FINA 5392 Seminar in Security and Portfolio Analysis

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• Syllabus

• Data Download (.xls)

• VAR notes (.pdf)

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Announcements

• We will eliminate the “Style Investment” material from the final exam.
• Homework: Chapter 12 and 18 end of chapter questions/problems.  We should have a little class time to go over a couple problems.  Please e-mail me with problems you would like to review.  hansz@uta.edu
• If you find any relevant websites or articles that you think that the class might enjoy, please forward them and I will try to post as many as possible. hansz@uta.edu

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Articles

• Arlington Star-Telegram (AST):
  • AST 1/24/03 SEC issues rule requiring mutual funds to list votes (.pdf)
  • AST 1/13/2003 Baby Boomers retirement spurs market worries (.pdf)
  • AST 1/11/03 Go with a low flow ratio (.pdf)

• Morningstar (MS) [www.morningstar.com]:
  • MS 2/4/03 A Clearer View of Risk (.pdf)
  • MS 1/23/03 The 10 Biggest Wealth Destroying Funds of 2002 (.pdf)
  • MS 1/22/03 Five Stocks That Look Like Value Traps (.pdf)
  • MS 1/21/03 Top Value Managers Name Latest Picks (.pdf)
  • MS 1/8/2003 Stock Investing’s 12 Deadly Sins (.pdf)

• New York Time (NYT):
  • NYT 2/9/03 Know a Fund’s Cost? Look Deeper (.pdf)
  • NYT 10/20/02 Analysts’ Choices Had Another Bad Year, but Why? (.pdf)
  • NYT 11/3/2002 If a Split Is in Reverse, the Company May Be, Too (.pdf)

• Tierra Grande (TG) [Journal of the Real Estate Center at Texas A&M University]:
  • TG 1/03 Exit Wall Street Right on Real Estate

• Vanguard (VG) [www.flagship.vanguard.com]:
  • VG 1/24/03 Indexing prevails in investment management rivalry (.pdf)

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Websites

• www.morningstar.com

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