...1 QuickSMA – A Stock Market Analyzer for Open Office Calc Pavalanathan Priyanthan priyanthanuom@gmail.com Department of Computer Science &Engineering, University of Moratuwa, Sri Lanka. Abstract— OpenOffice application suite is gaining popularity after the introduction of a more improved version. The supremacy of open source software relies on its support for vast amount of extensibility and customization. OpenOffice.org provides such support through Extensions - which include Components, Add-ins and Add-Ons. This paper is a study of the process of developing an Add-On for OpenOffice Calc which is aimed towards analyzing stock market data. Index Terms— Optimization, Stock markets, Share prices Further currently there are no such extensions or features exist in OpenOffice Calc regarding stock market analysis or option pricing. But there are sophisticated software available for this kind of purposes and also few companies have developed some Add-Ins for Microsoft Excel. This extension is costless and is easy to use; hence will be useful for those who are related to stock exchange especially to the investors, investment advisors and option writers. The initial requirement was further enhanced to create an Add-On which allows the users to do the following: use the downloaded stock price data to perform Technical Analysis using seven important Technical Analysis indicators such as MACD, RSI, Aroon Oscillator, Stochastic, OBV, ADX and Simple moving average, generate charts...
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...Assignment 3 (100 marks) ------------------------------------------------- Top of Form Bottom of Form (Covers Modules 6, 7, and 8) Note: If this is your first time using the Online Learning Environment, check out the Course Orientation and the quick tutorials in the Support Centre. General assignment FAQs can be found in your Assignment Submission area. Prepare the answers to these assignment questions in Word and save them as one Word document on your hard drive. For the recommended format and filename, see the FAQs in the Assignment Submission area. If this assignment Word file requires the pasting of Accpac.RTF reports, or Excel.xls sections, or other files, students are strongly advised to refer to the How To/Use Software/Use Excel, Use Word or both, to ensure the successful submission of their complete assignment. Multiple-choice questions are to be completed within the Online Learning Environment in your MS2 Assignment Submission section. This portion of the assignment will be automatically graded. Do not include your answers in your Word document as they will not be graded. When your file is complete and you are ready to submit it for marking, select your Assignment Submission area. For help, refer to the quick tutorial, “Submit your assignment.” Follow these steps to ensure that your assignment was received by your marker: * Select the Grade Centre link. * Select the exclamation mark (!). In the section “Your work,” select the file. If you can view...
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...Problem Sets and Concept and Principles Summary FIN 571 Text Problem Sets and Concept and Principles Summary Problem A3: (Bond valuation) General Electric made a coupon payment yesterday on its 6.75% bonds that mature in 8.5 years. If the required return on these bonds is 8% APR, what should be the market price of these bonds? PMT -33.75 FV -1000 N 17 Rate 4% Market Price $923.96 Fair Value of a bond = C/r*(1-1/(1+r)^n)+M/(1+r)^n Assuming that it’s a semi-annual bond with face value of $1000 A13. (Required return for a preferred stock) Sony $4.50 preferred is selling for $65.50. The preferred dividend is non-growing. What is the required return on Sony preferred stock? PV Perpetuity = D / r r = D / PV r = $4.50 / $65.50 = 6.87% A15. (Stock valuation) Let’s say the Mill Due Corporation is expected to pay a dividend of $5.00 per year on its common stock forever into the future. It has no growth prospects whatsoever. If the required return on Mill Due’s common stock is 14%, what is a share worth? Share Price = Dividend/Required Return P0 = D1 / (r - g) P0 = $5.00 / (0.14 - 0.00) = $35.71 B15. (Interest-rate risk) A quick look at bond quotes will tell you that GMAC has many different issues of bonds outstanding. Suppose that four of them have identical coupon rates of 7.25% but mature on four different dates. One matures in 2...
