AutoSave OFF ABES 5 = Ch_11 Financial Sheet.xls - Compatibility Mode Home Insert Draw Page Layout Formulas Data Review View Tell me Share O Comments X La Arial v 10 . AI = = ab Wrap Text General Do SL LIX WE 29 Ou 5 Paste B IU A $ % ) Insert .00 00 0 Delete & Format Merge & Center Conditional Format Formatting as Table Cell Styles Ideas Sort & Filter v Find & Select N1 4 x fx A B D E F G H 1 J K L M N O R S T V w X 1 2 3 4 37 Name: #REFI Date: November 22, 2020 Evaluating Corporate Bonds Purpose: To determine if a specific corporate bond can help you attain your financial goals. Financial Planning Activities: No checklist can serve as a foolproof guide for choosing a corporate bond. However, the following questions will help you evaluate a potential bond investment. Suggested Websites: bonds.yahoo.com www.bondsonline.com Suggested App: Yahoo! Finance 5 Category 1: Information about the Corporation 6 7 8 9 10 11 12 13 14 15 16 17 17. Is the bond secured with collateral? If so, what? No Type of collateral Yes 1. What is the corporation's name, website address, and phone number? Name: Category 3: Financial Performance Address: Phone: 2. What types of products or services does this firm provide ? 18. What are the firm's eamings per share for the last year? 18 19 20 19. Have the firm's earnings increased over the past five years? 21 22 23 24 25 3. Briefly describe the prospects for this company. (Include significant factors like product development, plans for expansion, plans for mergers, etc.) 20. What are the firm's projected earnings for the next year? 26 21. Do the analysts indicate that this is a good time to invest in this company? Why or why not? 27 28 29 Category 2: Bond Basics 4. What type of bond is this? Your Personal Financial Plan 30 31 22. Briefly describe any other information that you obtained from Moody's, Standard & Poor's, or other sources of information. 32 33 5. What is the face value for this bond? 6. What is the interest rate for this bond? 34 35 36 37 7. What is the dollar amount of annual interest for this bond? $0.00 8. When are interest payments made to bondholders? 38 39 40 A Word of Caution A 9. Is the corporation currently paying interest as Evaluating Corporate Bonds (37) + @ + 100% AutoSave OFF ES5 = Ch_11 Financial Sheet.xls - Compatibility Mode Home Insert Draw Page Layout Formulas Data Review View Tell me Share O Comments X Arial v 10 . Ai = = ab Wrap Text General Do SL LIX WE 29 Ou 5 Paste B I U A Merge & Center $ % ) .00 00 0 Insert * Delete Format Conditional Format Formatting as Table Cell Styles Ideas Sort & Filter v Find & Select N28 4 x fx A B D E E F G H 1 J K L M N O R S T V w X 28 29 Category 2: Bond Basics 4. What type of bond is this? 30 31 22. Briefly describe any other information that you obtained from Moody's, Standard & Poor's, or other sources of information. 5. What is the face value for this bond? ? Your Personal FI 6. What is the interest rate for this bond? 32 33 24 34 35 36 37 7. What is the dollar amount of annual interest for this bond? $0.00 8. When are interest payments made to bondholders? 38 39 A Word of Caution 40 41 40 42 43 9. Is the corporation currently paying interest as scheduled? Yes O 10. What is the maturity date for this bond? No 11. What is Moody's rating for this bond? 44 45 The above checklist is not a cure-all, but it does provide some very sound questions that you should answer before making a decision to invest in bonds. If you need other information, you are responsible for obtaining it and for determining how it affects your potential investment. 46 12. What is Standard & Poor's rating for this bond? ? 47 48 13. What do these ratings mean? ? 49 50 51 52 53 14. What was the original issue date? 54 55 15. Who is the trustee for this bond issue? ? 56 57 58 59 16. Is the bond callable? If so, when? Callable: Date: 60 61 62 63 What's Next for Your Personal Financial Plan? * Talk with various people who have invested in government, municipal, or corporate bonds. Discuss with other household members why bonds might be a logical choice for your investment program. 