29:390:470:01 & 02 COURSE TITLE: Security Analysis

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Department of Finance and Economics COURSE NUMBER: 29:390:470:01 & 02 COURSE TITLE: Security Analysis COURSE MATERIALS Lecture notes and assignments will be distributed via Blackboard. Required Textbooks: 1) “Value Investing – from Graham to Buffett and Beyond”, Bruce Greenwald, Judd Kahn, Paul Sonkin and Michael Biema. Wiley Finance. ISBN 0-471-46339-6 2) “The Warren Buffett Way”, 3rd Edition, Robert Hagstrom, Wiley Other readings (buy used copies): 3) “The Intelligent Investor”, Benjamin Graham. Revised Edition 2006 by Harper Collins Publishers. ISBN-10 0-06-055566-1 4) “Security Analysis”, 1951 Edition”, Benjamin Graham & David L. Dodd by McGraw Hill. ISBN 0-07-144820-9 5) “The Essays of Warren Buffett: Lessons for Corporate America”, First Revised Edition, by Lawrence A. Cunningham, ISBN-10: 0-9664461-1-9 6) “Investment Banking: Valuation, Leveraged Buyouts, and Mergers and Acquisitions”, Joshua Rosenbaum, Joshua Pearl and Joseph R. Perella (Wiley Finance) 2009. ISBN 978-0-470-44220-3 FINAL GRADE ASSIGMENT Grades Mid-Term: 40% Equity Challenge competition: 60% (team work) Teams: Each student must be part of a team of 4 members. Please take advantage of student diversity in your class. Your team is expected to work on class assignments and the equity challenge competition. 1 Department of Finance and Economics (29:390:470) COURSE SCHEDULE Course Outline Week 1: Principles of Security Analysis Lectures 1A & 1B Buying a business Lecture 1C Read Accounting Clinic 1 Appendix 1 Week 2: Balance Sheet, Income Statement Lectures 2A & 2B Appendix 2 Read Accounting Clinic 2 Work on Assignment 2 Week 3: Cash Flow Statement Lecture 2B CF Stat Example.xls Work on Assignment 3 Week 4: Common Size & Ratio Analysis Lectures 3A & 3B Work on Assignment 3 Work on Lecture 3B Financial Ratios Example.xls Week 5: Financial Modeling Lecture 4 Review for Mid-Term Review on BS and IS Week 6: Mid-Term Exam (1.5 hour exam) 10K, 10Q, MDA, Value Line, SEC Filings, Private notes Bloomberg FA data 2 Week 7: Modeling Financial Statements Part I, II Modeling Training 1,2.xls Week 8: Modeling Financial Statements Part III Modeling Training 3.xlx Week 9: Two Wise Men Lecture 5 Sources of Value Lectures 6, 7 Week 10: Intrinsic Value Lectures 8, 9 WD40 Example.xls Week 11: Wall Street vs. Main Street Lecture Notes Week 12: Review student case studies. Week 13: 1st round review of case competition Week 14: 1st round review of case competition Week 15: Stock Challenge Competition 3 .

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Ba7021 Security Analysis and Portfolio Management 1 Sce
BA7021 SECURITY ANALYSIS AND PORTFOLIO MANAGEMENT A Course Material on SECURITY ANALYSIS AND PORTFOLIO MANAGEMENT By Mrs.V.THANGAMANI ASSISTANT PROFESSOR DEPARTMENT OF MANAGEMENT SCIENCES SASURIE COLLEGE OF ENGINEERING VIJAYAMANGALAM 638 056 1 SCE DEPARTMENT OF MANAGEMENT SCIENCES BA7021 SECURITY ANALYSIS AND PORTFOLIO MANAGEMENT QUALITY CERTIFICATE This is to certify that the e-course material Subject Code : BA7021 Subject : Security Analysis and Portfolio Management Class : II Year MBA Being prepared by me and it meets the knowledge requirement of the university curriculum. Signature of the Author Name : V.THANGAMANI Designation: Assistant Professor This is to certify that the course material being prepared by Mrs.V.THANGAMANI is of adequate quality. He has referred more than five books amount them minimum one is from abroad author. Signature of HD Name: S.Arun Kumar SEAL 2 SCE DEPARTMENT OF MANAGEMENT SCIENCES BA7021 SECURITY ANALYSIS AND PORTFOLIO MANAGEMENT CONTENTS CHAPTER TOPICS PAGE NO INVESTMENT SETTING 1.1 Financial meaning of investment 1.2 Economic meaning of Investment 7-25 1 1.3 Characteristics and objectives of Investment 1.4 Types of Investment 1.5 Investment alternatives 1.6 Choice and Evaluation 1.7 Risk and return concepts. SECURITIES MARKETS 2.1 Financial Market 2.2 Types of financial markets 2.3 Participants in financial Market 2.4 Regulatory Environment 2 2.5 Methods of floating new issues, 26-64 2.6 Book building 2.7 Role & Regulation of primary market 2.8 Stock exchanges in India BSE, OTCEI , NSE, ISE 2.9 Regulations of stock exchanges 2.10 Trading system in stock exchanges 2.11 SEBI FUNDAMENTAL ANALYSIS 3.1 Fundamental Analysis 3.2 Economic Analysis 3.3 Economic forecasting 3.4 stock Investment Decisions 3.5 Forecasting Techniques 3 3.6 Industry Analysis 65-81 3.7 Industry classification 3.8 Industry life cycle 3.9 Company Analysis 3.10Measuring Earnings 3.11 Forecasting Earnings 3.12 Applied Valuation Techniques 3.13 Graham and Dodds investor ratios.
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