Dr. Mahmoud M. Haddad

The study of finance dose not seem to require any specialized gifts of an unusually high order. Is it not, intellectually regarded, a very easy subject compared with the higher branches of philosophy or pure science? An easy subject, at which very few excel! --John Maynard Keynes

Course Syllabus
Course Number: FIN 311,001 , Fall 2002, M W F, 10:00-10:50 am.
Course Title: Investment Analysis
Course Description: Basic investment concepts, investment theory, fundamental analysis, investment timing, stocks, mutual funds, bonds, options, commodities, and real estate.
Course Prerequisites: SUCCESSFUL COMPLETION Principle of Finance
Course Text and Required Materials:1)  Investments Analysis and Management, 8th Edition, 2002, by Charles P.  Jones, John Wiley & Sons, Inc. 

2) Wall Street Journal

Course Objectives:
To provide a basic understanding of the procedures, tools, techniques and instruments comprising the field of investments. The emphasis of the course is on the selection of securities and the development of security portfolios for individuals. A second objective is to provide a foundation for advanced study in investment analysis.

Course Requirements:
There will be three exams consisting of multiple choice problems and short answer essay questions. The dates for the exams are set; the exact chapters to be covered on each exam may vary from those listed on the course outline. Material for the exams will come from the text and class material. The exam problems will be similar to the problems covered in class. The final exam will cover the last third of the class material and the text chapters as well as selected topics from the first and second exams.
Students are required to complete and turn in one project during the term. This project is designed to give students some experience in applying material covered in class. Exact assignments and due dates will be announced during the semester. The project must be typed and double spaced. Handwritten projects will not be accepted. Every two weeks students will turn in a one page summary of the current financial market conditions (from the Wall Street Journal). Late projects will be reduced in grade. Details will be given during the semester.

Letter grades will be assigned based on the weighted average of the scores for exams and projects using the following weights:

EXAM 1                      30%
Final                            30%
PROJECTS                30%
Class participation   10%
                                     100%

If an exam must be missed, the student must give notice prior to the exam. The weight of the missed exam will be added to the weight of the final exam. Any exam missed without notice before the exam date will receive a score of zero and the student will receive a failing grade for the course. There will be no extra credit projects. There will be no incomplete given (except under the most severe circumstances.)

Instructor: Dr. Mahmoud M. Haddad
Office Location: 214 Business Administration.
Office Telephone: (731) 587-7249
Office Fax: (731) 587-7241
Office Hours: 1:30-5:00 pm Monday, Wednesday and Friday, other times by appointment.
Email: mhaddad@utm.edu
URL: http://www.utm.edu/~mhaddad


TENTATIVE SCHEDULE
Investments Analysis and Management
Jones, 8th edition

Chapter                                 Topic                                                 Questions              Problems
    1                                 Understanding Investments, 1                          1-19
    2                                 Investment Alternatives, 24                               1-27
    3                                 Indirect Investment, 50                                       1-23
    4                                 Securities Markets, 76                                        1-25
    5                                 How Securities are Traded,  103                        Odd #                3 &4
    6                                 Return and Risk From Investing,  129                                          1-11 0dd
    7                                 Expected Return and Risk, 162                                                      1-17 even #
    8                                 Bond Yields and Prices, 195                               8 & 16                10-23 even
    9                                 Bonds: Analysis and Strategies, 224                5 & 10                2
   10                               Common Stocks Valuation, 251                          1-14                    1-5 & 16-20
   11                               Common Stock: Analysis and Strategy , 287   1-20

   12                               Market Efficiency, 315                                         1-20

   

***** EXAM 1 *****

    13                             Economy/Market Analysis, 344                           1-13
    14                             Industry Analysis, 372                                          1-12
    15                             Company Analysis, 389                                        1-22 odd            3 
    16                             Technical Analysis, 426                                        1-24

    19                            Portfolio Selection, 509                                           1-12                    1&3

    20                            Capital Market Theory, 530                                    1-23 even           2&6

    21                            Portfolio Management, 555                                    1-8

    22                            Evaluation of Investment Performance,573                                    1&4
    OPTIONAL TOPICS
    17                             Options,450                                                              1-30 even         1, 2, 3, 5,7
    18                             Futures, 485                                                              1-24 odd          1,2, 3, 4,5
   

*** Report is Due - Security Analysis and Portfolio Simulation***

***** FINAL EXAM Wednesday December 11, 2002, 7:45-9:45 am*****

Note

"Any student eligible for and requesting academic accommodations due to a disability is requested to provide a letter of accommodation from P.A.C.E. or Student Academic Support Center within the first two weeks of the semester."

I HOPE YOU HAVE BENEFITED FROM LEARNING HOW TO MANAGE MONEY,
AND ENJOYED IT TOO! M. HADDAD