Effective: Late Fall 8-Week, 2018/2019

FINC 354: Investments

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  Course Description

An introductory investment course designed to teach students how to make personal investing decisions for their own investment portfolio with special consideration given to the management of employer-sponsored retirement plans.

Prerequisite: ACCT 281

Proctored Exams: Midterm and Final



  Textbooks

As part of TruitionSM, students will receive their course materials automatically as described below.

Required

  •  Mayo, Herbert B. (2017). Investments: An Introduction (12th ed). Cengage.  eText

Bookstore Information

Visit https://www.ccis.edu/bookstore.aspx for details.

eText Information

If a course uses an eText, (see Textbook information above) the book will be available directly in Desire2Learn (D2L) and through the VitalSource eText reader the Friday before the session begins, if registered for courses prior to that date.  Students will have a VitalSource account created for them using their CougarMail email address. Upon first login to VitalSource, students may need to verify their account and update their VitalSource password.  More information about how to use the VitalSource platform, including offline access to eTexts, can be found in D2L.  Students that would like to order an optional print-on-demand copy of eligible eTexts can do so through the VitalSource bookshelf at an additional cost.  Once orders are placed, it can take approximately five to seven business days for students to receive their print-on-demand books.

Physical Course Materials Information

Students enrolled in courses that require physical materials will receive these materials automatically at the address on file with Columbia College.  Delivery date of physical materials is dependent on registration date and shipping location.  Please refer to confirmation emails sent from Ed Map for more details on shipping status.

Returns: Students who drop a course with physical course materials will be responsible for returning those items to Ed Map within 30 days of receipt of the order.  More specific information on how to do so will be included in the package received from Ed Map.  See here for Ed Map's return policy. Failure to return physical items from a dropped course will result in a charge to the student account for all unreturned items.

Note: Students who opt-out of having their books provided as part of TruitionSM are responsible for purchasing their own course materials.

  Course Overview

Welcome to FINC354 Investments online. This course provides you an opportunity to study investments and how they affect business, individuals, and the government on a daily basis. The studies acquaint you with the development of investment reasoning, the basics of investments, and generally provide you with an awareness of investments. By the end of this course, you will have the basics for making investment decisions and individual security selections. While this course can help you with the basics of investing, you may want to consult with experienced, licensed professionals before investing with real money.

  Technology Requirements

Participation in this course will require the basic technology for all online classes at Columbia College:
  • A computer with reliable Internet access
  • A web browser
  • Acrobat Reader
  • Microsoft Office or another word processor such as Open Office
  • A financial calculator or a financial calculator app on a smart phone is recommended, preferably 10BII app

You can find more details about standard technical requirements for our courses on our site.

  Course Learning Outcomes

  1. Understand the investment process and the various participants in these markets and be knowledgeable of the operations of security markets.
  2. Explain theories of investment, including the essentials of diversification, value investing, and indexing.
  3. Identify key sources of risk and how risk may affect potential investment vehicles.
  4. Explain the basic characteristics, advantages, and disadvantages of investing in bonds, common stock, and mutual funds.
  5. Describe the sources of various types of investment information and be able to access information to be used in evaluating the performance of various types of investments.

  Grading

Grading Scale

Grade Points Percent
A 900-1000 90-100%
B 800-899 80-89%
C 700-799 70-79%
D 600-699 60-69%
F 0-599 0-59%

Grade Weights

Assignment Category Points Percent
Discussions (8) 200 20%
Exams (2) 400 40%
Quizzes (6) 120 12%
Homework Assignments (7) 105 10%
Stock Portfolio Project 175 18%
Total 1000 100%

  Schedule of Due Dates

Week 1

Assignment Points Due
Introduction Discussion -- Wednesday
Discussion 1 25 Wednesday/Sunday
Homework Assignment 1 15 Sunday
Quiz 1 20

Week 2

Assignment Points Due
Discussion 2 25 Wednesday/Sunday
Homework Assignment 2 15 Sunday
Quiz 2 20
Proctor Information N/A

Week 3

Assignment Points Due
Discussion 3 25 Wednesday/Sunday
Homework Assignment 3 15 Sunday
Quiz 3 20

