PROFESSOR’S INSTRUCTIONS

PROFESSOR’S EMAIL ADDRESS: carlosvelayojr@yahoo.com

PROFESSOR’S CELLPHONE NUMBER: 0917-844-6804

CLASS YAHOO GROUP EMAIL ADDRESS:

3T0506-FNC5110-carlosvelayojr@yahoogroups.com
Duties of Class Officers:
Class President:
Responsible for the smooth operation of each class session.
Responsible for the proper conduct of all students.
Official representative of the class to all external offices and activities.
Has the authority to delegate assignments to other officers.

Class Vice-President:
Assumes the duties of the president in his absence.
Shares the regular workload of the auditors.

Class Secretary:
Responsible for the taking and recording of attendance during class
Responsible for the preparation of minutes of all class sessions, activities and
assignments.
Responsible for the preparation of a class seating plan with pictures.
Responsible for the preparation of a class directory.

Class Treasurer:
Responsible for the collection, safeguarding and disbursement of class funds.
Assumes the duties of the secretary in her absence.
Shares the regular workload of the auditors.

Class Auditor:
Responsible for the checking of the veracity and accuracy of all trades in the stock
simulation activity.
Shares the auditing workload with the Vice-President and the Treasurer.

List of things to do:

Class President:
Schedule of Assigned Student Prayer Leaders
Schedule of Assigned Student Presentations and Topics

Class Secretary:
Fill up class officers form and submit to ADMIN
Prepare Class Attendance Sign In Sheet
Seating Plan with Pictures
Student Class Directory
Preparation of Minutes for each Class Session
Collect Student Class Cards
Collect student ledgers
Rule on hardcopy of yahoo group posting of buy or sell to be attached to ledger
Regular Schedule of Activities every Class Session
Call to Order by Class President at exactly 6 p.m.
Opening Prayer by assigned Prayer Leader.
Attendance Report by Class Secretary.
Announcements by Class Officers
Collection of all Assignments / Reports by Class Secretary
Presentations by assigned Students.
Lecture and Discussion

List of Topics for Student Presentations

1. State of the Philippine Government and Corporate Governance
2. What You need to know to Trade in the Philippine Stock Market
3. Supreme Court and Interest Rates
4. Interest Rates – Simple and Compound
5. Calculation of Present Value
6. Calculation of Standard Deviation and Risk Beta
7. Capital Asset Pricing Model (CAPM)
8. Annuities and Perpetuities
9. Regression Analysis
10. Technical Analysis
11. Bond Trading
12. Options and Derivatives Trading

STOCK MARKET INVESTMENT SIMULATION ACTIVITY (INDIVIDUAL)

Mechanics:

Each student will begin with an assumed starting capital of P1M to be used for
investment in any stock issue listed at the PSE
Not later than the last working day before the 13th session, all investments will be
liquidated and the students must submit a final report concerning his/her investment
performance.

STUDENT TRADING REPORT TO YAHOO GROUP

DATE
NAME
BOUGHT OR SOLD:
COMPANY == NO. OF SHARES == CLOSING PRICE == VALUE

Maintain ledger record of all stock trading transactions.

Each student must prepare a weekly status report on powerpoint presentation format
concerning his/her investment portfolio describing the following:
1. Investments made (Shares bought or sold / volume / value)
2. Amount earned to date
3. ROI to date

Three to four students will be chosen at random every session to make the presentation
of his/her weekly report. All students will be required to submit printed versions of their
presentations.

Rule - limit of shares traded to actual for the day

 Rule - hardcopy printout of yahoo group posting of buy or sell to be attached to ledger

Grades for this simulation will be based on the following:

lowest third = 0 - 74(UNSATISFACTORY)
middle third = 75 - 85(PASS)
top third = 86 - 100(A)

Grades for this project will be equal to 30% of the final grade for the course.

GRADING SYSTEM (BASIS IN EVALUATING STUDENT PERFORMANCE)

Mid-Term and Final Examination 35%
Investment Simulation 30%
Class Attendance, Participation, Homework, Quizzes 20%
Presentations / Discussions 15%

TOTAL 100%

TEXT READINGS AND ONLINE RESOURCES

Fundamentals of Financial Management, 10th ed. (International Student Edition)
Eugene Brigham and Joel Houston
Thomson – South Western, 2004

Principles of Corporate Finance

Richard A. Brealey & Stewart C. Myers
4th Edition, McGraw-Hill, Inc. New York

OTHER REFERENCES AND ONLINE RESOURCES

Financial Management and Policy
James C. Van Horne (JVH)
Latest Edition, Prentice Hall International Editions
Financial Management in the Philippine Setting
Text and Cases (CGS)
Cesar G. Saldana (Latest Reprint)
Basic Business Finance
Hunt, Williams & Donaldson (HWD)
Text and Cases
Managerial Finance Weston & Brigham (8th)
Holt-Saunders International Edition
Basic Managerial Finance
Lawrence Gitman (1st) Harper & Row , New York
Foundations of Finance, 3rd edition
Arthur J. Keown, J. William Petty, David F. Scott, Jr., John D. Martin
Prentice-Hall, Inc. NJ.

INTERNET SITES
A virtual Law library:
http://www.chanrobles.com/virtualibrary1.htm
On taxes:
http://www.bir.gov.ph
Link to government agencies:
http://www.bsp.gov.ph/links/links.htm
Technistock:
http://www.technistock.net/ph
Business newspaper with financial market reports:
http://www.bworld.com.ph/current/today.html
Philippine Stock Exchange:
http://www.pse.org.ph