64 65 66 67 68 69 Evaluating Corporate Bonds (37) + @ + 100% AutoSave OFF ABES 5 = Ch_11 Financial Sheet.xls - Compatibility Mode Home Insert Draw Page Layout Formulas Data Review View Tell me Share O Comments X La Arial v 10 . AI = = ab Wrap Text General Do SL LIX WE 29 Ou 5 Paste B IU A $ % ) Insert .00 00 0 Delete & Format Merge & Center Conditional Format Formatting as Table Cell Styles Ideas Sort & Filter v Find & Select N1 4 x fx A B D E F G H 1 J K L M N O R S T V w X 1 2 3 4 37 Name: #REFI Date: November 22, 2020 Evaluating Corporate Bonds Purpose: To determine if a specific corporate bond can help you attain your financial goals. Financial Planning Activities: No checklist can serve as a foolproof guide for choosing a corporate bond. However, the following questions will help you evaluate a potential bond investment. Suggested Websites: bonds.yahoo.com www.bondsonline.com Suggested App: Yahoo! Finance 5 Category 1: Information about the Corporation 6 7 8 9 10 11 12 13 14 15 16 17 17. Is the bond secured with collateral? If so, what? No Type of collateral Yes 1. What is the corporation's name, website address, and phone number? Name: Category 3: Financial Performance Address: Phone: 2. What types of products or services does this firm provide ? 18. What are the firm's eamings per share for the last year? 18 19 20 19. Have the firm's earnings increased over the past five years? 21 22 23 24 25 3. Briefly describe the prospects for this company. (Include significant factors like product development, plans for expansion, plans for mergers, etc.) 20. What are the firm's projected earnings for the next year? 26 21. Do the analysts indicate that this is a good time to invest in this company? Why or why not? 27 28 29 Category 2: Bond Basics 4. What type of bond is this? Your Personal Financial Plan 30 31 22. Briefly describe any other information that you obtained from Moody's, Standard & Poor's, or other sources of information. 32 33 5. What is the face value for this bond? 6. What is the interest rate for this bond? 34 35 36 37 7. What is the dollar amount of annual interest for this bond? $0.00 8. When are interest payments made to bondholders? 38 39 40 A Word of Caution A 9. Is the corporation currently paying interest as Evaluating Corporate Bonds (37) + @ + 100% AutoSave OFF ES5 = Ch_11 Financial Sheet.xls - Compatibility Mode Home Insert Draw Page Layout Formulas Data Review View Tell me Share O Comments X Arial v 10 . Ai = = ab Wrap Text General Do SL LIX WE 29 Ou 5 Paste B I U A Merge & Center $ % ) .00 00 0 Insert * Delete Format Conditional Format Formatting as Table Cell Styles Ideas Sort & Filter v Find & Select N28 4 x fx A B D E E F G H 1 J K L M N O R S T V w X 28 29 Category 2: Bond Basics 4. What type of bond is this? 30 31 22. Briefly describe any other information that you obtained from Moody's, Standard & Poor's, or other sources of information. 5. What is the face value for this bond? ? Your Personal FI 6. What is the interest rate for this bond? 32 33 24 34 35 36 37 7. What is the dollar amount of annual interest for this bond? $0.00 8. When are interest payments made to bondholders? 38 39 A Word of Caution 40 41 40 42 43 9. Is the corporation currently paying interest as scheduled? Yes O 10. What is the maturity date for this bond? No 11. What is Moody's rating for this bond? 44 45 The above checklist is not a cure-all, but it does provide some very sound questions that you should answer before making a decision to invest in bonds. If you need other information, you are responsible for obtaining it and for determining how it affects your potential investment. 46 12. What is Standard & Poor's rating for this bond? ? 47 48 13. What do these ratings mean? ? 49 50 51 52 53 14. What was the original issue date? 54 55 15. Who is the trustee for this bond issue? ? 56 57 58 59 16. Is the bond callable? If so, when? Callable: Date: 60 61 62 63 What's Next for Your Personal Financial Plan? * Talk with various people who have invested in government, municipal, or corporate bonds. Discuss with other household members why bonds might be a logical choice for your investment program. 64 65 66 67 68 69 Evaluating Corporate Bonds (37) + @ + 100%