Week 4

Assignment Points Due
Discussion 4 25 Wednesday/Sunday
Homework Assignment 4 15 Sunday
Midterm Exam 200

Week 5

Assignment Points Due
Discussion 5 25 Wednesday/Sunday
Homework Assignment 5 15 Sunday
Quiz 4 20

Week 6

Assignment Points Due
Discussion 6 25 Wednesday/Sunday
Homework Assignment 6 15 Sunday
Quiz 5 20

Week 7

Assignment Points Due
Discussion 7 25 Wednesday/Sunday
Homework Assignment 7 15 Sunday
Quiz 6 20

Week 8

Assignment Points Due
Discussion 8 25 Wednesday/Saturday
Stock Portfolio Project 175 Thursday
Final Exam 200 Saturday
Total Points: 1000

  Assignment Overview

Discussions

During this course there will be eight (8) weekly discussion topics. All discussions should be posted in the Discussion area of the course. In addition to the assigned weekly topics, you should utilize topics in the Discussion area to share your thoughts and questions about the course work. Note that each post requires citation of outside sources, as well as research. Proper citation should be supplied in APA style. In order to get full credit for discussions, you must post three (3) good quality posts each week. This includes one (1) initial post and two (2) response posts to your classmates' posts. A “good quality” post should add value to the discussions. In order for a post to be considered "good quality" the post must reflect your understanding of the subject matter or the topic of the weekly discussion. It should have clear citation(s), correct spelling, and grammar. Posts such as "I agree." or "Good Point." are not considered "good quality." Your initial post should be between 100 to 150 words with graphs (if applicable). Response to other students’ posts should be between 50 to 75 words. You can exceed the word limit if you find the topic is really engaging. Keep in mind net etiquette while responding to others' posts. Be polite to others, even if you disagree with them.

Your initial post to the topic must be completed by 11:59 pm Central Time (CT) on Wednesday of each week. Your responses to at least two (2) classmates' posts must be completed by 11:59 pm CT on Sunday (except for Week 8, when your response posts are due by 11:59 pm CT on Saturday.

Homework Assignments

During Weeks 1 through 7, there will be a Homework Assignment using the problems at the end of the chapters assigned in the respective week. You are required to solve the problems and submit assignments in MS WORD or EXCEL format through the appropriate Dropbox folder. It is recommended that you do the Homework Assignment before taking the quiz for the week. All Dropbox assignments will have originality check turned on to check for plagiarism. Homework assignments are all mathematical problems, so no particular writing style or length is required.

All the Homework Assignments are due by 11:59 pm CT on Sunday.

Quizzes and Exams

Quizzes

During this course, there will be six (6) quizzes. These quizzes will be due during Weeks 1, 2, 3, 5, 6, and 7. Each quiz will consist of 20 multiple choice questions. The questions involve calculations based on that week's content. You will have 45 minutes and one (1) attempt to complete each quiz. These quizzes will open in the Quiz area at 12:01 am CT on Wednesday and will close at 11:59 pm CT on Sunday of each week. After you submit your quiz, you will have ten (10) minutes to view any questions you answered incorrectly. You will not see the correct answer, only the question(s) that were incorrectly answered.

You need to read the assigned chapters and complete the Homework Assignment in order to prepare for the quizzes. If you still have questions after completing these items, you should utilize the General Forum in the Discussion area before attempting the quiz.

Exams

You will also complete a Midterm and Final Exam during Weeks 4 and 8 respectively. Both of these exams are proctored exams. The Midterm Exam will cover the chapters 1 - 5, 8 - 10, and 12. The questions will involve calculations and are modeled after the homework questions. The exam will open at 12:01 am CT on Wednesday and close at 11:59 pm CT on Sunday of Week 4. You will have two (2) hours and one (1) attempt to complete the Midterm Exam.

The Final Exam will cover Chapters 6, 7, and 13 - 19. The questions will involve calculations and are modeled after the homework questions. The exam will open at 12:01 am CT on Wednesday and close at 11:59 pm CT on Sunday of Week 8. You will have two (2) hours and one (1) attempt to complete the Final Exam.

