INTERMEDIATE INVESTMENTS

 

post has three assignments

Review a teaching session that you recently delivered(this may or not be the micro teach session delivered as part of the pttls programme) and describe: i the teaching and learning approaches used. ii the effectiveness of learning that took place. iii areas where you could improve your teaching.
2. describe how you would extend this teaching session into a full teaching programme.
3 produce two further session plans from the teaching programme. this must include:
i an indication of how the session relates to a full teaching programme.
ii the nature of the target group.
iii the learning outcomes.
iv a selection of teaching and learning approaches to engage and motivate learners.
v an appropriate method of testing that learning has occured.
vi an indication of where functional skills can be embedded into the the teaching programme.

these are the questions to assignment 3 if you can give me details of how to send you the questions to assignment two, i will get them to you as soon as i can.hopefully tomorrow

2:INTERMEDIATE INVESTMENTS

Choose four (4) publicly traded firms on any of the three major Exchanges (NYSE, Amex or Nasdaq) and answer the following questions (if a firm you choose does not have a Web site for information specified in the question then select another firm that does have the required information):

Q1. Almost all companies have an Investor Relations (IR) section on their Corporate Web site. Click on the Investor Relations tab on the Corporate Web site for each of your firms and provide a list of the topics that are available for investors.

Example: The URL for the General Electric (GE) Corp. Web site is: http://www.ge.com/
Click on “Investor Relations” at the top of the Web page
List of topics shown on the left hand side of the page are:
Stock Information
Financial Reporting
Events & Presentations
Shareholder Services
Personal Investing
Institutional Investing
Investor Updates
Investor Contacts

Q2. One source for detailed market data for companies listed on major exchanges can be found at http://finance.yahoo.com. Use this site to find the most recent full-day trading volume for your firms. Compare your answers to the average daily trading volume for each firm over the past 20 trading days. For each firm, is the most recent full-day trading volume higher or lower than the average daily trading volume over the past 20 trading days?

Q3. Use the http://finance.yahoo.com site to find the most recent daily closing price per share for your firms. Compare your answers to the average daily closing price per share over the past 20 trading days. For each firm, is the most recent daily closing price per share higher or lower than the average daily closing price per share over the past 20 trading days?

Q4. Use the Analyst Estimates tab on the left-hand side of the http://finance.yahoo.com site to find the current EPS estimates for both the Current Year and Next Year for each firm.

Q5. Use the Analyst Opinion tab on the left-hand side of the http://finance.yahoo.com site to find the current Price Target Summary for the Mean Target price for each firm.

Q6. http://www.nasdaq.com is a another great Web site for finding information about a publicly traded firm. Use the nasday.com site to find information about insider and institutional ownership in your firms. What are the names of the top three (3) institutional investors with the largest ownership interest in each of your firms?

Q7. Go to the CFA Institute Web site http://www.cfainstitute.org/ethics/codes/Pages/index.aspx and outline the CFA Code of Ethics for investment professionals.

Q8. Go the websites of the organizations that support the CFA and CFP designations (www.cfainstitute.org and www.cfp.net, respectively), and list the requirements of the CFA and CFP designations.

*The purpose of Assignment 1 is for you to get experience looking up useful market and financial information about firms in which you may have an investment interest. You should realize that there is much more information available on the Web sites provided than what you are asked to list in A1.

3: Fitzroy Court costing

Activity on apportionment of costs, breakeven analysis and marginal cost pricing.

The Task
As a newly appointed graduate management trainee you have been asked by the marketing director of Fitzroy Court to produce a short report for the board of directors including models in Excel that allow the directors to consider various pricing options.

Your report should make recommendations about the pricing of all three apartment types being built by the company for weekly rental. In order to make these recommendations your report will have to include:

1. As required by the directors, a note of the break-even points for the upper and lower selling prices for each type of apartment per week

2. Also as required by the directors, calculations of expected net profit per week for each apartment type, at the upper and lower proposed selling prices.

3. As suggested by Katrina, recommendations as to how the cost data should be used in setting prices.

The figures you use to support your report must be clearly presented, properly formatted and correctly described. The directors may ask you to explain your calculations. You will certainly need to use a tabular presentation for some of the data; it will probably help to make things clearer if you use diagrams and/or charts as well.

Submission
Submit an Excel file which includes your report and calculations to your cohort BREO site before the first pod session of Phase 2 Week 5.

Assessment
This individual piece of work accounts for 10% of your Phase 2 marks.

Good pieces of work will show most or all the following characteristics:
• Accurate apportionment of fixed costs and calculation of variable costs
• Accurate calculation of break-even points and profits
• Effective use of MS Excel
• Clear, accurately labelled data presentations
• Well argued commentary on the rationale for the proposed pricing structure

Fitzroy Court – Details
Universal Marketing plc are the developers of a new apartment and leisure complex called Fitzroy Court which is located in the West Country of England. The company needs to decide on a price per apartment per week for the holiday apartments which they are about to offer for rent.

The board of directors have asked that all fixed costs should be apportioned (i.e. shared out) on the basis of the total number of rooms in each apartment. Katrina Petrova, the marketing director, has some doubts about the validity of such calculations for pricing purposes; she agrees that fixed costs must of course be considered in evaluating profits, but she thinks that once you are committed to fixed costs, these should be ignored in setting prices.

The directors have carried out market research and obtained data on prices charged by competitiors for similar apartments, and wish to use this for initial modelling. They would like to establish:
1. The break-even point for each type of apartment if rented at the upper or lower ends of the price ranges.
2. The weekly profit or loss for each type of apartment.
3. Expected total annual profit or loss for the venture, assuming full occupancy.
4. Recommendations for action if their figures indicate low season losses on rental.

The directors have produced the attached information regarding costs, size of apartments and maximum occupancy to help with your calculations.

Universal Marketing PLC

Background Information – Fitzroy Court

Market Research
Studio One Bedroom Two Bedroom
Weekly price range for rental £240 – £300 £320 – £420 £350 – £480

Cost Data

Variable Costs £
Cleaning materials per room per week 0.40
Cleaning cost per room per week 10.50
Garden Maintenance per week (two bedroom flat only) 5.00
Electrical Cost per room per week (average) 3.90
Average Laundry Cost per occupant per week* 3.00

Annual Fixed Costs for the Complex £
Depreciation of Furniture & Fittings 100,000
Administration Costs 200,000
Legal and Financial Costs 15,000
Maintenance Costs – site and facilities 260,000
Gymnasium & Recreation Facilities 125,000
Other Information (needed to calculate annual depreciation of the buildings)
Life of Complex 30 years
Initial Building Cost £4,500,000

Apartment Details
• Every apartment has a kitchen and a bathroom, in addition to its other rooms.
• Studio apartments have a combined living room/bedroom;
• One bedroom apartments have a separate living room and a bedroom
• Two bedroom apartments have a living room, a separate dining room and two bedrooms.

Studio 1 Bedroom 2 Bedroom
No of apartments 6 54 10
Maximum number of occupants 2 4 6

*Regardless of the number of occupants, health and safety requirements are that all bed linen and towels, used or not, are laundered each week when an apartment has been occupied.
Notes

Some variable costs are expressed per room and apartments have more than one room; others are expressed per occupant.

Prices quoted are for “high” and “low” season. The summer season would usually cost more than autumn or winter; the last week in December would be more expensive too. It would certainly be possible to model this by looking at similar companies to see how prices are changed during each week of the year. It is possible, however that taking the mean (simple average) of the high and low season prices will approximate such modelling over a full year (in other words, you can probably assume approximately 26 weeks of high season, and 26 weeks of low season).

Court costing