STCK MARKET I & II
FINAL Test Review
NOTE:
You are responsible for ALL….
READINGS (textbook AND handouts), CONCEPTS, ASSIGNMENTS, DISCUSSIONS, SPECIAL TOPICS (i.e., field trips, computer lab…) & VIDEOS covered or assigned in classregardless of your being there on the day they were introduced, covered or reviewed, or our reviewing them in class to your satisfaction!
…AND everything from the previous quarter.
SMI
POP QUIZ: Trading for DummiesChapters 1& 2 - Plus any JSs or other assigned readings
Stocks, bonds, broker
Fundamentals: price, dividend, yield, earnings, PE ratio
How to read (AND understand) a stock listing
Portfolio
Markets & Exchanges
Indexes
Investment strategies
The path of a stock trade
Types of trades – long v. short
Types of traders:
Investors, hedgers, speculators, day-traders & grinders
Types of orders: market, limit, stop, stop-limit
Types of brokers: full-service, discount, deep discount
NAIC trading philosophy
Any & all vocabulary (e.g., Rule of 72)
QUIZ #1Everything from the Pop Quiz #1 and…
Trading for Dummies Chapters 1 – 3, 5 & 6 –
Plus any JSs or other assigned readings
TEST #1Everything from Quiz #1 and…
Trading for Dummies Chapters 1-3, 5, 6, 8-10
Plus any JSs or other assigned readings
More Fundamentals: shareholder’s equity, book value, price/book value, PEG ratio
ROE, ROA & relative ratios
Business Cycles
Fundamental & technical analysis
Sectors / Industries
20 relevant investment factors (of course there are more)
CD/Bond Laddering
Dollar-Cost Averaging
Profit Margins
FINALEverything from Quiz #1, TEST #1 and…
Trading for Dummies Chapters 1-3, 5, 6, 8-10, 12 & 14
Plus any JSs or other assigned readings
Sell factors5/11/15
SM II
Everything from Stk Mkt I (Readings, Textbook chapters, Jig-Saws, Videos, classroom discussions, and guest speakers)
POP QUIZ: Trading for Dummies Chapter 18 - Plus any JSs or other assigned readings
Mutual Funds
NAV (& how to compute it)
Current Ratio (Assets Liabilities)
Quick Ratio (Liquid Current Assets Liabilities)
Indexes
Derivatives
Future Value
Discounting
Short Selling
Uptick Rule
Annual Report
Income Statement
Balance Sheet
QUIZ #1Everything from the Pop Quiz #1 and…
Value Investing
Growth Investing
TEST #1Swing Trading (265-268)
Trend
Pullback
Day Trading
Specialists
Market makers
Day Trading Firms
Regulation T (Min. $25,000) & Pattern Day Traders (4 day trades in a 5 day period)
Settlement (3 days) and No Free Rides
Scalpers, Trend Traders, Bandits
Slippage
FINAL
Subprime Mortgage (Liar Loans & Ninja Loans)
Mortgage Backed Securities
Rating Agencies (S&P, Moody’s, & Fitch)
CDOs (Collateralized Debt Obligations)
CDFs (Credit Default Swaps)
Cash flow
Value Investors revisited (248)
Growth Investors revisited (278-279)
Plus all discussion, video, ratios and math!