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Test your basic knowledge |
Finance Basics
Start Test
Study First
Subject
:
business-skills
Instructions:
Answer 50 questions in 15 minutes.
If you are not ready to take this test, you can
study here
.
Match each statement with the correct term.
Don't refresh. All questions and answers are randomly picked and ordered every time you load a test.
This is a study tool. The 3 wrong answers for each question are randomly chosen from answers to other questions. So, you might find at times the answers obvious, but you will see it re-enforces your understanding as you take the test each time.
1. Investor psychology is examined in an effort to determine if stock prices have been bid up to unreasonable heights in a speculative bubble or driven down to unreasonable lows in a fit of irrational pessimism
Limited Liability Partnership (LLP)
Net Operating Working Capital (NOWC)
Behavioral Finance
Net Working Capital (NWC)
2. Success (0.5 x $2000) + Failure (0.50 x $0) = $1 - 000 (New Stock Price)
Security Analysis
Expected Stock $
Portfolio Theory
Market Analysis
3. The markets where interest rates - along with stock and bond prices are determined
Bondholders
Capital Markets
Perceived Valuation
Annual Report
4. Similar to an LLC but used for professional firms in the fields of accounting - law - and architecture. It has limited liability like corporations - but is taxed like partnerships.Investors have votes in proportion to their share of ownership
Retained Earnings
True Valuation
Equilibrium
Limited Liability Partnership (LLP)
5. Current assets - (Current liabilities - Notes payables)
Expected Stock Price Formula
Net Operating Working Capital (NOWC)
Expected % Gain of Stock Price
Statement of Stockholders' Equity
6. Indicates how large a company is. What assets the company owns & who has claims on those assets as of a given date. Displayed in 2 columns with the assets (what the company owns) on the left side and the firms liabilities and equity on the right side
Formulas for Calculating Stockholders' Equity (SE)
Sets of Financial Statements
Investments
Balance Sheet
7. An investor whose views determine the actual stock price
Sole Proprietorships
Marginal Investor
Financial Management/Corporate Finance
Dividends Per Share (DPS)
8. An individual who targets a corporation for takeover because it is undervalued
Bondholders
Limited Liability Partnership (LLP)
Corporate Raider
Sarbanes-Oxley Act
9. Sales revenues - operating costs (including depreciation & amoritizaton)
Bondholders
Operating Income /(EBIT)
Negative FCF
Net Operating Working Capital (NWOC)
10. The best way to structure portfolios or 'baskets' of stocks and bonds
3 Reasons to Form a Corporation
Asset Valuation
Portfolio Theory
Equilibrium
11. Focuses on decisions concerning stocks and bonds and includes a number of activities - 1) Security Analysis - 2) Portfolio Theory - & 3) Market Analysis
Finance Department
Investments
Dividends Per Share (DPS)
S Corporation
12. 1 for the IRS - the other for reporting to investors
Expected % Gain of Stock Price
Bondholders
Net Operating Profit After Taxes (NOPAT)
Sets of Financial Statements
13. A legal entity created by a state - separate and distinct from its owners and managers - having unlimited life - easy transferability of ownership an limited liability. Major drawback is double taxation - earnings are taxed and dividends paid out
Corporation or C Corporation
EBITDA
Shareholder Wealth Maximization
Stockholders
14. A special designation that allows small businesses that meet qualifications to be taxed as if they were a proprietorship or a partnership rather than a corporation - exempt from corporate tax - must have less than 100 stockholders to qualify
Preferred Stock
Business Ethics
S Corporation
Net Operating Working Capital (NOWC)
15. Law passed by Congress that requires CEO's & CFO's to certify their firms financial statements are accurate and deal with the consequences if the statements are not accurate
Perceived Valuation
Federal Reserve System
Sarbanes-Oxley Act
Balance Sheet
16. Total common equity / Common shares outstanding
Book Value Per Share (BPS)
Security Analysis
Equilibrium
Convertible Bonds
17. Sole Proprietorships - Partnerships - Corporations (incl. S Corp. and Non-profits - Limited Liability Companies (LLC) and Limited Liability Partnerships
Stockholders' Equity
Earnings Per Share (EPS)
Legal Structures of Business Organizations
Hostile Takeover
18. Bears = pessimists - Bulls = optimists
Statement of Cash Flows
Operating Income /(EBIT)
Stock Market
Expected Stock Price Formula
19. Acquisition of a company over the opposition of its management
Areas of Finance
Net Operating Working Capital (NWOC)
Hostile Takeover
Security Analysis
20. Receive more when the company does better - often in conflict with bondholders
3 Reasons to Form a Corporation
Stockholders
Book Value Per Share (BPS)
Limited Liability Partnership (LLP)
21. The primary goal for managers of publicly owned companies implies that decisions should be made to maximize the long-run value of the firm's common stock. Corporate social responsibility is not inconsistent with maximizing shareholder value
Earnings Per Share (EPS)
Shareholder Wealth Maximization
Securities and Exchange Commission (SEC)
Retained Earnings
22. Debt securities that give the bondholder an option to exchange their bonds for shares of common stock
Formulas for Calculating Stockholders' Equity (SE)
Corporate Raider
Convertible Bonds
Security Analysis
23. Current assets - Current liabilities
Federal Reserve System
Net Working Capital (NWC)
Stock Valuation
Expected Stock Price Formula
