Investment Principles

Syllabus

• Current: Spring 2005
• Old Syllabuses: Spring 1998, Fall 1998, Spring 2003

Readings

Click here for readings

Cases

Practical Assignments for Spring 2006

• Case 1: Macroeconomic Analysis 2006 case and EconIndicators 2006 data (rev  7/9/05)
• Case 2: Price and Earnings Momentum 2006 case and WWE 2006 data (rev 7/2/05)
• Case 3: Relative Valuation 2006 case and CWTR-BUD 2006 data (rev 6/6/05)
• Case 4: Mergers & Acquisition 2006 case and PG-G 2006 data(rev 6/20/05)
• Case 5: Economic Profit (EVA) 2006 case and FON 2006 data (rev 6/27/05)
• Case 6: Cash Flow ROI (CFROI) 2006 case RAI 2006 data (rev 6/30/05)

Practical Assignments for Spring 2005:FAQ

• Case 1: Macroeconomic Analysis 2005 case and EconIndicators 2005 data (rev  5/27/04)
• Case 2: Price and Earnings Momentum 2005 case and Analog Devices 2005 data (rev 5/19/04)
• Case 3: Relative Valuation 2005 case and Harrahs 2005 data (rev 5/1/04)
• Case 4: Mergers & Acquisition 2005 case and Dean Foods-Horizon Organic 2005 data(rev 5/9/04)
• Case 5: Economic Profit (EVA) 2005 case and Bausch and Lomb's 2005 data (rev 5/12/04)
• Case 6: Cash Flow ROI (CFROI) 2005 case Coventry's CFROI 2005 data (rev 5/17/04)

Old Assignments for Spring 2004

• Case 1: Macroeconomic Analysis 2004 case and EconIndicators 2004data (rev  8/3/03)
• Case 2: Price and Earnings Momentum 2004 case and Yahoo 2004 data (rev 7/25/03)
• Case 3: Relative Valuation 2004 case and Genzyme 2004 data (rev 7/18/2003)
• Case 4: Mergers & Acquisition 2004 case and VF Corp-Nautica 2004 data(rev 9/10/03)
• Case 5: Economic Profit (EVA) 2004 case and Lowe's 2004 data (rev 9/26/03)
• Case 6: Cash Flow ROI (CFROI) 2004 case Lowe's CFROI 2004 data (rev 9/30/03)

Old Assignments for Spring 2003

• Case 1: Sources of Data and Macroeconomic Analysis assignment (rev 10/7/02)
• Case 2: Price and Earnings Momentum assignment and Intl Gaming Tech 2001 data
• Case 3: Portfolio Construction and Analysis case and Clipper Fund 2002 data (rev 10/21/02)
• Case 4: Relative Valuation assignment and Eli Lilly 2001 data
• Case 5: Mergers and Acquisition assignment and Amgen-Immunex 2001 data(rev 3/11/03)
• Frequently Asked Questions about the case: FAQ_merger
• Case 6: Economic Profit (EVA) assignment and Procter & Gamble 2001 data
• Frequently Asked Questions about the case: FAQ_eva
• Case 7: Cash Flow Return on Investment (CFROI) assignment and Kimberly-Clark 2001 data
• Frequently Asked Questions about the case: FAQ_cfroi