Syllabus
FIN 5321
Financial Management Case Analysis
Instructor:
Drew Winters
Office:
W301
Phone:
806-834-3350
Email:
drew.winters@ttu.edu
Webpage:
http://wintersd.ba.ttu.edu/winters.html
Office hours: 9am to 12 noon Mondays or by appointment.
Course Description:
In-depth analysis of financial decision-making in areas of capital budgeting, risk, capital
structure, financial analysis, dividend policy, mergers, financial failure.
Learning Objectives for this Course:
The over-arching learning objective of this course is the understanding of how value adding
business decisions are made.
Component learning objectives include understanding and applying:
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Analysis and interpretation of financial statements,
Cost of Capital,
Valuation of securities,
Valuation and selection of business investments,
Funding of business investments,
Dividend policy.
Reference Text
Corporate Finance: Core Principles and Applications
Ross, Westerfield, Jaffe and Jordan
McGraw-Hill, fourth edition.
Course outline
Introduction:
Warren Buffett
UVA-F-1160
Fidelity Magellan Fund
UVA-F-1126
Chapters: 1 and 13.
Financial Statement Analysis and Working Capital Management:
Battle for Value: FedEx vs. UPS
UVA-F-1484
Padgett Blank Book
Chapters: 2, 3, and 18.
Capital Budgeting:
Nike: Cost of Capital
UVA-F-1353
Teletech, 2005
UVA-F-1485
Merseyside: Diamond Chemical (A) UVA-F-1351
Iskall Arno
UVA-F-0814
Chapters: 7, 8, 9, 11, and 12.
Sources of Capital:
Eastboro Machine
UVA-F1360
Polaroid Corporation
UVA-F-1181
Threshold Sports
UVA-F-1347
Chapters: 14, 15, 16, and 19.
Other current topics:
Oxcel Endowment
UVA-F-1659
The Weekend that Changed Wall Street
UVA-F-1587.
Grading
Mid-term Exam
20%
Final Exam
20%
Case Write-ups
40%
Class Participation
20%
Other Information:
ATTENDANCE POLICY
Students are required to attend all course meetings and stay for their entire duration. Strict
adherence to this policy is necessary due to the distinctive hybrid format of the Working
Professional MBA Programs of Texas Tech University which includes both face-to-face and
distance learning components.
In exceptional circumstances in which absence is unavoidable (e.g., serious illness, death in the
family), students should notify the instructor and the Graduate and Professional Programs prior
to the absence. They should also provide documentation of the event and arrange alternatives
with the course instructor. Students who fail to attend scheduled class meetings may be required
to repeat the course, which may result in additional costs and a delay in graduation.
ACADEMIC INTEGRITY / DISHONESTY (Operating Procedure 34. 12)
As stated in the TTU Catalog: “It is the aim of the faculty of Texas Tech University to foster a spirit
of complete honesty and a high standard of integrity. The attempt of students to present as their
own any work that they have not honestly performed is regarded by the faculty and administration
as a serious offense and renders the offenders liable to serious consequences, possibly suspension.”
DISABILITY ACCOMMODATION (Operating Procedure 34.22)
Any student who, because of a disability, may require special arrangements in order to meet the
course requirements should contact the instructor as soon as possible to make any necessary
arrangements. Students should present appropriate verification from Student Disability Services
during the instructor’s office hours. Please note: instructors are not allowed to provide classroom
accommodations to a student until appropriate verification from Student Disability Services has
been provided. For additional information, please contact Student Disability Services in West
Hall or call 806-742-2405.