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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. An individual who targets a corporation for takeover because it is undervalued
Corporate Raider
Expected % Gain of Stock Price
Asset Valuation
Depreciation
2. 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
Income Statement
Sets of Financial Statements
Expected Stock Price Formula
Asset Funding
3. An investor whose views determine the actual stock price
Formulas for Calculating Stockholders' Equity (SE)
Marginal Investor
Financial Management/Corporate Finance
Corporate Raider
4. Stock value based on 'perceived' but possibly incorrect information as seen by the marginal investor
Asset Valuation
Limited Liability Corporation (LLC)
S Corporation
Market Price
5. 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
Convertible Bonds
Balance Sheet
Expected Stock Price Formula
Retained Earnings
6. Receive fix payments regardless of how well the company does - often in conflict with stockholders
Bondholders
Asset Funding
Business Ethics
Preferred Stock
7. Situation in which the actual market price equals the intrinsic value so investors are indifferent between buying or selling a stock
Shareholder Wealth Maximization
Equilibrium
Stockholders
Important Business Trends
8. 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
Book Value Per Share (BPS)
Behavioral Finance
Market Analysis
Asset Funding
9. Debt securities that give the bondholder an option to exchange their bonds for shares of common stock
Retained Earnings
Convertible Bonds
Preferred Stock
Expected Stock Price Formula
10. 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
Preferred Stock
Shareholder Wealth Maximization
Hostile Takeover
3 Reasons to Form a Corporation
11. 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)
Income Statement
Partnership
Sole Proprietorships
12. 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
Book Value Per Share (BPS)
Free Cash Flow (FCF)
Securities and Exchange Commission (SEC)
True Valuation
13. Dividends paid to common shareholders / Common shares outstanding
Sets of Financial Statements
Securities and Exchange Commission (SEC)
Dividends Per Share (DPS)
Asset Valuation
14. Total common equity / Common shares outstanding
Areas of Finance
Statement of Stockholders' Equity
Operating Income /(EBIT)
Book Value Per Share (BPS)
15. 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)
Balance Sheet
Perceived Valuation
Dividends Per Share (DPS)
Expected % Gain of Stock Price
16. Current assets - (Current liabilities - Notes payable)
Finance Department
Convertible Bonds
Depreciation
Net Operating Working Capital (NWOC)
17. Acquisition of a company over the opposition of its management
Areas of Finance
Stock Valuation
Stock Market
Hostile Takeover
18. 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
Expected Stock $
Legal Structures of Business Organizations
Sets of Financial Statements
Retained Earnings
19. 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 Working Capital (NWC)
Corporate Raider
Shareholder Wealth Maximization
Expected Stock Price Formula
20. 1) Increased globalization of business 2) Ever improving information technology 3) Corporate governance (the way top managers operate and interface with stockholders)
Business Ethics
Important Business Trends
Corporate Raider
Capital Markets
21. 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
Expected Stock $
S Corporation
Statement of Stockholders' Equity
Depreciation
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'
Areas of Finance
Statement of Stockholders' Equity
Asset Valuation
Portfolio Theory
23. Success (0.5 x $2000) + Failure (0.50 x $0) = $1 - 000 (New Stock Price)
Partnership
Negative FCF
Sets of Financial Statements
Expected Stock $
24. Finding the proper values of individual securities
Convertible Bonds
Security Analysis
Limited Liability Corporation (LLC)
Negative FCF
25. Categorized as current assets because are used & then replaced
Working Capital
Formulas for Calculating Stockholders' Equity (SE)
Depreciation
Corporate Raider
26. Focuses on decisions concerning stocks and bonds and includes a number of activities - 1) Security Analysis - 2) Portfolio Theory - & 3) Market Analysis
Expected Stock Price Formula
Security Analysis
True Valuation
Investments
27. 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
Market Analysis
Earnings Per Share (EPS)
Net Operating Working Capital (NOWC)
Formulas for Calculating Stockholders' Equity (SE)
28. 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
Negative FCF
Book Value Per Share (BPS)
Statement of Stockholders' Equity
3 Reasons to Form a Corporation
29. 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
Legal Structures of Business Organizations
Negative FCF
Annual Report
Corporation or C Corporation
30. Current assets - (Current liabilities - Notes payables)
Corporation or C Corporation
Shareholder Wealth Maximization
Net Operating Working Capital (NOWC)
Expected Stock $
31. 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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32. A non-cash charge similar to depreciation except that it is used to write off the costs of intangible assets over their useful life
Security Analysis
Amoritization
Securities and Exchange Commission (SEC)
Expected % Gain of Stock Price
33. Sole Proprietorships - Partnerships - Corporations (incl. S Corp. and Non-profits - Limited Liability Companies (LLC) and Limited Liability Partnerships
EBITDA
S Corporation
Legal Structures of Business Organizations
Behavioral Finance
34. Sales revenues - operating costs (including depreciation & amoritizaton)
Financial Management/Corporate Finance
Operating Income /(EBIT)
Expected Stock Price Formula
Securities and Exchange Commission (SEC)
35. SE = Paid-in Capital + Retained Earnings or SE = Total Assets - Total Liabilities
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36. 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
Operating Income /(EBIT)
Corporate Raider
Finance Department
S Corporation
37. Net income / Common shares outstanding
Corporate Raider
Limited Liability Corporation (LLC)
Annual Report
Earnings Per Share (EPS)
38. 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
S Corporation
Market Price
Expected Stock Price Formula
Partnership
39. 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
Security Analysis
S Corporation
Stockholders' Equity
Limited Liability Corporation (LLC)
40. Regulates banks and controls the supply of money
Federal Reserve System
Portfolio Theory
Hostile Takeover
S Corporation
41. Usually considered a debt (fixed charge) by stockholders and equity by bondholders. A hybrid between convertible bonds and long-term leases
Stockholders' Equity
Preferred Stock
Amoritization
Annual Report
42. What investors DO expect given the limited information they actually have
Investments
Hostile Takeover
Net Working Capital (NWC)
Perceived Valuation
43. Accomplished through a combination of current liabilities - long-term debt - and common equity
Asset Funding
Expected % Gain of Stock Price
Free Cash Flow (FCF)
Stockholders' Equity
44. Profit a company would generate if it had no debt and held only operating assets - = EBIT x (1-T)
3 Reasons to Form a Corporation
Intrinsic Value
Sarbanes-Oxley Act
Net Operating Profit After Taxes (NOPAT)
45. Regulates the trading of stocks and bonds in public markets
Net Operating Working Capital (NWOC)
Securities and Exchange Commission (SEC)
Bondholders
Hostile Takeover
46. Financial Management - Capital Markets - & Investments
Operating Income /(EBIT)
Dividends Per Share (DPS)
Earnings Per Share (EPS)
Areas of Finance
47. 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
Behavioral Finance
Stock Market
Corporation or C Corporation
Statement of Cash Flows
48. 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
Sets of Financial Statements
Formulas for Calculating Stockholders' Equity (SE)
Depreciation
Statement of Cash Flows
49. What investors would expect if they had all of the information that existed about a company
True Valuation
Sarbanes-Oxley Act
Asset Valuation
Stockholders' Equity
50. 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
Financial Management/Corporate Finance
Stock Valuation
Stockholders' Equity
Dividends Per Share (DPS)