FIN 197 - Seminar in Finance
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Announcements & Assignments
Case #6 - Proctor & Gamble's Acquisition of Gillette
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Case Analysis Report (Team submission via Blackboard) - Tue, Apr. 7, before class
Case #7 - Baidu.com
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Case Write-up (Individual submission via Blackboard)
- Due: Tue, , Apr. 7, before class -
​Case Presentation Files (Team submission via email)
- Due: 6 PM, Mon, , Apr. 6 -
Case Analysis Report (Team submission via Blackboard)
- Due: Tue, Apr. 14, before class
Financing Policy (Individual) - Due: Thu, April 9, before class
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Read Ch. 13 (or, Ch. 14 from the 13th edition).
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Class Notes & Links
1. Assessing Financial Performance
[ Sample Data ]
2. Ethics: Professionalism (CFA Institute Standard I)
-- Standard I(A) Knowledge of the Law [ Training Video I ]
-- Standard I(B) Independence and Objectivity [ Training Video II ]
-- Standard I(C) Misrepresentation [ Training Video III ]
-- Standard I(D) Misconduct [ Training Video IV ]
3. Financial Planning and Forecasting
[ Forecasting Example ]
4. Cash and Short-term Financing [ Articles #1 ]
5. Capital Budgeting Analysis [ Articles #2 ]
[ Capital Budgeting Example ]
6. Target's Capital Budgeting Projects [ Articles #3 ]
[ Capital Budgeting Example II ]
7. Real Options [ Articles #4 ]
8. Foreign Exchange Risk [ Articles #5 ]
9. Mergers and Acquisitions [ Articles #6 ]
[ FCFF Valuation Example ]
10. Initial Public Offering [ Articles #7 ]
[ Sample IPO Data ]
11. Financing Policy
12. Payout Policy
13. Valuation
14. Capital Structure and Financial Distress
Blackboard
Zoom Virtual Office
S&P Capital IQ
PollEv.com
Finance Program Feedback
Grade Calculation Template
Case Presentation Feedback Form
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Intro Case - CostCo Wholesale Corp.
Section 1 - [ Team 1 ] [ Team 2 ] [ Team 3 ] [ Team 4 ]
Section 2 - [ Team 1 ] [ Team 2 ] [ Team 3 ] [ Team 4 ] -
Case #1 - Palmer Ltd.
Section 1 - [ PPTX ] [ Handout ]
Section 2 - [ PPTX ] [ Handout ] -
Case #2 - J.C. Penney Corporation, Inc.: Reinventing Retail (Case data)
Section 1 - [ PPTX ] [ Handout ]
Section 2 - [ PPTX ] [ Handout ] -
Case #3 - Target Corporation
Section 1 - [ PPTX ] [ Handout ]
Section 2 - [ PPTX ] [ Handout ] -
Case #4 - Arundel Partners: The Sequel Project
Section 1 - [ PPTX ] [ Handout ]
Section 2 - [ PPTX ] [ Handout ] -
Case #5 - Tiffany & Co.--1993
Section 1 - [ PPTX ] [ Handout ]
Section 2 - [ PPTX ] [ Handout ] -
Case #6 - Proctor & Gamble's Acquisition of Gillette
Section 1 - [ PPTX ] [ Handout ]
Section 2 - [ PPTX ] [ Handout ] -
Case #7 - Baidu.com: Valuation at IPO
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Case #8 - MCI Communications Corp.--1983
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Case #9 - Dell Computer Corp.: Share Repurchase Program
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Case #11 - Massey-Ferguson Ltd.--1980
Sample business memorandum template
Sample Write-up #1 (Subpar)
Sample Write-up #2 (Better)