Web readings (FIL 242 - Investments)

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Web readings

FIRST EXAM

Chapter 1 - Introduction

Chapter 2 - Security overview

http://www.investopedia.com/university/bonds/ - a review of bond basics
http://www.investinginbonds.com/learnmore.asp?catid=5&subcatid=25# - Treasuries
http://www.newyorkfed.org/aboutthefed/fedpoint/fed07.html - Treasury quotes (bonds, as well as bills)

http://www.investinginbonds.com/learnmore.asp?catid=5&subcatid=24 - Munis
http://news.morningstar.com/classroom2/course.asp?docId=5482&page=1&CN=com - agency debt
http://www.investopedia.com/articles/04/072804.asp - tax benefits of munis
http://investopedia.com/printable.asp?a=/articles/basics/03/031703.asp - market capitalization defined and categorized

Chapter 3 - Economy

http://biz.yahoo.com/c/e.html - Yahoo Finance's event calendar
http://www.investopedia.com/articles/00/082800.asp - Cyclical vs. defensive stocks
http://www.bloomberg.com/markets/ecalendar/index.html - Economic calendar
http://www.wikinvest.com/concept/U.S._Economic_Cycles - discussion of economic cycles and effects on industries

Chapter 4 - Risk and return

http://www.investopedia.com/ask/answers/06/geometricmean.asp - arithmetic vs. geometric average returns
http://www.investopedia.com/university/shortselling/ - what is short selling?
http://www.investopedia.com/university/margin/ - trading on margin
http://www.investopedia.com/ask/answers/05/shortmarginrequirements.asp - short sale margin requirements
http://en.wikipedia.org/wiki/Dow_Jones_Industrial_Average - history of dow
http://www.fool.com/School/Indices/Introduction.htm - different kinds of indices

SECOND EXAM

Chapter 5 - Portfolio risk and return

http://www.investopedia.com/articles/02/111502.asp - Different types of risk and how diversification works
http://ci.columbia.edu/ci/premba_test/c0332/s6/s6_5.html - correlation, two asset portfolios, and beta
http://ci.columbia.edu/ci/premba_test/c0332/s6/anim_s6_5.html - a short video explaining beta
http://viking.som.yale.edu/will/finman540/classnotes/class2.html - Some history and overview of modern portfolio theory overview

Chapter 6 - Fundamental analysis

http://www.investopedia.com/university/fundamentalanalysis/ - an 11-page overview of what fundamental analysis is all about
http://www.investopedia.com/articles/basics/06/financialreporting.asp - an overview of using a company's financial statements
http://www.fool.com/School/BalanceSheet/BalanceSheet01.htm - reading the balance sheet
http://www.accountingcoach.com/online-accounting-course/11Xpg01.html - depreciation (don't worry about accounting journal entries near the bottom)
http://www.money-zine.com/Investing/Investing/Building-an-Income-Statement/ - a basic income statement
http://www.investopedia.com/university/ratios/ - calculating financial ratios

Chapter 7 - Stock valuation

http://www.investopedia.com/university/peratio/ - A good summary of the P/E ratio
http://www.fool.com/research/2000/features000406.htm - the DDM - constant growth (Gordon) and multi stage
Earnings valuation - This is the example that I did in class, valuing Kraft stock

Chapter 8 - Technical analysis

http://www.investopedia.com/university/movingaverage/default.asp - moving averages
http://chestnutandcedar.localweb.com/Library/TechnicalAnalysis/LIBTAtypeofchart.htm - chart types
http://www.investopedia.com/articles/technical/061801.asp - support and resistance

Chapter 9 - Market efficiency

http://www.investopedia.com/articles/02/101502.asp - market efficiency
http://www.investorhome.com/anomcal.htm - market anomalies

THIRD EXAM

Chapter 10 - Bond valuation

http://www.investopedia.com/university/advancedbond/ - bond pricing and duration. this reading does include a bit more details than we cover
http://www.econlib.org/library/Enc/Bonds.html - different types of bonds along with YTM
http://www.regentschoolpress.com/BondDuration.pdf - calculating and using duration
Duration example from class
http://www.cbpa.ewu.edu/~deagle/f434/termstruc/sld001.htm - term structure of interest rates examples with explanations
http://www.econlib.org/library/Enc/InterestRates.html - every aspect of interest rates explained in a great way

Chapter 11 - Investment companies

http://biz.yahoo.com/edu/ed_fund.html- a list of short articles about specific topics, from basic definitions to loads & ETFs
http://www.investopedia.com/university/mutualfunds/ - overview of mutual funds
http://www.sec.gov/answers/mffees.htm - mutual fund fees
http://www.investopedia.com/articles/01/082901.asp - ETFs
http://www.investopedia.com/articles/basics/06/stylebox.asp - understanding Morningstar's "style" box and the strategy of a fund
http://www.investopedia.com/articles/exchangetradedfunds/08/ETF-choose-best.asp - the best way to select a profitable ETF
http://www.investopedia.com/terms/r/reit.asp?viewed=1 - REITs
http://www.investopedia.com/terms/h/hedgefund.asp - hedge funds
Hedge fund strategies

http://www.investopedia.com/articles/03/112603.asp - part 1
http://www.investopedia.com/articles/03/121003.asp - part 2

http://www.investopedia.com/terms/1/12B-1fees.asp - 12B-1 fees
http://www.magnum.com/hedgefunds/abouthedgefunds.asp - characteristics, facts and strategies of hedge funds + more

Chapter 12 - Primary and secondary markets

http://www.investopedia.com/university/ipo/ - IPO process
http://www.investopedia.com/articles/02/101102.asp - primary, secondary, 3rd and 4th markets explained
http://www.investopedia.com/articles/basics/03/032103.asp - different types of orders
http://www.nasdaq.com/about/gp2005_chapter_2.pdf - details on the IPO process

Chapter 13

http://www.rma.usda.gov/pubs/rme/fsh_7.html - Futures Contracts described by the USDA (Us Illinois people can understand it!)
http://www.investopedia.com/ask/answers/06/forwardsandfutures.asp - The difference between Futures and Forwards.
http://www.investopedia.com/terms/c/calloption.asp?viewed=1 - put options
http://www.investopedia.com/terms/s/strikeprice.asp -definition of strike price
http://www.answers.com/topic/put-call-parity - put-call parity
http://www.fool.com/investing/options/2007/04/24/options-part-4.aspx - options payoffs and profiles explained
http://www.econlib.org/library/Enc/FuturesandOptionsMarkets.html - thorough description of Futures and Options Markets

Chapter 14

http://www.cme.com/edu/res/intro/trading/index.html - What is a Futures Exchange?
http://www.investopedia.com/terms/c/cbot.asp - Chicago Board of Trade
http://www.investopedia.com/terms/d/defaultrisk.asp - default risk
http://www.investopedia.com/ask/answers/05/shortmarginrequirements.asp - margin requirements for a short sale account