1. 1.) What behavioral bias explains at least in part the housing bubble crash of 2008?
2. 2.)What are two things you would want to look at before investing in corporate bonds?
3. 3.)Is now a good time to invest in cyclical or non-cyclical stocks? Why?
4. 4.)Perform a simple valuation analysis of Community Bank Stock (CBU). To do this I want to see a multi stage dividend discount model
calculation (at least 2 stages) at least 5 different ratios calculated and some type of trend analysis. From your analysis of these three approaches should
we buy hold or sell the stock? Why?
5. 5.)Pick a stock for which a long straddle option strategy makes sense. Why? ( explain what long staddle option is)
6. 6.)What is a covered call strategy? When and how might you use it?
7. 7.)What are two risks distinct to international investing?
8. 8.)List and explain 6 considerations to make when deciding on an asset allocation for a client