The brokerage firm crucial to the case, had its advisor help clients manage their portfolios and gave investment suggestions.
The said advisor was skeptical as to whether she should advice those of her clients to invest in CoCa Cola’s stock, who did not currently have Coca Cola in their portfolios.
The study has multiple aims, which aspire to provide an:
Information of calculating the worth of a stock through Dividend Discount Model. (DDM)
Introduction to the P/E Multiple Model
Understanding of the application of the Capital Asset Pricing Model (CAPM)
Introduction to the use and evaluation of data sources (like Bloomberg, Value Line, Standard & Poors).
Publication Date: 12/02/1997
This is just an excerpt. This case is about Finance
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