24. A company's attitude and conduct toward its employees - customers - community - and stockholders
Income Statement
Stockholders
Business Ethics
Book Value Per Share (BPS)
25. For example - based on 50% probability of failure/success and current bond value of $1000 - a current stock price of $10 and projected new stock price of $2000 if successful
Expected Stock Price Formula
Expected Stock $
Negative FCF
True Valuation
26. The value of any asset is the present value or the stream of cash flows that the asset provides to its owners over time. In general the valuation is different if it is the 'market value' or the 'book value'
Earnings Per Share (EPS)
Limited Liability Partnership (LLP)
Sole Proprietorships
Asset Valuation
27. An estimate of a stock's 'true' value based on accurate risk adn return data - it can be estimated but not measured precisely - estimate by stock analysts - a long term concept - management should maximize this value not the market price
Federal Reserve System
Intrinsic Value
Portfolio Theory
Marginal Investor
28. Earnings Before Interest - Taxes - Depreciation & Amoritization = Sales revenues - operating costs
Sets of Financial Statements
Net Working Capital (NWC)
Corporate Raider
EBITDA
29. Net income / Common shares outstanding
Earnings Per Share (EPS)
Sarbanes-Oxley Act
Finance Department
Marginal Investor
30. Shows the amount of equity the stockholders had at the start of the year - the items that increased or decreased it and the equity at the end of the year
31. Stock value based on 'perceived' but possibly incorrect information as seen by the marginal investor
Operating Income /(EBIT)
Important Business Trends
Asset Funding
Market Price
32. Receive fix payments regardless of how well the company does - often in conflict with stockholders
Preferred Stock
Dividends Per Share (DPS)
Equilibrium
Bondholders
33. 1) Limited liability reduces the risks borne by investors - the lower the risk - the higher the value. 2) Firm's value is dependent on its growth opportunities - less risk easier to attract investor - more money more growth opportunities. 3) Valu
Annual Report
Sole Proprietorships
Bondholders
3 Reasons to Form a Corporation
34. Categorized as current assets because are used & then replaced
Finance Department
Retained Earnings
Market Price
Working Capital
35. Principal task is to evaluate proposed decisions and judge how they will affect the stock price and thus shareholder wealth. Success or lack thereof of projects can determine the stock prices
Finance Department
Sarbanes-Oxley Act
Partnership
Securities and Exchange Commission (SEC)
36. Focuses on decisions relating to how much and what types of assets to acquire - how to raise the capital needed to purchase assets - and how to run the firm so as to maximize its value
Behavioral Finance
Asset Funding
Finance Department
Financial Management/Corporate Finance
37. A relatively new type of organization that is a hybrid between a partnership and a corporation. It has limited liability like corporations - but is taxed like partnerships. Investors have votes in proportion to their share of ownership
Formulas for Calculating Stockholders' Equity (SE)
Portfolio Theory
Limited Liability Corporation (LLC)
Negative FCF
38. Current assets - (Current liabilities - Notes payable)
Retained Earnings
Earnings Per Share (EPS)
Net Operating Working Capital (NWOC)
Intrinsic Value
39. The larger the expected cash flows - and the lower the perceived risk the higher the stock's price
Stock Valuation
Convertible Bonds
Finance Department
EBITDA
40. Regulates the trading of stocks and bonds in public markets
Stock Market
Securities and Exchange Commission (SEC)
Net Operating Profit After Taxes (NOPAT)
Market Price
41. Accomplished through a combination of current liabilities - long-term debt - and common equity
Asset Funding
Free Cash Flow (FCF)
Asset Valuation
Investments
42. Amount of cash that could be withdrawn from a firm without harming its ability to operate and to produce future cash flows/ how much cash a firm can distribute to its investors - [ EBIT x (1-T) + Depreciation & Amoritization] - [Capital expenditures
Free Cash Flow (FCF)
Retained Earnings
Working Capital
Stock Market
43. Regulates banks and controls the supply of money
Limited Liability Partnership (LLP)
Working Capital
Areas of Finance
Federal Reserve System
44. Finding the proper values of individual securities
Preferred Stock
Stock Market
Expected Stock $
Security Analysis
45. Represents the amount that stockholders paid the company when shares were purchased and the amount or earnings the company has retained since its origination
46. 1) Increased globalization of business 2) Ever improving information technology 3) Corporate governance (the way top managers operate and interface with stockholders)
Important Business Trends
Limited Liability Partnership (LLP)
Security Analysis
Stock Market
47. Financial Management - Capital Markets - & Investments
Negative FCF
Market Analysis
Bondholders
Areas of Finance
48. An unincorporated business owned by 2 or more persons. 3 advantages - Easy and inexpensive to form - subject to few government regulations - and subject to lower income taxes than corporations. 3 disadvantages - Unlimited personal liability for the
Sarbanes-Oxley Act
Federal Reserve System
Convertible Bonds
Partnership
49. SE = Paid-in Capital + Retained Earnings or SE = Total Assets - Total Liabilities
50. Usually considered a debt (fixed charge) by stockholders and equity by bondholders. A hybrid between convertible bonds and long-term leases
S Corporation
Sets of Financial Statements
Depreciation
Preferred Stock