SEMINAR IN INVESTMENTS
(Finance 650)

"As a practical matter, I still think it's prudent to assume that the market is pretty close to efficient in terms of pricing and risk and return and all that.  On the other hand, we've certainly learned from cognitive psychology that ordinary human beings need to have alternatives framed in ways that can help them make right decisions rather than wrong decisions." 

- William F. Sharpe -

1990 Nobel Laureate in Economics

Course Materials:  

Syllabus (Word Doc)

Note: On Saturday, 5/24/2003, Bob Boyd of PIMCO will be the guest speaker for the first half of class, and the final exam will be conducted during the second half of the class.

Additional Lecture Notes:

Ch. 13 - Characteristics of Common Stocks

Ch. 15 - Dividend Discount Models

Ch. 17 - Investment Management

Ch. 18 - Portfolio Performance Evaluation

 

   
Individual Research Project: List of Sample Research Topics
   
Sample Student Investment Fund Annual Reports: CSULB SMIF 2001-2002 Annual Report

UNB SIF 2001 Annual Report

   
Portfolio Project:  

Portfolio Assignment

Mission Statement for The PAA Quant-Value Fund
Excel Spreadsheet for Estimating Portfolio Weights for the PAA Quant-Value Fund

 

   
Some Investment-Related Links: Forbes' "Best of the Web" Sites for Investing

Value Line Investment Survey

Forbes ASAP article on P/V vs. P/S vs. P/E ratios, by Geoffrey Moore,the author of "The Gorilla Game"

A Couple of Motley Fool Articles:
Should Warren Buffett Call It Quits? (From April 3, 2002)
Party Like It's 1929

Warren Buffett's Letters to Berkshire-Hathaway Shareholders

Baruch Lev on Accounting: New Math for a New Economy

Aswath Damodaran's Valuation Website

   
Powerpoint Lecture Notes:  

See links on syllabus

 

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