California Coast BAM 313 Unit 2, 3, And 4
Unit 2 Multiple Choice Questions (Enter your answers on the enclosed answer sheet)
- What is the present value of an annuity of $120 received at the end of each year for 11 years? Assume a discount rate of 7%. The rst payment will be received one year from today (round to nearest $1).
a. $570 b. $250 c. $400 d. $900
- You bought a racehorse that has had a winning streak for six years, bringing in $250,000 at the end of each year before dying of a heart attack. If you paid $1,155,720 for the horse 4 years ago, what was your annual return over this 4-year period?
a. 12% b. 8% c. 18% d. 33%
- How much money do I need to place into a bank account that pays a 1.08% rate in order to have $500 at the end of 7 years?
a. $751.81 b. $463.78 c. $629.51 d. $332.54
- Your daughter is born today and you want her to be a millionaire by the time she is 40 years old. You open an investment account that promises to pay 11.5% per year. How much money must you deposit today so your daughter will have $1,000,000 by her 35th birthday?
a. $20,100 b. $18,940 c. $28,575 d. $22,150
- If you want to have $3,575 in 29 months, how much money must you put in a savings account today? Assume that the savings account pays 12% and it is compounded monthly (round to nearest $1).
a. $2,438 b. $2,679 c. $3,147 d. $3,008
Unit 2 Examination
BAM 313 Introduction to Financial Management
- U.S. Savings Bonds are sold at a discount. The face value of the bond represents its value on its future maturity date. Therefore:
- The current price of a $50 face value bond that matures in 10 years will be greater than the current price of a $50 face value bond that matures in 5 years.
- The current prices of all $50 face value bonds will be the same, regardless of their maturity dates because they will all be worth $50 in the future.
- The current price of a $50 face value bond will be higher if interest rates increase.
- The current price of a $50 face value bond that matures in 10 years will be less than the
current price of a $50 face value bond that matures on 5 years.
- Stock A has the following returns for various states of the economy:
State of the Economy
Recession Below Average Average
Above Average Boom
Probability Stock A’s Return 9% -72% 16% -15%
51% 16% 14% 35% 10% 85%
Unit 2 Examination
97
Stock A’s expected return is
a. 9.9%. b. 13.8% c. 12.7%. d. 16.5%.
8. Beginning with an investment in one company’s securities, as we add securities of other companies to our portfolio, which type of risk declines?
- unsystematic risk
- market risk
- systematic risk
- non-diversi able risk
BAM 313 Introduction to Financial Management
Unit 2 Examination
Project 1 | |||
Probability | Return | Standard Deviation | Beta |
50% chance | 22% | 12% | 1.1 |
50% chance | – 4% |
Project 2 | |||
Probability | Return | Standard Deviation | Beta |
30% chance | 36% | 19.5% | 0.8 |
40% chance | 10.5% | ||
30% chance | – 20% |
Project 3 | |||
Probability | Return | Standard Deviation | Beta |
10% chance | 28% | 12% | 2.0 |
70% chance | 18% | ||
20% chance | – 8% |
98
- Assume the risk-free rate of return is 2% and the market risk premium is 8%. If you are a risk averse investor, which project should you choose?
- Project 3
- Project 2
- Project 1
- Either Project 2 or Project 3 because the higher expected return on project 3 offsets its
higher risk.
- Stock A has a beta of 1.2 and a standard deviation of returns of 14%. Stock B has a beta of 1.8 and a standard deviation of returns of 18%. If the risk-free rate of return increases and the market risk premium remains constant, then:
- the required returns on stocks A and B will not change
- the required returns on stocks A and B will both increase by the same amount
- the required return on stock A will increase more than the required return on stock B
- the required return on stock B will increase more than the required return on stock A
BAM 313 Introduction to Financial Management
99
- Suppose interest rates have been at historically low levels the past two years. A reasonable strategy for bond investors during this time period would be to:
- buy only junk bonds which have higher interest rates
- invest in long-term bonds to reduce interest rate risk
- invest in short-term bonds to reduce interest rate risk
- invest in long-term bonds to lock in a bond position for when interest rates increase in the
future
- Fred and Ethel are both considering buying a corporate bond with a coupon rate of 8%, a face value of $1,000, and a maturity date of January 1, 2025. Which of the following statements is MOST correct?
- Fred and Ethel will only buy the bonds if the bonds are rated BBB or above.
- Because both Fred and Ethel will receive the same cash ows if they each buy a bond,
they both must assign the same value to the bond.
-
- If Fred decides to buy the bond, then Ethel will also decide to buy the bond if markets are
ef cient.
