240,000.00Total Equity$500,000.00$200,000.00Debt-Equity Ratio0.721.2Question 2The debt to equity ratio measures the amount of debt a company uses has to finance its business for every dollar of equity it has. A higher debt to equity ratio implies that a company uses more debt than equity for financing. In this case, the debt to equity ratio for Pulaski Company is 0.72 which is less than 1 implying that the stockholder's equity exceeds the amount of debt borrowed. Thus Pulaski Company may not likely suffer from risks brought about by huge amount of debts in the capital structure. On the other hand, the debt to equity ratio of Scott Company is 1.2 which is greater than 1 implying that the debt exceeds the totalamount stockholders equity. Huge debts is associated with a lot of risks. First, there is the risk of defaulting whereby the company may be unable to repay its debt and therefore leading to bankruptcy. Second, a company may find it difficult to obtain additional funding from creditors.This is because the creditors prefer companies with low debt to equity ratio. Finally, there is the risks of violating the debt covenants. A covenant is an agreement that requires a company to maintain adequate financial ratio levels. Too much borrowings may violate this covenant. Since ScottCompany has a higher debt to equity ratio, it may experience these risks which may eventually lead to the company being declared bankrupt .
PROBLEM 14-6BProblem 14-6B: Gordon Enterprises Borrowings1. Total amount of each installment payment.Present value of an ordi.
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instructions
For this task, you will select three tests from the following:
· the Thematic Apperception Test
· the Rorschach Inkblot Method
· the Minnesota Multiphasic Personality Inventory-2
· The CPI 260
· the NEO Personality Inventory-3
Next, select three personality tests from the Mental Measurements Yearbook with Tests in Print database. To access this resource, go to the NCU Library home page and select the A-Z Databases link on the main menu bar. Next, select the letter “M” and click on the link for Mental Measurements Yearbook with Tests in Print. Enter the keyword personality and press search to see reviews of commercially available psychological tests, including scores, comments, summary, pricing, and publisher information.
This will provide you with a total of six tests. For each test, create and complete a chart that mirrors the following:
Name of Test,
Authors
Publication Date
For what is test used?
How does it claim to measure the variable e.g. True-False questions?
What kind of score is provided?
Do an online or MMY search for reviews. Summarize the review. If you cannot find a review, explain.
Would you take this test (explain)? Or, if you have taken this test, what is your opinion of it?
Should this test be considered a personality test? Explain.
With which of the theories you have studied is the test compatible? Explain.
After you have completed your chart, complete one of the online assessments you selected or take the VIA Survey. The VIA Classification of Character Strengths is comprised of 24 character strengths that fall under six broad virtue categories: wisdom, courage, humanity, justice, temperance and transcendence.
Then, write a brief overview of your experience that discusses your results with an emphasis on what you have learned about yourself from the test.
Length: 2–3-page chart; 1-page summary of your experience
Your assignment should demonstrate thoughtful consideration of the ideas and concepts presented in the course by providing new thoughts and insights relating directly to this topic. Your response should reflect scholarly writing and current APA standards. Be sure to adhere to Northcentral University's Academic Integrity Policy.
FIN 340 Final Project Guidelines and Rubric
Overview
As an investor for yourself or your clients, you have the job of developing investment objectives and a plan to achieve those objectives and then make
subsequent investments in appropriate assets accordingly. This process can be collectively termed “the investment process.” It is helpful to break the process
down into the four core concepts that underpin any sound investment process.
First, you must understand what you are investing in. You have to know the underlying characteristics of the investment. What type of asset is it? What type of
security? How is it priced? What are the expected cash flows? Who are the typical investors and what are their typical motives? If you do not underst ...
· Imagine that you are a financial manager researching investments.docxLynellBull52
· Imagine that you are a financial manager researching investments for your client. Use the Strayer Learning Resource Center to research the stock of any U.S. publicly traded company that you may consider as an investment opportunity for your client. Your investment should align with your client’s investment goals. (Note: Please ensure that you are able to find enough information about this company in order to complete this assignment. You will create an appendix, in which you will insert related information.)
The assignment covers the following topics:
· Rationale for choosing the company for which to invest
· Ratio analysis
· Stock price analysis
· Recommendations
Refer to the following resources to assist with completing your assignment:
Stock Selection
· Forbes – “Six Rules to Follow When Picking Stocks”
· CNN Money – “Stocks: Investing in stocks”
· The Motley Fool – “13 Steps to Investing Foolishly”
· Seeking Alpha – “The Graham And Dodd Method For Valuing Stocks”
· Investopedia – “Guide to Stock-Picking Strategies”
· Seeking Alpha – “Get Your Smart Beta Here! Dividend Growth Stocks As ‘Strategic Beta’ Investments”
Market and Company Information
· U.S. Securities and Exchange Commission – “Market Structure”
· Yahoo! Finance
· Mergent Online (Note: This resource is also available through the Strayer Learning Resource Center.)
· Seeking Alpha (Note: Also available through the Android or iTunes App store.)
· Morningstar (Note: You can create a no-cost Basic Access account.)
· Research Hub, located in the left menu of your course in Blackboard.
Write a ten to fifteen (10-15) page paper in which you:
1. Provide a rationale for the stock that you selected, indicating the significant economic, financial, and other factors that led you to consider this stock.
2. Suggest the primary reasons why the selected stock is a suitable investment for your client. Include a description of your client’s profile.
3. Select any five (5) financial ratios that you have learned about in the text. Analyze the past three (3) years of the selected financial ratios for the company; you may obtain this information from the company’s financial statements. Determine the company’s financial health. (Note: Suggested ratios include, but are not limited to, current ratio, quick ratio, earnings per share, and price earnings ratio.)
4. Based on your financial review, determine the risk level of the stock from your investor’s point of view. Indicate key strategies that you may use in order to minimize these perceived risks.
5. Provide your recommendations of this stock as an investment opportunity. Support your rationale with resources, such as peer-reviewed articles, material from the Strayer Learning Resource Center, and reviews by market analysts.
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Your assignment must follow these formatting requirements:
. Be typed, dou.
HOLMES INSTITUTE
FACULTY OF
HIGHER EDUCATION
Assessment Details and Submission Guidelines
Trimester T1 2020
Unit Code HI2011
Unit Title International and Global Business
Mode of Delivery ONLINE
Assessment Type Individual Assignment (Report format)
This is strictly required to be your own original work. Plagiarism will be penalised.
Students are required to apply the theories and knowledge derived from the unit
materials, demonstrate critical analysis and provide a considered and
comprehensive evaluation. Students must use correct in-text citation conventions.
Assessment Title Market Entry Strategic Report
Purpose of
the assessment
and linkage to
ULO.
Students are required to research and analyse a multi-national entity (MNE) of
their choice. In this report, students must address the following key themes
from the unit, including:
1. Macro-Environmental Risks
2. Geo-political Risks and Opportunities
3. Attractiveness of market entry of this company into:
i) a specific European market
ii) a specific Asian market.
The following Unit learning Outcomes are applicable to this assessment:
1. Analyse, evaluate and discuss theoretical and practical knowledge of
global business strategy, in the context of Political, Economic, Social,
Technological, Environmental and Legal issues.
2. Analyse, evaluate and discuss theoretical and practical knowledge of
international market entry options.
Weight 20%
Total Marks 20 Marks
Word limit 2,000 words overall (plus or minus 10%) is to be strictly observed.
Due Date Week 6 - Friday 11:59 PM (Midnight)
[Late submission penalties accrue at the rate of -5% per day]
Page 2 of 5
Submission
Guidelines
• All work must be submitted on Blackboard by the due date along with a
completed Assignment Cover Page.
• The assignment must be in MS Word format, 1.5 spacing, 12-pt Arial font and
2 cm margins on all four sides of your page with appropriate section headings
and page numbers.
• Reference sources must be cited in the text of the report, and listed
appropriately at the end in a reference list, all using Harvard referencing style.
Note:
Your tutor may require you to submit a draft report in Week 5.
This is NOT to be submitted on Blackboard. This is an opportunity for students to
get feedback prior to submission.
When the report is ready, ensure the report is checked for plagiarism using Safe-
assign. Consult your tutor if you are unsure or if you require clarification about
plagiarism.
Assignment Specifications
Purpose:
This individual assignment is an opportunity for students to demonstrate their understanding of unit
concepts and apply their knowledge of the theories and unit material to a contemporary
multinational entity, operating in different markets around the world. Students will need to apply
critical thinking skills and demonstrate a depth of analysis based on th.
HOLMES INSTITUTE FACULTY OF HIGHER EDUC.docxShiraPrater50
HOLMES INSTITUTE
FACULTY OF
HIGHER EDUCATION
Assessment Details and Submission Guidelines
Trimester T1 2020
Unit Code HI2011
Unit Title International and Global Business
Mode of Delivery ONLINE
Assessment Type Individual Assignment (Report format)
This is strictly required to be your own original work. Plagiarism will be penalised.
Students are required to apply the theories and knowledge derived from the unit
materials, demonstrate critical analysis and provide a considered and
comprehensive evaluation. Students must use correct in-text citation conventions.
Assessment Title Market Entry Strategic Report
Purpose of
the assessment
and linkage to
ULO.
Students are required to research and analyse a multi-national entity (MNE) of
their choice. In this report, students must address the following key themes
from the unit, including:
1. Macro-Environmental Risks
2. Geo-political Risks and Opportunities
3. Attractiveness of market entry of this company into:
i) a specific European market
ii) a specific Asian market.
