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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. SE = Paid-in Capital + Retained Earnings or SE = Total Assets - Total Liabilities
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2. 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
Asset Funding
Market Analysis
Market Price
Behavioral Finance
3. Acquisition of a company over the opposition of its management
Security Analysis
Hostile Takeover
Asset Valuation
Important Business Trends
4. 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
Stockholders' Equity
Expected Stock Price Formula
Net Operating Working Capital (NWOC)
Business Ethics
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
Operating Income /(EBIT)
Limited Liability Partnership (LLP)
Formulas for Calculating Stockholders' Equity (SE)
Partnership
6. 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)
Stock Valuation
True Valuation
Sole Proprietorships
7. Situation in which the actual market price equals the intrinsic value so investors are indifferent between buying or selling a stock
Free Cash Flow (FCF)
Equilibrium
Formulas for Calculating Stockholders' Equity (SE)
Shareholder Wealth Maximization
8. Represents the amount that stockholders paid the company when shares were purchased and the amount or earnings the company has retained since its origination
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9. 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
Asset Funding
Areas of Finance
Free Cash Flow (FCF)
Market Analysis
10. 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)
Limited Liability Partnership (LLP)
Expected Stock Price Formula
3 Reasons to Form a Corporation
Expected % Gain of Stock Price
11. Regulates the trading of stocks and bonds in public markets
Intrinsic Value
Balance Sheet
Securities and Exchange Commission (SEC)
Market Price
12. 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
Operating Income /(EBIT)
Preferred Stock
Net Working Capital (NWC)
13. The larger the expected cash flows - and the lower the perceived risk the higher the stock's price
Stock Valuation
Sarbanes-Oxley Act
Portfolio Theory
Net Working Capital (NWC)
14. 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
Sole Proprietorships
Asset Valuation
Perceived Valuation
Free Cash Flow (FCF)
15. An investor whose views determine the actual stock price
Perceived Valuation
Expected Stock Price Formula
Investments
Marginal Investor
16. Earnings Before Interest - Taxes - Depreciation & Amoritization = Sales revenues - operating costs
Intrinsic Value
Stock Market
Expected Stock $
EBITDA
17. 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)
Convertible Bonds
Income Statement
Market Price
Sets of Financial Statements
18. 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'
Formulas for Calculating Stockholders' Equity (SE)
Asset Valuation
Capital Markets
Perceived Valuation
19. A company's attitude and conduct toward its employees - customers - community - and stockholders
Business Ethics
Retained Earnings
Asset Funding
Statement of Stockholders' Equity
20. A non-cash charge similar to depreciation except that it is used to write off the costs of intangible assets over their useful life
Stockholders' Equity
Amoritization
Bondholders
Book Value Per Share (BPS)
21. Accomplished through a combination of current liabilities - long-term debt - and common equity
Corporation or C Corporation
Net Operating Profit After Taxes (NOPAT)
Asset Funding
Statement of Stockholders' Equity
22. An individual who targets a corporation for takeover because it is undervalued
Investments
Dividends Per Share (DPS)
Securities and Exchange Commission (SEC)
Corporate Raider
23. Dividends paid to common shareholders / Common shares outstanding
Stock Valuation
Dividends Per Share (DPS)
Corporate Raider
Important Business Trends
24. Profit a company would generate if it had no debt and held only operating assets - = EBIT x (1-T)
Dividends Per Share (DPS)
Stockholders
Market Price
Net Operating Profit After Taxes (NOPAT)
25. Finding the proper values of individual securities
Security Analysis
Finance Department
Preferred Stock
Earnings Per Share (EPS)
26. Current assets - (Current liabilities - Notes payable)
Perceived Valuation
Net Operating Working Capital (NWOC)
Balance Sheet
Expected Stock $
27. 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
Stock Valuation
Legal Structures of Business Organizations
Stock Market
28. 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
Net Operating Profit After Taxes (NOPAT)
3 Reasons to Form a Corporation
Expected Stock $
Balance Sheet
29. Stock value based on 'perceived' but possibly incorrect information as seen by the marginal investor
Net Operating Profit After Taxes (NOPAT)
Business Ethics
Market Price
Securities and Exchange Commission (SEC)
30. 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
Net Working Capital (NWC)
Net Operating Profit After Taxes (NOPAT)
S Corporation
Stock Valuation
31. 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)
Expected % Gain of Stock Price
EBITDA
Formulas for Calculating Stockholders' Equity (SE)
32. Sole Proprietorships - Partnerships - Corporations (incl. S Corp. and Non-profits - Limited Liability Companies (LLC) and Limited Liability Partnerships
Statement of Cash Flows
Legal Structures of Business Organizations
Expected % Gain of Stock Price
Equilibrium
33. 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
Operating Income /(EBIT)
Financial Management/Corporate Finance
Net Working Capital (NWC)
Sarbanes-Oxley Act
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
Perceived Valuation
Working Capital
Retained Earnings
Financial Management/Corporate Finance
35. What investors would expect if they had all of the information that existed about a company
Convertible Bonds
Business Ethics
True Valuation
Net Operating Working Capital (NOWC)
36. Total common equity / Common shares outstanding
Depreciation
Book Value Per Share (BPS)
Marginal Investor
Financial Management/Corporate Finance
37. Focuses on decisions concerning stocks and bonds and includes a number of activities - 1) Security Analysis - 2) Portfolio Theory - & 3) Market Analysis
Investments
Balance Sheet
Portfolio Theory
Negative FCF
38. 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
Operating Income /(EBIT)
Sarbanes-Oxley Act
Business Ethics
Annual Report
39. 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
Earnings Per Share (EPS)
Corporation or C Corporation
Convertible Bonds
EBITDA
40. Usually considered a debt (fixed charge) by stockholders and equity by bondholders. A hybrid between convertible bonds and long-term leases
Preferred Stock
Income Statement
Book Value Per Share (BPS)
Important Business Trends
41. Debt securities that give the bondholder an option to exchange their bonds for shares of common stock
Convertible Bonds
Negative FCF
Investments
Asset Valuation
42. Current assets - Current liabilities
Limited Liability Corporation (LLC)
Capital Markets
Hostile Takeover
Net Working Capital (NWC)
43. 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
Statement of Stockholders' Equity
Balance Sheet
Partnership
Marginal Investor
44. Current assets - (Current liabilities - Notes payables)
Statement of Cash Flows
Finance Department
Portfolio Theory
Net Operating Working Capital (NOWC)
45. What investors DO expect given the limited information they actually have
Stock Valuation
S Corporation
Book Value Per Share (BPS)
Perceived Valuation
46. 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
Intrinsic Value
Equilibrium
Net Operating Working Capital (NWOC)
Shareholder Wealth Maximization
47. The best way to structure portfolios or 'baskets' of stocks and bonds
Earnings Per Share (EPS)
Statement of Stockholders' Equity
Portfolio Theory
Net Operating Working Capital (NOWC)
48. 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
Asset Funding
True Valuation
Operating Income /(EBIT)
Limited Liability Corporation (LLC)
49. 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
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50. 1) Increased globalization of business 2) Ever improving information technology 3) Corporate governance (the way top managers operate and interface with stockholders)
Market Price
Business Ethics
Important Business Trends
Limited Liability Corporation (LLC)