Assignments and Homework for 2009-2010
for Investment Management
End of the Class
Friday, 1/29/2010: Regents Exams
Thursday, 1/28/2010: Regents Exams
Wednesday, 1/27/2010: Regents Exams
Tuesday, 1/26/2010: Regents Exams
Monday, 1/25/2010: End of the Quarter
Friday, 1/22/2010: None - have a great weekend!
Thursday, 1/21/2010: None - Guest Lecturer - Robert Gould, CLU, Financial Representative, Northwestern Mutual Life Insurance Company - Topic, "Insurance as an Investment Alternative", tomorrow
Wednesday, 1/20/2010: Continue to plan for developing Project III - "Financial Analysis of a Business Entity to determine its Investment Potential" -project (with presentation) is due on Thursday
Tuesday, 1/19/2010: Continue to plan for developing Project III - "Financial Analysis of a Business Entity to determine its Investment Potential" -for in-class research and development on Wednesday -project (with presentation) is due on Thursday
Monday, 1/18/2010: No School
Friday, 1/15/2010: Look for Financial/Stock Market news related to stocks included in our Investment Portfolio in various Sunday Papers (or TV News shows) this weekend - it should be an exciting business news weekend!
Thursday, 1/14/2010: Complete Chapter 4 Questions on Financial Accounting for submittal and discussion on Friday
Wednesday, 1/13/2010: Continue to plan for developing Project III - "Financial Analysis of a Business Entity to determine its Investment Potential" -for in-class research and development on Thursday, and complete Chapter 4 Questions on Financial Accounting for submittal and discussion on Thursday (revised)
Tuesday, 1/12/2010: Continue to plan for developing Project III - "Financial Analysis of a Business Entity to determine its Investment Potential" -for in-class research and development on Wednesday and Thursday, and complete Chapter 4 Questions on Financial Accounting for submittal and discussion on Wednesday
Monday, 1/11/2010: Continue to plan for developing Project III - "Financial Analysis of a Business Entity to determine its Investment Potential" -for in-class research and development on Wednesday and Thursday, and complete Chapter 4 Questions on Financial Accounting for submittal and discussion on Wednesday
Friday, 1/8/2010: Complete Chapter 4 Questions on Financial Accounting by Wednesday
Thursday, 1/7/2010: Complete Chapter 2 Questions on Microeconomics for submittal and discussion on Friday
Wednesday, 1/6/2010: Plan for developing Project III - "Financial Analysis of a Business Entity to determine its Investment Potential" -for in-class research and development on Wednesday and Thursday, and complete Chapter 2 Questions on Microeconomics for submittal and discussion on Friday
Tuesday, 1/5/2010: Plan for developing Project III - "Financial Analysis of a Business Entity to determine its Investment Potential" -for in-class research and development on Wednesday and Thursday, and complete Chapter 2 Questions on Microeconomics for submittal and discussion on Friday
Monday, 1/4/2010: None
Friday, 12/25/2009: Vacation
Thursday, 12/24/2009: Vacation
Wednesday, 12/23/2009: Vacation
Tuesday, 12/22/2009: None - have a great holiday vacation!
Monday, 12/21/2009: None
Friday, 12/18/2009: None - have a great long weekend!
Thursday, 12/17/2009: Continue to research stock investment strategy alternatives for completing Project #2
Wednesday, 12/16/2009: Continue to research stock investment alternatives for Project #2
Tuesday, 12/15/2009: Prepare for starting Project #2 on Wednesday
Monday, 12/14/2009: Chapter 2 Questions (available on MOODLE) are due on Friday (submit via MOODLE)
Friday, 12/11/2009: Look for Financial/Stock Market news related to stocks included in our Investment Portfolio in various Sunday Papers (or TV News shows) this weekend
Thursday, 12/10/2009: No school
Wednesday, 12/9/2009: No school
Tuesday, 12/8/2009: Read Chapter 1 - Finance (parts 1-3) available on MOODLE and complete the short answer questions at the end of each of the 3 parts - due Wednesday for class
Monday, 12/7/2009: Read Chapter 1 - Finance (parts 1-3) available on MOODLE and complete the short answer questions at the end of each of the 3 parts - due Wednesday for class
Friday, 12/4/2009: Review notes from the guest lecturer for a discussion of a change in our investment portfolio strategy on Monday
Thursday, 12/3/2009: Prepare questions for tomorrow's Guest Lecturer - Matt Monroe, Financial Analysis, with Wells Fargo
Wednesday, 12/2/2009: Continue to plan for site design of the Investment Management Web Page
Tuesday, 12/1/2009: None
Monday, 11/30/2009: Continue to plan for site design of the Investment Management Web Page
Friday, 11/27/2009: Vacation
Thursday, 11/26/2009: Vacation
Wednesday, 11/25/2009: Vacation
Tuesday, 11/24/2009: None - have a great vacation!