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...4, 7, 12, & 25 1. Bond Yields. A 30-year Treasury bond is issued with face value of $1,000, paying interest of $60 per year. If market yields increase shortly after the T-bond is issued, what happens to the bond’s a. coupon rate? The fixed rate is 6% and will not change the $60 per year. b. price? Price is dependent upon the market interest rate. If the market interest rate goes up, the bond price goes down; if the interest rate goes down, the price of the bond must increase. c. yield to maturity? If the market yield increases, the yield to maturity will increase, and vice versa. d. current yield? Current rate = coupon rate ÷ bond price. As the bond price changes the current yield will as well. If the bond price is lower, the current yield will be higher and vice versa. 2. Bond Yields. If a bond with face value of $1,000 and a coupon rate of 8 percent is selling at a price of $970, is the bond’s yield to maturity more or less than 8 percent? What about the current yield? Because the bond is discounted, the yield to maturity must be more than 8%, so the yield to maturity is greater than the coupon rate. Current yield = coupon payment ÷ bond price Coupon payment = $1000 * .08 = $80 CY = 80÷ 970 = 8.247 which is greater than 8%. 3. Bond Yields. A bond with face value $1,000 has a current yield of 7 percent and a coupon rate of 8 percent. What is the bond’s price? If x = the bond price .07 = 80/x x= 80/.07 = $1,142.86 4. Bond Pricing. A 6-year Circular...
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...E14-1 Classification of Liabilities Presented below are various account balances. (a) Bank loans payable of a winery due March 10, 2014. (The product requires aging for 5 years before sale). Current liability IF current assets are used to satisfy debt. (b) Unamortized premium on bonds payable, of which $3,000 will be amortized during the next year. Valuation account relating to the long-term liability, bonds payable (sometimes referred to as an adjunct account). The $3,000 would continue to be reported as long-term. © Serial bonds payable,$1,000,000, of which $250,000 are due each July 31. Current liability, $250,000; long-term liability, $750,000. (d) Amounts withheld from employees' wages for income taxes. Current liability (e) Notes payable due January 15, 2013. Probably noncurrent, although if operating cycle is greater than one year and current assets are used, this item would be classified as current. (f) Credit balances in customers' accounts arising from returns and allowances after collection in full of account. Current liability (g) Bonds payable of $2,000,000 maturing June 30, 2012. Current liability unless (a) a fund for liquidation has been accumulated which is not classified as a current asset or (b) arrangements have been made for refinancing. (h) Overdraft of $1,000 in a bank accounts. (No other balances are carried at this bank). Current liability (i) Deposits made by customers who have ordered goods. Current liability Instructions: Indicate whether each of the...
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...Chapter 6 Bonds and their Valuation OVERVIEW This chapter presents a discussion of the key characteristics of bonds, and then uses time value of money concepts to determine bond values. Bonds are one of the most important types of securities to investors, and are a major source of financing for corporations and governments. The value of any financial asset is the present value of the cash flows expected from that asset. Therefore, once the cash flows have been estimated, and a discount rate determined, the value of the financial asset can be calculated. A bond is valued as the present value of the stream of interest payments (an annuity) plus the present value of the par value, which is the principal amount for the bond, and is received by the investor on the bond’s maturity date. Depending on the relationship between the current interest rate and the bond’s coupon rate, a bond can sell at its par value, at a discount, or at a premium. The total rate of return on a bond is comprised of two components: interest yield and capital gains yield. The bond valuation concepts developed earlier in the chapter are used to illustrate interest rate and reinvestment rate risk. In addition, default risk, various types of corporate bonds, bond ratings, and bond markets are discussed. Outline A bond is a long-term contract under which a borrower agrees to make payments of interest and principal, on specific dates, to the holders of the bond. There are four...
