Schaum's outline of theory and problems of investments:
Gespeichert in:
| Hauptverfasser: | , |
|---|---|
| Format: | Buch |
| Sprache: | English |
| Veröffentlicht: |
New York, NY u.a.
McGraw-Hill
2000
|
| Ausgabe: | 2. ed. |
| Schriftenreihe: | Schaum's outline series
|
| Schlagworte: | |
| Online-Zugang: | Inhaltsverzeichnis |
| Beschreibung: | XI, 330 S. Ill. |
| ISBN: | 0071348492 |
Internformat
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| 245 | 1 | 0 | |a Schaum's outline of theory and problems of investments |c Jack Clark Francis ; Richard W. Taylor |
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Datensatz im Suchindex
| _version_ | 1804127827237273600 |
|---|---|
| adam_text | CHAPTER 1 MONEY MARKET SECURITIES 1
1.1 Money Markets 1
1.2 Markets Are Made by Dealers and Brokers 1
1.3 United States Treasury Bills 2
1.4 Banker s Acceptances, BAs 3
1.5 Federal Funds 3
1.6 Certificates of Deposit, CDs 4
1.7 Eurodollars 6
1.8 Commercial Paper 6
1.9 Repurchase Agreements, Repos 7
CHAPTER 2 COMMON AND PREFERRED STOCK 11
2.1 Common Stock 11
2.2 The Corporation 11
2.3 Characteristics of Common Stocks 11
2.4 Preferred Stock 14
2.5 Common Stock Dividends and Splits 15
CHAPTER 3 CORPORATE BONDS 20
3.1 Characteristics of Corporate Bond Issues 20
3.2 The Determinants of Corporate Bonds Discount Rates 20
3.3 The Issuer s Financial Condition 22
CHAPTER 4 THE TIME VALUE OF MONEY 30
4.1 Compound Interest 30
4.2 Discounted Present Value 33
4.3 Annuities 36
CHAPTER 5 U.S. TREASURY, AGENCY AND RELATED BONDS 45
5.1 Characteristics of Government Securities in the United States 45
5.2 The Marketability of Treasury Securities 45
5.3 Treasury Bills 46
5.4 Certificates of Indebtedness 47
5.5 Treasury Notes 47
vii
viii CONTENTS
5.6 Treasury Bonds 47
5.7 Newspaper Price Quotations for Treasury Securities 48
5.8 Different Bond Rate of Return Measures 48
5.9 Special Issues 51
5.10 Agency Securities 52
5.11 Zero Coupon Bonds 52
CHAPTER 6 MUNICIPAL BONDS 56
6.1 Municipal Securities Defined 56
6.2 Insured Municipal Bond Issues 59
6.3 Default Risk Analysis for Municipal Bonds 60
CHAPTER 7 ISSUING AND TRADING SERCURITIES 65
7.1 Investment Bankers Make Primary Markets 65
7.2 Primary and Secondary Markets Contrasted 69
7.3 Organized Securities Exchanges 69
CHAPTER 8 SECONDARY SECURITY MARKETS 75
8.1 Introduction 75
8.2 Over the Counter Markets 75
8.3 Trading Arrangements 77
8.4 Full and Discount Brokerage Services and Online Trading 80
8.5 Specialty Brokerage Services 81
CHAPTER 9 FEDERAL INVESTMENTS REGULATIONS 86
9.1 Introduction 86
9.2 The Glass Steagall Act of 1933 86
9.3 The Securities Act of 1933 86
9.4 The Securities Exchange Act of 1934 88
9.5 The Public Utility Holding Company Act of 1935 91
9.6 The Maloney Act of 1938 92
9.7 The Trust Indenture Act of 1939 92
9.8 The Investment Company Act of 1940 92
9.9 The Investment Advisors Act of 1940 93
9.10 The Real Estate Investment Trust Act of 1960 93
9.11 The Securities Investor Protection Corporation Act of 1970 93
9.12 The Commodity Futures Trading Commission Act of 1974 93
9.13 Employment Retirement Income Security Act of 1974 94
9.14 The Securities Reform Act of 1975 94