The following Unit learning Outcomes are applicable to this assessment:
1. Analyse, evaluate and discuss theoretical and practical knowledge of
global business strategy, in the context of Political, Economic, Social,
Technological, Environmental and Legal issues.
2. Analyse, evaluate and discuss theoretical and practical knowledge of
international market entry options.
Weight 20%
Total Marks 20 Marks
Word limit 2,000 words overall (plus or minus 10%) is to be strictly observed.
Due Date Week 6 - Friday 11:59 PM (Midnight)
[Late submission penalties accrue at the rate of -5% per day]
Page 2 of 5
Submission
Guidelines
• All work must be submitted on Blackboard by the due date along with a
completed Assignment Cover Page.
• The assignment must be in MS Word format, 1.5 spacing, 12-pt Arial font and
2 cm margins on all four sides of your page with appropriate section headings
and page numbers.
• Reference sources must be cited in the text of the report, and listed
appropriately at the end in a reference list, all using Harvard referencing style.
Note:
Your tutor may require you to submit a draft report in Week 5.
This is NOT to be submitted on Blackboard. This is an opportunity for students to
get feedback prior to submission.
When the report is ready, ensure the report is checked for plagiarism using Safe-
assign. Consult your tutor if you are unsure or if you require clarification about
plagiarism.
Assignment Specifications
Purpose:
This individual assignment is an opportunity for students to demonstrate their understanding of unit
concepts and apply their knowledge of the theories and unit material to a contemporary
multinational entity, operating in different markets around the world. Students will need to apply
critical thinking skills and demonstrate a depth of analysis based on th ...
The following eBook’s purpose is to outline all the necessary fundament skills needed to understand the capital markets in a trading context. The three-part guide will walk you through the markets, trading concepts, and technical analysis and trading strategies. Produced after hours of research and planning by current and former professionals in the trading industry, you will become familiar with applicable knowledge that will allow you to be competitive in today’s markets.
Similar to Portfolio Investment Project (20)Fin 404 InvestmentsDue Date.docx (11)
Problem 1
Problem 2 (two screen shots)
Problem 3 (two screen shots)
Problem 4 (three screen shots)
Problem 5 (one screen shot)
Problem 6 (six screenshots plus a data table)
.
Problem 20-1A Production cost flow and measurement; journal entrie.docxChantellPantoja184
Problem 20-1A Production cost flow and measurement; journal entries L.O. P1, P2, P3, P4
[The following information applies to the questions displayed below.]
Edison Company manufactures wool blankets and accounts for product costs using process costing. The following information is available regarding its May inventories.
Beginning
Inventory
Ending
Inventory
Raw materials inventory
$
60,000
$
41,000
Goods in process inventory
449,000
521,500
Finished goods inventory
610,000
342,001
The following additional information describes the company's production activities for May.
Raw materials purchases (on credit)
$
250,000
Factory payroll cost (paid in cash)
1,850,300
Other overhead cost (Other Accounts credited)
82,000
Materials used
Direct
$
200,500
Indirect
50,000
Labor used
Direct
$
1,060,300
Indirect
790,000
Overhead rate as a percent of direct labor
115
%
Sales (on credit)
$
3,000,000
The predetermined overhead rate was computed at the beginning of the year as 115% of direct labor cost.
\\\\\
rev: 11_02_2011
references
1.
value:
2.00 points
Problem 20-1A Part 1
Required:
1(a)
Compute the cost of products transferred from production to finished goods. (Omit the "$" sign in your response.)
Cost of products transferred
$
1(b)
Compute the cost of goods sold. (Omit the "$" sign in your response.)
Cost of goods sold
$
rev: 10_31_2011
check my workeBook Links (4)references
2.
value:
5.00 points
Problem 20-1A Part 2
2(a)
Prepare journal entry dated May 31 to record the raw materials purchases. (Omit the "$" sign in your response.)
Date
General Journal
Debit
Credit
May 31
2(b)
Prepare journal entry dated May 31 to record the direct materials usage. (Omit the "$" sign in your response.)
Date
General Journal
Debit
Credit
May 31
2(c)
Prepare journal entry dated May 31 to record the indirect materials usage. (Omit the "$" sign in your response.)
Date
General Journal
Debit
Credit
May 31
2(d)
Prepare journal entry dated May 31 to record the payroll costs. (Omit the "$" sign in your response.)
Date
General Journal
Debit
Credit
May 31
2(e)
Prepare journal entry dated May 31 to record the direct labor costs. (Omit the "$" sign in your response.)
Date
General Journal
Debit
Credit
May 31
2(f)
Prepare journal entry dated May 31 to record the indirect labor costs. (Omit the "$" sign in your response.)
Date
General Journal
Debit
Credit
May 31
2(g)
Prepare journal entry dated May 31 to record the other overhead costs. (Omit the "$" sign in your response.)
Date
General Journal
Debit
Credit
May 31
2(h)
Prepare journal entry dated May 31 to record the overhead applied. (Omit the "$" sign in your response.)
Date
General Journal
Debit
Credit
May 31
2(i)
Prepare journal entry dated May 31 to record the goods transferred from production to finished goods.(Omit the "$" sign in yo.
Problem 2 Obtain Io.Let x be the current through j2, ..docxChantellPantoja184
Problem 2: Obtain Io.
Let x be the current through j2, .
Let .
.
.
.
………..1.
…………2.
.
.
…………3.
……………….4.
Solving these 4 equations we can get .
.
Problem 1:Find currents I1, I2, and I3
Problem 2: Obtain Io
Problem 3:Obtain io
.
Problem 1On April 1, 20X4, Rojas purchased land by giving $100,000.docxChantellPantoja184
Problem 1On April 1, 20X4, Rojas purchased land by giving $100,000 in cash and executing a $400,000 note payable to the former owner. The note bears interest at 10% per annum, with interest being payable annually on March 31 of each year. Rojas is also required to make a $100,000 payment toward the note's principal on every March 31.(a)Prepare the appropriate journal entry to record the land purchase on April 1, 20X4.(b)Prepare the appropriate journal entry to record the year-end interest accrual on December 31, 20X4.(c)Prepare the appropriate journal entry to record the payment of interest and principal on March 31, 20X5.(d)Prepare the appropriate journal entry to record the year-end interest accrual on December 31, 20X5.(e)Prepare the appropriate journal entry to record the payment of interest and principal on March 31, 20X6.
&R&"Myriad Web Pro,Bold"&20B-13.01
B-13.01
Worksheet 1(a), (b), (c), (d), (e)GENERAL JOURNALDateAccountsDebitCredit04-01-X412-31-X403-31-X512-31-X503-31-X6
&L&"Myriad Web Pro,Bold"&12Name:
Date: Section: &R&"Myriad Web Pro,Bold"&20B-13.01
B-13.01
Problem 2Ace Brick company issued $100,000 of 5-year bonds. The bonds were issued at par on January 1, 20X1, and bear interest at a rate of 8% per annum, payable semiannually.(a)Prepare the journal entry to record the bond issue on January, 20X1.(b)Prepare the journal entry that Ace would record on each interest date.(c)Prepare the journal entry that Ace would record at maturity of the bonds.
&R&"Myriad Web Pro,Bold"&20B-13.06
B-13.06
Worksheet 2(a)(b)(c)GENERAL JOURNAL DateAccountsDebitCreditIssueInterestMaturity
&L&"Myriad Web Pro,Bold"&12Name:
Date: Section: &R&"Myriad Web Pro,Bold"&20B-13.06
B-13.06
Problem 3Erik Food Supply Company issued $100,000 of face amount of 4-year bonds on January 1, 20X1. The bonds were issued at 98, and bear interest at a stated rate of 8% per annum, payable semiannually. The discount is amortized by the straight-line method.(a)Prepare the journal entry to record the initial issuance on January, 20X1.(b)Prepare the journal entry that Erik would record on each interest date.(c)Prepare the journal entry that Erik would record at maturity of the bonds.
&R&"Myriad Web Pro,Bold"&20B-13.08
B-13.08
Worksheet 3(a)(b)(c)GENERAL JOURNAL DateAccountsDebitCreditIssueInterestMaturity
&L&"Myriad Web Pro,Bold"&12Name:
Date: Section: &R&"Myriad Web Pro,Bold"&20B-13.08
B-13.08
Problem 4Horton Micro Chip Company issued $100,000 of face amount of 6-year bonds on January 1, 20X1. The bonds were issed at 103, and bear interest at a stated rate of 8% per annum, payable semiannually. The premium is amortized by the straight-line method.(a)Prepare the journal entry to record the initial issue on January, 20X1.(b)Prepare the journal entry that Horton would record on each interest date.(c)Prepare the journal entry that Horton would record at maturity of the bonds.
&R&"Myriad We.
Problem 17-1 Dividends and Taxes [LO2]Dark Day, Inc., has declar.docxChantellPantoja184
Problem 17-1 Dividends and Taxes [LO2]
Dark Day, Inc., has declared a $5.60 per share dividend. Suppose capital gains are not taxed, but dividends are taxed at 15 percent. New IRS regulations require that taxes be withheld at the time the dividend is paid. Dark Day sells for $94.10 per share, and the stock is about to go ex-dividend.
