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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. The markets where interest rates - along with stock and bond prices are determined
Legal Structures of Business Organizations
Capital Markets
Bondholders
Book Value Per Share (BPS)
2. 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
Stock Valuation
Free Cash Flow (FCF)
Corporation or C Corporation
3. Financial Management - Capital Markets - & Investments
Stock Valuation
Partnership
Areas of Finance
Bondholders
4. 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
3 Reasons to Form a Corporation
Financial Management/Corporate Finance
Sarbanes-Oxley Act
Income Statement
5. The larger the expected cash flows - and the lower the perceived risk the higher the stock's price
Sets of Financial Statements
Stock Valuation
EBITDA
Shareholder Wealth Maximization
6. 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
Preferred Stock
Financial Management/Corporate Finance
Asset Funding
Market Price
7. Usually considered a debt (fixed charge) by stockholders and equity by bondholders. A hybrid between convertible bonds and long-term leases
Areas of Finance
Equilibrium
Stock Market
Preferred Stock
8. 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
Limited Liability Partnership (LLP)
Security Analysis
Expected Stock $
Important Business Trends
9. What investors would expect if they had all of the information that existed about a company
Business Ethics
EBITDA
Limited Liability Partnership (LLP)
True Valuation
10. 1 for the IRS - the other for reporting to investors
Partnership
Formulas for Calculating Stockholders' Equity (SE)
Sets of Financial Statements
Stock Market
11. 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
Statement of Stockholders' Equity
Market Analysis
Bondholders
Net Operating Working Capital (NOWC)
12. Indicates a rapidly growing company (investing in new assets) which is ok as long as the company eventually utilizes the assets to become profitable and contribute to its FCF
Financial Management/Corporate Finance
Preferred Stock
Asset Valuation
Negative FCF
13. 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)
Corporation or C Corporation
Net Operating Profit After Taxes (NOPAT)
14. Receive fix payments regardless of how well the company does - often in conflict with stockholders
Formulas for Calculating Stockholders' Equity (SE)
Expected Stock Price Formula
Bondholders
Equilibrium
15. Regulates banks and controls the supply of money
Federal Reserve System
Sarbanes-Oxley Act
Negative FCF
Important Business Trends
16. 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
Convertible Bonds
Formulas for Calculating Stockholders' Equity (SE)
Sole Proprietorships
Behavioral Finance
17. Receive more when the company does better - often in conflict with bondholders
Stockholders
Statement of Stockholders' Equity
S Corporation
Financial Management/Corporate Finance
18. A company's attitude and conduct toward its employees - customers - community - and stockholders
Negative FCF
Securities and Exchange Commission (SEC)
Expected Stock Price Formula
Business Ethics
19. An individual who targets a corporation for takeover because it is undervalued
Corporate Raider
EBITDA
3 Reasons to Form a Corporation
Net Working Capital (NWC)
20. 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)
Legal Structures of Business Organizations
3 Reasons to Form a Corporation
Business Ethics
Income Statement
21. 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
Bondholders
Investments
Sole Proprietorships
22. 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'
Financial Management/Corporate Finance
Asset Valuation
Amoritization
EBITDA
23. 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
Stock Market
Statement of Stockholders' Equity
Limited Liability Partnership (LLP)
24. 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
Formulas for Calculating Stockholders' Equity (SE)
Legal Structures of Business Organizations
Perceived Valuation
S Corporation
25. Current assets - Current liabilities
Equilibrium
Net Working Capital (NWC)
Expected Stock Price Formula
Sarbanes-Oxley Act
26. 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
3 Reasons to Form a Corporation
Intrinsic Value
Sets of Financial Statements
27. 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)
S Corporation
Expected % Gain of Stock Price
Stock Market
Amoritization
28. Success (0.5 x $2000) + Failure (0.50 x $0) = $1 - 000 (New Stock Price)
Intrinsic Value
Expected Stock $
Bondholders
Formulas for Calculating Stockholders' Equity (SE)
29. Profit a company would generate if it had no debt and held only operating assets - = EBIT x (1-T)
Net Operating Profit After Taxes (NOPAT)
Expected Stock Price Formula
Net Operating Working Capital (NWOC)
Free Cash Flow (FCF)
30. Finding the proper values of individual securities
Asset Valuation
Dividends Per Share (DPS)
Security Analysis
Formulas for Calculating Stockholders' Equity (SE)
31. Accomplished through a combination of current liabilities - long-term debt - and common equity
Expected % Gain of Stock Price
Asset Valuation
Sets of Financial Statements
Asset Funding
32. Current assets - (Current liabilities - Notes payables)
Stock Valuation
Depreciation
Net Operating Working Capital (NOWC)
Convertible Bonds
33. Categorized as current assets because are used & then replaced
Working Capital
Expected Stock Price Formula
Formulas for Calculating Stockholders' Equity (SE)
Limited Liability Corporation (LLC)
34. The best way to structure portfolios or 'baskets' of stocks and bonds
Portfolio Theory
Marginal Investor
Negative FCF
Market Analysis
35. Stock value based on 'perceived' but possibly incorrect information as seen by the marginal investor
Balance Sheet
Marginal Investor
Market Price
Net Operating Working Capital (NWOC)
36. Current assets - (Current liabilities - Notes payable)
Business Ethics
Net Operating Working Capital (NWOC)
Statement of Cash Flows
Financial Management/Corporate Finance
37. Sales revenues - operating costs (including depreciation & amoritizaton)
Net Operating Working Capital (NWOC)
Operating Income /(EBIT)
Net Working Capital (NWC)
Marginal Investor
38. Earnings Before Interest - Taxes - Depreciation & Amoritization = Sales revenues - operating costs
EBITDA
Marginal Investor
Stock Market
Important Business Trends
39. Acquisition of a company over the opposition of its management
Stockholders
Sets of Financial Statements
Stock Valuation
Hostile Takeover
40. 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
Shareholder Wealth Maximization
Negative FCF
Stock Valuation
41. What investors DO expect given the limited information they actually have
Net Operating Working Capital (NOWC)
Perceived Valuation
Statement of Stockholders' Equity
Market Price
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
Financial Management/Corporate Finance
Stock Market
Free Cash Flow (FCF)
Market Price
43. 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
Formulas for Calculating Stockholders' Equity (SE)
Expected Stock Price Formula
Preferred Stock
Market Analysis
44. 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
Sole Proprietorships
Asset Funding
Asset Valuation
3 Reasons to Form a Corporation
45. 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
Dividends Per Share (DPS)
Income Statement
Limited Liability Corporation (LLC)
Statement of Stockholders' Equity
46. Dividends paid to common shareholders / Common shares outstanding
Operating Income /(EBIT)
Asset Valuation
Dividends Per Share (DPS)
3 Reasons to Form a Corporation
47. 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
EBITDA
Corporation or C Corporation
Intrinsic Value
Net Working Capital (NWC)
48. Sole Proprietorships - Partnerships - Corporations (incl. S Corp. and Non-profits - Limited Liability Companies (LLC) and Limited Liability Partnerships
Legal Structures of Business Organizations
Market Analysis
Securities and Exchange Commission (SEC)
EBITDA
49. An investor whose views determine the actual stock price
Asset Valuation
Capital Markets
Marginal Investor
Formulas for Calculating Stockholders' Equity (SE)
50. Bears = pessimists - Bulls = optimists
Net Operating Working Capital (NOWC)
Expected Stock $
Stock Market
Hostile Takeover