Various elementary investment strategies


Section-A

Question1) What are the factors considered in technical analysis?

Question2) Describe how profit potential of industry depends on various factors as per Porter Model.

Question3) Describe the following:

(a) Sources of secondary information.

(b) Steps in sample survey

(c) Marketing plan

Question4) Describe various elementary investment strategies.

Section-B

M/s. Excel Industries Ltd. has the following means of financing for a project:
Means of finance                                              Amount in Rs. Million
Equity and cash accruals                                               900
Preference share capital @10%                                    100
Term-Loan from Institutions                                         800
Non-convertible debentures @12%                               400
Convertible portion of convertible debentures                100
Non-convertible portion of convertible debentures          100
Bank borrowings for working capital @15%                    200

Applicable tax rate is 25%, Also the cost of equity is estimated to be 15%.

Determine what is the weighted average cost of capital (post tax)?

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Finance Basics: Various elementary investment strategies
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