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Investment and Portfolio Management Midterm Examination

Total questions: 16

Worksheet time: 7mins

Name
Class
Date
1.

Common stock riskier than debt or preferred shares.

a)

Yes

b)

No

2.

When was the first common stock was estbalished?

a)

1633

b)

1603

c)

1623

d)

1602

3.

IPO stands for...

(a)  

4.

These are companies that tend to increase in value due to growing earnings.

a)

Growth stocks

b)

Value stocks

c)

Common stock

d)

Preferred stock

5.

Investors should not diversify their portfolio by putting money into different securities based on their appetite for risk.

a)

True

b)

False

6.

It comes with no voting rights.

a)

Common Stock

b)

Debenture

c)

Preferred Stock

d)

None of the above

7.

The way earnings power is measured may also depend on the type of company being analyzed.

a)

True

b)

False

8.

 What determines the discount rate?

(a)  

9.

It is a huge driver from a technical perspective as well

a)

Substitutes

b)

Inflation

c)

Economic Driver

d)

Deflation

10.

It refers to the psychology of market participants, individually and collectively.

(a)  

11.

It refers to how much interest from investors a specific stock attracts.

a)

Liquidity

b)

Trend

c)

Demographic

d)

Substitutes

12.

They are last in line when it comes to company assets

a)

Investors

b)

Common stockholders

c)

Preferred stockholders

d)

Stocholders

13.

Value stocks are companies lower in price in relation to their fundamentals.

a)

True

b)

False

14.

Why stocks should be considered an important part of any investor’s portfolio?

4 lines
15.

This form of equity ownership typically yields higher rates of return in long term.

a)

Preferred Stock

b)

Common Stock

c)

Stock Shares

d)

None of the above

16.

What's the difference between preferred stock and common stock? Give three.

4 lines