Management 3850 Theses Sheet

Due to the weather, the Final Exam will be a take home exam. Please complete all 105 questions and return the exam via e-mail to my office by 9 am Wednesday, December 11, 2013. 

Good luck. Have a great life. 

Best

Jack

jack@oakstreaminvestors .com. 

2143008556

Name __nasheen quamar_____________________

FINANCE 5230

Investments

FINAL EXAM

December 9, 2013

►In class, we discussed the 4 obstacles to creating wealth. They are:

1._______________procrastination____

2._____________inflation______

3._____________taxes______

4.________________spending habits___

►List the 5 C’s of Credit:

5_______________capital____

6._________________collateral_

7._________________condition_

8.________________character__

9._______________capacity___

►As a matter of convenience, the domestic bond market is normally separated into four major segments, according to type of issuer. The four segments are:

10.___________treasury_______

11._______________agency______

12._____________municipal________

13._____________________corporate

►The redemption value of a bond paid at maturity, typically $1,000, is known as 14.____________________ face value (or principal)_____

►When calculating the present value of either a future single sum or a future annuity, the

applicable interest rate is usually called the 15.__D________

A. yield to maturity

B. compound interest rate

C. internal rate of return

D. discount rate

►According to Jack, there are several ways to obtain money/cash. They are:

16.______borrow it____________

17.________earn it_________

18._________inherit it_________

19._______________marry it___

○ Win it

►Bond Yield = 20._________annual interest payments___________ ÷ 21._____market price of the bond_______________

►Total Risk = 22.______diversifiable_______________ +23.____undiversifiable_________________

►Bond holders can earn income both from interest and capital gains. True...