FNCE 2132 - 001 & 002 Course Syllabus Winter 2020 PDF

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Cou r s eSy l l a b us F NCE2 1 3 2Se c t i o ns0 0 1&0 0 2 Wi n t e r2 0 2 0 T ue s da y&T hur s da y 0 0 1 :0 4 : 0 0 PM–0 5 : 2 0 PMi nEB2 0 3 9 0 0 2 :0 2 : 3 0 PM–0 3 : 5 0 PMi nEB2 0 3 9

I nt r o d uc t i o nt ot h eSt oc kMa r k e t Pr o f e s s o r Name

David Coulibaly, Ph.D., MBA, CIA

Telephone

Not Available

E-mail Address

[email protected]

Office

EB 2050

Offic eHo u r s Mo n d a ya n dWe d n e s d a y : 1 0 : 0 0 AM–1 1 : 3 0 AM, o rb ya p p o i n t me n t Re q u i r e dCo u r s eMa t e r i a l s T e x t b o o k ( s )

Mu r p h y , J o h n .T h eVi s u a l I n v e s t o r . MRUe d i t i o n2 0 1 6

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Co u r s eDe s c r i p t i o n Co u r s eDe s c r i p t i o n T h i sc o u r s ef o c u s e so nk e yp r i n c i p l e so f t e c h n i c a l a n df u n d a me n t a l a n a l y s i sn e c e s s a r yt oma k es u c c e s s f u l i n v e s t me n t d e c i s i o n s . Ex a mi n e da r ek e yf a c t o r swh i c hi n fl u e n c ev a r i o u sfi n a n c i a l ma r k e t s . St u d e n t swi l l p a r t i c i p a t ei nag r o u ps t o c kma r k e t s i mu l a t i o nb ya p p l y i n g s t o c ks e l e c t i o np r i n c i p l e st oc o n s t r u c t ap o r t f o l i o . Pr e r e q u i s i t e :

Nop r e r e q u i s i t e s , F NCE2 1 3 2i saCl u s t e r 3T i e r2Ge n e r a l Ed u c a t i o nCo u r s e

Co u r s eL e a r n i n gOu t c o me s Af t e rc o mp l e t i o no f t h i sc o u r s ey o uwi l l b ea b l et o :  Un d e r s t a n dt h er o l eo f t h efi n a n c i a l ma r k e t si nt h ee c o n o mya n ds o c i e t y , a n da p p r e c i a t et h e i ru s e f u l n e s sf o ry o u ro wnfi n a n c i a l p l a n n i n g ; a s c e r t a i nt h ep o s i t i o no f Ca n a d a ’ sfi n a n c i a l ma r k e t sr e l a t i v et ob o t he s t a b l i s h e da n de me r g i n gma r k e t si n t e r n a t i o n a l l y ; 

Co n d u c t r e s e a r c hu s i n gt e c h n i c a l a n df u n d a me n t a l a n a l y s i st od e t e r mi n et h es u i t a b i l i t yo f i n d i v i d u a l i n v e s t me n t a l t e r n a t i v e sf o ry o u r o wni n v e s t me n t o b j e c t i v e s ;



Ut i l i z eav a r i e t yo f i n f o r ma t i o ns o u r c e sa n dt o o l si n c l u d i n gi n t e r n e t b a s e da n a l y s i sp r o g r a ms , n e wsme d i a , fi n a n c i a l we b s i t e sa n d s c h o l a r l ywo r k s ;



Di s c u s si s s u e sa r i s i n gf r o mi n v e s t me n t c h o i c e ss u c ha sp a s s i v ei n v e s t me n t ma n a g e me n t , l o wv o l a t i l ei n v e s t me n t ma n a g e me n t , a n de t h i c a l i n v e s t i n ga l t e r n a t i v e s ;



Cr i t i c a l l ya s s e s st h er e c o mme n d a t i o n so f o t h e r swi t hc o n s i d e r a t i o no f s u c hb i a s e sa si n s i d e rt r a d i n ga n du n d e r wr i t i n gr e l a t i o n s h i p s ;



Sy n t h e s i z ei n f o r ma t i o nf r o ma c c r e d i t e ds o u r c e swi t hy o u ro wnr e s e a r c ht oa r r i v ea t r e a s o n e do p i n i o n s ;