9.15 The Securities Acts Amendments of 1975 94
9.16 The National Bankruptcy Laws 94
CONTENTS ix
CHAPTER 10 SECURITY MARKET INDEXES 99
10.1 Introduction 99
10.2 Different Averages and Indexes Exist 99
10.3 The Construction of Indexes 100
10.4 Maintenance Problems with Security Market Indexes 103
10.5 Contrasting Different Market Indicators 107
10.6 The Naive Buy and Hold Strategy 107
10.7 Comparing Investment Alternatives 108
CHAPTER 11 ANALYSIS OF FINANCIAL STATEMENTS 116
11.1 Introduction 116
11.2 Financial Ratios 118
11.3 Interpretation of Ratios 130
11.4 Problems with Financial Statement Analysis 131
CHAPTER 12 SHORT POSITIONS, HEDGING, AND ARBITRAGE 135
12.1 Introduction 135
12.2 Long and Short Positions 135
12.3 Hedged Positions 137
12.4 Arbitrage 139
12.5 Differing Motivations for Short Selling 141
CHAPTER 13 TOTAL RISK AND RISK FACTORS 145
13.1 Introduction 145
13.2 Default Risk 148
13.3 The Interest Rate Risk Factor 151
13.4 Purchasing Power Risk 154
CHAPTER 14 BOND VALUATION 161
14.1 Bond Values 161
14.2 Bond Duration 165
CHAPTER 15 BOND PORTFOLIO MANAGEMENT 173
15.1 The Level of Market Interest Rates 173
15.2 Yield Spreads 174
15.3 Term Structure of Interest Rate Theories 175
15.4 Bond Portfolio Immunization 178
CHAPTER 16 COMMON STOCK VALUATION 187
16.1 Prresent Value of Cash Dividends 187
16.2 Earnings Approach 191
16.3 Value versus Price 195
x CONTENTS
CHAPTER 17 TECHNICAL ANALYSIS 199
17.1 The Concept 199
17.2 Types of Charts 199
17.3 Dow Theory 201
17.4 Relative Strength 203
17.5 Contrary Opinion 204
17.6 Moving Average 204
17.7 The Confidence Index 206
17.8 Trading Volume 206
17.9 Breadth of Market 207
CHAPTER 18 EFFICIENT MARKETS THEORY 210
18.1 The Random Walk Theory 210
18.2 Levels of Market Efficiency 211
18.3 Anomalies 216
CHAPTER 19 FUTURES 221
19.1 Commodities 221
19.2 The Futures Contract 221
19.3 Hedging with Commodities 221
19.4 Speculation with Commodities 223
19.5 Interest Rate Futures 224
19.6 Stock Index Futures 225
19.7 Foreign Currency Futures 226
CHAPTER 20 PUT AND CALL OPTIONS I 230
20.1 Options 230
20.2 Call Options 230
20.3 Put Options 232
20.4 Combinations 233
20.5 Options on Indexes 236
20.6 Options on Futures 236
CHAPTER 21 PUT AND CALL OPTIONS II 240
21.1 The Black Scholes Formula 240
21.2 Using Put Call Parity 245
21.3 Equity as a Call Option 247
CHAPTER 22 PORTFOLIO ANALYSIS 252
22.1 Introduction 252
22.2 Covariance of Returns 252
22.3 Correlation 253
CONTENTS xi
22.4 Portfolio Return 257
22.5 Portfolio Standard Deviation 258
22.6 Two Asset Case 258
22.7 Efficient Frontier (EF) 264
22.8 Optimum Portfolio 265
CHAPTER 23 CAPITAL MARKET THEORY 269
23.1 Capital Market Line (CML) 269
23.2 Simple Diversification Reduces Risk 271
23.3 Characteristic Line 271
23.4 Capital Asset Pricing Model (CAPM) 275
CHAPTER 24 ARBITRAGE PRICING THEORY (APT) 282
24.1 The Law of One Price 282
24.2 Arbitrage Pricing for One Factor 282
24.3 Two Factor Arbitrage Pricing 286
24.4 Multifactor Arbitrage Pricing 293
CHAPTER 25 PORTFOLIO PERFORMANCE EVALUATION 297
25.1 Mutual Funds 297
25.2 Geometric Mean Return 299
25.3 Sharpe s Performance Measure 301
25.4 Treynor s Performance Measure 302
