• Q : Computing portfolios beta....
    Finance Basics :

    Your investment club has only two stocks in its portfolio, $20,000 is invested stock with a beta of 0.7 and $35,000 is invested in a stock with a beta of 1.3. What is the portfolio's beta?

  • Q : H2o innovations - capital investments....
    Finance Basics :

    Choose and discuss two projects that require an investment for your firm, H20 Innovations. One should be a 'current project' and the other long-term investment project.

  • Q : Prepare a pro forma balance sheet....
    Finance Basics :

    Assets and costs are presumed to be proportional to Sales. Debt and Equity are not. Current dividends of $ 2,300 were paid; and the company's dividend policy is to maintain a constant payout ratio. Ne

  • Q : Margin required to hold a futures contract....
    Finance Basics :

    The margin required to hold a futures contract is not a down payment but a form of security bond. If the market goes against the trader's position, he may lose some, all, or possibly more than the mar

  • Q : Candidates for ascertaining the value effects....
    Finance Basics :

    A project costs $19,000 and promises the followig cash flows: Year 1 $12,500 Year 2 $6,000 and year 3 $3,000. The appropriate discount rate is %15 per annum.

  • Q : Repurchases of share to pay out cash to shareholders....
    Finance Basics :

    Apple's current share price is $491. The exercise price of your stock option is $520. The value of the stock option is equal to the difference between Apple's stock price and the exercise price of $52

  • Q : Consequences of under or over forecasting....
    Finance Basics :

    Just looking for your thoughts - Multiple bullet points would be acceptable. Minimum of five bullet on each question with explanation where necessary

  • Q : Computing net borrowing rate....
    Finance Basics :

    Three years ago, ABC AG arranged a five-year fixed borrowing facility at 5%. At that time the company correctly predicted that interest rates were about to fall, and decided to receive fixed on a five

  • Q : Discriminatory in plan allocation formula....
    Finance Basics :

    All profit-sharing plans must have a formula under which contributions are allocated to participants' accounts. Elliott Knitwear Co. has a profit-sharing plan for its 10 employees.

  • Q : Determine plan provision....
    Finance Basics :

    Ross Corporation is a 3-year old company with a relatively young staff of 12 employees, of whom two are highly compensated. The company wants to establish a Section 401(k) plan.

  • Q : Compute maximum total amount of contributions....
    Finance Basics :

    Alright Printing Company employs five individuals: Karl who earns $70,000 this year, Rachal who earns $50,000, and three sales representatives who each earn $40,000.

  • Q : Requirement for hardship distributions....
    Finance Basics :

    Mr. Fossett has a Section 401(k) plan account to which salary and matching contributions have been made for a number of years. He has had unexpected financial obligations in the current year and would

  • Q : Employee account diversification....
    Finance Basics :

    Black, Inc. is an ESOP-owned company with three employees: Kermit, age 62, who has participated in the plan for 21 years; Isaac, age 38, who has participated in the plan for eight years; and Nathan, a

  • Q : Finding correctly described stock bonus plan....
    Finance Basics :

    Randy, age 63, is a participant in the stock bonus plan of XYZ, Inc., a closely held corporation. Randy received contributions in shares of XYZ stock to the stock bonus plan and XYZ, Inc. had the foll

  • Q : Determine stock bonus plan....
    Finance Basics :

    Marcus, age 61, is a participant in a stock bonus plan. The value of the employer stock contributions to the plan over the course of his participation totaled $165,000.

  • Q : Determine roe on the investment....
    Finance Basics :

    The Metallica Heavy Metal Mining (MHMM) Corporation wants to diversify its operations. Some recent financial information for the company is shown below:

  • Q : Estimating npv....
    Finance Basics :

    Briarcrest Condiments is a spice-making firm. Recently, it developed a new process for producing spices. The process requires new machinery that would cost $2,313,519 and have a life of five years and

  • Q : Determine the effect of the price increase....
    Finance Basics :

    Chip's Home Brew Whiskey management forecasts that if the firm sells each bottle of Snake-Bite for $20, then the demand for the product will be 15,000 bottles per year, whereas sales will be 87 percen

  • Q : Determine capital after-tax wacc....
    Finance Basics :

    Capital Co. has a capital structure, based on current market values, that consists of 34 percent debt, 12 percent preferred stock, and 54 percent common stock

  • Q : Diminishing marginal utility....
    Finance Basics :

    Newspaper vending machines are designed so that once you have paid for one paper; you have access to all the papers in the machine and could take multiple papers at a time.

  • Q : Updating current manual accounting system....
    Finance Basics :

    Bell Mountain Vineyards is considering updating its current manual accounting system with a high-end electronic system. While the new accounting system would save the company money, the cost of the sy

  • Q : Difference between price and value....
    Finance Basics :

    Would you value a privately-owned company where there is no market value different than a publicly owned company where there is a market price every day?

  • Q : Asymmetric information....
    Finance Basics :

    Choose an area where someone would have insurance. Now use your knowledge of the problems associated with asymmetric information to explain why the insurance companies might include deductibles as par

  • Q : Define marginal cost of capital....
    Finance Basics :

    Mary Francis has just returned to her office after attending preliminary discussions with investment bankers. Her last meeting regarding the intended capital structure of Apex went well, and she calls

  • Q : Management fees....
    Finance Basics :

    If a manager receives part of their salary based on how the portfolios they manage are performing then the manager would want to see his or her portfolio have a high return.

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