JAN 310 - Great Company or Great Stock? How to Make the Investment Connection

Level:  Upper Division (300 Level)

Course Times:  9:15am - 11:55am

Note: See the Jan Term website for meeting days if not specified here.

Course Materials Fee:  None

Instructor(s):  Parlett, Stephen

Email:  stparlett@gmail.com

In this 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. 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 guest speakers from Stephen’s network addressing the topic of what makes a company great and matching that with strategies to assess and invests in its stock.

Prerequisites & Notes
Accounting 1 or the online Financial Accounting Review course selected by the instructor.

https://www.udemy.com/course/accounting-fsa-a-solid-foundation-for-a-career-in-finance/?couponCode=ST15MT100124B

Credits: 3-CU