As both of the exams are proctored, you must submit the “Student Proctor Information Submission Form” to the Proctor Information Dropbox by the end of Week 2. This form and additional information about Proctoring is located in the Content area of the course. Each Columbia College site has its own hours and methods for handling proctoring.

Stock Portfolio Project

The major project for this course will consist of you constructing a portfolio of stocks. Your report should contain professional terminology, as well as proper grammar and spelling. Please don’t CUT and PASTE from websites. You should write in a professional manner, except in the reflective piece of the portfolio. Otherwise, all items should be parsed as if they were going to be reviewed by an executive at a financial institution.

The Stock Portfolio Project will consist of the following:

  • Create a portfolio of securities using one of the investment strategies below or another that you ‘create’. You can include in this portfolio any of the ‘allowed’ securities and can allocate your $100,000 in any way that you would like:
    • Investing strategy:
      • Kitchen Cupboard
      • Biggest and Best
      • Specific Industry—e.g., all tech, healthcare, etc.
      • Recommended—e.g., from Motley Fool or other sites
      • Random ‘dart’ throw
      • High Risk
      • Safe Bets
      • Just Curious—Hunches
      • Follow the Leader—look at a successful investor and ‘mirror’ their picks
      • Other
    • Describe and explain why you made the choices you did and what you would expect to learn from this initial portfolio position.
    • You can make changes to this portfolio—i.e., adding, subtracting stocks, bonds, etc. You just need to record the changes you made.
  • Track the weekly performance of the securities in your portfolio, determining changes in price and return for individual securities. Also, determine the overall change in your portfolio’s value and your total return for each week.
  • For each week, monitor changes that could impact and/or help explain your portfolio’s performance. This information should include, but does not need to be limited to, the following:
    • Performance of the overall market indices for the week—e.g., S&P 500, Dow Jones Industrial Average, NASDAQ, and other indices that might relate to securities in your portfolio, bond market, etc.
    • Major development in the U.S. macro-economy
    • Major developments internationally
    • Any specific industry factors that may impact your investments
    • Psychology of the market and country in general
  • Buy and sell securities as you would like over the next six weeks, but remain ‘true’ to your investing philosophy. When you make changes, describe the changes you made for that week and explain your investment approach—i.e., why you made the changes.
    • Assess the ‘wisdom’ of these changes—i.e., how do these new investments perform?

Professional Portfolio Deliverables

Your final professional portfolio will contain the following sections:

  • Introduction: In 1-2 pages, describe what your original strategy was in choosing your stocks and the strengths that you saw when you did so.Also highlight any areas you avoided. Please keep in mind that you will be evaluating these decisions and their merits in the reflective section.
  • Stock portfolio: Create a professional presentation of all of the information you have gathered on your stocks throughout the term. Please keep in mind this is a professional presentation; therefore, matching fonts, styles, and readability will be considered in your grade.
  • Prospectus: In 2-3 pages, suggest what should be done with your stock portfolio going forward. Cite examples from the data you collected while making your suggestions. Please consider which stock you believe will perform in the future and which you believe should be sold. Make sure to consider how long a position you would recommend holding for various stocks.
  • Reflections: In one 2-3 page essay, speaking as a student and not as a hypothetical professional, answer the following questions.
    • Were you surprised by how your portfolio performed?
    • What factors impacted your initial stock selection, and how would the knowledge you have gained in this course have affected the selection if you had it to do all over again?
    • How did your perception of the state of the current economy affect your stock selection, and how would it have differed if the market were trending in the inverse direction?
    • What market indicators did you find to be the most informative and why?
    • Do you believe that deep research or intuition is a more important asset for an investor?

The project is due by 11:59 pm CT on Thursday of Week 8.

  Course Outline

Click on each week to view details about the activities scheduled for that week.

Readings

Investments: An Introduction

  • Chapter 1: An Introduction to Investments
  • Chapter 2: Securities Markets
  • Chapter 3: The Time Value of Money
Introduction Discussion

Introduce yourself to the class. Beyond your name, give us some interesting facts about yourself and describe any relationship or association that you have had or currently have with respect to investments.

Submit your post no later than 11:59 pm CT on Wednesday.

