Feb 02, 2023  
2023 January Term Course Catalog 
2023 January Term Course Catalog
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JAN 107 - Great Company or Great Stock? How to Make the Investment Connection

Upper division
Full credit
MTuThF, 9:15 AM - 11:50 AM

In this course, you will learn the skills to assess a publicly traded company both in respect to what makes a company great competitively and financially and link that to determine if the company’s stock is a good investment.  In pairs, you will select a company and learn the skills to both assess the company’s quality as defined by metrics and the value of its stock price.  Finally, you will learn how to make the “pitch” of why an investor should act on your recommendation.  The final project and bulk of the grade will be a written stock research report and the conclusions will be presented to the class.

If a student has not taken Accounting 001, Professor’s approval will be given by providing proof of enrollment in the Udemy 3.5 hr course in accounting for financial analysis to begin by Dec. 1, 2022. 


Instructor(s): Stephen Parlett
Email:  stp5@stmarys-ca.edu

Prerequisites & Notes
Prerequisites:  Accounting 001 or Professor’s approval with proof of enrollment in a Udemy 3.5hr course in accounting for financial analysis by Dec 1.
Course Fee:  10

Credits: 1

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