Chat with us, powered by LiveChat I want a Finance Case study report. Which has to be very accurate. Please accept the work if you believe that you can do it accur - EssayAbode

20 Feb I want a Finance Case study report. Which has to be very accurate. Please accept the work if you believe that you can do it accur

Posted at 01:44h in Business & Finance by

I want a Finance Case study report. Which has to be very accurate. Please accept the work if you believe that you can do it accurately and if you can work with excel and spreadsheets. The questions and the attachments are posted below.

There are 2 files that you should download.

The pdf file contains instructions and questions.

The xls file contains template spreadsheets that you need to fill out according to the instructions and then submit it as your report for this case.

You also have the harvard article on TD Ameritrade in the attached, so that you can read the description of the situation and obtain the data necessary to answer the questions.

Below, you will find the links to 2 videos, discussing the instructions, the spreadsheet template, and the solution.

Video 1: Ameritrade case assignment video (https://vimeo.com/569399137)

Video 2: Ameritrade case template video (https://vimeo.com/569399261)

Ameritrade case discussion video

password for the videos: nofreelunch

case sheet

Note: Shaded areas should contain formulas calculating the corresponding numbers. Please do not change the format of the spreadsheet. Any changes to the format will lead to score deductions.
Case Sheet – Ameritrade
Summary of Conclusions
Prepared by: Bill Gates, Warren Buffett, and Mark Cuban
Date: 1/31/20
Q1 – report here the return for Quick & Reily for the month of March 1997 x
Q3 – should you use Ameritrade’s own beta? (explain) explain
Q4 – comparables (explain your choices here and indicate in column C, rows 18-32) explain
Q6 – report here the return for the EW portfolio of the comparables for April 1997 x
Q8 – EW or VW beta? (explain) explain
Q9 – calculate Ameritrade's Re:
Rf x
Rm – Rf x explain
beta x explain
Re x
Questions 2, 5, 7 – below
Indicate here your choices of comparables VW beta St. Err. 95% lo 95% hi EW beta St. Err. 95% lo 95% hi N t
1 Ameritrade x x x x x x x x x x
2 E*Trade x x x x x x x x x x
3 Quick & Reilly x x x x x x x x x x
4 Schwab x x x x x x x x x x
5 Waterhouse x x x x x x x x x x
6 A G Edwards x x x x x x x x x x
7 Bear Stearns x x x x x x x x x x
8 Lehman Bros. x x x x x x x x x x
9 Meckler-media x x x x x x x x x x
10 Merrill Lynch x x x x x x x x x x
11 Morgan Stanley x x x x x x x x x x
12 Netscape x x x x x x x x x x
13 Paine Webber x x x x x x x x x x
14 Raymond James x x x x x x x x x x
15 Yahoo! x x x x x x x x x x
Q5 – Average beta of comparables you chose x x
Q7 – Comparables portfolio x x x x x x x x x x

