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1. Municipal bonds are best suited for investors in the low income tax bracket S

ID: 2675752 • Letter: 1

Question

1. Municipal bonds are best suited for investors in the low income tax bracket
Select one:
True
False


2.The current Euro-zone crisis is not going to affect the U.S. economy

True
False

3. With the historically low current interest rates, the present value of a thirty-year annuity is worth more than that of a perpetuity, all other things being equal.
True
False

4. Convertible bonds are more expensive than non-convertible bonds, other things being equal.
Select one:
True
False


5.According to the dividend valuation model, the higher the discount rate, the higher is the value of a stock.

True
False


6.The recent surge in long-term Treasury yield is a warning sign for inflation.

True
False


7.The yield curve in general is more inverted than not.

True
False


8.The higher is the risk premium of assets, the higher is their expected return.

True
False


9.When times are uncertain as they are now, the risk premium demanded by investors tends to go up

True
False


10.The credit rating of the state of california currently is a junk status.

True
False


11.According to the Fisher Equation, as inflation goes up, the nominal rate goes


a. unchanged
b. up
c. down
d. random

12.All other things equal, high tech companies tends to grow ______ non-high tech companies

a. about the same as
b. slower than
c. about 80 % slower in the long run than
d. faster than


13.The geometric average for the Fisher Equation works particularly well for

a. Germany
b. Japn
c. China
d. the U.S.


14.The payback period works particularly well when a project

a. has a long productive life
b. is in a risky area
c. is one of a few possible projects to be screened
d. has a low discount rate


15.The history of the U.S. stock market teaches us that

a. Small caps have done the best in the last 100 years
b. there is only one best investment choice for the market as a whole
c. One should invest in stock markets regardless of his investment horizon
d. large cap stocks have done the best over a long period of time


16.The value of the dollar tends to ______ during major financial crises

a. decrease
b. increase
c. stay put


17.Arbitrage tends to make markets __________ efficient

a. more
b. less
c. randomly
d. unpredictably


18. A 100-year bond of a AAA-rated company most resembles

a. a junk bond
b. equity stock
c. a callable bond
d. a preferred stock


19.In the East Coast Yachts case, the Sharpe ratio is least applicable for

a. the bond fund
b. the large cap fund
c. the small-cap fund
d. East Coast Yacht stock
e. the S&P 500 fund


20. Retention of earnings makes sense when ROE is

a. low
b. about the average rate of return as the Treasury yield
c. reliably predictable
d. high

Explanation / Answer

1. Municipal bonds are best suited for investors in the low income tax bracket

False


2.The current Euro-zone crisis is not going to affect the U.S. economy


False

3. With the historically low current interest rates, the present value of a thirty-year annuity is worth more than that of a perpetuity, all other things being equal.

False

4. Convertible bonds are more expensive than non-convertible bonds, other things being equal.
:
True



5.According to the dividend valuation model, the higher the discount rate, the higher is the value of a stock.


False


6.The recent surge in long-term Treasury yield is a warning sign for inflation.

True



7.The yield curve in general is more inverted than not.

True



8.The higher is the risk premium of assets, the higher is their expected return.

True



9.When times are uncertain as they are now, the risk premium demanded by investors tends to go up

True



10.The credit rating of the state of california currently is a junk status.

True



11.According to the Fisher Equation, as inflation goes up, the nominal rate goes



b. up


12.All other things equal, high tech companies tends to grow ______ non-high tech companies


d. faster than


13.The geometric average for the Fisher Equation works particularly well for


c. China