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Co mp u t e rI n d i c a t o rRe p o r t :T h i sr e p o r t , i nwh i c hy o ur e s e a r c has e l e c t e dc o mp u t e ri n d i c a t o r , i swo r t h1 0 %o f y o u rc o u r s eg r a d e . I t c o n s i s t so f a no r a l r e p o r t . Re p o r t ss h o u l db ed o n ei ng r o u p so f n ol e s st h a nt h r e ea n dn omo r et h a nfi v ep e o p l e .T h ei n t e r n e t a l s o h a se x t e n s i v ei n f o r ma t i o no ne a c ht o p i c .Re p o r t ss h o u l db e1 0 1 2mi n u t e si nl e n g t h .T o p i c ss h o u l db ec h o s e nb yT h u r s d a y , , a n do r a l r e p o r t sa r ed u eT h u r s d a y , J a n u a r y3 0 , a n dT u e s d a y , F e b r u a r y4 , d e p e n d i n go nt h et o p i cc h o s e n . J a n u a r y1 6



St o c kT r a d i n gSi mu l a t i o n :T h i so n g o i n ga c t i v i t yi swo r t h1 5 %o f y o u rc o u r s eg r a d e . Y o uwi l l c o n d u c t t h es i mu l a t i o ni nt e a ms c o n s i s t i n go f 3p e o p l e . Y o u ro b j e c t i v ei st ot r a d ei nas i mu l a t e df a s h i o nwi t has p e c i fi ca mo u n t o f c a p i t a l . T h es i mu l a t i o nb e g i n s T h u r s d a y , J a n u a r y2 3a n de n d sT u e s d a y , Ma r c h2 4 . Ana n a l y t i c a l r e p o r t o f 3p a g e ss u mma r i z i n gwh a t y o ul e a r n e df r o mt h e s i mu l a t i o ni sd u eT h u r s da y , Ma r c h2 6 . T h i sr e p o r t ma yb ema d ea sag r o u po ri n d i v i d u a l g r o u pme mb e r sc a ns u mma r i z et h e i r i n s i g h t s .



Ma j o rPr o j e c tRe p o r t :I nt h i si n d i v i d u a l o r p a i r sp r o j e c t , y o u rj o bi st ob e c o mea ne x p e r t o nap u b l i c l y t r a d e dc o mp a n yy o uc h o o s e . Y o u rr e s e a r c hwi l l i n c l u d eb o t ht e c h n i c a l a n df u n d a me n t a l a n a l y s i so f t h ec o mp a n y , r e c e n t n e wsr e l e a s e s , a n da n a l y s t ’ sn o t e s . I t i s i mp o r t a n t t ou n d e r s t a n dt h a t t h i sp r o j e c t d e ma n d st h a t y o un o t o n l yg a t h e ri n f o r ma t i o nb u t s y n t h e s i z ea n da n a l y z ei t . Y o u rd a t aa n d a n a l y s i swi l l b ec o r r e l a t e dt op r o d u c eab u y , s e l l o r s e l l s h o r t r e c o mme n d a t i o ns u b s t a n t i a t e db yy o u rr e s e a r c h . Co mp a n i e smu s t b e u e s d a y , F e b r u a r y2 5 . St u d e n t se a c hc h o o s ead i ff e r e n t c o mp a n y , fi r s t c o mefi r s t s e r v e d . Wr i t t e nr e p o r t smu s t b e s e l e c t e db yT h a n d e di nn ol a t e rt h a nT h u r s d a y , Ap r i l 2 .T h ee x p e c t e dl e n g t hi s1 5 2 0p a g e s( i n c l u d i n gc h a r t s ) , b u t n o t i n c l u d i n gf u n d a me n t a l s u p p o r t i n f o r ma t i o nwh i c hwi l l b ea nAp p e n d i x .

As s i g n me n t st u r n e di no n ed a yl a t ewi l l h a v e5 0 %o ft h ema r kd e d u c t e d . As s i g n me n t st u r n e di nt wod a y sl a t ewi l l h a v e1 0 0 %o ft h e ma r kd e d u c t e d.

Gr a di ngSy s t e m Ac c o r d i n gt oMo u n t Ro y a l Un i v e r s i t yp o l i c y , fi n a l g r a d e swi l l b er e p o r t e db yal e t t e rg r a d ec o r r e s p o n d i n gt ot h ep e r c e n t a g ee q u i v a l e n t s b e l o w:

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Ma r g i n a l p e r f o r ma n c eGe n e r a l l yi n s u ffic i e n t p r e p a r a t i o nf o rs u b s e q u e n t c o u r s e s . F a i l As s i g n e dt os t u d e n t s : a )wh od on o t me e t t h ea c a d e mi cr e q u i r e me n t so f t h ec o u r s e , o r b )wh oc e a s et oc o n t i n u ei nt h ec o u r s e , b u t d on o t wi t h d r a wa sp e rMRUp o l i c y .

