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Important Links for Investing Assignment due March 9, 2016

Investing Assignment: Assignment Link – Hand in with your names in the file name.

Sources:

American Stock Exchanges 

Types of Investments

Annual Reports Defined and How to Read an Annual Report

Stocks Guide (How stocks trade etc.)

Simple Ratios financial ratios every investor should know

Financial Ratios of different companies – Search the company using its stock symbol and click “key statistics” under the company section in the left menu bar

How Warren Buffet does it – value investing

The P/E Ratio, what it means and how to use it

Fundamental Analysis to help understand the company

Stock Picking Strategies – different approaches to buying the right stock

Porter’s 5 Forces Industry Analysis – to understand the external forces in play

SWOT Analysis for analyzing a company

Macroeconomic Factors

Business Model Defined

Competitive Advantage Defined

Earnings per Share Defined

MD&A Defined

Diversification Defined

Extra:

Discounted Cash Flow Analysis for valuing companies

Using Excel for Finance

If you ever want to become a CFA (Certified Financial Analyst)

Determinants of Demand and Supply

Demand:

1.Population and Market Size

-increase means increase in demand

2.Income (Normal/Inferior Goods)

-income up means demand increase for normal good but decrease for inferior goods

 

3.Price of Related Goods (Complements/Substitutes)

-increase in substitute price means increase in demand

-increase in complement price means decrease in demand

4.Consumer Preferences (Taste/Trends)

5.Consumer Expectations and Unexpected Events

Supply:

  1. Number of Producers

-more businesses in a market, more supply. (shifts to the right)

 

  1. Resource Prices

-if the cost of a resource increases, the producer makes fewer. (shifts to the left)

 

  1. State of Technology

-technological progress leads to more efficient production, which means more is produced at each price level. (shift to the right)

 

  1. Producer Expectations and Unexpected Events

-expectations of future prices/events, temperatures, droughts, floods, storms, natural disasters etc. can all affect the supply chain.

 

  1. Prices of Related Products

-a price rise in substitutes may cause producers to make more of current product.

-a price rise in complements may cause producers to make more of current product