Discussion 1

You can find information on pending IPOs at sites such as Hoover’s IPO Central or IPO monitor. Go to a calendar of new offerings and select a company that just went public or is just about to go public. Did the price of the stock increase by more than 10% after one day, one week, or one month? If no stocks were going public when you visited the site, what could be the reason?  Discuss your findings.

For your response, comment on two other student’s IPOs that he/she identified.

Your initial post is due by 11:59 pm CT on Wednesday.  Your responses to your two (2) classmates' posts is due by 11:59 pm CT on Sunday.

Homework Assignment 1

For Homework Assignment 1, you must solve the following end-of-chapter problems:

  • Chapter 2: Problems 1, 3, 6, and 7
  • Chapter 3: Problems 3, 4, 6, 14, 15, and 23

Submit your answer to the appropriate Dropbox folder no later than 11:59 pm CT on Sunday.

Quiz 1

Quiz 1 covers content from Chapters 2 and 3.  The quiz consists of 20 multiple-choice questions.   You will have 45 minutes and one (1) attempt to complete the quiz.  Quiz 1 will open at 12:01 am CT on Wednesday and will close at 11:59 pm CT on Sunday of Week 1.

The quiz must be submitted no later than 11:59 pm CT on Sunday.

Readings

Investments: An Introduction

  • Chapter 4: Financial Planning, Taxation and the Efficiency of Financial Markets
  • Chapter 5: Risk and Portfolio Management
Discussion 2

Standard Deviation and beta are two different measures of risk. What is each measure used for and how would you use it as an investor? 

You can find out the standard deviation and beta for any stock or mutual fund at various websites like www.cnbc.com, www.yahoofinance.com, www.cnnfn.com or www.bloomberg.com etc. Choose any stock or mutual fund and discuss the standard deviation and beta of this security. Do you think this security’s return is in line with the CAPM/SML model?

For your response, discuss the findings of two fellow students’. Provide constructive feedback on risk and return relationship.

Your initial post is due by 11:59 pm CT on Wednesday.  Your responses to your two (2) classmates' posts is due by 11:59 pm CT on Sunday.

Homework Assignment 2

For Homework Assignment 2, you must solve the following end-of-chapter problems:

  • Chapter 4: Problems 1, 4, 5, 6, and 8
  • Chapter 5: Problems 2, 3, 4, 5, and 6

Submit your answer to the appropriate Dropbox folder no later than 11:59 pm CT on Sunday.

Quiz 2

Quiz 2 covers content from Chapters 4 and 5.  The quiz consists of 20 multiple-choice questions.   You will have 45 minutes and one (1) attempt to complete the quiz.  Quiz 2 will open at 12:01 am CT on Wednesday and will close at 11:59 pm CT on Sunday of Week 2.

The quiz must be submitted no later than 11:59 pm CT on Sunday.

Proctor Information
Submit your proctor form to the appropriate Dropbox folder by the end of the week. Remember to “Save” the form before placing it in Dropbox. See the Content area for more information.
Readings

Investments: An Introduction

  • Chapter 8: Stock
  • Chapter 9: The Valuation of Common Stock
Discussion 3

The price of a stock is often expressed relative to a base such as earnings. The resulting ratio is then used to value stock. Go to a website that provides information such as the price-to-earnings ratio, price-to-sales ratio, price-to-book ratio, the PEG ratio, dividends, estimated growth rate, profit margin, and return on equity. Compare several firms within the same industry, such as telecommunications (AT&T, Verizon), food products (Del Monte. Heinz, Kellogg) or retailers (Wal-Mart, Target, Best Buy). Compare the firms’ valuation and performance ratios.  Which stock appears to be the option to buy? In other words, which option would you recommend to a client?  You may have to consult more than one website.

Your initial post is due by 11:59 pm CT on Wednesday.  Your responses to your two (2) classmates' posts is due by 11:59 pm CT on Sunday.

Homework Assignment 3

For Homework Assignment 3, you must solve the following end-of-chapter problems:

  • Chapter 8: Problems 5, 6, 7, 9, and 10
  • Chapter 9: Problems 4, 6, 8, 9, and 10

Submit your answer to the appropriate Dropbox folder no later than 11:59 pm CT on Sunday.