Wh e nd e t e r mi n i n gp e r c e n t a g e st oa p p l yt h ec o mmo nMo u n t Ro y a l Un i v e r s i t yg r a d i n gs y s t e m( a l l c o u r s e sa r er e q u i r e dt of o l l o wt h e p e r c e n t a g et oa l p h ag r a d ec o n v e r s i o nt a b l ef o rfi n a l ma r k s ) , p r o f e s s o r swi t h i nt h eF a c u l t yo f Bu s i n e s sa n dCo mmu n i c a t i o nSt u d i e su s e u n i v e r s a l ma t h e ma t i c a l r o u n d i n gt od e t e r mi n et h ep e r c e n t a g ef o rma r k sf a l l i n gb e t we e nt wol e t t e rg r a d e s . I no t h e rwo r d s , ma r k sl o we rt h a n 0 . 5p e r c e n t a g ep o i n t so f t h eu p p e rb r a c k e t wi l l b er o u n d e du pt ot h eh i g h e rl e t t e rg r a d e .

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FNCE2 1 3 20 0 1&0 0 2Co ur s eSc he dul e-T ue s da y&Thur s da yWi nt e r2 0 2 0 No t e : T h eCo u r s eSc h e d u l ei ss u b j e c t t oc h a n g e . Al l c h a n g e swi l l b ea n n o u n c e di nc l a s s . Da y T u e s . J a n . 7

T h u r s . J a n . 9

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Mu r p h y1 1 3

Re a d i n gs t o c kt a b l e sa n dd a t ai nt h ep o p u l a rme d i a Re a d i n gs t o c kc h a r t s : p r i c e , c h a r t s , v o l u me , s c a l i n g Po p u l a ri n v e s t i n gs i t e s : q u o t i n ga n dc h a r t i n gs e r v i c e s

Mu r p h y4 1 5 0

T h u r s . J a n . 1 6

Po r t f o l i oma n a g e me n t : d i v e r s i fi c a t i o n , d e f e n s i v e&c y c l i c a l s t o c k s . Wo r ko nCo mp u t e rI n d i c a t o rRe p o r t s

Ch o o s eg r o u p s&t o p i c sf o r c o mp u t e ri n d i c a t o r sr e p o r t s

T u e s . J a n . 2 1

Or d e rt y p e s : b u y , s e l l , b u yt oc o v e r , l i mi t o r d e r , s t o po r d e r Ma r g i ni n v e s t i n g , s h o r t s e l l i n g T e c h n i c a l v s . F u n d a me n t a l An a l y s i s Wo r ko nCo mp u t e rI n d i c a t o rRe p o r t s

T h u r s . J a n . 2 3

Un i t2–T e c h n i c a l An a l y s i s I n t r o d u c t i o nt o“ Vi s u a l ”An a l y s i s : b u l l i s h&b e a r i s h , t r e n d s , t r e n d l i n e s , c h a n n e l s , s u p p o r t &r e s i s t a n c e , r e t r a c e me n t s , p u l l b a c k s , c o r r e c t i o n sa n dc o n s o l i d a t i o n s .

T u e s . J a n . 2 8

T h u r s . J a n . 3 0 & T u e s . F e b . 4

Pa t t e r n s :  Re v e r s a l : d o u b l et o p , d o u b l eb o t t o m, He a d&Sh o u l d e r  Co n t i n u a t i o n : t r i a n g l e , r e c t a n g l e , fl a g s&p e n n a n t s , c u pwi t hh a n d l e Ga p s : c o mmo n , b r e a k t h r o u g h , r u n a wa y , e x h a u s t i o n We d g e s St u d e n t sPr e s e n t a t i o n so nCo mp u t e rI n d i c a t o r s Ch a r t s : J a p a n e s eCa n d l e s t i c k s , On Ba l a n c eV o l u me Os c i l l a t o r s : St o c h a s t i c s ; Wi l l i a m’ sR; Re l a t i v eSt r e n g t hI n d e x I n d i c a t o r s : Mo v i n gA v e r a g e s , Bo l l i n g e r Ba n d s , MACD

T h u r s . F e b . 6

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T h u r s . Ma r . 1 2

St o c kc h e c k e r ; c o mp a r i n gs t o c k si na ni n d u s t r yg r o u pRa t i oa n a l y s i sc o n t ’ d . Wo r ko nMa j o rRe p o r t

T u e s . Ma r . 1 7

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T h u r s . Ma r . 1 9

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