Module 2: Earnings Magic
|
Date |
Description |
Homework |
|
October 9 |
EM Chapter 1,
Earnings Magic & the Unbalanced Sheet |
|
|
Oct. 14 |
EM Chapters 2, Caught
in the Act; Chapter 3, The New Accounting; EM Chapter 4, Wading Through the
Earnings Numbers |
|
|
Oct. 16 |
Chapter 5, Key
Accounting Issues (note Appendix on Dow 30);
EM Chapter 6, Stock Options; |
|
|
Oct. 21 |
EM Chapter 7,
Pensions & OPEB |
|
|
Oct. 23 |
EM Chapter 7; EM
Chapter 8, Revenues |
|
|
Oct. 28 |
Chapter 9,
Earnings, Expenses, and Expectations |
|
|
Oct. 30 |
EM Chapter 10, Strange
Special Items; Chapter 11, Treasury Stock & Dividends |
|
|
November 4 |
EM, Chapter 12,
Off-balance-sheet; Chapter 13, Acquisitions |
|
|
Nov. 6 |
EM Chapter 13;
Chapter 14, Dishonorable Mention |
|
|
Nov. 11 |
EM Chapter 14,
Dishonorable Mention |
Equity Method Problem |
|
Nov. 18 |
EM Chapter 14;
possible quiz |
|
|
Nov. 20 |
EM Chapter
14; Earnings Magic Summary, Group
Project 2 analysis |
|
|
Nov. 25 |
EM Chapter 14 |
Compensation Problem |
|
Nov. 27 |
Thanksgiving Holiday |
|
|
December 2 |
Review |
Group Project 3 due, Individual Evaluation Sheet (Peer) due, course
evaluation |
|
|
Final
Exam: |
Section 501: Wed., Dec. 10,
8-10 am Section 502: Tues., Dec.
11, 1-3 pm |
Module 1: Financial Analysis
|
Date |
Description |
Homework |
|
August 26 |
Introduction.
Class Outline, describe books & course structure. Collect Student
Information Sheets. |
|
|
Aug. 28 |
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; |
|
September 2 |
Chapters 2, The Financial
Environment & 3, Financial Statements |
Problem 2.1: Components; Problems 2.7 & 2.8: Beta &
growth analysis |
|
Sept. 4 |
Chapters 4, Quantitative Financial
Analysis Techniques |
Problem
4.1: Common-size analysis |
|
Sept. 9 |
Chapter 4
continued; possible quiz |
Problem
4.4: Leverage. |
|
Sept. 11 |
Chapter 5,
Multi-period Analysis |
Problem 5.1:
Growth Analysis Problem 5.2: Trend
Analysis Problem 5.3:
Quarterly Analysis |
|
Sept. 16 |
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). Group
Project 1 due |
|
Sept. 18 |
Chapter
6, Market Analysis; possible quiz |
Problem
6.4. Market-to-book ratios. Problem 6.5.
Earnings growth model |
|
Sept. 23 |
Chapter 11, Capital Structure &
Credit Risk; Chapter 12, Credit Analysis |
Discussion of
Group Project 1; Problem 11.1.
Ratios |
|
Sept. 25 |
Chapter 12, Credit Analysis; possible quiz (including Chap. 11) |
Problem 12.1.
Du Pont credit analysis (turn-in project) |
|
Sept. 30 |
Chapter 13,
Equity Investment Analysis. |
Group Project
2 due |
|
October 2 |
Review for
midterm |
Discuss Group Project
2 |
|
Oct. 7 |
Midterm Exam |
|