What do you think the ex-dividend price will be? (Round your answer to 2 decimal places. (e.g., 32.16))
Ex-dividend price
$
Problem 17-2 Stock Dividends [LO3]
The owners’ equity accounts for Alexander International are shown here:
Common stock ($0.60 par value)
$
45,000
Capital surplus
340,000
Retained earnings
748,120
Total owners’ equity
$
1,133,120
a-1
If Alexander stock currently sells for $30 per share and a 10 percent stock dividend is declared, how many new shares will be distributed?
New shares issued
a-2
Show how the equity accounts would change.
Common stock
$
Capital surplus
Retained earnings
Total owners’ equity
$
b-1
If instead Alexander declared a 20 percent stock dividend, how many new shares will be distributed?
New shares issued
b-2
Show how the equity accounts would change. (Negative amount should be indicated by a minus sign.)
Common stock
$
Capital surplus
Retained earnings
Total owners’ equity
$
Problem 17-3 Stock Splits [LO3]
The owners' equity accounts for Alexander International are shown here.
Common stock ($0.50 par value)
$
35,000
Capital surplus
320,000
Retained earnings
708,120
Total owners’ equity
$
1,063,120
a-1
If Alexander declares a five-for-one stock split, how many shares are outstanding now?
New shares outstanding
a-2
What is the new par value per share? (Round your answer to 3 decimal places. (e.g., 32.161))
New par value
$ per share
b-1
If Alexander declares a one-for-seven reverse stock split, how many shares are outstanding now?
New shares outstanding
b-2
What is the new par value per share? (Round your answer to 2 decimal places. (e.g., 32.16))
New par value
$ per share
Problem 17-4 Stock Splits and Stock Dividends [LO3]
Red Rocks Corporation (RRC) currently has 485,000 shares of stock outstanding that sell for $40 per share. Assuming no market imperfections or tax effects exist, what will the share price be after:
a.
RRC has a four-for-three stock split? (Round your answer to 2 decimal places. (e.g., 32.16))
New share price
$
b.
RRC has a 15 percent stock dividend? (Round your answer to 2 decimal places. (e.g., 32.16))
New share price
$
c.
RRC has a 54.5 percent stock dividend? (Round your answer to 2 decimal places. (e.g., 32.16))
New share price
$
d.
RRC has a two-for-seven reverse stock split? (Round your answer to 2 decimal places. (e.g., 32.16))
New share price
$
Determine the new number of shares outstanding in parts (a) through (d).
a.
New shares outstanding
b.
New shares o.
Problem 1Problem 1 - Constant-Growth Common StockWhat is the value.docxChantellPantoja184
Problem 1Problem 1 - Constant-Growth Common StockWhat is the value of a common stock if the firm's earnings and dividends are growing annually at 10%, the current dividend is $1.32,and investors require a 15% return on investment?What is the stock's rate of return if the market price of the stock is $35?
Problem 2Problem 2 - Preferred Stock Price and ReturnA firm has preferred stock outstanding with a $1,000 par value and a $40 annual dividend with no maturity. If the required rate of return is 9%, what is the price of the preferred stock?The market price of a firm's preferred stock is $24 and pays an annual dividend of $2.50. If the stock's par value is $1,000 and it has no maturity, what is the return on the preferred stock?
Problem 3Problem 3 - Bond Valuation and YieldA bond has a par value of $1,000, pays $50 semiannually and has a maturity of 10 years.If the bond earns 12% per year, what is the price of the bond?RateNperPMTFVTypePVWhat is the yield to maturity for the bond?NperPMTPVFVTypeRateWhat would be the bond's price if the rate earned declined to 8% per year?RateNperPMTFVTypePVIf the maturity period is reduced to 5 years and the required rate of return is 8%, what would be the price of the bond?RateNperPMTFVTypePVWhat is the yield to maturity for the bond when the maturity is 5 years and the required rate of return is 8%?NperPMTPVFVTypeRateWhat generalizations about bond prices, interest rates and maturity periods can be made based on the calculations made above?
Problem 4Problem 4 - Callable BondsThe following bonds have a par value of $1,000 and the required rate of return is 10%.Bond XY: 5¼ percent coupon, with interest paid annually for 20 yearsBond AB: 14 percent coupon, with interest paid annually for 20 yearsWhat is each bond's current market price?Bond XYBond ABRateNperPMTFVTypePVIf current interest rates are 9%, which bond would you expect to be called? Explain.
Exercise 10-5
During the month of March, Olinger Company’s employees earned wages of $69,500. Withholdings related to these wages were $5,317 for Social Security (FICA), $8,145 for federal income tax, $3,366 for state income tax, and $434 for union dues. The company incurred no cost related to these earnings for federal unemployment tax but incurred $760 for state unemployment tax.
Prepare the necessary March 31 journal entry to record salaries and wages expense and salaries and wages payable. Assume that wages earned during March will be paid during April. (Credit account titles are automatically indented when amount is entered. Do not indent manually.)
Date
Account Titles and Explanation
Debit
Credit
Mar. 31
SHOW LIST OF ACCOUNTS
LINK TO TEXT
Prepare the entry to record the company’s payroll tax expense. (Credit account titles are automatically indented when amount is entered. Do not indent manually.)
Date
Account Titles and Explanation
Debit
Credit
Mar. 31
===========================================
E.
Problem 1Prescott, Inc., manufactures bookcases and uses an activi.docxChantellPantoja184
Problem 1Prescott, Inc., manufactures bookcases and uses an activity-based costing system. Prescott's activity areas and related data follows:ActivityBudgeted Cost
of ActivityAllocation BaseCost Allocation
RateMaterials handling$230,000Number of parts$0.50Assembly3,200,000Direct labor hours16.00Finishing180,000Number of finished
units4.50Prescott produced two styles of bookcases in October: the standard bookcase and an unfinished bookcase, which has fewer parts and requires no finishing. The totals for quantities, direct
materials costs, and other data follow:ProductTotal Units
ProducedTotal Direct
Materials CostsTotal Direct
Labor CostsTotal Number
of PartsTotal Assembling
Direct Labor HoursStandard bookcase3,000$36,000$45,0009,0004,500Unfinished bookcase3,50035,00035,0007,0003,500Requirements:1. Compute the manufacturing product cost per unit of each type of bookcase.2. Suppose that pre-manufacturing activities, such as product design, were assigned to the standard bookcases at $7 each, and to the unfinished bookcases at $2 each. Similar analyses
were conducted of post-manufacturing activities such as distribution, marketing, and customer service. The post-manufacturing costs were $22 per standard bookcase and $14 per
unfinished bookcase. Compute the full product costs per unit.3. Which product costs are reported in the external financial statements? Which costs are used for management decision making? Explain the difference.4. What price should Prescott's managers set for unfinished bookcases to earn $15 per bookcase?
Problem 2Corbertt Pharmaceuticals manufactures an over-the-counter allergy medication. The company sells both large commercial containers of 1,000 capsules to health-care facilities
and travel packs of 20 capsules to shops in airports, train stations, and hotels. The following information has been developed to determine if an activity-based costing system
would be beneficial:ActivityEstimated Indirect Activity
CostsAllocation BaseEstimated Quantity of
Allocation BaseMaterials handling$95,000Kilos19,000 kilosPackaging219,000Machine hours5,475 hoursQuality assurance124,500Samples2,075 samplesTotal indirect costs$438,500Other production information includes the following:Commercial ContainersTravel PacksUnits produced3,500 containers57,000 packsWeight in kilos14,0005,700Machine hours2,625570Number of samples700855Requirements:1. Compute the cost allocation rate for each activity.2. Use the activity-based cost allocation rates to compute the activity costs per unit of the commercial containers and the travel packs. (Hint: First compute the total activity
cost allocated to each product line, and then compute the cost per unit.)3. Corbertt's original single-allocation-base costing system allocated indirect costs to produce at $157 per machine hour. Compute the total indirect costs allocated to the
commercial containers and to the travel packs under the original system. Then compute the indirect cost per unit for ea.
Problem 1Preston Recliners manufactures leather recliners and uses.docxChantellPantoja184
Problem 1Preston Recliners manufactures leather recliners and uses flexible budgeting and a standard cost system. Preston allocates overhead based on yards of direct materials. The company's performance report includes the following selected data:Static Budget
(1,000 recliners)Actual Results
(980 recliners)Sales (1,000 recliners X $495)$495,000 (980 recliners X $475)$465,500Variable manufacturing costs: Direct materials (6,000 yds @ $8.80/yard)52,800 (6,150 yds @ $8.60/yard)52,890 Direct labor (10,000 hrs @ $9.20/hour)92,000 (9,600 hrs @ $9.30/hour)89,280Variable overhead (6,000 yds @ $5.00/yard)30,000 (6,510 yds @ $6.40/yard)39,360Fixed manufacturing costs: Fixed overhead60,00062,000Total cost of goods sold$234,800$243,530Gross profit$260,200$221,970Requirements:1. Prepare a flexible budget based on the actual number of recliners sold.2. Compute the price variance and the efficiency variance for direct materials and for direct labor. For manufacturing overhead, compute the variable overhead spending, variable overhead efficiency, fixed overhead spending, and fixed overhead volume variances.3. Have Preston's managers done a good job or a poor job controlling materials, labor, and overhead costs? Why?4. Describe how Preston's managers can benefit from the standard costing system.