Quiz 3

Quiz 3 covers content from Chapters 8 and 9.  The quiz consists of 20 multiple-choice questions.   You will have 45 minutes and one (1) attempt to complete the quiz.  Quiz 2 will open at 12:01 am CT on Wednesday and will close at 11:59 pm CT on Sunday of Week 3.

The quiz must be submitted no later than 11:59 pm CT on Sunday.

Readings

Investments: An Introduction

  • Chapter 10: Investment Returns and Aggregate Measures of Stock Markets
  • Chapter 12: Behavioral Finance and Technical Analysis
Discussion 4

Technical analysis may help you understand the historical data. In week 2 you identified a security and explored standard deviation and beta for this security. Now locate the 50-day, 100-day, and 200-day moving average of this security price at a site such as www.finance.yahoo.com. Based solely on each average, should you be a buyer or a seller? Do all three averages confirm the implied direction of change in the price of each stock?  What is the benefit of technical analysis?  What are its limitations?

Post a brief summary of technical analysis in the context of your findings of moving averages. Can you time buying or selling of stocks based on technical analysis?

For your response, discuss the moving averages of two fellow students’ securities. Compare the moving averages of your stocks to the moving averages of the stocks held by the other two students.

Your initial post is due by 11:59 pm CT on Wednesday.  Your responses to your two (2) classmates' posts is due by 11:59 pm CT on Sunday.

Homework Assignment 4

For Homework Assignment 4, solve the following end-of-chapter problems:

  • Chapter 10: Problems 1, 2, 6, 8, 11, 12, 13, 15, 16, and 17

Submit your answer to the appropriate Dropbox folder no later than 11:59 pm CT on Sunday.

Midterm Exam

The Midterm Exam covers content from Chapters 1 - 5, 8 - 10, and 12.  The exam consists of 10 questions.   You will have two (2) hours and one (1) attempt to complete the exam.  The Midterm Exam is proctored.  The exam will open at 12:01 am CT on Wednesday and will close at 11:59 pm CT on Sunday of Week 4.

The exam must be submitted no later than 11:59 pm CT on Sunday.

Readings

Investments: An Introduction

  • Chapter 13: The Bond Market
  • Chapter 14: The Valuation of Fixed Income Securities
Discussion 5

Why is the bond market so sensitive to interest rates?  What is the mathematics behind this relationship?  Do a Google search to find a corporate bond issue where the company has either defaulted on the payments or called back the bonds.

Post your response to above-mentioned questions. What was the reason(s) for the company to either default on payments or call back the bonds? How would you compare the investment in bonds vs. stocks? Which one would you prefer? Is it a good strategy to have a combination of stocks and bonds in your portfolio?

For your response, discuss the bond issues other students have identified. Discuss the reasons for call back or default on payments.

Your initial post is due by 11:59 pm CT on Wednesday.  Your responses to your two (2) classmates' posts is due by 11:59 pm CT on Sunday.

Homework Assignment 5

For Homework Assignment 5, solve the following end-of-chapter problems:

  • Chapter 14: Problems 2, 3, 4, 5, 8, 9, 15, 18, 20, and 24

Submit your answer to the appropriate Dropbox folder no later than 11:59 pm CT on Sunday.

Quiz 4

Quiz 4 covers content from Chapters 13 and 14.  The quiz consists of 20 multiple-choice questions.   You will have 45 minutes and one (1) attempt to complete the quiz.  Quiz 4 will open at 12:01 am CT on Wednesday and will close at 11:59 pm CT on Sunday of Week 5.

The quiz must be submitted no later than 11:59 pm CT on Sunday.

Readings

Investments: An Introduction

  • Chapter 15: Government Securities
  • Chapter 16: Convertible Bonds and Convertible Preferred Stocks
Discussion 6

Answer the following questions:

  • Can you as an individual investor buy T-bonds, or are these financial instruments for institutions only?
  • What is the current yield curve for U.S. Treasury securities? Check out at www.bloomberg.com under Market Data: Rates & Bonds or the Treasury-Direct at www.treasurydirect.gov under the section on access data.
  • Do a Google search to find out the type of T-bonds available for individual investors like you and me.
  • What are convertible bonds and how are they different from other bonds?

