Course Objectives:

 The main objective of the course is to enhance the students' analytical ability to understand the stock market operations and procedures.

Learning Outcomes

After reading this course the student should be able to address basic market-related problems of valuation and stock behavior. The student should be able to evaluate and construct an optimal portfolio practically from the stock exchange.

Weekly Lecture Plan Lecture No Topic To be Discussed

1 Understanding Investment: Overall perspective, Understanding Investment Decision: Investment Alternatives: Money Market Securities, Capital Market, Fixed Income, Equity Securities.

2 Indirect Investing: What is an Investment Company, Major Types, Detail of Indirect Investing, and Investing Internationally?

3 Security Markets and Market Indices. How Securities Are Traded: Brokerage, How Orders Work, Short sales, etc.

4 The Return and Risk from Investing; Measuring return, global perspective, Measuring Risk

5 Portfolio Theory; Dealing with Uncertainty, Introduction to Modern Portfolio Theory, Analyzing Portfolio Risk, Calculating Portfolio Risk

6 Portfolio Selection and Asset Allocation, Alternative Methods of obtaining Efficient Frontier; Capital Market Theory

7 Capital Market Theory and Asset Pricing Model; CAPM, SML, APT, etc.

8 Revision of Common Stock Valuation, Common Stock Analysis, and Strategies Mid Term Exam

9 Market Efficiency: Weak, Semi strong, and strong.

10 Economy/Market Analysis, Economy and Stock Market Boom, Modeling Market Forecasts

11 Sector/Industry Analysis

12 Company Analysis; Financial Statement Analysis

13 Company Analysis: Earning Estimates, P/E Ratio, Fundamental Security Analysis

14 Technical Analysis: Stock Price and Volume Techniques

15 Technical Analysis; Chart Reading

16 Final Term Project Presentation. 

Recommended Text Investment Analysis and Management by Charles P. Jones (Latest Edition)

Class time: Wednesday & Thursday 12:00 pm to 01:30 pm.