Problem 2AllTalk Technologies manufactures capacitors for cellular base stations and other communications applications. The company's January 2012 flexible budget income statement shows output levels of 6,500, 8,000, and 10,000 units. The static budget was based on expected sales of 8,000 units.ALLTALK TECHNOLOGIES
Flexible Budget Income Statement
Month Ended January 31, 2012Per UnitBy Units (Capacitors)6,5008,00010,000Sales revenue$24$156,000$192,000$240,000Variable expenses$1065,00080,000100,000Contribution margin$91,000$112,000$140,000Fixed expenses53,00053,00053,000Operating income$38,000$59,000$87,000The company sold 10,000 units during January, and its actual operating income was as follows:ALLTALK TECHNOLOGIES
Income Statement
Month Ended January 31, 2012Sales revenue$246,000Variable expenses104,500Contribution margin$141,500Fixed expenses54,000Operating income$87,500Requirements:1. Prepare an income statement performance report for January.2. What was the effect on AllTalk's operating income of selling 2,000 units more than the static budget level of sales?3. What is AllTalk's static budget variance? Explain why the income statement performance report provides more useful information to AllTalk's managers than the simple static budget variance. What insights can AllTalk's managers draw from this performance report?
Problem 3Java manufacturers coffee mugs that it sells to other companies for customizing with their own logos. Java prepares flexible budgets and uses a standard cost system to control manufacturing costs. The standard unit.
Problem 1Pro Forma Income Statement and Balance SheetBelow is the .docxChantellPantoja184
Problem 1Pro Forma Income Statement and Balance SheetBelow is the income statement and balance sheet for Blue Bill Corporation for 2013. Based on the historical statements and theadditional information provided, construct the firm's pro forma income statement and balance sheet for 2014.Blue Bill CorporationIncome StatementFor the year ended 2013Projected201220132014Revenue$60,000$63,000Cost of goods sold42,00044,100Gross margin18,00018,900SG&A expense6,0006,300Depreciation expense1,8002,000Earnings Before Interest and Taxes (EBIT)10,20010,600Interest expense1,5001,800Taxable income8,7008,800Income Tax Expense3,0453,080Net income5,6555,720Dividends750800To retained earnings$4,905$4,920Additional income statement information:Sales will increase by 5% in 2014 from 2013 levels.COGS and SG&A will be the average percent of sales for the last 2 years.Depreciation expense will increase to $2,200.Interest expense will be $1,900.The tax rate is 35%.Dividend payout will increase to $850.Blue Bill CorporationBalance SheetDecember 31, 2013Projected20132014Current assetsCash$8,000Accounts receivable3,150Inventory9,450Total current assets20,600Property, plant, and equipment (PP&E)28,500Accumulated depreciation16,400Net PP&E12,100Total assets$32,700Current liabilitesAccounts payable$3,780Bank loan (10%)3,200Other current liabilities1,250Total current liabilities8,230Long-term debt (12%)4,800Common stock1,250Retained earnings18,420Total liabilities and equity$32,700Additional balance sheet information:The minimum cash balance is 12% of sales.Working capital accounts (accounts receivable, accounts payable, and inventory) will be the same percent of sales in 2014 as they were in 2013.$8,350 of new PP&E will be purchased in 2014.Other current liabilities will be 3% of sales in 2014.There will be no changes in the common stock or long-term debt accounts.The plug figure (the last number entered that makes the balance sheet balance) is bank loan.
1
Rough Draft
Rough Draft
Rasmussen College
Metro Dental Care is a dental office that provides affordable, convenient, and high quality of care to patients. As a patient at Metro, I personally believe that Metro Dental Care is one of the best dental clinics around, and that’s why I have chosen this company. Metro Dental Care measures their results by recording patient satisfaction.
Managing financial reports, and the quality of service they provide to their customers. Furthermore, the dentists and staff at Metro Dental Care know how important your smile is. Their mission statement states “We pride ourselves in making your smile look great so you not only look good, but feel confident with your smile.”
Metro Dental Care offers convenience for their patients with more than 40 offices throughout the Minneapolis and St. Paul metro area offering flexible hours including early morning, evening and Saturday appointments. Whether you work or live Metro Dental Care has a location near you. Metro Dental .
PROBLEM 14-6AProblem 14-6A Norwoods Borrowings1. Total amount of .docxChantellPantoja184
PROBLEM 14-6AProblem 14-6A: Norwoods Borrowings1. Total amount of each installment payment.Present value of an ordinary annuity$200,000Interest per period(i)0.08Number of periods(n)5Total amount of each installment payment($50,091.29)Therefore the total amount of each installment payment is $ 50,091.292.Norwoods Amortization TablePeriod Ending DateBeginning balance Interest expenseNotes PayableCash paymentEnding Balance10/31/15$200,000.00$16,000.00$34,091.29$50,091.29$165,908.7110/31/16$165,909.00$13,272.72$36,818.57$50,091.29$129,090.4310/31/17$129,090.43$10,327.23$39,764.06$50,091.29$89,326.3710/31/18$89,326.37$7,146.11$42,945.18$50,091.29$46,381.1910/31/19$46,381.19$3,710.50$46,380.79$50,091.29$0.403.a) Accrued interest as December 31st 2015Accrued interest expense = $200,000*8%*2/12= $2,666.67. Thus the journal entry is as shown below:DescriptionDr($)Cr($)interest expense $2,666.67 Interest payable $2,666.67b) The first annual payment on the note.Ten more months of interest has accrued $200,000*8%*10/12 =$13,333.33 accrued interest .Therefore the journal entry is as shown below:DescriptionDr($)Cr($)Notes payable$34,091.29interest expense$13,333.33interest payable$2,666.67 Cash$50,091.29
PROBLEM 14-7AProblem 14-7AQuestion 1a) Debt to equity ratiosPulaski CompanyScott Company Total liabilities$360,000.00$240,000.00Total Equity$500,000.00$200,000.00Debt-Equity Ratio0.721.2Question 2The debt to equity ratio measures the amount of debt a company uses has to finance its business for every dollar of equity it has. A higher debt to equity ratio implies that a company uses more debt than equity for financing. In this case, the debt to equity ratio for Pulaski Company is 0.72 which is less than 1 implying that the stockholder's equity exceeds the amount of debt borrowed. Thus Pulaski Company may not likely suffer from risks brought about by huge amount of debts in the capital structure. On the other hand, the debt to equity ratio of Scott Company is 1.2 which is greater than 1 implying that the debt exceeds the totalamount stockholders equity. Huge debts is associated with a lot of risks. First, there is the risk of defaulting whereby the company may be unable to repay its debt and therefore leading to bankruptcy. Second, a company may find it difficult to obtain additional funding from creditors.This is because the creditors prefer companies with low debt to equity ratio. Finally, there is the risks of violating the debt covenants. A covenant is an agreement that requires a company to maintain adequate financial ratio levels. Too much borrowings may violate this covenant. Since ScottCompany has a higher debt to equity ratio, it may experience these risks which may eventually lead to the company being declared bankrupt .
PROBLEM 14-6BProblem 14-6B: Gordon Enterprises Borrowings1. Total amount of each installment payment.Present value of an ordi.
Problem 13-3AThe stockholders’ equity accounts of Ashley Corpo.docxChantellPantoja184
Problem 13-3A
The stockholders’ equity accounts of Ashley Corporation on January 1, 2012, were as follows.
Preferred Stock (8%, $49 par, cumulative, 10,200 shares authorized)
$ 387,100
Common Stock ($1 stated value, 1,937,100 shares authorized)
1,408,700
Paid-in Capital in Excess of Par—Preferred Stock
123,200
Paid-in Capital in Excess of Stated Value—Common Stock
1,496,800
Retained Earnings
1,814,400
Treasury Stock (10,300 common shares)
51,500
During 2012, the corporation had the following transactions and events pertaining to its stockholders’ equity.
Feb. 1
Issued 24,100 shares of common stock for $123,900.
Apr. 14
Sold 6,000 shares of treasury stock—common for $33,800.
Sept. 3
Issued 5,100 shares of common stock for a patent valued at $35,700.
Nov. 10
Purchased 1,100 shares of common stock for the treasury at a cost of $5,700.
Dec. 31
Determined that net income for the year was $456,600.
No dividends were declared during the year.
(a)
Journalize the transactions and the closing entry for net income. (Credit account titles are automatically indented when amount is entered. Do not indent manually.)
Date
Account Titles and Explanation
Debit
Credit
Feb. 1
Apr. 14
Sept. 3
Nov. 10
Dec. 31
Click if you would like to Show Work for this question:
Open Show Work
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.
Problem 12-9AYour answer is partially correct. Try again..docxChantellPantoja184
Problem 12-9A
Your answer is partially correct. Try again.
Condensed financial data of Odgers Inc. follow.
ODGERS INC.Comparative Balance Sheets
December 31
Assets
2014
2013
Cash
$ 131,704
$ 78,892
Accounts receivable
143,114
61,940
Inventory
183,375
167,646
Prepaid expenses
46,292
42,380
Long-term investments
224,940
177,670
Plant assets
464,550
395,275
Accumulated depreciation
(81,500
)
(84,760
)
Total
$1,112,475
$839,043
Liabilities and Stockholders’ Equity
Accounts payable
$ 166,260
$ 109,699
Accrued expenses payable
26,895
34,230
Bonds payable
179,300
237,980
Common stock
358,600
285,250
Retained earnings
381,420
171,884
Total
$1,112,475
$839,043
ODGERS INC.Income Statement Data
For the Year Ended December 31, 2014
Sales revenue
$633,190
Less:
Cost of goods sold
$220,800
Operating expenses, excluding depreciation
20,228
Depreciation expense
75,795
Income tax expense
44,466
Interest expense
7,710
Loss on disposal of plant assets
12,225
381,224
Net income
$ 251,966
Additional information:
1.