return calc

Note: Shaded areas should contain formulas calculating the corresponding numbers. Please do not change the format of the spreadsheet. Any changes to the format will lead to score deductions.
Ameritrade Charles Schwab E*Trade Quick & Reilly Waterhouse Investor Services
Date Shares Price Dividend Stock Split return Shares Price Dividend Stock Split return Shares Price Dividend Stock Split return Shares Price Dividend Stock Split return Shares Price Dividend Stock Split return
1 29-Aug-97 14,518 18.813 – 0 x 176,422 42.750 0.050 x 30,958 32.125 – 0 x 38,664 34.250 0.060 0.307
2 31-Jul-97 14,518 15.375 – 0 x 176,422 47.000 – 0 x 30,958 30.500 – 0 x 38,664 26.250 – 0 0.129
3 30-Jun-97 14,518 15.750 – 0 x 175,813 40.500 – 0 x 30,958 19.625 – 0 x 38,606 23.250 – 0 0.011
4 30-May-97 13,153 14.000 – 0 x 175,068 40.625 0.050 x 30,440 17.625 – 0 x 37,760 23.000 0.060 0.042
5 30-Apr-97 13,153 12.500 – 0 x 175,068 36.625 – 0 x 30,440 15.000 – 0 x 37,760 22.125 – 0 0.060
6 31-Mar-97 13,153 15.625 – 0 175,173 32.000 – 0 x 30,440 18.000 – 0 x 37,760 20.875 – 0 1.5 -0.105
7 28-Feb-97 x x x x x x x x x x 25,173 35.000 0.190 x
8 31-Jan-97 x x x x x x x x x x x x x x x
9 31-Dec-96 x x x x x x x x x x x x x x x
10 29-Nov-96 x x x x x x x x x x x x x x x
11 31-Oct-96 x x x x x x x x x x x x x x x
12 30-Sep-96 x x x x x x x x x x x x x x x 11,501 37.875 x
13 30-Aug-96 x x x x x x x x x x x x x x 11,501 37.375 0.220 x
14 31-Jul-96 x x x x x x x x x x 11,501 37.625 – 0 x
15 28-Jun-96 x x x x x x x x x x 11,458 37.125 – 0 x
16 31-May-96 x x x x x x x x x x 11,458 36.625 – 0 x
17 30-Apr-96 x x x x x x x x x x x x x x x
18 29-Mar-96 x x x x x x x x x x x x x x x
19 29-Feb-96 x x x x x x x x x x x x x x x
20 31-Jan-96 x x x x x x x x x x x x x x x
21 29-Dec-95 x x x x x x x x x x x x x x x
22 30-Nov-95 x x x x x x x x x x x x x x x
23 31-Oct-95 x x x x x x x x x x x x x x x
24 29-Sep-95 x x x x x x x x x x x x x x x
25 31-Aug-95 x x x x x x x x x x x x x x x
26 31-Jul-95 x x x x x x x x x x x x x x x
27 30-Jun-95 x x x x x x x x x x x x x x x
28 31-May-95 x x x x x x x x x x x x x x x
29 28-Apr-95 x x x x x x x x x x x x x x x
30 31-Mar-95 x x x x x x x x x x x x x x x
31 28-Feb-95 x x x x x x x x x x x x x x x
32 31-Jan-95 x x x x x x x x x x x x x x x
33 30-Dec-94 x x x x x x x x x x x x x x x
34 30-Nov-94 x x x x x x x x x x x x x x x
35 31-Oct-94 x x x x x x x x x x x x x x x
36 30-Sep-94 x x x x x x x x x x x x x x x
37 31-Aug-94 x x x x x x x x x x x x x x x
38 29-Jul-94 x x x x x x x x x x x x x x x
39 30-Jun-94 x x x x x x x x x x x x x x x
40 31-May-94 x x x x x x x x x x x x x x x
41 29-Apr-94 x x x x x x x x x x x x x x x
42 31-Mar-94 x x x x x x x x x x x x x x x
43 28-Feb-94 x x x x x x x x x x x x x x x
44 31-Jan-94 x x x x x x x x x x x x x x x
45 31-Dec-93 x x x x x x x x x x x x x x x
46 30-Nov-93 x x x x x x x x x x x x x x x
47 29-Oct-93 x x x x x x x x x x x x x x x
48 30-Sep-93 x x x x x x x x x x x x x x x
49 31-Aug-93 x x x x x x x x x x x x x x x
50 30-Jul-93 x x x x x x x x x x x x x x x
51 30-Jun-93 x x x x x x x x x x x x x x x
52 28-May-93 x x x x x x x x x x x x x x x
53 30-Apr-93 x x x x x x x x x x x x x x x
54 31-Mar-93 x x x x x x x x x x x x x x x
55 26-Feb-93 x x x x x x x x x x x x x x x
56 29-Jan-93 x x x x x x x x x x x x x x x
57 31-Dec-92 x x x x x x x x x x x x x x x
58 30-Nov-92 x x x x x x x x x x x x x x x
59 30-Oct-92 x x x x x x x x x x x x x x x
60 30-Sep-92 x x x x x x x x x x x x x x x
61 31-Aug-92 x x x x x x x x x x x x x x x
62 31-Jul-92 x x x x x x x x x x x x x x x
63 30-Jun-92 x x x x x x x x x x x x x x x
64 29-May-92 x x x x x x x x x x x x x x x
65 30-Apr-92 x x x x x x x x x x x x x x x
66 31-Mar-92 x x x x x x x x x x x x x x x
28-Feb-92 x x x x x x x x x x x x
Source: Center for Research on Security Prices, University of Chicago.

