Investment fund and security analysis
1. Examples of the various types of mutual funds. As you review the examples, can anyone explain a no-load or low-load fund?
2. Can anyone provide some of the types of mutual funds and explain their objective
3. Regarding real asset investing, real estate is a potential choice but there are several drawbacks. What are some of the disadvantages of investing in real estate?
4. As you review investing in real assets, is there any impact of currency fluctuations and other global economic changes upon the value of real assets? In other words, do economic changes in foreign countries affect the value of real estate and/or gold?
Financial statement analysis
5. Since cash flow is determined by your input and output of cash during a specific period of time, this statement helps companies determine where there surplus and deficit in cash is coming from. How is this determined specifically?
6. What are some questions the cash flow statement addresses?"
7. Please briefly discuss the one of the following ratios for Bank of America based on year ending 2014
Operating Cash Flow Ratio
Price/Cash Flow Ratio
Cash Flow Margin Ratio
8. Please briefly discuss the one of the following ratios for Wells Fargo based on year ending 2014
Operating Cash Flow Ratio
Price/Cash Flow Ratio
Cash Flow Margin Ratio