Investment Principles

• Current: Spring 2005
• Old Syllabuses: Spring 1998, Fall 1998, Spring 2003, Spring 2004

Practical Assignments for Spring 2006

• Case 1: Macroeconomic Analysis 2006 case and EconIndicators 2006 data (rev  7/9/05)
• Case 2: Price and Earnings Momentum 2006 case and WWE 2006 data (rev 7/2/05)
• Case 3: Relative Valuation 2006 case and CWTR-BUD 2006 data (rev 6/6/05)
• Case 4: Mergers & Acquisition 2006 case and PG-G 2006 data(rev 6/20/05)
• Case 5: Economic Profit (EVA) 2006 case and FON 2006 data (rev 6/27/05)
• Case 6: Cash Flow ROI (CFROI) 2006 case RAI 2006 data (rev 6/30/05)

Practical Assignments for Spring 2005:FAQ

Grader for Spring 2005: Shakya Harish (click on his name to email him)
   Office Hours for Shakya: Teaching Assistance Center
                                              3rd Floor of Tisch: Surdna, room 3-20.
                                              Thursdays 11 a.m.-12 noon, and 2 - 3 p.m.

• Case 1: Macroeconomic Analysis 2005 case and EconIndicators 2005 data (rev  5/27/04)
• Case 2: Price and Earnings Momentum 2005 case and Analog Devices 2005 data (rev 5/19/04)
• Case 3: Relative Valuation 2005 case and Harrahs 2005 data (rev 5/1/04)
• Case 4: Mergers & Acquisition 2005 case and Dean Foods-Horizon Organic 2005 data(rev 5/9/04)
• Case 5: Economic Profit (EVA) 2005 case and Bausch and Lomb's 2005 data (rev 5/12/04)
• Case 6: Cash Flow ROI (CFROI) 2005 case Coventry's CFROI 2005 data (rev 5/17/04)

Grader for Spring 2004: Kenneth R Bellendir (click on his name to email him)
   Office Hours for Ken: Mondays and Fridays 1 - 3 pm.  in Teaching Assistance Center
                           3rd Floor of Tisch: Surdna, room 3-20S.

• Case 1: Macroeconomic Analysis 2004 case and EconIndicators 2004data (rev  8/3/03)
• Case 2: Price and Earnings Momentum 2004 case and Yahoo 2004 data (rev 7/25/03)
• Case 3: Relative Valuation 2004 case and Genzyme 2004 data (rev 7/18/2003)
• Case 4: Mergers & Acquisition 2004 case and VF Corp-Nautica 2004 data(rev 9/10/03)
• Case 5: Economic Profit (EVA) 2004 case and Lowe's 2004 data (rev 9/26/03)
• Case 6: Cash Flow ROI (CFROI) 2004 case Lowe's CFROI 2004 data (rev 9/30/03)

• Case 1: Sources of Data and Macroeconomic Analysis assignment (rev 10/7/02)
• Case 2: Price and Earnings Momentum assignment and Intl Gaming Tech 2001 data
• Case 3: Portfolio Construction and Analysis case and Clipper Fund 2002 data (rev 10/21/02)
• Case 4: Relative Valuation assignment and Eli Lilly 2001 data
• Case 5: Mergers and Acquisition assignment and Amgen-Immunex 2001 data(rev 3/11/03)
• Frequently Asked Questions about the case: FAQ_merger
• Case 6: Economic Profit (EVA) assignment and Procter & Gamble 2001 data
• Frequently Asked Questions about the case: FAQ_eva
• Case 7: Cash Flow Return on Investment (CFROI) assignment and Kimberly-Clark 2001 data
• Frequently Asked Questions about the case: FAQ_cfroi

• Excuses for Not Turning in the Project

• Introduction to Lexis-Nexis: LexNex.doc
• Introduction to Bloomberg:bloombrg.html
• How to Do a Regression Using Excel: Regress.doc, Regression Data
• Introduction to SRDS:Research Databases at Stern

Grades

• Finance Department Grading Standards
• Case and Test Statistics: Spring 2004, Spring 2003,

Spreadsheets
Relative Valuation-relcomp.xls

How People in IP Spent Their Spring Break:
Fun1, Fun2 (Pictures are courtesy of Ulysses Wang)

The Interview Process and Subsequent Job Placement:
FAQ.Interview (This document is restricted to ONLY IP students)
Job Placement Hall of Fame

Related Websites for Valuation/Security Analysis
 

Topic	Websites
Business Information	Reuters: http://www.rbi-reports.com/autologin.asp (on campus)
Calculators	Derivative Calculator: Calculates the value of options, convertible bonds, and warrants.
Primers on Investing/Analysis	E-Analytics: Provides information on how to invest in stocks with a nice section on technical analysis
Financial Health of Your Firm	Altman Z Score Model:Calculates the Z score which indicates the probability of whether your firm is in distress/solvent.
Accounting	FASB Statements: Contains a comprehensive list of all FASB statements