Additionally, identify the T-bonds for individual investors. What are the differences between T-bonds for institutions and individual investors? What are EE bonds, and how are they different from T-bills?

Identify a convertible bond issue in the recent past and find out if it was successful or not.

For your response, discuss the convertible bond issues other students have identified. Discuss the success or failure of those bond issues.

Your initial post is due by 11:59 pm CT on Wednesday.  Your responses to your two (2) classmates' posts is due by 11:59 pm CT on Sunday.

Homework Assignment 6

For Homework Assignment 6, solve the following end-of-chapter problems:

  • Chapter 15: Problems 3, 4, 5, 6, and 10
  • Chapter 16: Problems 1, 2, 3, 4, and 5

Submit your answer to the appropriate Dropbox folder no later than 11:59 pm CT on Sunday.

Quiz 5

Quiz 5 covers content from Chapters 15 and 16.  The quiz consists of 20 multiple-choice questions.   You will have 45 minutes and one (1) attempt to complete the quiz.  Quiz 5 will open at 12:01 am CT on Wednesday and will close at 11:59 pm CT on Sunday of Week 6.

The quiz must be submitted no later than 11:59 pm CT on Sunday.

Course Evaluation
Please evaluate the course. You will have an opportunity to evaluate the course near the end of the session. A link sent to your CougarMail will allow you to access the evaluation. Please note that these evaluations are provided so that I can improve the course, find out what students perceive to be its strengths and weaknesses, and in general assess the success of the course. Please do take the time to fill this out.
Readings

Investments: An Introduction

  • Chapter 17: An Introduction to Options
  • Chapter 18: Option Valuation and Strategies
Discussion 7
Options are a means to leverage your position and increase the potential returns, but they also magnify the potential for loss. Select any two stocks and locate prices for the stocks and for call options on those stocks. Select the following three call options on each stock (many websites have option prices, for example, www.cboe.com):
  1. A call whose strike price exceeds the price of the stock (out-of-the-money call).
  2. A call whose strike price approximates the price of the stock (at-the-money call).
  3. A call whose strike price is less than the price of the stock (in-the-money call).
Select options that will expire within 3 to 6 weeks, and answer the following questions:
  1. What is the intrinsic value of each option?  
  2. What is the time premium paid for each option?  
  3. What is the maximum you could lose if you bought each option?  
  4. What is the maximum you could lose if you bought the underlying stock?
  5. What is the probability of that occurring within 3 to 6 weeks?

Additionally, discuss your in-the-money option and out-of-the-money option. What are the underlying securities? What is the intrinsic value of each of the options, and how is the intrinsic value related to the premium you paid to buy the options? What is the potential for losses and gains in all three scenarios?

For your response this week, discuss the 3 call options of two other students. Do you agree with their intrinsic value and potential for losses/gains?

Your initial post is due by 11:59 pm CT on Wednesday.  Your responses to your two (2) classmates' posts is due by 11:59 pm CT on Sunday.
Homework Assignment 7

For Homework Assignment 7, solve the following end-of-chapter problems:

  • Chapter 17: Problems 1, 2, 6, and 8
  • Chapter 18: Problems 1, 10, and 14
  • Chapter 19: Problems 1, 3, and 8

Submit your answer to the appropriate Dropbox folder no later than 11:59 pm CT on Sunday.

Quiz 6

Quiz 6 covers content from Chapters 17, 18, and 19.  The quiz consists of 20 multiple-choice questions.   You will have 45 minutes and one (1) attempt to complete the quiz.  Quiz 6 will open at 12:01 am CT on Wednesday and will close at 11:59 pm CT on Sunday of Week 7.

The quiz must be submitted no later than 11:59 pm CT on Sunday.

Readings

Investments: An Introduction

  • Chapter 6 - Investment Companies: Mutual Funds
  • Chapter 7 - Closed-End Investment Companies, REITs, and ETFs
Discussion 8
  • You have learned a lot about finance and investing over the last few weeks. Based on the discussions and the project in this course, what type of funds would you purchase right now if you won the Powerball this week?
  • History has also told us that buying internationally will lower your risk and improve your return over the long run. Where you would put money internationally and how?