New plant assets costing $163,000 were purchased for cash during the year.
2.
Old plant assets having an original cost of $93,725 and accumulated depreciation of $79,055 were sold for $2,445 cash.
3.
Bonds payable matured and were paid off at face value for cash.
4.
A cash dividend of $42,430 was declared and paid during the year.
Prepare a statement of cash flows using the indirect method. (Show amounts that decrease cash flow with either a - sign e.g. -15,000 or in parenthesis e.g. (15,000).)
ODGERS INC.Statement of Cash Flows
For the Year Ended December 31, 2014
$
Adjustments to reconcile net income to
$
$
Problem 12-10A
Condensed financial data of Odgers Inc. follow.
ODGERS INC.Comparative Balance Sheets
December 31
Assets
2014
2013
Cash
$ 151,904
$ 90,992
Accounts receivable
165,064
71,440
Inventory
211,500
193,358
Prepaid expenses
53,392
48,880
Long-term investments
259,440
204,920
Plant assets
535,800
455,900
Accumulated depreciation
(94,000
)
(97,760
)
Total
$1,283,100
$967,730
Liabilities and Stockholders’ Equity
Accounts payable
$ 191,760
$ 126,524
Accrued expenses payable
31,020
39,480
Bonds payable
206,800
274,480
Common stock
413,600
329,000
Retained earnings
439,920
198,246
Total
$1,283,100
$967,730
ODGERS INC.Income Statement Data
For the Year Ended December 31, 2014
Sales revenue
$730,305
Less:
Cost of goods sold
$254,665
Operating expenses, excluding depreciation
23,331
Depreciation expense
87,420
Income taxes
51,286
Interest expense
8,892
Loss on disposal of plant assets
14,100
439,694
Net income
$ 290,611
Additional information:
1.
New plant assets costing $188,000 were purchased for c.
Problem 1123456Xf122437455763715813910106Name DateTopic.docxChantellPantoja184
Problem 1123456Xf122437455763715813910106
Name: Date:
Topic One: Mean, Variance, and Standard Deviation
Please type your answer in the cell beside the question.
5. The following is the heart rate for 10 randomly selected patients on the unit. Find the mean, variance, and standard deviation of the data using the descriptive statistics option in the data analysis toolpak.
75, 80, 62, 97, 107, 59, 76, 83, 84, 69
6. The following is a frequency distribution fo the number of times patience use the call light in a days time. X is the number of times the call light is used and f is the frequency (meaning the number of patients). Create a histogram of the data.
Sheet2
Sheet3
EXERCISE 11 USING STATISTICS TO DESCRIBE A STUDY SAMPLE
STATISTICAL TECHNIQUE IN REVIEW
Most studies describe the subjects that comprise the study sample. This description of the sample is called the sample characteristics which may be presented in a table or the narrative of the article. The sample characteristics are often presented for each of the groups in a study (i.e. experimental and control groups). Descriptive statistics are used to generate sample characteristics, and the type of statistic used depends on the level of measurement of the demographic variables included in a study (Burns & Grove, 2007). For example, measuring gender produces nominal level data that can be described using frequencies, percentages, and mode. Measuring educational level usually produces ordinal data that can be described using frequencies, percentages, mode, median, and range. Obtaining each subject's specific age is an example of ratio data that can be described using mean, range, and standard deviation. Interval and ratio data are analyzed with the same type of statistics and are usually referred to as interval/ratio level data in this text.
RESEARCH ARTICLE
Source: Troy, N. W., & Dalgas-Pelish, P. (2003). The effectiveness of a self-care intervention for the management of postpartum fatigue. Applied Nursing Research, 16 (1), 38–45.
Introduction
Troy and Dalgas-Pelish (2003) conducted a quasi-experimental study to determine the effectiveness of a self-care intervention (Tiredness Management Guide [TMG]) on postpartum fatigue. The study subjects included 68 primiparous mothers, who were randomly assigned to either the experimental group (32 subjects) or the control group (36 subjects) using a computer program. The results of the study indicated that the TMG was effective in reducing levels of morning postpartum fatigue from the 2nd to 4th weeks postpartum. These researchers recommend that “mothers need to be informed that they will probably experience postpartum fatigue and be taught to assess and manage this phenomenon” (Troy & Dalgas-Pelish, 2003, pp. 44-5).
Relevant Study Results
“A total of 80 women were initially enrolled [in the study] … twelve of these women dropped out of the study resulting in a final sample of 68.” (Troy & Dalgas-Pelish, 2003, p. 39). The researchers presen.
Problem 1. For the truss and loading shown below, calculate th.docxChantellPantoja184
Problem 1. For the truss and loading shown below, calculate the horizontal
displacement of point "D" using the method of virtual work. Show ALL your work!
HW No. 8 - Part 1
Solution
HW FA15 2 Page 1
Problem 1 Continued
Member L (in.) N (lb) N (in) NnL
HW No. 8 - Part 1
.
Problem 1 (30 marks)Review enough information about .docxChantellPantoja184
Problem 1 (30 marks)
Review enough information about Trinidad Drilling Ltd. to propose a vision and strategic objectives for the company. Develop a balanced scorecard that will help the company achieve this vision and monitor how well it is accomplishing its strategic objectives. Include a strategy map in table format that shows objectives and performance measures, with arrows illustrating hypothesized cause-and -effect relationships. Provide rationale for your strategy map. The body of your report should not exceed 1,000 words. Cite material you used to prepare the response and provide references in an appendix.
Problem 2 (20 marks)
Ajax Auto Upholstery Ltd. manufactures upholstered products for automobiles, vans, and trucks. Among the various Ajax plants around Canada is the Owlseye plant located in rural Alberta.
The chief financial officer has just received a report indicating that Ajax could purchase the entire annual output of the Owlseye plant from a foreign supplier for $37 million per year.
The budgeted operating costs (in thousands) for the Owlseye plant’s for the coming year is as follows:
Materials $15,000
Labor
Direct $12,000
Supervision 4,000
Indirect plant 5,000 19,000
Overhead
Depreciation – plant 6,000
Utilities, property tax, maintenance 2,000
Pension expense 4,500
Plant manager and staff 2,500
Corporate headquarters overhead allocation 3,000 18,000
Total budgeted costs $52,000
If material purchase orders are cancelled as a consequence of the plant closing, termination charges would amount to 10 percent of the annual cost of direct materials in the first year (zero thereafter).
A clause in the Ajax union contract requires the company to provide employment assistance to its former employees for 12 months after a plant closes. The estimated cost to administer this service if the Owlseye plant closes would be $2 million. $3.6 million of next year’s pension expense would continue indefinitely whether or not the plant remains open. About $900,000 of labour would still be required in the first year after closure to decommission the plant. After that, the plant would be sold for an estimated $1 million. Utilities, property taxes, and maintenance costs would remain unchanged in the first year after closure, but disappear when the plant is sold.
The plant manager and her staff would be somewhat affected by the closing of the Owlseye plant. Some managers would still be responsible for managing three other plants. As a result, total management salaries would be about 50% of the current level, starting at closure and remaining into the future.
Required:
Assume you are the company’s chief financial officer. Perform a five-year financial analysis and make a recommendation whether to close the Owlseye plant on this basis. Provide support for and cautions about your recommendation with organized, clearly-labeled data. Use bullet points where appropriate.
Problem 3 (16 marks)
Br.
Problem 1 (10 points) Note that an eigenvector cannot be zero.docxChantellPantoja184
Problem 1 (10 points): Note that an eigenvector cannot be zero, but an eigenvalue can
be 0. Suppose that 0 is an eigenvalue of A. What does it say about A? (Hint: One of the
most important properties of a matrix is whether or not it is invertible. Think about the
Invertible Matrix Theorem and all the ‘good things’ of dealing with invertible matrices)
Problem 5: (20 points): The figure below shows a network of one-way streets with
traffic flowing in the directions indicated. The flow rate along the streets are measured
as the average number of vehicles per hour.
a) Set up a mathematical model whose solution provides the unknown flow rates
b) Solve the model for the unknown flow rates
c) If the flow rates along the road A to B must be reduced for construction, what is
the minimum flow that is required to keep traffic flowing on all roads?
Problem 6 (20 points): Problem 7 (9 points): Prove that if A and B are matrices of the same
size, then tr(A+B)=tr(A)+tr(B)
Given:
Goal:
Proof:
Problem 7 (20 points)*: In the 1990, the northern spotted owl became the center of a
nationwide controversy over the use and misuse of the majestic forests in the Pacific
Northwest. Environmentalists convinced the federal government that the owl was
threatened with extinction if logging continued in the old-growth forests (with trees over
200 years old), where the owls prefer to live. The timber industry, anticipating the loss of
30,000 to 100,000 jobs as a result of new government restrictions on logging, argued that
the owl should not be classified as a “threatened species” and cited a number of published
scientific reports to support its case.
Caught in the crossfire of the two lobbying groups, mathematical ecologists
intensified their drive to understand the population dynamics of the spotted owl. The life
cycle of a spotted owl divides naturally into three stages: juvenile (up to 1 year old),
subadult (1 to 2 years), and adult (over 2 years). The owls mate for life during the subadult
and adult stages, begin to breed as adults, and live for up to 20 years. Each owl pair
requires about 1,000 hectares (4 square miles) for its own home territory. A critical time in
the life cycle is when the juveniles leave the nest. To survive and become a subadult, a
juvenile must successfully find a new home range (and usually a mate).