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...Corporate Bonds: Background Bonds may be registered (bondholder’s name is kept in a file) or held as bearer bonds (anyone possessing the bond may sell it or collect interest payments and face value). Each bond round of sales is called a “series.” So the company’s Series M bond issue might have occurred in 2003; and its Series N issue might have taken place in 2005. It might be that the total amount the company raised in its Series M equaled $600 million; and the amount raised (borrowed) in its Series N was $900 million. Each bond series has its own indenture (legal document stating the requirements, definitions and consequences of default). Moreover, all of the bonds issued from a series, say Series P, have bond certificates (like a stock certificate) which specifies the company (bond issuer) name, the bond face value (par value), the coupon rate (interest rate), the dates that interest will be paid, and the maturity date (when $1,000 is paid). Corporate Bonds: Interest Payments Corporate bonds might have a) fixed interest rate payments (“CoCo”, b) no interest rate payments (“NoNo”), or 3) floating-rate payments (“floaters”). The interest rate on a bond is stated as its “coupon rate.” If the company is issuing bonds that have a coupon rate of 6%; that means that the company is promising to make semiannual interest payments to the bondholder of $30 (every 6 months) until maturity—and they will pay the bondholder the face amount of $1,000 upon maturity. Most corporate...
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...GUIDE FOR STUDENTS // 2014 CONTENTS 02 INTRODUCTION 03 BLOOMBERG TERMINAL 03 The Bloomberg Keyboard 03 Helpful Keys 04 Accessing The Application 05 Logging In 06 Bloomberg Panels 07 FUNCTIONS & SECURITIES 07 Running Functions 08 Working With Securities 10 NAVIGATION 10 Basic search (Autocomplete) 11 Full Search 12 Browsing Menus 13 PERFORMING ANALYSIS 13 Navigating Functions 14 Stock/Company Screening 15 Analyzing a Company 16 Analyzing an Index, Bond or Currency 17 EXPORTING DATA 17 The Bloomberg Excel Add-In 20 Drag & Drop 20 Printing & Other Export Options 20 GETTING HELP & LEARNING MORE 22 APPENDIX 22 Equity 22 Fundamental Analysis 23 Analytics 24 M&A Analysis 24 Fixed Income 26 Swaps 27 Money Markets 28 Structured Finance Analytics 29 Price Discovery 29 Analytics 29 Descriptive 30 Relative Value 30 Ticketing 30 Hedging 30 Additional Fixed-Income Functions 32 FI Futures & Options 33 Repo Analysis Data 33 CALCULATORS 33 High Yield/Syndicated Loans/ Distressed Research 34 Municipal Bonds INTRODUCTION For more than 20 years, Bloomberg has been committed to helping universities and colleges incorporate the Bloomberg Professional® service into their academic programs to better prepare students for the global job market. Universities and colleges around the globe use Bloomberg to bring the real world of finance into the classroom, providing students with access to the same information platform used by leading decision makers in business, finance and...
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...GUIDE FOR STUDENTS // FEbRUaRy 2012 CONTENTS>>>>>>>>>> 02 bLOOMbERG TERMINaL® 02 The bloomberg Keyboard 03 accessing the application 04 Logging In 05 bloomberg Panels 06 FUNCTIONS & SECURITIES 06 Running Functions 07 Working with Securities 09 basic Search (autocomplete) 10 Full Search 11 browsing Menus 09 NavIGaTION 12 PERFORMING aNaLySIS 12 Navigating Functions 13 Stock/Company Screening 14 analyzing a Company 15 analyzing an Index, bond or Currency 16 ExPORTING DaTa 16 The bloomberg Excel add-In 19 Drag & Drop 19 Printing and Other Export Options 20 GETTING HELP aND LEaRNING MORE CONTENTS>>>>>>>>>> 21 aPPENDIx 21 Equity 21 Fundamental analysis 22 analytics 23 M&a analysis 23 Fixed Income 25 Swaps 26 Money Markets 27 Structured Finance analytics 28 Price Discovery 29 analytics 29 Descriptive 29 Relative value 29 Ticketing 29 Hedging 30 additional FI Functions 31 FI Futures and Options 32 Repo analysis Data 32 Calculators 33 High yield/Syndicated Loans/Distressed Research 34 Municipal bonds INTRODUCTION For more than 20 years, bloomberg has been committed to helping universities and colleges incorporate the bLOOMbERG PROFESSIONaL® service into their academic programs to better prepare students for the global job market. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Universities and colleges around the globe use Bloomberg to bring the real world of finance into the classroom, providing students with access to the same information platform...
