Classroom : 207 RBA
Office: 427 RBA
Phone: 644-9657
Office Hours: 2:30  to 3:30 Monday & Wednesday & By Appointment
Class Meeting: 3:35 to 4:50 Monday & Wednesday
Textbook: Investments - Analysis & Management, Jones, 6th Ed, Wiley
Optional (recommended ) - Wall Street Journal
Course Grading
 Quizzes  10%
 Projects  10%
 Two Midterms 25 % each
 Final   30%
There will be 6 to 8 announced quizzes during the semester and the lowest quiz grade will be dropped. Quizzes are typically quantitative in nature and give the student a feel for the types of questions on the regular examinations. The final is cumulative over certain well-defined topics covered in the first two sections of the course. Examinations are a mixture of objective questions, problems and short answer essays. Except where specifically noted, examinations stress materials covered in class so that there is a premium on class attendance. Projects will involve research on certain assigned companies.

Course Objective
The course is designed to provide a good understanding of the field of investments while stimulating interest in the subject. The goal of the course is to give the student an appreciation of what is involved in understanding investment opportunities and making good investment decisions. In additional to traditional descriptive materials, the course will stress the analytics of investments to help the student to reason out investment issues for themselves and thus be better prepared when making real-world investment decisions.

Course Outline

Section 1 (Note-it is assumed that the student is familiar with materials in chapters 1-5)
 A. Introduction, Market Equilibrium & Elementary Portfolio Theory- Chapter 6,7,8, parts of 9
 B. Fixed Income Securities - Chapters 11,12
 First Midterm Wednesday September 30

Section 2 Equity Security Analysis - Chapters 13 - 18, 10
 Second Midterm Monday November 9

Section 3 Options & Futures   - Chapters 19,20

 Final Wednesday December 9, 5:30 to 7:30