Subject category:
Finance, Accounting and Control
Published by:
Ivey Publishing
Version: 2002-11-01
Length: 10 pages
Data source: Published sources
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Abstract
An investment advisor with a major brokerage firm gave investment suggestions and helped clients manage their portfolios. Some of her clients had Coca Cola stock in their portfolios and she wondered whether to recommend the stock to any of her new clients or clients that did not currently have Coca Cola in their portfolios. The case can be used to introduce the dividend discount model, capital asset pricing model, and price-earnings models. There is a simplified Chinese version available ''9A97NC17''.
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Abstract
An investment advisor with a major brokerage firm gave investment suggestions and helped clients manage their portfolios. Some of her clients had Coca Cola stock in their portfolios and she wondered whether to recommend the stock to any of her new clients or clients that did not currently have Coca Cola in their portfolios. The case can be used to introduce the dividend discount model, capital asset pricing model, and price-earnings models. There is a simplified Chinese version available ''9A97NC17''.
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