Q2: You have just graduated from MBA program with finance major. Immediately after graduation you have been hired as a financial analyst in a highly prestigious listed company name Cornejo. Your first assignment is to estimate the cost of equity capital and stock price of the company. Your assistant gathered the following information for you:
|
Year |
Dividend per Share (DPS) |
|
t-5 |
7.80 |
|
t-4 |
9.4 |
|
t-3 |
10.85 |
|
t-2 |
11.2 |
|
t-1 |
11.7 |
|
t0 |
10 |
Required:
In: Finance
Problem 39:
You have just turned 30 years old, have just received your MBA, and have accepted your first job. Now you must decide how much money to put into your RRSP. Your RRSP works as follows: Every dollar in the plan earns 7% per year. You cannot make withdrawals until your 65th birthday. After that point, you can make withdrawals as you see fit. You decide that you will plan to live to 100 and work until you turn 65. You estimate that to live comfortably in retirement, you will need $100,000 per year starting at the end of the first year of retirement (i.e., when you turn 66) and ending on your 100th birthday. You will contribute the same amount to the plan at the end of every year that you work. How much do you need to contribute each year to fund your retirement?
**please list out step by step actions, please show the formulas used, please DONT USE excel**
Problem 40:
* Problem 39 is not very realistic because most people do not contribute a fixed amount to their RRSP each year. Instead, you would prefer to contribute a fixed percentage of your salary each year. Assume that your starting salary is $75,000 per year and it will grow 2% per year until you retire. Assuming everything else stays the same as in Problem 39, what percentage of your income do you need to contribute to the plan every year to fund the same retirement income?
**please list out step by step actions, please show the formulas used, please DONT USE excel**
In: Finance
2. Artie Siegel, an MBA student, has been having problems balancing his checkbook. His monthly income is derived from a graduate research assistantship; however, he also makes extra money in most months by tutoring undergraduates in their quantitative analysis course. His historical chances of various income levels are shown in the following table:
|
Monthly Income* ($) |
Probability |
|
350 |
0.40 |
|
400 |
0.20 |
|
450 |
0.30 |
|
500 |
0.10 |
*Assume that this income is received at the beginning of each month.
Siegel’s expenditures also vary from month to month, and he estimates that they will follow this distribution:
|
Monthly Expenses ($) |
Probability |
|
300 |
0.10 |
|
400 |
0.45 |
|
500 |
0.30 |
|
600 |
0.15 |
He begins his final year with $600 in his checking account. Simulate the entire year (12 months) on the next page and discuss Siegel’s financial picture, i.e., will he be able to keep his head above water--(out of debt)? What is his expected average profit for the 12 months? Use the random numbers below.
Random numbers for Income and Expenses
|
Income |
85 |
54 |
73 |
95 |
9 |
19 |
81 |
2 |
76 |
55 |
57 |
1 |
|
Expenses |
99 |
44 |
1 |
80 |
95 |
72 |
75 |
16 |
32 |
57 |
31 |
32 |
In: Statistics and Probability
MBA 6400 Case Study #1
Short-term investment returns: money market instruments Part of your responsibilities as a junior financial analyst is researching and identifying potential short-term liquid investment options for your firm. These investment vehicles are at times used by the firm during periods when their cash inflows exceed projections. The firm, at times, uses excess cash to purchase short-term debt instruments providing a low, but safe marginal return on invested capital.
Your Director, who reports to the firm's Chief Financial Officer (CFO) has come to you seeking your recommendation on short-term investment options for the upcoming year. The Director has asked for recommendations and a report illustrating your optimal analysis for investing $2.5m of excess cash.
Current background info: We have a potential impending compound money market problem: The U.S. is issuing more debt, in part due to the recent tax cuts. Simultaneously, the Fed, China, Japan and to a lesser degree Russia have been reducing their holdings of U.S. Debt. Therefore, if the U.S. Treasury Department can't get entities to their positions holding U.S. debt, then the pressure to increase interest rates to make newly issued securities attractive increases. Increased interest rates at the Treasury means securities prices fall with cascading impacts.
Therefore, the current interest rate environment is one where rates are expected to increase.
The analysis report to be presented to the Director is to include:
1. Your concise statement and recommendation of the specific short-term investment options that meets the firm's criteria.
2. A detailed summary of the investment asset and the parameters you will use in which to base your recommendation.
3. A detailed description of the upside and downside risk of each investment. The latter is of particular importance as the firm may decide to manage excess cash in one or more vehicles for longer than one year.