Additionally, post your response to the following questions. Investors in the US can invest in international stocks through ADRs. What are ADRs? What will be your strategy in investing in emerging markets globally? Would you prefer to invest in a company from China or India vs. a company from Brazil or Greece and why? Choose any 2 companies from China or India, where you would like to invest and why?

For your response this week, discuss the 2 international companies from China and India chosen by 2 other students. Discuss the pros and cons of investing in these 2 countries’ stocks.

Your initial post is due by 11:59 pm CT on Wednesday.  Your responses to your two (2) classmates' posts is due by 11:59 pm CT on Saturday.

Stock Portfolio Project

Follow the format below while creating your portfolio. You should write in a professional manner except in the reflective piece of the portfolio. Otherwise, all items should be parsed as if they were going to be reviewed by an executive at a financial institution.

  • Introduction: In 1-2 pages, describe what your original strategy was in choosing your stocks and the strengths that you saw when you did so. Also highlight any areas you avoided. Please keep in mind that you will be evaluating these decisions and their merits in the reflective section.
  • Stock portfolio: Create a professional presentation of all of the information you have gathered on your stocks throughout the term. Please keep in mind this is a professional presentation; therefore, matching fonts, styles, and readability will be considered in your grade.
  • Prospectus: In 2-3 pages, suggest what should be done with your stock portfolio going forward. Cite examples from the data you collected while making your suggestions. Please consider which stock you believe will perform in the future and which you believe should be sold. Make sure to consider how long a position you would recommend holding for various stocks.
  • Reflections: In one 2-3 page essay, speaking as a student and not as a hypothetical professional, answer the following questions.
    • Were you surprised by how your portfolio performed?
    • What factors impacted your initial stock selection, and how would the knowledge you have gained in this course have affected the selection if you had it to do all over again?
    • How did your perception of the state of the current economy affect your stock selection, and how would it have differed if the market were trending in the inverse direction?
    • What market indicators did you find to be the most informative and why?
    • Do you believe that deep research or intuition is a more important asset for an investor?

Submit your Stock Portfolio Project report no later than 11:59 pm CT on Thursday.

Final Exam

The Final Exam covers content from Chapters 6, 7, and 13 - 19.  The exam consists of 10 questions.   You will have two (2) hours and one (1) attempt to complete the exam.  The Final Exam is proctored.  The exam will open at 12:01 am CT on Wednesday and will close at 11:59 pm CT on Saturday of Week 8.

The exam must be submitted no later than 11:59 pm CT on Saturday.

  Course Policies

Student Conduct

All Columbia College students, whether enrolled in a land-based or online course, are responsible for behaving in a manner consistent with Columbia College's Student Conduct Code and Acceptable Use Policy. Students violating these policies will be referred to the office of Student Affairs and/or the office of Academic Affairs for possible disciplinary action. The Student Code of Conduct and the Computer Use Policy for students can be found in the Columbia College Student Handbook. The Handbook is available online; you can also obtain a copy by calling the Student Affairs office (Campus Life) at 573-875-7400. The teacher maintains the right to manage a positive learning environment, and all students must adhere to the conventions of online etiquette.

Plagiarism and Academic Integrity

Academic integrity is a cumulative process that begins with the first college learning opportunity. Students are responsible for knowing the Academic Integrity policy and procedures and may not use ignorance of either as an excuse for academic misconduct. Columbia College recognizes that the vast majority of students at Columbia College maintain high ethical academic standards; however, failure to abide by the prohibitions listed herein is considered academic misconduct and may result in disciplinary action, a failing grade on the assignment, and/or a grade of "F" for the course.

Additionally, all required papers may be submitted for textual similarity review to Turnitin.com for the detection of plagiarism. All submitted papers may be included in the Turnitin.com reference database for the purpose of detecting plagiarism. This service is subject to the Terms and Conditions of Use posted on the Turnitin.com site.

Non-Discrimination

There will be no discrimination on the basis of sex, race, color, national origin, sexual orientation, religion, ideology, political affiliation, veteran status, age, physical handicap, or marital status.