&P

betas

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Note: Shaded areas should contain formulas calculating the corresponding numbers. Please do not change the format of the spreadsheet. Any changes to the format will lead to score deductions.
Date VW market EW market EW portfolio of coparables Ameritrade E*Trade Quick & Reilly Schwab Waterhouse A G Edwards Bear Stearns Lehman Bros. Meckler-media Merrill Lynch Morgan Stanley Netscape Paine Webber Raymond James Yahoo!
N 66 66 x 5 12 66 66 55 66 66 39 42 66 66 24 66 66 16
t 2.00 2.00 x 3.18 2.23 2.00 2.00 2.01 2.00 2.00 2.03 2.02 2.00 2.00 2.07 2.00 2.00 2.14
VW beta 0.88 x -1.72 3.02 1.70 2.28 3.16 1.37 1.78 2.14 1.62 1.89 1.91 2.18 1.93 1.42 3.71
VW st err 0.10 x 1.86 1.74 0.43 0.43 0.81 0.30 0.26 0.39 1.37 0.24 0.27 1.47 0.34 0.30 1.72
VW 95% lo 0.69 x -7.63 -0.85 0.83 1.43 1.54 0.76 1.27 1.35 -1.15 1.40 1.38 -0.88 1.26 0.82 0.03
VW 95% hi 1.07 x 4.18 6.90 2.57 3.13 4.79 1.97 2.29 2.94 4.39 2.37 2.44 5.23 2.60 2.01 7.40
EW beta 0.65 x 2.65 4.49 1.94 1.72 3.01 1.02 1.07 1.12 1.15 1.26 1.17 1.40 1.12 1.32 3.16
EW st err 0.07 x 1.92 1.59 0.34 0.38 0.58 0.27 0.26 0.43 1.24 0.25 0.27 1.33 0.33 0.25 1.63
EW 95% lo 0.51 x -3.46 0.95 1.26 0.95 1.85 0.48 0.55 0.24 -1.36 0.77 0.64 -1.35 0.46 0.83 -0.33
EW 95% hi 0.79 x 8.75 8.02 2.61 2.48 4.16 1.56 1.58 2.00 3.66 1.75 1.71 4.15 1.77 1.82 6.66
Date VW NYSE, AMEX, and NASDAQ EW NYSE, AMEX, and NASDAQ EW portfolio of coparables Ameritrade E*Trade Quick & Reilly Charles Schwab Waterhouse Investor Services A G Edwards Bear Stearns Lehman Bros. Meckler-media Merrill Lynch Morgan Stanley Dean Witter Netscape Paine Webber Raymond James Yahoo!
1 29-Aug-97 -0.036 0.027 x 0.224 0.053 0.307 -0.089 -0.059 -0.031 -0.122 -0.006 -0.124 -0.082 0.085 -0.044 0.002 0.053
2 31-Jul-97 0.076 0.049 x -0.024 0.554 0.129 0.160 -0.012 0.199 0.231 0.066 0.181 0.221 0.144 0.148 0.057 0.603
3 30-Jun-97 0.044 0.044 x 0.125 0.113 0.011 -0.003 0.156 0.052 -0.012 -0.013 0.125 0.047 0.085 -0.014 -0.002 0.093
4 30-May-97 0.071 0.085 x 0.120 0.175 0.042 0.111 0.061 0.070 0.208 -0.245 0.116 0.075 0.092 0.049 0.176 -0.055
5 30-Apr-97 0.042 -0.021 x -0.200 -0.167 0.060 0.145 0.138 0.162 0.162 0.063 0.111 0.078 -0.100 0.204 0.109 0.213
6 31-Mar-97 x x x x x x x x x x x x x x x x
7 28-Feb-97 x x x x