25.5 Jensen s Performance Measure 302
25.6 Comparison of Performance Measures 304
25.7 Future Investment Value 305
CHAPTER 26 INTERNATIONAL INVESTING 308
26.1 Introduction 308
26.2 International Diversification 308
26.3 Foreign Exchange Risk 309
Appendix A PRESENT VALUE OF $1 319
Appendix B FUTURE VALUE OF $1 320
Appendix C PRESENT VALUE OF AN ANNUITY OF $1 321
Appendix D FUTURE VALUE OF AN ANNUITY OF $1 322
INDEX 323
|
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| ctrlnum | (OCoLC)247850978 (DE-599)BVBBV013127555 |
| dewey-full | 332.6 |
| dewey-hundreds | 300 - Social sciences |
| dewey-ones | 332 - Financial economics |
| dewey-raw | 332.6 |
| dewey-search | 332.6 |
| dewey-sort | 3332.6 |
| dewey-tens | 330 - Economics |
| discipline | Wirtschaftswissenschaften |
| edition | 2. ed. |
| format | Book |
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| illustrated | Illustrated |
| indexdate | 2024-07-09T18:39:32Z |
| institution | BVB |
| isbn | 0071348492 |
| language | English |
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| oclc_num | 247850978 |
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| physical | XI, 330 S. Ill. |
| publishDate | 2000 |
| publishDateSearch | 2000 |
| publishDateSort | 2000 |
| publisher | McGraw-Hill |
| record_format | marc |
| series2 | Schaum's outline series |
| spelling | Francis, Jack Clark Verfasser aut Schaum's outline of theory and problems of investments Jack Clark Francis ; Richard W. Taylor 2. ed. New York, NY u.a. McGraw-Hill 2000 XI, 330 S. Ill. txt rdacontent n rdamedia nc rdacarrier Schaum's outline series Investments Outlines, syllabi, etc Investments Problems, exercises, etc Kapitalanlage (DE-588)4073213-7 gnd rswk-swf Kapitalanlage (DE-588)4073213-7 s DE-604 Taylor, Richard W. Verfasser aut HBZ Datenaustausch application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=008944174&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Francis, Jack Clark Taylor, Richard W. Schaum's outline of theory and problems of investments Investments Outlines, syllabi, etc Investments Problems, exercises, etc Kapitalanlage (DE-588)4073213-7 gnd |
| subject_GND | (DE-588)4073213-7 |
| title | Schaum's outline of theory and problems of investments |
| title_auth | Schaum's outline of theory and problems of investments |
| title_exact_search | Schaum's outline of theory and problems of investments |
| title_full | Schaum's outline of theory and problems of investments Jack Clark Francis ; Richard W. Taylor |
| title_fullStr | Schaum's outline of theory and problems of investments Jack Clark Francis ; Richard W. Taylor |
| title_full_unstemmed | Schaum's outline of theory and problems of investments Jack Clark Francis ; Richard W. Taylor |
| title_short | Schaum's outline of theory and problems of investments |
| title_sort | schaum s outline of theory and problems of investments |
| topic | Investments Outlines, syllabi, etc Investments Problems, exercises, etc Kapitalanlage (DE-588)4073213-7 gnd |
| topic_facet | Investments Outlines, syllabi, etc Investments Problems, exercises, etc Kapitalanlage |
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