A first step in studying the population dynamics is to model the population at yearly
intervals, at times denoted by 𝑘𝑘 = 0,1,2, …. Usually, one assumes that there is a 1:1 ratio of
males to females in each life stage and counts only the females. The population at year 𝑘𝑘
can be described by a vector 𝒙𝒙𝒌𝒌 = (𝑗𝑗𝑘𝑘 , 𝑠𝑠𝑘𝑘 , 𝑎𝑎𝑘𝑘 ), where 𝑗𝑗𝑘𝑘 , 𝑠𝑠𝑘𝑘 , and 𝑎𝑎𝑘𝑘 are the numbers of
females in the juvenile, subadult, and adult stages, respectively. Using actual field data from
demographic studies, a rese
Probation and Parole 3Running head Probation and Parole.docxChantellPantoja184
Probation and Parole 3
Running head: Probation and Parole
Probation and Parole
Student Name
Allied American University
Author Note
This paper was prepared for Probation and Parole, Module 8 Check Your Understanding taught by [INSERT INSTRUCTOR’S NAME].
Directions: Respond to the following questions using complete sentences. Your answer should be at least 1 paragraph in length, which must be composed of three to five sentences.
1. What is meant by intermediate punishments and what programs are included in this category?
2. How do intermediate punishments serve to keep down prison populations?
3. Why has electronic monitoring proven so popular?
4. What is meant by shock probation/parole?
5. What are the essential features of the boot camp program?
6. Why has intensive supervision been a public relations success?
7. What are the criticisms of boot camp programs?
8. What has research revealed with respect to intensive supervision?
9. What are the criticisms of electronic monitoring in probation and parole?
10. What are the criticisms leveled at intensive supervision?
11. What are the purposes of and services offered by a day reporting center?
12. Why would heroin addicts who have no intention of giving up drug use voluntarily enter a drug treatment program? What are the advantages of using methadone to treat heroin addicts?
13. Why is behavior modification difficult to use in treating drug abusers?
14. What are the characteristics of chemical dependency (CD) programs?
15. What are the primary characteristics of the therapeutic community (TC) approach for treating drug abusers?
16. What are criticisms of the Alcoholics Anonymous approach?
17. What are the problems inherent in drug testing?
18. What are the typical characteristics of sex offenders? How have sex offender laws affected P/P supervision?
19. What are the pros and cons of restitution and charging offenders fees in probation or parole?
20. What are the problems encountered in using the interstate compact?
.
Problem 1(a) Complete the following ANOVA table based on 20 obs.docxChantellPantoja184
Problem 1:
(a) Complete the following ANOVA table based on 20 observations for the regression equation
(a) Is the overall regression significant? Fill in the missing values in the table.
Source DF SS MS F
Regression ___ 350 ____ ____
Error ___ _____
Total 500
(b) Suppose that you have computed the following sequential sums of squares due to regression:
Regressor Variables in Model SS Regression
………………………………………. 300
……………………………………… 250
…………………………………….. 340
……………………………………. 325
Fill in the missing values in the following “computer output”:
Source DF Partial SS F-value Pr>F
……………………………………………………………………………………….. 0.1245
………………………………………………………………………………………. 0.3841
………………………………………………………………………………………. 0.0042
………………………………………………………………………………………. 0.0401
Problem 2:
The time required for a merchandise to stock a grocery store shelf with a soft drink product as well as the number of cases of product stocked are given below. Consider a linear regression of delivery time against number of cases.
X=number of cases
Y=delivery time
Delivery time number of cases Hat diagonals
1.41 4 0.5077
2.96 6 0.3907
6.04 14 0.2013
7.57 19 0.3092
9.38 24 0.5912
Observations used L.S. Model
4,6,14,19,24
6,14,19,24
4,14,19,24
4,14,19,24
4,6,14,24
4,6,14,19
(a)
Calculate the PRESS statistic for the model .
(b) Calculate the regular residual for the model above. Then, compare these residuals with the PRESS residuals for this model.
Exercises from the Text
Use SAS whenever possible to do these exercises:
# 3.4 on p 122
# 3.5
# 3.8
# 3.15
# 3.21
# 3.27
# 3.28
# 3.31
# 3.38
# 3.39
Example with SAS on Sequential and Partial Sum of Squares
Data Weather;
Title 'Lows and Highs from N&O Jan 28,29,30 1992';
Title2 'using actual numbers (yesterday values)';
input city $ hi2 lo2 yhi ylo thi tlo;
* Mon Tues Wed ;
cards;
seattle 51 44 52 44 59 47
.
.
.
;
proc reg; model thi = yhi hi2 tlo ylo lo2/ss1 ss2;
test tlo=0, ylo=0, lo2=0;
/*-----------------------------------------------
| Showing sequential and partial sums of squares|
| Note t**2 = F relationship for partial F. By |
| hand, construct F to leave out .
Probe 140 SPrecipitation in inchesTemperature in F.docxChantellPantoja184
Probe 1
40 S
Precipitation in inches
Temperature in F
J F M A M J J A S O N D
2
4
6
8
10
12
0
10
20
30
40
50
60
70
80
90
POTET 26.8
Precip 27.1
MAT(F) 59.8
Probe 2
6 S
Precipitation in inches
Temperature in F
J F M A M J J A S O N D
2
4
6
8
10
12
0
10
20
30
40
50
60
70
80
90
POTET 69.2
Precip 124.6
MAT(F) 77.9
Probe 3
57 S
Precipitation in inches
Temperature in F
J F M A M J J A S O N D
2
4
6
8
10
12
0
10
20
30
40
50
60
70
80
90
POTET 21.5
Precip 38.7
MAT(F) 43.5
Probe 4
38 N
Precipitation in inches
Temperature in F
J F M A M J J A S O N D
2
4
6
8
10
12
0
10
20
30
40
50
60
70
80
90
POTET 30.3
Precip 16.5
MAT(F) 53.6
Probe 5
55 N
Precipitation in inches
Temperature in F
J F M A M J J A S O N D
2
4
6
8
10
12
0
10
20
30
40
50
60
70
80
90
POTET 21.3
Precip 28.1
MAT(F) 40.6
Probe 6
43 N
Precipitation in inches
Temperature in F
J F M A M J J A S O N D
2
4
6
8
10
12
0
10
20
30
40
50
60
70
80
90
POTET 25.4
Precip 14.4
MAT(F) 47.2
Probe 7
42 N
Precipitation in inches
Temperature in F
J F M A M J J A S O N D
2
4
6
8
10
12
0
10
20
30
40
50
60
70
80
90
POTET 17.3
Precip 31.2
MAT(F) 26.0
Probe 8
42 N
Precipitation in inches
Temperature in F
J F M A M J J A S O N D
2
4
6
8
10
12
0
10
20
30
40
50
60
70
80
90
POTET 29.6
Precip 38.8
MAT(F) 51.6
Probe 9
18 S
Precipitation in inches
Temperature in F
J F M A M J J A S O N D
2
4
6
8
10
12
0
10
20
30
40
50
60
70
80
90
POTET 66.1
Precip 74.8
MAT(F) 77.7
Probe 10
58 N
Precipitation in inches
Temperature in F
J F M A M J J A S O N D
2
4
6
8
10
12
0
10
20
30
40
50
60
70
80
90
POTET 16.5
Precip 24.8
MAT(F) 36.9
Probe 11
26 N
Precipitation in inches
Temperature in F
J F M A M J J A S O N D
2
4
6
8
10
12
0
10
20
30
40
50
60
70
80
90
POTET 47.6
Precip 3.8
MAT(F) 70.1
Probe 12
29 N
Precipitation in inches
Temperature in F
J F M A M J J A S O N D
2
4
6
8
10
12
0
10
20
30
40
50
60
70
80
90
POTET 44.0
Precip 47.3
MAT(F) 63.2
Probe 4
Probe 2
Probe 10
Probe 5
Probe 6
Probe 7
Probe 11
Probe 12
Probe 8
Probe 9
Probe 3
Probe 1
Map 1
20 N
40 N
60 N
80 N
0
20 S
40 S
60 S
0
1000
miles
Geography 204
Koppen Climate Classification Guidelines
If POTET exceeds Precip then B
BW = POTET more than 2x Precip
(desert)
h = mean annual temp > 18 C (64.4 F)
k = mean annual temp < 18 C (64.4 F)
BS = POTET less than 2x Precip
(steppe)
h = mean annual t.
The Art Pastor's Guide to Sabbath | Steve ThomasonSteve Thomason
What is the purpose of the Sabbath Law in the Torah. It is interesting to compare how the context of the law shifts from Exodus to Deuteronomy. Who gets to rest, and why?
Students, digital devices and success - Andreas Schleicher - 27 May 2024..pptxEduSkills OECD
Andreas Schleicher presents at the OECD webinar ‘Digital devices in schools: detrimental distraction or secret to success?’ on 27 May 2024. The presentation was based on findings from PISA 2022 results and the webinar helped launch the PISA in Focus ‘Managing screen time: How to protect and equip students against distraction’ https://www.oecd-ilibrary.org/education/managing-screen-time_7c225af4-en and the OECD Education Policy Perspective ‘Students, digital devices and success’ can be found here - https://oe.cd/il/5yV
How to Create Map Views in the Odoo 17 ERPCeline George
The map views are useful for providing a geographical representation of data. They allow users to visualize and analyze the data in a more intuitive manner.
