'Holding period' diaporamas de présentation

VALUATION OF FIXED INCOME SECURITIES OR VALUATION OF BONDS

VALUATION OF FIXED INCOME SECURITIES OR VALUATION OF BONDS. Dr. U. Husain. Structure Introduction Bond valuation Valuation model Bond return Price-yield relationship Bond market The term structure of interest rate (yield curve) Riding the yield curve Duration Immunization.

1.08k views • 74 slides

Chapter 8

Chapter 8. Risk and Return. LEARNING OBJECTIVES. Calculate profits and returns on an investment and convert holding period returns to annual returns. Define risk and explain how uncertainty relates to risk. Appreciate the historical returns of various investment choices.

734 views • 59 slides

Learning Objectives

1. Learning Objectives. To become a wise investor (maybe even one with too much money), you need to know: How to calculate the return on an investment using different methods. The historical returns on various important types of investments.

581 views • 51 slides

Property Dispositions

Property Dispositions. Chapter 7. Tax Impact on Cash Flow. Taxes paid on a recognized gain reduce net cash flow Tax savings generated by a recognized loss increase net cash flow Tax impact on cash flow is affected by the Type of asset and its holding period Type of taxpayer

688 views • 46 slides

GD31403

GD31403. Basic Performance Analysis Concepts. Week 2. What Is An Investment?. A current commitment of $ for a period of time in order to derive future payments that will compensate for: The time the funds are committed (time value of money) The expected rate of inflation

840 views • 43 slides

CHAPTER 18

CHAPTER 18. Equity Valuation Models. Valuation Methods. Valuation by comparables Price/Earning Ratios Balance Sheet Models Book Value http://finance.yahoo.com/q/ks?s=CSCO http://biz.yahoo.com/ic/814.html Expected Returns vs. Required Return CAPM Intrinsic Value vs. Market price

644 views • 42 slides

CHAPTER 18

CHAPTER 18. Equity Valuation Models. Balance Sheet Models Book Value Dividend Discount Models Price/Earning Ratios. Models of Equity Valuation. Table 18.1 Financial Highlights for Microsoft Corporation, October 25, 2007. Limitations of Book Value.

661 views • 42 slides

505 CONGRESS STREET

c. c. 505 CONGRESS STREET. A VISION FOR SOUTH BOSTON. c. tatsuyuki ariizumi. hasan halkali. jong yoon lim. leo shieh. paul stewart. kristy wang. 505 CONGRESS STREET. A VISION FOR SOUTH BOSTON. Agenda Market Analysis Entitlements Design & Construction Financial Conclusions.

486 views • 36 slides

Valuation

Valuation. What is Value?. In general, the value of an asset is the price that a willing and able buyer pays to a willing and able seller Note that if either the buyer or seller is not both willing and able, then an offer does not establish the value of the asset. Valuation of Bonds and Shares.

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XYZ Inc

324 views • 22 slides

Variations on Minimum Variance

Variations on Minimum Variance. Ruben Falk, Capital IQ Quantitative Research. March 2011. Agenda. Quick overview of the tools employed in constructing the Minimum Variance (MinVar) Portfolio

462 views • 21 slides

Chapter 4

Chapter 4. Understanding Interest Rates. Measuring Interest Rates. Present Value: A dollar paid to you one year from now is less valuable than a dollar paid to you today Why? A dollar deposited today can earn interest and become $1 x (1+i) one year from today. Discounting the Future.

364 views • 21 slides

Risk and Return

Risk and Return. Holding Period Return Multi-period Return Return Distribution Historical Record Risk and Return. Single Period Return. Holding Period Return: Percentage gain during a period HPR : holding period return P 0 : beginning price P 1 : ending price D 1 : cash dividend

502 views • 21 slides

Risk and Return Intro

Returns HPR CAGR YTM, RCYTM APR and APY DY NPV, IRR Average Annual Return Geometric Return. Risk and Return Intro. Holding Period Return (HPR). Holding Period Return The total return earned from holding an investment for a specified holding period (usually 1 year or less).

481 views • 20 slides

11 th Annual Value Investor Conference

The Stacey Muirhead Way. May 2, 2014. 11 th Annual Value Investor Conference. Overview. Boutique investment firm founded in 1994 Independently owned and operated Based in Waterloo, Ontario Focused investment culture Thoughtful client structure Alignment of interests with investors

315 views • 19 slides

Return and Risk

447 views • 18 slides

Chapter 14

Chapter 14. Bond Prices and Yields. Bond Characteristics. Face or par value Coupon rate Zero coupon bond Compounding and payments Accrued Interest Indenture. Different Issuers of Bonds. U.S. Treasury Notes and Bonds Corporations Municipalities

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Yield to maturity and holding period return

445 views • 11 slides

Bonds -- Basic Features

Bonds -- Basic Features. Contract: interest, par, maturity Senior or Junior claim? Collateral or Debenture Sinking Fund Call (or Put) feature Conversion feature Other types (floating rate,zero coupon). Bond Ratings. Assessment of creditworthiness Issues rated not firms Ratings agencies

210 views • 8 slides

The Advantages of Leasing a Commercial Real Estate

Leasing eliminates most of the risks in building ownership. It also relieves you from the burden of property maintenance and property management issues which are now the responsibilities of the landlord.

169 views • 5 slides