End of the Chapter Questions and Problems
The following questions and problems are usually not collected or graded.
They are used as examples of what might appear on the quizzes or exams.
They are also used in class discussion.
Questions and problems with “*”
are key to understanding primary learning objectives. The Web Exercises and Spreadsheet
exercises may be required as part of an assignment. I usually modify the exercise for the
collected assignment.
Chapters refer to the Reilly and Norton text entitled Investments, 7th edition, Thompson South-Western, 2006. Solutions to the questions and problems are available for downloading at the course’s D2L site.
Chapters below refer to the Riley and Norton text entitled Investments, 7th edition, Thompson South-Western, 2006. Solutions to the questions and problems are available for downloading at the course’s D2L site.
Chapter 1 Questions: 3, 5, 6, 7, 10, 17
Problems: 2 (pay close attention to the terms in problems)
Chapter 2 Questions: 1, 2, 3, 4, 5, 6, 8
Problems: 1, 5, 6, 7*, 9, 12
Chapter 5 Questions: 1, 2, 3, 4, 5*
Problems: 1
Chapter 11 Questions: 1, 2, 6, 7, 8, 9
Valuation Problems: 6, 7, 8, 9, 14
Chapter 12
Questions: 2, 5, 7, 9, 10, 13, 14, 15, 16
Fixed Inc Problems: 7, 8
Chapter 17 Questions: 1, 2, 3, 5*, 6, 10, 11, 16
Problems: 5, 6, 7, 8, 9*, 10
Chapter 18 Questions: 2, 6, 12*, 13, 14*, 17, 18*, 19
Problems: 1, 2, 7*, 8*, 9*, 10
Chapter 19 Questions: 1, 2, 4, 7, 11, 19
Problems: 6*, 7, 8, 9
Chapters refer to the Riley and Brown text entitled Investment Analysis and Portfolio Management, 9th edition, Cengage Learning, 2009. Solutions to the questions and problems may be available for downloading at the course’s D2L site.
Chapter 3 Questions: 1, 2, 3, 5, 6, 8, 11, 12 and 15
Problems: 4 and 5
Chapter 6 Questions: 1, 2, 3, 4, 7, 8, 9, 10, 16, 17*, 19*, 20*, 21*, 23*
Problems: none
Chapter 7 Questions: 1, 2, 4, 8, 9, 12, 13, and 14 (listed as #5—CFA Examination Level II multiple choice question)
Problems: 1, 2, 4*, 5*, 6
Chapter 8 Questions: 2, 3, 4, 5, 6, 7, and 9
Problems: 1, 2a*, 2b*, 5, and 8
Chapter 9 Questions: 3, 4, 5, and 6
Problems: TBA (most likely none will be recommended)
Chapter 16 Questions: 1, 2, 5, 6, and 7
Problems: 2, 5, and 6
Chapter 25 Questions: 2, 3, 4, 6, 7, 8, and 9
Problems: 1, 2 and 7
Chapters refer to the Strong text entitled Practical Investment Management, 4th edition. (South-Western a division of Thomson Learning, 2007).
Chapter 3 Questions & Problems: 8, 9, 13, and 17
Chapter 6 Questions & Problems: 2, 6, 8, 12, 17, and 19
Chapter 11 Questions & Problems: 1, 4, 5, 8 and 10
Chapter 13 Questions & Problems: 1, 2, 3, 7, and 10