Module 2: Earnings Magic
|
Date |
Description |
Homework |
|
October 15 |
EM Chapter 1,
Earnings Magic & the Unbalanced Sheet |
|
|
Oct. 20 |
EM Chapters 2,
Caught in the Act; Chapter 3, The New Accounting; EM Chapter 4, Wading
Through the Earnings Numbers |
|
|
Oct. 22 |
Chapter 5, Key
Accounting Issues (note Appendix on Dow 30);
EM Chapter 6, Stock Options; |
|
|
Oct. 27 |
EM Chapter 7,
Pensions & OPEB |
|
|
Oct. 29 |
EM Chapter 7; EM
Chapter 8, Revenues |
|
|
November 3 |
Chapter 9, Earnings,
Expenses, and Expectations |
|
|
Nov. 5 |
EM Chapter 10,
Strange Special Items; Chapter 11, Treasury Stock & Dividends |
|
|
Nov. 10 |
EM, Chapter 12,
Off-balance-sheet; Chapter 13, Acquisitions |
|
|
Nov. 12 |
EM Chapter 13;
Business Combinations |
|
|
Nov. 17 |
EM Chapter 14,
Dishonorable Mention: Contingencies,
Equity Method, Taxes; |
Equity Method Problem |
|
Nov. 19 |
EM Chapter 14,
Segment Reporting; Comprehensive Income; Cash Flow |
|
|
Nov. 24 |
EM Chapter 14 |
|
|
December 1 |
EM Chapter 14;
Derivatives; Corporate Governance |
|
|
Dec. 3 |
EM Chapter 14;
Corporate Governance |
|
|
Dec. 8 |
EM Chapter 14; Earnings Magic Summary,
Group Project 3 analysis |
Group Project 3 due, Individual Evaluation Sheet (Peer) due, course
evaluation |
|
|
Final
Exam: |
Section 501: Wed., Dec. 16,
1-3 pm Section 502: Tues., Dec 15, 1-3 pm |
Module 1: Financial Analysis
|
Date |
Description |
Homework |
|
September 1 |
Introduction.
Class Outline, describe books & course structure. Collect Student
Information Sheets. |
|
|
Sept. 3 |
Chapter 1, What
is Financial Analysis? The Six-step process for a systematic analysis |
Problem 1.1: Du Pont's Corporate Overview
and Business Strategy; |
|
Sept. 8 |
Chapters 2, The Financial
Environment & 3, Financial Statements |
Problem 2.1: Components; Problems 2.7 & 2.8: Beta &
growth analysis |
|
Sept. 10 |
Chapters 4, Quantitative Financial
Analysis Techniques |
Problem
4.1: Common-size analysis |
|
Sept. 15 |
Chapter 4
continued; possible quiz |
Problem
4.3: Activity |
|
Sept. 17 |
Chapter 5,
Multi-period Analysis |
Problem 5.1:
Growth Analysis Problem 5.2:
Trend Analysis Problem 5.3:
Quarterly Analysis |
|
Sept. 22 |
Chapter 6, Market
Analysis |
Problem 6.1: Stock price chart; Problem 6.2. Price
earnings & dividend ratios. Problem 6.3. PE to annual earnings
growth (PEG). Problem 6.4.
Market-to-book ratios.
|
|
Sept. 24 |
Chapter
6, Market Analysis; possible quiz |
Problem
6.5. Earnings growth model |
|
Sept. 29 |
Chapter 11, Capital Structure &
Credit Risk; Chapter 12, Credit Analysis |
Discussion of
Group Project 1; Problem
11.1. Ratios |
|
October 1 |
Chapter 12, Credit Analysis; possible quiz (including Chap. 11) |
Problem 12.1.
Du Pont credit analysis (turn-in project) |
|
Oct. 6 |
Chapter 13,
Equity Investment Analysis. |
Group Project
2 due |
|
Oct. 8 |
Review for
midterm |
Discuss Group
Project 2 |
|
Oct. 13 |
Midterm Exam |
|