Student Accessibility Resources

Columbia College is committed to creating a learning environment that meets the needs of its diverse student body. If you anticipate or experience any barriers to learning, communicate your concerns with the instructor. In addition to speaking with the instructor, the following resources are available to ensure an opportunity to learn in an inclusive environment that values mutual respect.

  • For students with disabilities/conditions who are experiencing barriers to learning or assessment, contact the Student Accessibility Resources office at (573) 875-7626 or sar@ccis.edu to discuss a range of options to removing barriers in the course, including accommodations.
  • For students who are experiencing conflict which is impacting their educational environment, contact the Office of Student Conduct at studentconduct@ccis.edu or (573) 875-7877.
  • For students who have concerns related to discrimination or harassment based on sex, gender identity, sexual orientation, pregnancy or parental status, please contact the Title IX Office at titleixcoordinator@ccis.edu. More information can be found at http://www.ccis.edu/policies/notice-of-non-discrimination-and-equal-opportunity.aspx

Online Participation

You are expected to read the assigned texts and participate in the discussions and other course activities each week. Assignments should be posted by the due dates stated on the grading schedule in your syllabus. If an emergency arises that prevents you from participating in class, please let your instructor know as soon as possible.

Attendance Policy

Attendance for a week will be counted as having submitted any assigned activity for which points are earned. Attendance for the week is based upon the date work is submitted. A class week is defined as the period of time between Monday and Sunday (except for week 8, when the work and the course will end on Saturday at midnight.) The course and system deadlines are based on the Central Time Zone.

Cougar Email

All students are provided a CougarMail account when they enroll in classes at Columbia College. You are responsible for monitoring email from that account for important messages from the College and from your instructor. You may forward your Cougar email account to another account; however, the College cannot be held responsible for breaches in security or service interruptions with other email providers.

Students should use email for private messages to the instructor and other students. The class discussions are for public messages so the class members can each see what others have to say about any given topic and respond.

Late Assignment Policy

An online class requires regular participation and a commitment to your instructor and your classmates to regularly engage in the reading, discussion and writing assignments. Although most of the online communication for this course is asynchronous, you must be able to commit to the schedule of work for the class for the next eight weeks. You must keep up with the schedule of reading and writing to successfully complete the class.

No late discussion posts will be accepted.

No late assignments will be accepted without instructor approval. This applies to all assignments.  If assignments are not completed by the due date and you don’t have permission from the instructor for an extension, you will get a zero for that assignment.

Course Evaluation

You will have an opportunity to evaluate the course near the end of the session. A link will be sent to your CougarMail that will allow you to access the evaluation. Be assured that the evaluations are anonymous and that your instructor will not be able to see them until after final grades are submitted.

Proctor Policy

Students taking courses that require proctored exams must submit their completed proctor request forms to their instructors by the end of the second week of the session. Proctors located at Columbia College campuses are automatically approved. The use of ProctorU services is also automatically approved. The instructor of each course will consider any other choice of proctor for approval or denial. Additional proctor choices the instructor will consider include: public librarians, high school or college instructors, high school or college counseling services, commanding officers, education service officers, and other proctoring services. Personal friends, family members, athletic coaches and direct supervisors are not acceptable.

  Additional Resources

Orientation for New Students

This course is offered online, using course management software provided by Desire2Learn and Columbia College. The course user guide provides details about taking an online course at Columbia College. You may also want to visit the course demonstration to view a sample course before this one opens.

Technical Support

If you have problems accessing the course or posting your assignments, contact your instructor, the Columbia College Technology Solutions Center, or the D2L Helpdesk for assistance. If you have technical problems with the VitalSource eText reader, please contact VitalSource. Contact information is also available within the online course environment.

Online Tutoring

Smarthinking is a free online tutoring service available to all Columbia College students. Smarthinking provides real-time online tutoring and homework help for Math, English, and Writing. Smarthinking also provides access to live tutorials in writing and math, as well as a full range of study resources, including writing manuals, sample problems, and study skills manuals. You can access the service from wherever you have a connection to the Internet. I encourage you to take advantage of this free service provided by the college.

Access Smarthinking through CougarTrack under Students -> Academics -> Academic Resources.