Welcome to TechSoup New Member Orientation and Q&A (May 2024).pdfTechSoup
In this webinar you will learn how your organization can access TechSoup's wide variety of product discount and donation programs. From hardware to software, we'll give you a tour of the tools available to help your nonprofit with productivity, collaboration, financial management, donor tracking, security, and more.
Instructions for Submissions thorugh G- Classroom.pptxJheel Barad
This presentation provides a briefing on how to upload submissions and documents in Google Classroom. It was prepared as part of an orientation for new Sainik School in-service teacher trainees. As a training officer, my goal is to ensure that you are comfortable and proficient with this essential tool for managing assignments and fostering student engagement.
1. Portfolio Investment Project (20%)
Fin 404 Investments
Due Date: Week 7
Prof. Ho
Spring II, 2015
Objectives:
· Become familiar with the Wall Street Journal and the Internet
financial pages.
· Learn how to select mutual funds, bonds, and stocks.
· Understand tracking and calculating the performance of
mutual funds, bonds, stocks and the stock market indexes over
the holding period.
· Observe the effects of diversification and assess the risk of
investing.
· Achieve early financially independence.
Implementation:
This project is a group effort. You should have 3 students in a
group. The initial funding for your account is $100,000. You
will construct three portfolios as follows:
Portfolio 1: Four Mutual Funds ($10,000 each)
$40,000
Portfolio 2: Corporate AA or AAA rated bonds
$10,000
Portfolio 3: Five Individual Stocks $50,000
Total: $100,000
Portfolio 1: You should include a stock fund, a bond fund, an
international stock fund,
and a money market fund in your mutual fund portfolio.
Portfolio 2: You should invest only in high graded corporate
2. bonds. Do not choose high
yield (junk) bonds.
Portfolio 3: There is no requirement for equal dollar amount
investment or number of
shares in your stock portfolio.
Go to yahoo.com, click finance, and click my portfolio to create
your own portfolios. You can also use Excel Spread Sheets to
track stock prices daily and performance of each portfolio
weekly.
Purposes:
· Investing in mutual funds will allow you to compare the
volatility and performance of your own portfolios to a
professionally managed selection of securities.
· The purchase of corporate bonds will show the effects of
interest rates.
· The purchase of individual stocks will help you understand the
risk and reward of investing in the stock market, and the
portfolio development will help you understand the benefits of
diversification.
Assumptions
· The price of each stock is determined at the close of each
trading day as reported in the Wall Street Journal.
· Fractional shares may be purchased.
· Taxes do not apply.
3. · Individual stocks may be bought and sold during holding
period.
· There are no transaction costs.
Requirements
· The time horizon of your investment project is from
_________to ___________
(cover at least 4 weeks)
· Track the price per share of individual stocks and determine
the value of your portfolio each Friday (end of closing day).
· Liquidate all three portfolios at the end of Week Four.
· Calculate annual holding period return and annual holding
period yield (see textbook/PPT slides for
formulae)
Written Analysis
See next page (Table of Contents) for the required sections
of your paper. You can include more sections if you like.
Please go to www.apa.org for paper format.
First Page: Include the title, team members, and Mercer
University.
Second page: Table of Contents.
References: Have at least 5 references.
Appendixes: Place data sheets, graphs, and tables at the end of
4. your paper.
Table of Contents
· Executive Summary
II. Statement of Purpose
III. Estimate of the Economic Factors Which Form the
Environment for the Selection
Of Your Portfolios.
VI. Methods of Your Investment Selections
· Comment briefly on each mutual fund, each bond and each
stock in your portfolios. At a minimum, your comments should
include:
` 1. Mutual Funds
Types of funds, returns, types of risk and
outlook, etc.
2. Bonds
Types of bonds, returns, risk, and ratings, etc.
3. Stocks
Types of stocks, returns, dividends, earnings, P/E, risk, and
5. outlook
· Consideration of diversification and discussion of
correlations.
C. Apply investment models. (see chapters 7 and 8)
C. Other factors, if any.
· Weekly performance of your mutual fund portfolio relative to
the bench marks.
· Briefly discuss the volatility and performance
· Draw graphs to support your narrative analysis.
VI. Weekly performance of your bond portfolio relative to the
bond market.
· Briefly discuss the volatility and performance.
· Draw graphs to support your narrative analysis.
VII. Weekly performance of each of your five single stock
investment relative to the
stock market.
· Briefly discuss the volatility and performance.
· Draw graphs to support your narrative analysis.
VIII. Lessons learned for “next time”.
References (At least 5 sources)
Appendixes (data sheets, graphs, and tables, etc.)
FIN404
Portfolio Investment Project
6. Prof. Ho
Spring II, 2015
Team # _______
StudentEmail Phone Number
1.
_____________________________________________________
________________
2.___________________________________________________
____________________
3.___________________________________________________
____________________
Please submit this page no later than week
2.
Sheet1Portfolio 3: Five Individual StocksStock name:1-NIKE
inc(NKE)Current price:99.5510-Yrstotal returnsHistory
(03/31/2015)2005200620072008200920102011201220132014N
KE-3.1315.631.7-
19.1531.5530.9814.338.6454.0923.54Footwear & Accessories-
3.0820.421.46-30.0538.8842.2210.169.750.5318.53S&P 500 TR
USD4.9115.795.49-3726.4610-yrs dividend historyEx/Eff
DateTypeCash AmountDeclaration DateRecord DatePayment
Date2/26/15Cash0.282/12/153/2/154/6/1512/11/14Cash0.2811/2
0/1412/15/141/5/158/28/14Cash0.248/11/149/2/1410/6/145/29/1
12. Coverage————Growth2005-062006-062007-062008-062009-
062010-062011-062012-062013-062014-06Latest QtrRevenue
%Year over Year8.0211.2915.4518.19-
3.286.9311.945.45.611.547.963-Year
Average11.9411.2211.5414.949.696.9258.057.67.48—5-Year
Average11.6311.8512.513.429.679.459.577.65.28.24—10-Year
Average20.9517.7116.2315.3511.4610.5310.7110.029.238.95—
Operating Income %Year over Year61.1813.1212.4621.42-
9.4718.3412.71-19.8722.983.72-2.423-Year
Average6.937.6127.0415.67.329.166.492.243.560.73—5-Year
Average5.717.049.2411.2217.6510.610.523.283.546.39—10-
Year Average21.7318.2613.712.487.328.138.776.217.3111.88—
Net Income %Year over Year50.022.8211.6425.71-
17.628.7723.4-26.6628.770.97—3-Year
Average16.118.0319.86134.9610.089.45.235.23-1.57—5-Year
Average5.411.3912.4312.0912.278.8912.943.844.348.67—10-
Year
Average23.7719.0915.0814.696.477.1312.168.058.1410.45—
EPS %Year over Year49.337.1418.3331.69-13.3729.6328.1-
25.65291.94-8.973-Year
Average16.689.2623.7118.6310.5213.9312.897.287.1-0.75—5-
Year
Average5.6712.715.0315.2416.6513.417.527.096.6510.18—10-
Year Average22.6818.815.7616.18Cash flowCash Flow
Ratios2005-062006-062007-062008-062009-062010-062011-
062012-062013-062014-06Operating Cash Flow Growth %
YOY13.53-13.2623.5521.44-11.9126.4512.1317.16-
8.8311.79Free Cash Flow Growth % YOY16.84-
18.7921.118.66-13.6338.8111.5119-16.188.83Cap Ex as a % of
Sales2.043.564.435.275.343.163.373.135.476.32Free Cash
Flow/Sales
%39.6928.9630.3830.527.2435.3635.2339.7731.5730.8Free
Cash Flow/Net Income1.291.021.11.04Financial healthBalance
Sheet Items (in %)2005-062006-062007-062008-062009-
062010-062011-062012-062013-062014-06Latest QtrCash &
Short-Term
16. 2.3511.0814.972.959.9413.033-Year
Average15.2418.1235.6333.2131.18.16.987.649.559.18—5-Year
Average1314.5225.8526.8926.421.1119.5710.047.77.14—10-
Year
Average14.342319.6119.0718.4916.9817.0217.6816.916.37—
Operating Income %Year over Year38.8320.996.3226.146.48-