Monday, 11/23/2009: Continue to analyze our Investment Portfolio (in terms of our ranking in The Stock Market Game) to determine if a change in strategy is require
Friday, 11/20/2009: Look for Financial/Stock Market news related to stocks included in our Investment Portfolio in various Sunday Papers (or TV News shows) this weekend
Thursday, 11/19/2009: EXCEL/Financial Accounting Project will continue on Friday
Wednesday, 11/18/2009: None
Tuesday, 11/17/2009: Continue to research Target and Dell considering our current Investment Portfolio strategies and the potential impact of the release of their 3rd Quarter Financial Statements
Monday, 11/16/2009: Research Target and Dell considering our Investment Portfolio strategies and the potential impact of the release of their 3rd Quarter Financial Statements
Friday, 11/13/2009: Look for Financial/Stock Market news related to stocks included in our Investment Portfolio in various Sunday Papers (or TV News shows) this weekend
Thursday, 11/12/2009: Continue to research the financial statements of the Investment Portfolio company that you chose, to prepare financial analysis formulas using EXCEL
Wednesday, 11/11/2009: No School
Tuesday, 11/10/2009: Review EXCEL functions (using resources located in MOODLE)
Monday, 11/9/2009: None
Friday, 11/6/2009: Look for Financial/Stock Market news related to stocks included in our Investment Portfolio in various Sunday Papers (or TV News shows) this weekend
Thursday, 11/5/2009: Continue to analyze our Investment Portfolio (in terms of our ranking in The Stock Market Game) to determine if a change in strategy is require
Wednesday, 11/4/2009: Project presentations scheduled for Thursday
Tuesday, 11/3/2009: Plan to finish Project #1 by Wednesday - Project presentations scheduled for Thursday
Monday, 11/2/2009: Analyze our Investment Portfolio (in terms of our ranking in The Stock Market Game) to determine if a change in strategy is required - plan to finish Project #1 by Wednesday - Project presentations scheduled for Thursday
Friday, 10/30/2009: Look for Financial/Stock Market news related to stocks included in our Investment Portfolio in various Sunday Papers (or TV News shows) this weekend
Thursday, 10/29/2009: Prepare to discuss a significant change in strategy for our Investment Portfolio on Friday
Wednesday, 10/28/2009: None
Tuesday, 10/27/2009: Continue to analyze our Investment Portfolio (in terms of our ranking in The Stock Market Game) to determine if a change in strategy is require
Monday, 10/26/2009: Analyze our Investment Portfolio (in terms of our ranking in The Stock Market Game) to determine if a change in strategy is require
Friday, 10/23/2009: None - have a great long weekend!
Thursday, 10/22/2009: Review Instructions for Project #1 (available on MOODLE), and select one of the three options by Friday
Wednesday, 10/21/2009: Select one of the 3 options for Project #1 by Thursday
Tuesday, 10/20/2009: Search for an investment stock alternative that we can consider that will earn a better rate of return than one of our current portfolio holdings (other than GS), with a price per share of $20-$30
Monday, 10/19/2009: Research all stock holdings that we are losing money on in our portfolio for The Stock Market Game - is it a reflection of the economy, or are other issues contributing
Friday, 10/16/2009: Look for Financial/Stock Market news related to stocks included in our Investment Portfolio in various Sunday Papers (or TV News shows) this weekend
Thursday, 10/15/2009: Continue to research our current Investment Portfolio - search for market indicators that could impact our holdings
Wednesday, 10/14/2009: Research our current Investment Portfolio - see MOODLE for Investment Spreadsheet
Tuesday, 10/13/2009: No School
Monday, 10/12/2009: No School
Friday, 10/9/2009: None - have a great long weekend!
Thursday, 10/8/2009: Prepare to discuss our guest speaker from Thursday's class
Wednesday, 10/7/2009: Continue to prepare for finalizing our Investment Portfolio in class tomorrow (and continue creating a responsibility flowchart) - The Stock Market Game begins next Monday
Tuesday, 10/6/2009: Continue to prepare for finalizing our Investment Portfolio in class tomorrow (and continue creating a responsibility flowchart) - The Stock Market Game begins next Monday
Monday, 10/5/2009: Continue to prepare for finalizing our Investment Portfolio in class tomorrow (and continue creating a responsibility flowchart)
Friday, 10/2/2009: Look for Financial/Stock Market news in various Sunday Papers (or TV News shows) this weekend
Thursday, 10/1/2009: Continue to prepare for finalizing our Investment Portfolio in class tomorrow (and continue creating a responsibility flowchart)
Wednesday, 9/30/2009: Prepare for finalizing our Investment Portfolio starting tomorrow in class (and creating a responsibility flowchart)
Tuesday, 9/29/2009: Continue to review all resources available on MOODLE to add to our list of possible investment options for the "Stock Market Game"
Monday, 9/28/2009: Continue to review all resources available on MOODLE to add to our list of possible investment options for the "Stock Market Game"
Friday, 9/25/2009: None - have a great weekend!
Thursday, 9/24/2009: Review all resources available on MOODLE
Wednesday, 9/23/2009: Study the Stock Market using CNN and the Wall Street Journal Website to add to our list of possible investment options-continue to study the Investment Terminology Website to expand your investment vocabulary
Tuesday, 9/22/2009: Study the Stock Market using CNN and the Wall Street Journal Website to add to our list of possible investment options-continue to study the Investment Terminology Website to expand your investment vocabulary
Monday, 9/21/2009: Study the Stock Market using CNN and the Wall Street Journal Website to add to our list of possible investment options-continue to study the Investment Terminology Website to expand your investment vocabulary
Friday, 9/18/2009: None - have a great weekend!
Thursday, 9/17/2009: Study the Stock Market using CNN and the Wall Street Journal Website to add to our list of possible investment options
Wednesday, 9/16/2009: Study the Stock Market using CNN and the Wall Street Journal Website to add to our list of possible investment options
Tuesday, 9/15/2009: Continue to review Investment Terminology Website and begin to build your Stock Market Investment Speculation list
Monday, 9/14/2009: Continue to review Investment Terminology Website and the link to CNBC in MOODLE
Friday, 9/11/2009: None - have a great weekend!
Thursday, 9/10/2009: Continue to review Investment Terminology Website and the link to CNBC in MOODLE
Wednesday, 9/9/2009: Review Investment Terminology Website in MOODLE
Tuesday, 9/8/2009: Review websites listed in MOODLE - take special notice for the Investment Terminology Website
Monday, 9/7/2009: Vacation