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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. Total common equity / Common shares outstanding
Book Value Per Share (BPS)
Securities and Exchange Commission (SEC)
Security Analysis
Expected Stock $
2. Represents the amount that stockholders paid the company when shares were purchased and the amount or earnings the company has retained since its origination
3. Finding the proper values of individual securities
EBITDA
Security Analysis
Capital Markets
Federal Reserve System
4. Net income / Common shares outstanding
Expected Stock $
Earnings Per Share (EPS)
Preferred Stock
True Valuation
5. 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
3 Reasons to Form a Corporation
Stockholders' Equity
Negative FCF
Partnership
6. Situation in which the actual market price equals the intrinsic value so investors are indifferent between buying or selling a stock
Expected Stock $
Equilibrium
Net Operating Working Capital (NOWC)
Hostile Takeover
7. The best way to structure portfolios or 'baskets' of stocks and bonds
Portfolio Theory
Statement of Stockholders' Equity
Capital Markets
Amoritization
8. Bears = pessimists - Bulls = optimists
Corporation or C Corporation
Stock Market
Business Ethics
Formulas for Calculating Stockholders' Equity (SE)
9. Expected % Gain of Stock Price = Increase of stock $ less original stock $ ($1 - 000 - $10) divided by original stock price (/ $10 x 100%) (100% is a constant)
Free Cash Flow (FCF)
Expected % Gain of Stock Price
Business Ethics
Partnership
10. Regulates banks and controls the supply of money
Federal Reserve System
Net Working Capital (NWC)
Behavioral Finance
Asset Valuation
11. A non-cash charge similar to depreciation except that it is used to write off the costs of intangible assets over their useful life
Balance Sheet
Stock Valuation
Amoritization
Dividends Per Share (DPS)
12. How did sales perform and did it make a profit? A report summarizing a firm's revenues - expenses and profits during a reporting period (generally a quarter or a year)
Bondholders
Income Statement
Net Operating Working Capital (NOWC)
Sole Proprietorships
13. 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
Behavioral Finance
Operating Income /(EBIT)
Market Price
Bondholders
14. 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
Stockholders
Book Value Per Share (BPS)
Retained Earnings
Limited Liability Corporation (LLC)
15. Focuses on decisions concerning stocks and bonds and includes a number of activities - 1) Security Analysis - 2) Portfolio Theory - & 3) Market Analysis
Investments
Operating Income /(EBIT)
Market Analysis
Stockholders' Equity
16. An uninicorporated business owned by one individual. 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 bu
Equilibrium
Preferred Stock
Expected Stock Price Formula
Sole Proprietorships
17. 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
18. Financial Management - Capital Markets - & Investments
3 Reasons to Form a Corporation
Corporate Raider
Expected % Gain of Stock Price
Areas of Finance
19. Current assets - (Current liabilities - Notes payable)
Shareholder Wealth Maximization
Legal Structures of Business Organizations
Net Operating Working Capital (NWOC)
Security Analysis
20. 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
Dividends Per Share (DPS)
Expected Stock Price Formula
Perceived Valuation
Federal Reserve System
21. The issue of whether stock and bond markets at any given time are 'too high' or 'too low' or 'about right' - Behavioral Finance is a tool often used to aid in this analysis
Investments
True Valuation
Areas of Finance
Market Analysis
22. Issued annually by a corporation to its stockholders - containing basic financial statements as well as management's analysis of the firm's past operations and future prospects. Provides 4 basic reports - Balance Sheet - Income Statement - Stateme
Annual Report
Asset Valuation
Shareholder Wealth Maximization
Expected Stock Price Formula
23. Debt securities that give the bondholder an option to exchange their bonds for shares of common stock
Net Operating Working Capital (NOWC)
Net Operating Profit After Taxes (NOPAT)
Convertible Bonds
Sole Proprietorships
24. Current assets - (Current liabilities - Notes payables)
Income Statement
3 Reasons to Form a Corporation
Depreciation
Net Operating Working Capital (NOWC)
25. 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
Sarbanes-Oxley Act
Portfolio Theory
Limited Liability Partnership (LLP)
Security Analysis