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...Defining Financial Terms 1. Finance: Finance is the science of the management of money and other assets. This is essential for businesses with importance to capital and holdings. (Titman, Keown, & Martin, 2011) 2. Efficient Market: Efficient market is defined as a price where the holdings show both current as well as relevant figures; the assets fundamentally have their actual prices. The affiliation to finance is that the statement of information efficiency is operating in asset management with respect to their assessments. 3. Primary Market: Primary market is defined as a market relating to new securities where the securities are sold first (Titman, Keown, & Martin, 2011) . The securities are directly purchased from the issuer. This is important in finance ability as an importance of the fact that the growth of long-term capital through the issuance of securities is a necessary issue in finance. 4. Secondary Market: Secondary market is defined as where securities are traded that has earlier been issued within the primary market (Titman, Keown, & Martin, 2011). Usually, the securities are issued in either public offering or private. This is necessary within finance because these markets provide liquidity to stake holders. 5. Risk: Risk is defined as a possibility when the investment might potentially be unsuccessful to receive the expected returns, which may result in the loss of the original investment. It is very important within finance to assess...
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...What do you think is unethical? The countrywide approved everyone to get their loans, no matter they have jobs or not, no matter they have income or not, no matter they have assets or not. The criteria they use may be unethical. They don’t care whether the documents are valid, whether they can verify the income, whether the appraisal is any good. They just care about getting the loan closed, in order to do another loan. The underwriters/ contractors looked through the loan as quick as they can. The loans are not looked at like they should have been looked at. They won’t think through with the common sense which is reasonable or not. ( teacher 10,000, waitress 12,000). On the instruction of their supervisor and lead. In the world of due diligence, they don’t use the word “fraud”. Even if it is suspected, they will say it seems like incorrect. 60% to more than 80% of the loans did not meet their policy. Clinton Holdings perform due diligence to two dozen banks, who were buying the mortgage from the Countrywide, Ameriquests, the New Centurys, packaging those loans, selling them to other investors. In each of these banks, The Clinton Holdings find a substantial portion of the loans did not meet the standards of the bank buying those loans. The banks did not tell the investors that the loans were defective. Blankfein was unapologetic. Do you think they know that you think something is a piece of crap when you sell it to them and then bet against it? When the supervisor go to the...
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...The Financial Project Clifford Brown Course: Math 104 Professor: Bonnie Kegan Strayer University November 13, 2012 The purpose of this assignment is to explain what financial adjustments would need to be made in order to achieve a shorter amortization on the loan in question. The loan that we will discuss is based on the following information: Current balance is $112,242.47 The principle payment is $706.12 The Escrow payment is $211.13 The total payment 917.25 To address the subject we will use a series of questions. The first question is: How much money will need to be added to the current monthly payment in order to pay the loan of in 20 years instead of 25 years? The current payment on the loan is $706.12, and the new payment would be $788.03, therefore the answer to this question is $81.91. The next concern would be whether or not it would be reasonable to make such a change in ones existing mortgage if you had less than $100.00 left with the mortgage as it currently is now. This question requires us to evaluate whether or not we could carry out our daily routines with a modest $18.09 left over every month. Under these circumstances I find that it would be a poor choice to become committed to any such arrangement. However, one could sacrifice and make additional payments on less frequent intervals. This would mean that we should evaluate another approach to solve the issue of paying the loan off early. Often time’s people refinance their mortgages at lower...
