Section A: [15marks]

1.Select a publicly listed company from the S&P500 Index that has at least 10 years of dividend history(Coca-Cola is not allowed because it has been used throughout this course as the example company). Justify your choice.

2.Create a table of the chosen company’s current “stock quote” with the following characteristics: 1) Current Price 2) Market Cap 3) Beta 4) PE Ratio 5) EPS 6) Earnings Date 7) Forward Dividend and Yield 8) Ex-Dividend Date. Interpret and briefly explain each characteristic from this table.

3.List the Global Industry Classification Standard (GICS) sector, industry, and sub-industry for your chosen company. List one other public company that is in the same sub-industry as your chosen company and briefly describe its operations.

Section B: [25 marks]

4.Find the annual returns for the S&P500 Index from 1990-2019. Calculate both the arithmetic and geometric average annual return and standard deviation of annual returns over this time period.

5.List the current U.S. Treasury Bill rates of these maturities: the1-year, 5-year,10-year, and 20-year.List the current Moody’s Seasoned Aaa Corporate Bond rate, which is a bond index for the highest grade corporate bonds.


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