4. Source identifier for all investment selections
a. Example: website URL
5. A spreadsheet (embedded into the report) illustrating the following:
a. Asset category/classification
b. Specific money market instrument identifier i. Example: U.S. Treasury CUSIP
6. EAR for each investment
7. YTM for each investment
a. If held to maturity
b. If sold at the end of 12 months
8. Total return for investment portfolio if held to maturity
9. Spreadsheet model is to include all cell-based formulas for all calculations Your conclusion is to summarize the recommendation made in item #1 above Format for report.
In: Finance
Governments must now account for their capital assets, including
infrastructure, and they must recognize in their accounts that the
assets may not last forever (unless continually preserved). In the
year a road maintenance district was established, it engaged in the
transactions that follow
involving capital assets (all dollar amounts in thousands). The
district maintains only a single governmental fund (a general
fund).
1. Received authority over roads previously “owned” by the
county. The estimated replacement cost of the roads was $60,000. On
average they have a remaining useful life of 40 years.
2. Acquired machinery and equipment for $700, with general fund
resources. They have a useful life of 10 years.
3. Incurred costs of $3,000 to construct a building. The
construction was financed with general obligation bonds. The
building has a useful life of 30 years.
4. Acquired equipment having a fair value of $60 in exchange for
$20 cash (from general-fund resources) plus used equipment for
which the district had paid $50. The used equipment had a fair
value at the time of the trade of $40; depreciation of $25 had
previously been recognized.
5. Sold land for $70 that had been acquired for $90.
6. Received a donation of land from one of the towns within the
district. The land had cost the town $120, but at the time of the
contribution had a fair market value of $500.
7. Incurred $1,200 in road resurfacing costs. The district
estimates that its roads must be resurfaced every four years if
they are to be preserved in the condition they were in when they
were acquired.
8. Recognized depreciation of $100 on its building, $70 on its
machinery and equipment, and $1,500 on its roads, in addition to
any depreciation relating to the resurfacing costs.
a. Prepare entries to record the transactions so that they could
be reflected in the district’s government-wide statements. The
district has opted to depreciate its infrastructure assets.
b. Suppose instead that the district has elected not to depreciate
its roads but to record as an expense only the costs necessary to
preserve the roads in the condition they were in when acquired. How
would your entries differ?
c. If, in fact, the roads have a useful life of 40 years, do you
think it is sound accounting not to depre-ciate the roads?
Explain.
d. If, in fact, the preservation costs are sufficient to preserve
the roads in the condition they were in when the district acquired
them, do you think it is sound accounting to depreciate the roads?
Explain.
In: Accounting
In: Economics
ChalaCorporation,whichbeganbusinessin2019appropriately,usestheinstallment
salesmethodofaccountingforitsinstallmentsales.Thefollowingdatawereobtained
forsalesduring2019and2020: 2019 2020
Kshs Kshs
Installmentsales 360,000 350,000
Costofinstallmentsales 234,000 245,000
Cashcollectionsoninstallmentsalesduring:
2019 150,000 100,000
2020 - 120,000Required:
Preparesummaryjournalentriesfor2019and2020toaccountfortheinstallmentsalesand
cash
collections.Thecompanyusesperpetualinventorysystem.
In: Accounting
XYZ purchased $100,000 equity interest in Z-Tech, Inc, on January 1, 2020. On November 30. 2020, Z-Tech paid dividends of $3,000 to XYZ. At December 31, 2020, XYZ's holdings in Z-Tech is valued at $101,000. Prepare the entries necessary to record (1) the purchase of the investment, (2) the receipt of dividends and (3) year-end adjusting entry assuming that XYZ uses the Available for Sale method to account for this investment.
In: Accounting
The following information for 2020 relates to Will, a single taxpayer, age 18: wages - 9,500; taxable interest income - 10,600; itemized deductions - 1,500. Compute Will's tax liability for 2020 assuming he is self-supporting. Compute Will's tax liability for 2020 assuming he is dependent of his parents and they support him entirely (his earned income is NOT more than 50% of his support). His parents marginal tax rate is 22%
In: Accounting
M sold investment real estate to B in 2020 for $100,000. M purchased the property 5 years ago for $60,000. The terms of the sale indicated that B was to pay $20,000 to M in 2020, $50,000 in 2021, and the remaining balance of $30,000 in 2022. M elected to use the installment method to report the gain. Assuming the payments are made as agree upon, how much gain should M report for each year?
2022
2021
2020
In: Economics