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...Activities of SEC regarding secondary market: Mutual Fund: Bangladesh security and exchange commission is concern about activities of Mutual fund. According to the Securities and Exchange Commission (Mutual Fund) Rules, 2001 SEC can registers mutual fund. Later on 16 March 2009 SCE established Mutual Fund and SPV department. At present one mutual fund is listed in the private sector. There are two types of mutual funds 1. Open- Ended Mutual fund 2. Closed-Ended Mutual Fund The list of mutual funds in Bangladesh is given below Closed end mutual fund SL Name of the Mutual Fund Year of Floatation Face Value Fund Size (TK in Crore) 01 1st ICB 1980 100 Tk 0.75 02 2nd ICB 1984 100 Tk 0.50 03 3rd ICB 1985 100 Tk 1.00 04 4th ICB 1986 100 Tk 1.00 05 5th ICB 1987 100 Tk 1.50 06 6th ICB 1988 100 Tk 5.00 07 7th ICB 1995 100 Tk 3.00 08 8th ICB 1996 100 Tk 5.00 09 1st BSRS 1997 100 Tk 5.00 10 ICB AMCL 1st 2003 100 Tk 10.00 11 ICB AMCL Islamic 2005 100 Tk 10.00 12 ICB AMCL 1st NRB 2007 100 Tk 10.00 SL Name of the Mutual Fund Year of Floatation Face Value Fund Size (TK in Crore) 13 ICB AMCL 2nd NRB 2008 100 Tk 100.00 14 AIMS 1st Guaranteed 2000 1 Tk 16.80 15 Grameen Mutual Fund One 2005 10 Tk 17.00 16 Grameen Mutual Fund Two 2008 10 Tk 125.00 17 Prime Finance 1st 2009 10 Tk 20.00 18 EBL 1st 2009 10 Tk 100.00 19 ICB AMCL 2nd 2009 100 Tk 50.00 20 ICB Employees Mutual Fund One:Scheme One 2010 10 TK.75.00 21 Trust Bank...
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...1-1 If you bought a share of stock, what would you expect to receive, when would you expect to receive it, and would you be certain that your expectations would be met? When a stock is bought, the basic expectation is to get dividends and capital gains. Dividends are given by the company while holding the stock whereas capital gains are received when the stock is sold. Stock involves great degree of risk so whatever you expect is uncertain whereas in case you have bought US treasury, then the risk would have been negligible as it guarantees payment after every 6 months. 1-3 What is a firm’s intrinsic value? Its current stock price? Is the stock’s “ true long-run value” more closely related to its intrinsic value or to its current price? Intrinsic value of a stick is the actual value of the security as opposed to it market price or book value. It can be estimated as true value, which is based on accurate risk and return but cannot be measured. A stock’s current price is its current market price a value, which is seen by marginal investor. 1-4 When is a stock said to be in equilibrium? At any given time, would you guess that most stocks are in equilibrium as you defined it? Explain. When there are no buyers or sellers of a stock, that is when the intrinsic value equals the actual market price of a stock, then such stock is said to be in equilibrium. Most stocks are either close to their intrinsic value or close to the equilibrium, such a condition of a stock is...
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...millions| Investment in bonds (face amount)|80|| Discount on bond investment||14| Cash price of bonds||66| Cash at .04 x $80 million|3.2|| Discount on bond investment|0.1|| Interest revenue at .05 x $66||3.3| Cash at .04 x $80 million|3.2|| Discount on bond investment|0.11|| Interest revenue at .05 x ($66 + .1)||3.31| Fuzzy Monkey| Book Value| December 31, 2011| Investment in bonds|$80.00M|| Less: Discount on bond investment ($14 - .1 - .11M)|13.79M|| Amortized cost||$66.21M| If Fuzzy Monkey had the “positive intent and ability” to hold their securities until they matured, they will be classified as held to maturity and reported at the amortized cost on the balance sheet versus fair value. Operating cash flows: Cash inflow from interest - $3.2 + $3.2 = $6.4 Interest revenue using indirect method statement of cash flows- $3.3 + $3.31 = $6.61 net income Adjustment using above method - ($.21) Investing cash flows – cash outflow from buying investments of $66 3P. |$ in millions| Investment in bonds (face amount)|80|| Discount on bond investment||14| Cash price of bonds||66| Cash at .04 x $80 million|3.2|| Discount on bond investment|0.1|| Interest revenue at .05 x $66||3.3| Cash at .04 x $80 million|3.2|| Discount on bond investment|0.11|| Interest revenue at .05 x ($66 + .1)||3.31| Fuzzy Monkey| Book Value| December 31, 2011| Investment in bonds|$80.00M| Less: Discount on bond investment ($14 - .1 -...
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