Academic Integrity: tutoring, explanations, and feedback — we don’t complete graded work or submit on a student’s behalf.

1. Given the following financial data, compute the return on assets and return o

ID: 2775677 • Letter: 1

Question

1. Given the following financial data, compute the return on assets and return on equity: net income/sales = 8%, sales/total assets = 2.5X, and debt/total assets = 15%.

2. What would be the current yield of a 6% coupon bond priced at $950?

3. A convertible bond has a face value of $1,000 and the conversion price is $35 per share. The stock is selling at $30 per share. The bond pays $75 per year in interest and is selling in the market for $925. It matures in seven years. Market rates are 10% annually. (I) What is the conversion ratio? (II) What is the conversion value?

4. If a $100,000 Treasury bond futures contract changes by 9/32, what is the dollar change

5. A mutual fund is set up to charge a load. Its net asset value is $19.50 and its offer price is $22.00. What is the dollar value of the load (commission)

6. A shopping center has an annual net operating income of $950,000 and a capitalization rate of 6%. What is its value?

7. An investment has the following range of outcomes and probabilities. Outcomes (Percent) Probabilities of Outcomes 6% .25 9% .50 10% .25

Calculate the expected value and the standard deviation (round to two places after the decimal point where necessary).

A. Expected value = 8.50

Standard deviation = 1.50

Refer to Equation 17-1 Ki Pi KiPi 6% .25 1.50 9% .50 4.50 10% .25 2.50 KiPi 8.50

8. Explain the role of a specialist.

9. From the standpoint of fundamental analysis, what types of indicators are most valuable to investors

10. What is a major emphasis of the Dow theory

11. How can an investor earn a higher return in foreign markets than in the United States?

12. Which type of risk is associated with a risk premium

Explanation / Answer

Answer: to the first question-

Return on asset = Net income/Total Asset = (Net income/Sales) * (Sales/Total Asset) = 0.08 * 2.5 = 0.2 = 20%

Return on equity = Net income/Equity = (Net income/ Total Asset) * (Total Asset/Equity)

= (Net income/ Total Asset) * (1 - Debt/Total Asset) = 0.08 * (1-0.15) = 0.08 * 0.85 = 0.068 = 6.8%