Ethics Assignment - Due: Tue, 2/4, before class

• Complete the Ethics: Professionalism (CFA Institute Standard I) training modules A, B, C & D

Case Write-up (Individual submission via Blackboard): Intro Case - CostCo Wholesale Corp. - Due: Tue, 2/11, before class

Case Presentation File Submission (Team submission via email): Intro Case - CostCo Wholesale Corp. - Due: 6 PM, Mon, 2/10

1. Assessing Financial Performance [ Articles #1 ] [ Articles #2 ] [ Sample Data ]
2. Ethics: Professionalism (CFA Institute Standard I)
-- Standard I(A) Knowledge of the Law [ Training Video I ]
-- Standard I(B) Independence and Objectivity [ Training Video II ]
-- Standard I(C) Misrepresentation [ Training Video III ]
-- Standard I(D) Misconduct [ Training Video IV ]
3. Financial Planning and Forecasting

4. Cash and Short-term Financing
5. Capital Budgeting Analysis
6. Target's Capital Budgeting Projects
7. Real Options
8. Foreign Exchange Risk
9. Mergers and Acquisitions
10. Initial Public Offering
11. Financing Policy
12. Payout Policy
13. Valuation
14. Capital Structure and Financial Distress

Blackboard
Zoom Virtual Office
S&P Capital IQ
PollEv.com

Grade Calculation Template

Case Presentation Feedback Form

Case Files

• Intro Case - CostCo Wholesale Corp. (Comparison: COST, BJ, WMT, TGT & DG)
  
• Case #1 - Palmer Ltd.
  
• Case #2 - J.C. Penney Corporation, Inc.: Reinventing Retail (Case data)
• Case #3 - Target Corporation
  
• Case #4 - Arundel Partners: The Sequel Project
  
• Case #5 - Tiffany & Co.--1993
  
• Case #6 - Proctor & Gamble's Acquisition of Gillette
  
• Case #7 - Baidu.com: Valuation at IPO
  
• Case #8 - MCI Communications Corp.--1983
• Case #9 - Dell Computer Corp.: Share Repurchase Program
• Case #10 - Netflix: DVD vs. Streaming (Case data)
• Case #11 - Massey-Ferguson Ltd.--1980
  
  Sample business memorandum template
  Sample Write-up #1 (Subpar)
  Sample Write-up #2 (Better)
  

Bloomberg Terminal

• Introduction to Bloomberg
• Introduction on How to Creat a Bloomberg Login
  
• Bloomberg Market Concepts (BMC) Login Instructions
  
  Cowles Journal and Reference Databases
  
  Career Center
  
  OpenOffice.org
  
  Learning Styles and Strategies
  Student Course Survey (Feedback Form)
  
  Survivorship Bias

Sample business memorandum template

• How to write a memo
  
• Business memo example1
• Business memo example2
• Business memo example3
  
  Resources to avoid plagiarism
  

  Coping with hitchhikers
  How Leaders Kill Meaning at Work
  
  How NOT to use PowerPoint!
  How to Give a Lousy Presentation
  Public Speaking Tips: How to Relax, Focus, and Shine at Your Next Presentation
  How to Overcome Fear of Public Speaking and Give a Great Presentation