Overview

This course will provide a comprehensive overview of the fundamentals of stocks analysis. Students will learn how to interpret financial statements and other corporate-related documents, and use industry-standard methods of stock valuation. The course topics include fundamental and technical analysis, sector analysis, portfolio management, and financial statement analysis.

Objectives

By the end of the course, students will be able to:

• Understand the importance of stocks analysis and the purpose it serves for financial markets
• Interpret financial documents, reports, and other relevant resources to develop a financial analysis
• Identify and evaluate potential investments based on industry-standard methods
• Analyze the current developments in company performance and sector performance
• Understand how to make informed and effective portfolio decisions

Topics

1. Introduction to Stocks Analysis
2. Fundamental Analysis
3. Financial Statements
4. Ratio Analysis
5. Technical Analysis
6. Derivatives and Options
7. Portfolio Management
8. Sector Analysis

Grading

Grades for this course will be based on a combination of participation, quizzes, projects, and a final exam.

• Participation: 10%
• Quizzes: 20%
• Projects: 30%
• Final Exam: 40%

Course Policies

• Class attendance is expected and will be taken into account when determining final grade.
• Assignments are due on the stated due date, unless otherwise indicated.
• Late assignments will be accepted with a 10 point deduction for each day late.
• No cell phones, tablets, or other technology should be visible or used during class.
• Plagiarism and cheating will not be tolerated.
• Schedule is subject to change when necessary.

Course Resources

• Stock Analyst by Bloomberg
• Wall Street Journal
• Investopedia