-
- Fred may determine a different value for a bond than Ethel because each investor may
have a different level of risk aversion, and hence a different required return.
- Which of the following statements is true?
- Short-term bonds have greater interest rate risk than do long-term bonds.
- Long-term bonds have greater interest rate risk than do short-term bonds.
- Interest rate risk is highest during periods of high interest rates.
- All bonds have equal interest rate risk.
- Crandle’s common stock is currently selling for $79.00. It just paid a dividend of $4.60 and dividends are expected to grow at a rate of 5% inde nitely. What is the required rate of return on Crandle’s stock?
a. 11.76% b. 11.11% c. 12.2% d. 14.21%
- An example of the growth factor in common stock is:
- retaining pro ts in order to reinvest into the rm
- two strong companies merging together to increase their economies of scale
- acquiring a loan to fund an investment in Asia
- issuing new stock to provide capital for future growth
Unit 2 Examination
BAM 313 Introduction to Financial Management
100
- Waterfront Solutions, Inc. paid a dividend of $5.00 per share on its common stock yesterday. Dividends are expected to grow at a constant rate of 4% for the next two years, at which point the stock is expected to sell for $56.00. If investors require a rate of return on Waterfront’s common stock of 18%, what should the stock sell for today?
a. $40.22 b. $50.22 c. $44.76 d. $48.51
- Andre’s parents established a college savings plan for him when he was born. They deposited $50 into the account on the last day of each month. The account has earned 10.9% compounded monthly, tax-free. How much can they withdraw on his 18th birthday to spend on his education?
a. $33,307 b. $30,028 c. $43,730 d. $27,560
- Charlie wants to retire in 15 years, and he wants to have an annuity of $50,000 a year for
20 years after retirement. Charlie wants to receive the rst annuity payment the day he retires. Using an interest rate of 8%, how much must Charlie invest today in order to have his retirement annuity (round to nearest $10).
a. $167,130 b. $315,240 c. $256,890 d. $200,450
An investor currently holds the following portfolio:
4,000 shares of Stock H 7,500 shares of Stock I 12,500 shares of Stock J
19. The beta for the portfolio is:
a. 1.45 b. 1.27 c. 1.99 d. 1.77
Amount
Invested
$8,000 Beta = 1.3 $24,000 Beta = 1.8 $48,000 Beta = 2.2
Unit 2 Examination
BAM 313 Introduction to Financial Management
101
- Which of the following will cause the value of a bond to increase, if other things held the same?
- interest rates decrease
- the company’s debt rating drops from AAA to BBB
- investors’ required rate of return increases
- the bond is callable
- A small biotechnology research corporation has been experiencing losses for the rst three years of its existence, and thus has a negative balance in retained earnings. The corporation’s stock price, however, is $1 per share. Which of the following statements is MOST correct?
- The required return on the stock will be small because the company has very few assets.
- Investors believe the stock is worth $1 per share because future earnings (and cash ows)
are expected to be positive.
-
- The corporation’s accountants must have made a mistake because retained earnings may
not be negative.
-
- Investors are irrational to pay $1 per share when earnings per share have been negative for
three years.
- How much money must be put into a bank account yielding 6.42% (compounded annually) in order to have $1,671 at the end of 11 years? (round to nearest $1)
a. $798 b. $886 c. $921 d. $843
- Wendy purchased 800 shares of Robotics Stock at $3 per share on 1/1/09. Wendy sold the shares on 12/31/09 for $3.45. Genetics stock has a beta of 1.3, the risk-free rate of return is 3%, and the market risk premium is 8%. The required return on Genetics Stock is:
a. 21.1% b. 13.4% c. 16.5% d. 17.6%
Unit 2 Examination
BAM 313 Introduction to Financial Management
102
- Bart’s Moving Company bonds have a 11% coupon rate. Interest is paid semiannually. The bonds have a par value of $1,000 and will mature 8 years from now. Compute the value of Bart’s Moving Company bonds if investors’ required rate of return is 9.5%.
a. $1,133.05 b. $1,098.99 c. $1,082.75 d. $1,197.27
- Jackson Corp. common stock paid $2.50 in dividends last year (D0). Dividends are expected to grow at a 12-percent annual rate forever. If Jackson’s current market price is $40.00, what is the stock’s expected rate of return? (nearest .01 percent)
a. 18.25% b. 5.50% c. 11.00% d. 19.00%
Unit 3: Multiple Choice Questions (Enter your answers on the enclosed answer sheet)
1. The DEF Company is planning a $64 million expansion. The expansion is to be nanced by selling $25.6 million in new debt and $38.4 million in new common stock. The before-tax required rate of return on debt is 9 percent and the required rate of return on equity is 14 percent….

