Dec 05, 2023  
2024 January Term Course Catalog 
2024 January Term Course Catalog
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JAN 310 - Great Company or Great Stock? How to Make the Investment Connection


Type:  In-Person

Course Meeting Days & Times: MTThF, 9:15 AM-11:45 AM


Instructor(s): Parlett, Stephen


Fee: $25


Course Description:  In this (100% in person) course you will learn the skills to assess a company both in respect to what makes a company great financially and link that to determine if the company’s stock is a good investment.  In small groups, you will select a company and learn the skills to both assess the company’s quality 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.  Skills learned in this course are life skills that can be applied to a wide range of personal and career financial tasks.  The course is taught by Stephen Parlett, CFA who was an Equity Analyst and Portfolio Manager for over 20 years at Montgomery Asset Management and Citadel.  Stephen currently coaches the SMC Investment Group and CFA Challenge team.  The course will include several guest speakers from Stephen’s network addressing the topic of what makes a company great and matching that with strategies to assess, invest and “pitch” a stock idea.

Prerequisites & Notes
ACCTG 001 or ACCTG 100 or a 3 hour Udemy Course “Accounting and Financial Statement Analysis: Complete Training”

Credits: 3

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