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Investment & Portfolio Management - Weekly notes

by: Layan Notetaker

Investment & Portfolio Management - Weekly notes FINA 3101

Marketplace > George Washington University > Finance > FINA 3101 > Investment Portfolio Management Weekly notes
Layan Notetaker
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About this Document

Those notes, along with other weekly notes, will be compiled into a midterm study guide
Investment and Portfolio Management
Dr. Sherif
Class Notes




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This 1 page Class Notes was uploaded by Layan Notetaker on Monday February 22, 2016. The Class Notes belongs to FINA 3101 at George Washington University taught by Dr. Sherif in Winter 2016. Since its upload, it has received 19 views. For similar materials see Investment and Portfolio Management in Finance at George Washington University.


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Date Created: 02/22/16
 CR – 0.8, QR – 0.9  A dog (not doing very well) opposite of a “star”  Example of a “star” company: Amazon  Example of a “dog” company: Blackberry  The bigger the company, the larger the asset base  ROA will be low  Large industrial big companies have low ROA  GW Deli – Small total asset base – Large ROA o Size of Assets helps us understand what type of company we’re dealing with  Opp. cost correctly used with ROE because: 1) We had equity and leveraged it into long-term assets 2) Compare the equity rates of other companies within your sector to see whether or not it is a good rate or not  Interest rates & unemployment have an inverse relationship (inc- dec/dec-inc)  Very high inflation  Low interest rates  Leverage: for all the money I have in equity, I can leverage in debt  Leverage increases as equity increases  The debt ratio is a correct whole number  all from the balance sheet (stocks)  Debt ratio tells you  For every dollar invested in assets, how much debt you have  Debt has interest [comes from borrowing] – equity does not [family money etc.]  Debt equity ration  For every dollar invested in equity, he has X in debt  Inventory turnover is an ESTIMATE since it’s a flow divided by a stock  Inventory turnover  turned over inventory 6 times a year, filled up warehouses and sold them 6 times over  Avg. collection period is an ESTIMATE  Stock divided by flow  ACP: Collects all checks every 18 days  Boeing: ACP would be years


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