4.242.6814.1911.199.485.073-Year
Average18.7492.6148.8144.1338.158.751.543.939.2411.6—5-
Year
Average8.8325.9431.7877.6534.6525.0120.998.565.866.45—10-
Year
Average26.423.3422.2620.5818.9516.6423.4419.6137.1319.72
—Net Income %Year over Year33.2911.7792.6421.8115.06-
7.280.9912.0218.441.13—3-Year
Average19.5617.3442.1137.9139.259.132.521.6110.2510.3—5-
Year
Average10.4227.0729.7730.5432.122.8520.388.017.414.67—10-
Year Average—
33.6352.9223.2719.2616.4723.6818.3918.4117.59—EPS %Year
over Year31.8210.342013.5416.97-
2.353.2117.923.435.8810.483-Year
Average18.3415.8120.414.5616.819.055.645.9214.5215.5—5-
Year Average9.6526.1917.0216.1818.3111.429.949.5511.49.2—
10-Year Average—27.3649.2516.1Cash flowCash Flow
Ratios2005-122006-122007-122008-122009-122010-122011-
122012-122013-122014-12Operating Cash Flow Growth %
YOY—808——223—————Free Cash Flow Growth %
YOY——————————Cap Ex as a % of
Sales4.044.042.372.492.582.081.751.651.571.53Free Cash
Flow/Sales %0.32-0.061.872.021.512.883.723.7734.31Free Cash
Flow/Net Income0.1-0.020.540.55Financial healthBalance Sheet
Items (in %)2005-122006-122007-122008-122009-122010-
122011-122012-122013-122014-12Latest QtrCash & Short-
Term
Investments3.362.581.982.221.772.32.22.095.843.393.39Accou
nts
20. Year
Average8.8325.9431.7877.6534.6525.0120.998.565.866.45—10-
Year
Average26.423.3422.2620.5818.9516.6423.4419.6137.1319.72
—Net Income %Year over Year33.2911.7792.6421.8115.06-
7.280.9912.0218.441.13—3-Year
Average19.5617.3442.1137.9139.259.132.521.6110.2510.3—5-
Year
Average10.4227.0729.7730.5432.122.8520.388.017.414.67—10-
Year Average—
33.6352.9223.2719.2616.4723.6818.3918.4117.59—EPS %Year
over Year31.8210.342013.5416.97-
2.353.2117.923.435.8810.483-Year
Average18.3415.8120.414.5616.819.055.645.9214.5215.5—5-
Year Average9.6526.1917.0216.1818.3111.429.949.5511.49.2—
10-Year Average—27.3649.2516.1Cash flowCash Flow
Ratios2005-122006-122007-122008-122009-122010-122011-
122012-122013-122014-12Operating Cash Flow Growth %
YOY—808——223—————Free Cash Flow Growth %
YOY——————————Cap Ex as a % of
Sales4.044.042.372.492.582.081.751.651.571.53Free Cash
Flow/Sales %0.32-0.061.872.021.512.883.723.7734.31Free Cash
Flow/Net Income0.1-0.020.540.55Financial healthBalance Sheet
Items (in %)2005-122006-122007-122008-122009-122010-
122011-122012-122013-122014-12Latest QtrCash & Short-
Term
Investments3.362.581.982.221.772.32.22.095.843.393.39Accou
nts
Receivable12.0411.568.378.838.857.929.379.8212.213.0513.05I
nventory37.4234.5614.6315.0116.7817.215.5616.3215.4416.071
6.07Other Current
Assets2.091.820.871.041.051.051.681.881.922.492.49Total
Current
Assets54.9150.5225.8627.1128.4528.4828.8130.1235.4134.9934
.99Net
PP&E25.8625.9310.713.3312.8513.3913.1213.112.0411.9111.91
26. ash Conversion
Cycle55.8629.8226.2335.4541.9953.2551.4249.0353.4953.17Re
ceivables
Turnover5.415.425.25.095.345.715.845.835.465.61Inventory
Turnover22.9827.8731.1834.922624.3329.2926.2922.120.6Fixe
d Assets
Turnover0.810.990.90.840.640.570.730.790.750.75Asset
Turnover0.520.650.650.63Betas. 1.08P/E ratios. 10.15PEG
ratios. 49.9S&P 500 index returnsHistory
(03/31/2015)2005200620072008200920102011201220132014S
&P 500 TR USD4.9115.795.49-
3726.4615.062.111632.3913.69S&P 500 P/E. 18.6Risk free
rates1.89%SHARE107.64
Sheet1portfolio #2corporate bond name : Exxon Mobilcurrent
price : $84.30coupon
rates2.7091.8191.3050.9211.9122.3973.5673.1760.2810.3910.63
40.3140.15Maturity
dates3/6/253/15/193/6/183/15/173/6/203/6/223/6/453/15/243/15
/173/15/193/6/223/1/1810/12/54YTM2.651.521.150.761.752.28
3.352.43Current Yields3.27%Bond RatingAAA
Sheet2Portfolio # 2Corporate bond name:Johnson &
JohnsonCurrent Price$99.64Coupon
Rates04.755.955.552.155.154.3753.3750.3315.55.851.1251.654.
52.951.8754.54.953.550.72.454.856.953.3756.730Maturity
Dates7/28/2011/6/198/15/378/15/175/15/167/15/1812/5/3312/5/
2311/28/1611/6/247/15/3811/21/1712/5/189/1/409/1/2012/5/191
2/5/435/15/335/15/2111/28/1612/5/215/15/419/1/2912/5/2311/1
5/237/28/20YTM---0.293.470.930.521.273.222.4---
3.823.461.071.273.381.741.663.423.521.860.542.113.543.11---
2.5539.86Current Yields2.81%Bond RatingAAA
Sheet3
Sheet1Portfolio # 1Fidelity® Mega Cap Stock Fundcurrent fund
price$16.3910 yrs total
returnHistory (03/31/2015)200520062007200820092010201120
27. 1220132014FGRTX7.4812.8411.05-
39.4128.6114.412.3419.4233.2311.66S&P 500 TR
USD4.9115.795.49-3726.4615.062.111632.3913.6910 yrs
Annual report Net Expense
RatioHistory (03/31/2015)2005200620072008200920102011201
2201320140.810.820.810.740.780.790.780.750.70.68mpt
statistic 10 yrs measureR-SquaredBetaAlphaTreynor
RatioCurrency3/31/15vs. Standard IndexFGRTXS&P 500 TR
USD97.331.040.076.58Volatility Measure (10yrs
measure)StandardReturnSharpe RatioSortino RatioBear
MarketDeviationPercentile
Rank3/31/15FGRTX15.638.30.50.72—S&P 500 TR
USD14.768.010.50.71
Sheet2nameGuideStone Funds ExtendedDuration Bond Fund
Investor Class"current fund price$18.5610 yrs total
returnHistory (03/31/2015)200520062007200820092010201120
1220132014YTDGEDZX5.544.498.36-
8.2924.9712.0613.1415.06-5.2917.392.62Barclays US Agg
Bond TR USD2.434.336.975.245.936.547.844.21-2.025.9710
yrs Annual report Net Expense
RatioHistory (03/31/2015)2005200620072008200920102011201
220132014YTDGEDZX5.544.498.36-
8.2924.9712.0613.1415.06-5.2917.392.62Barclays US Agg
Bond TR USD2.434.336.975.245.936.547.844.21-2.025.97mpt
statistic 10 yrs measureIndexR-SquaredBetaAlphaTreynor
RatioGEDZXBarclays US Agg Bond TR USD68.492.46-
1.142.91Volatility Measure (10yrs
measure)StandardReturnSharpe RatioSortino RatioBear
MarketDeviationPercentile Rank9.88.610.741.15
Sheet3nameDodge & Cox International Stock current fund
price$44.0010 yrs total
returnHistory (03/31/2015)200520062007200820092010201120
1220132014DODFX16.7528.0111.71-46.6947.4613.69-
15.9721.0326.310.08MSCI ACWI Ex USA NR
USD16.6226.6516.65-45.5341.4511.15-13.7116.8315.29-3.8710
yrs annual report Net Expense
28. RatioHistory (03/31/2015)2005200620072008200920102011201
2201320140.70.660.650.640.650.650.640.640.640.64MPT
statistic 10 yrs measure10-Year TrailingIndexR-
SquaredBetaAlphaTreynor RatioDODFXMSCI ACWI Ex USA
NR USD95.751.071.395.2Volatility Measure10-Year
TrailingStandardSharpe RatioSortino
RatioDeviationDODFX20.50.360.52MSCI ACWI Ex USA NR
USD18.810.30.42
Sheet4nameFidelity® Government MMktcurrent fund
price$1.0010 yrs total
returnHistory (03/31/2015)200520062007200820092010201120
1220132014YTDSPAXX2.874.734.882.310.320.010.010.010.01
0.010USTREAS T-Bill Auction Ave 3
Mon3.345.064.771.510.160.140.060.090.060.0310 yrs Annual
Report Net Expense
RatioHistory (03/31/2015)2005200620072008200920102011201
2201320140.420.420.420.410.440.350.260.160.190.11MPT
Statistics 10 yrs measure10-Year TrailingIndexR-
SquaredBetaAlphaTreynor RatioSPAXXUSTREAS T-Bill
Auction Ave 3 MonVolatility Measures (10 yrs)10-Year
TrailingStandardSharpe RatioSortino
RatioDeviationSPAXX0.560.10.19USTREAS T-Bill Auction
Ave 3 Mon0.57
FIN 404
Project Raw Data Due Week 4
Ho, 2015
Please collect the following raw data for your investment
project.
Portfolio #1: Four Mutual Funds
· Fund Names
· Current Fund Prices
· 10-year total returns for each fund
· 10-year Annual Report Net Expense Ratios for each fund.
29. MPT statistics (Choose the 10-year measure) for each of your
four funds.
· R-Squared
· Beta
· Alpha
· Treynor
Volatility Measures (Choose the 10-year measure) for each of
your four funds.
· Standard Deviation
· Sharpe Ratio
· Sortino Ratio
Portfolio #2:Corporate Bonds
· Corporate Bond Names
· Current Prices
· Coupon Rates
· Maturity Dates
· YTM
· Current Yields
· Bond Ratings
Portfolio #3: Five Individual Stocks
· Stock Names (Ticker Symbols)
· Current Stock Prices
· 10-year total returns for each of your five stocks.
· 10-year dividend history for each of your five stock
Other Key Ratios for each of your five stocks:
· Profitability
· Growth
· Cash Flow
· Financial Health
· Efficiency Ratios
· Betas
· P/E ratios
· PEG ratios
30. Market and Other Data (10-year history)
· S&P500 Index returns
· S&P500 P/E
· Risk Free Rates (Treasurys)