26. Receive fix payments regardless of how well the company does - often in conflict with stockholders
Stockholders
Statement of Stockholders' Equity
Stock Market
Bondholders
27. Categorized as current assets because are used & then replaced
Operating Income /(EBIT)
Net Operating Working Capital (NOWC)
Working Capital
Partnership
28. The larger the expected cash flows - and the lower the perceived risk the higher the stock's price
Stock Valuation
Free Cash Flow (FCF)
Working Capital
Limited Liability Partnership (LLP)
29. An individual who targets a corporation for takeover because it is undervalued
Federal Reserve System
Corporate Raider
Finance Department
Net Operating Profit After Taxes (NOPAT)
30. 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'
Operating Income /(EBIT)
Stock Market
Equilibrium
Asset Valuation
31. Current assets - Current liabilities
Legal Structures of Business Organizations
Net Working Capital (NWC)
Securities and Exchange Commission (SEC)
Equilibrium
32. 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
3 Reasons to Form a Corporation
Intrinsic Value
Market Analysis
33. A company's attitude and conduct toward its employees - customers - community - and stockholders
Amoritization
Net Operating Working Capital (NWOC)
Stockholders' Equity
Business Ethics
34. Cumulative total of all earnings kept by the company during its life - a claim against assets - they do not represent cash on the balance sheet
Retained Earnings
Net Working Capital (NWC)
Depreciation
Convertible Bonds
35. Success (0.5 x $2000) + Failure (0.50 x $0) = $1 - 000 (New Stock Price)
Partnership
Formulas for Calculating Stockholders' Equity (SE)
Expected Stock $
Intrinsic Value
36. Accomplished through a combination of current liabilities - long-term debt - and common equity
Asset Funding
Expected Stock Price Formula
Amoritization
Investments
37. Dividends paid to common shareholders / Common shares outstanding
Shareholder Wealth Maximization
Legal Structures of Business Organizations
Convertible Bonds
Dividends Per Share (DPS)
38. Profit a company would generate if it had no debt and held only operating assets - = EBIT x (1-T)
Expected Stock $
Hostile Takeover
Expected Stock Price Formula
Net Operating Profit After Taxes (NOPAT)
39. 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
Net Operating Working Capital (NWOC)
Corporation or C Corporation
Shareholder Wealth Maximization
Portfolio Theory
40. Earnings Before Interest - Taxes - Depreciation & Amoritization = Sales revenues - operating costs
Stock Valuation
Net Operating Working Capital (NOWC)
EBITDA
3 Reasons to Form a Corporation
41. 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
Sets of Financial Statements
Book Value Per Share (BPS)
Bondholders
Balance Sheet
42. What investors DO expect given the limited information they actually have
Perceived Valuation
Corporation or C Corporation
Stockholders
Income Statement
43. 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
Business Ethics
Investments
S Corporation
Finance Department
44. Regulates the trading of stocks and bonds in public markets
Securities and Exchange Commission (SEC)
Convertible Bonds
Preferred Stock
S Corporation
45. The markets where interest rates - along with stock and bond prices are determined
Capital Markets
Corporation or C Corporation
Market Analysis
Perceived Valuation
46. New investments - raise funds through financing - repurchased debt or equity - or paid dividends. How much cash the firm started the year with - how much it ended up with and what it did to increase or decrease its cash. A report that shows how th
Perceived Valuation
Balance Sheet
Annual Report
Statement of Cash Flows
47. SE = Paid-in Capital + Retained Earnings or SE = Total Assets - Total Liabilities
48. Stock value based on 'perceived' but possibly incorrect information as seen by the marginal investor
Net Working Capital (NWC)
S Corporation
Net Operating Working Capital (NWOC)
Market Price
49. 1) Increased globalization of business 2) Ever improving information technology 3) Corporate governance (the way top managers operate and interface with stockholders)
Expected % Gain of Stock Price
Income Statement
Balance Sheet
Important Business Trends
50. Charge used to reflect the cost of long term assets used up in the production process over their useful life (not a cash outlay). Accelerated generally used for the IRS and straight line for investors
Depreciation
Retained Earnings
Net Operating Profit After Taxes (NOPAT)
Hostile Takeover