1. BASIC INVESTMENT INFORMATION

2. Investment information key concepts stock quotations investment information resources

3. Investment terminology SECURITY: a financial instrument that is a claim on an asset and could be traded on the market STOCK: a certificate of share ownership in a corporation (equity instrument) BOND: a security that involves loan to be repaid (debt instrument)

4. Stocks an equity instrument common, preferred primary market: stock underwriters secondary market: –stock exchanges (NYSE, AMEX) –over-the-counter (NASDAQ network)

5. Bonds a debt instrument corporate, agency, municipal “coupon rate” of interest

6. Sources of financial quotations Printed resources: –WSJ, Investor’s Daily, Barron's Electronic quote systems: ticker services Online databases: e.g., CompuServe, Dialog, DJ News Retrieval Retrospective: Daily Stock Price Record (S&P)

7. Key market indicators stock indexes (Dow Jones Industrial Average, S&P 500) earnings per share price/earning ratio book value price volatility bond ratings

8. Useful resources Value Line Investment Survey Moody’s Handbook of Common Stocks Standard NYSE Stock Reports S & P Security Owners Stock Guide

9. Useful Internet links Etrade.com http://www.etrade.com/ Data Broadcasting Corporation - real time stocks http://www.dbc.com/ Hoovers Info Service http://www.hoovers.com SEC http://www.sec.gov