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    Valuing Walmart

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    we use a rate of 0.65%. Assuming a dividend payout percentage of 45% at maturity I calculate its present value per share to be $50.62 which is a little higher than what it’s trading at present ($49.47). Capital Asset Pricing Model (CAPM): The CAPM is a model that describes the relationship between risk and expected return and that is used in the pricing of risky securities. The general idea behind CAPM is that investors need to be compensated in two ways: time value of money and risk

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    Case Study on Nike

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    equipment and non Nike brand products‚ such as Cole Haan. When we were considering on whether it was more appropriate to use multiple cost of capitals for each segment we believe that they all mostly share similar risk factors. We therefore decided to calculate two different costs of capitals‚ one using the geometric and the other using the arithmetic method. We believe that Joanna Cohen’s methodology in determining if Nike is currently under or overvalued was incorrect. Today we will show you the mistakes

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    Ameritrade 1997 Case

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    financial analysis‚ adopting the CAPM model‚ to calculate the cost of capital of the investment. Mr. Ricketts & his management team will then make a sound financial decision basing on our analysis results. According to our agreed plans‚ Mr. Ricketts has specifically requested us to perform the following three tasks and provide our recommendation accordingly. I. Briefly discuss the asset beta and CAPM model‚ and explain the steps for computing the asset beta and CAPM to produce the cost of capital

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    Compare and contrast CAPM and APT? Capital asset pricing model (CAPM) and arbitrage pricing theory (APT) are both methods of assessing an investment’s risk in relation to its potential reward and whether the potential investment yield is worthwhile. CAPM developed by Sharpe 1964. The basic theory behind this model is that investor needs to be compensated for Time Value of Money and the risk that they are taking. The time value of money is represented by the risk-free (rf) rate in

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    Fama-French Model

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    C = S ⋅ N ( d1 ) − X ⋅ e − rt ⋅ N ( d 2 ) σ2 μ 2|1 = μ 2 + ρ ( z1 − μ1 ) σ1 Modeling Financial Markets with 45 40 35 30 25 20 15 10 5 0 120.00% Excel and VBA 100.00% 80.00% 51 60.00% 50.5 40.00% σ = ω ⋅ Ω ⋅ω 2 p 0 0. 02 0. 04 0. 06 0. 08 0. 1 -0 .1 -0 .0 8 -0 .0 6 -0 .0 4 -0 .0 2 Frequency Histogram Bin T 20.00% 50 0.00% 49.5 49 48.5 1 Ben Van Vliet May 9 ‚ 2011 13 25 37 49 61 73 85 97

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    ProblemSet10 solutions v1

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    Economics Problem Set #10 Due Date: April 30‚ 2014 1. In the spreadsheet Markowitz-01.xlsx some of the entries in the long/short and longonly portfolio data sections are missing (the missing data locations are highlighted in yellow). Use the Solver to calculate the following to replace this data: (a) The mean excess return‚ standard deviation‚ and portfolio weights for the minimum variance portfolio. (b) The mean excess return‚ standard deviation‚ and portfolio weights for the optimum (maximum Sharpe ratio)

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    Cost of Equity

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    Model (CAPM): ra = rf + Ba (rm-rf) where: rf = the rate of return on risk-free securities (typically Treasuries) Ba = the beta of the investment in question rm = the market’s overall expected rate of return Let’s assume the following for Company XYZ: Next year’s dividend: $1 Current stock price: $10 Dividend growth rate: 3% rf: 3% Ba: 1.0 rm: 12% Using the dividend growth model‚ we can calculate that Company XYZ’s cost of capital is ($1 / $10 ) + 3% = 13% Using CAPM‚ we can

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    Roth- Case Paper

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    the future and the return each was likely to experience in different situations. PART #2 METHODOLOGIES 1) Beta=  [ Cov(r‚ Km) ] / [ StdDev(Km) ]2 R= is the return rate of the investment Km = is the return rate of the asset class 2) CAPM= ra = rf + Betaa(rm - rf) Ra= is the asset price Rf = is the risk-free rate of return Beta= is the risk premium Rm =is the market rate of return 3) Rate of Return 4) 5) PART #3 SOLUTIONS 1) Beta of Stock A= 1.315 Beta of

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    Financial Problems Slide

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    Return Probability IBM -22% -2 20 35 50 10% 20 40 20 10 3 FIN 254 (Instructor- Saif Rahman) Return: Calculating the expected return for each alternative k  expected rate of return k   k i Pi i 1 ^ ^ n ^ k IBM  (-22%) (0.1)  (-2%) (0.2)  (20%) (0.4)  (35%) (0.2)  (50%) (0.1)  17.4% 4 FIN 254 (Instructor- Saif Rahman) Summary of expected returns for all alternatives IBM Market USR T-bill Shell Exp return 17.4% 15.0% 13.8% 8.0% 1.7% IBM has the highest expected

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    Case Study of Nike Company

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    We choose WACC as our method to estimate the cost of capital‚ which can be used as a discount rate to verify whether Nike is correctly valued in current market. We have mainly four steps to calculate WACC: I. Identify the type of cost of capital; II. Figure out the weights of debt and equity; III. Calculate the cost of debt and equity respectively; IV. Get WACC. After our analysis‚ we conclude that Nike is undervalued at its current share price and recommend buying this stock. I. Single or multiple

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