Second Edition 

Financial Analysis, Planning and Forecasting 

Theory and Application

Edited by 

Cheng-Few Lee, Rutgers University

Alice C. Lee, State Street Corp. 

John Lee, Center for PBBEF Research

CONTENTS
 

1.   Introduction
 

Part 1 Information and Methodology for Financial Analysis
PowerPoint for Chapter 2
2.   Accounting Information, Regression Analysis, and Financial Management
PowerPoint for Chapter 3
3.   Discriminant Analysis and Factor Analysis: Theory and Method
PowerPoint for Chapter 4
4.   Application of Discriminant Analysis and Factor Analysis in Financial Management
PowerPoint for Chapter 5
5.   Determination and Applications of Nominal and Real Rates-of-Return in Financial Analysis
 

Part 2 Alternative Financial Theories and Cost of Capital
PowerPoint for Chapter 6
6.   Valuation and Capital Structure: A Review and Integration
PowerPoint for Chapter 7
7.   Risk Estimation and Diversification
PowerPoint for Chapter 8
8.   Risk and Return Trade-Off Analysis
PowerPoint for Chapter 9
9.   Options and Option Strategies
PowerPoint for Chapter 10
10. Option Pricing Theory and Firm Valuation
 

Part 3 Capital Budgeting and Leasing Decisions
PowerPoint for Chapter 11
11. Alternative Cost of Capital Analysis and Estimation
PowerPoint for Chapter 12
12. Capital Budgeting Under Certainty
PowerPoint for Chapter 13
13. Capital Budgeting Under Uncertainty
PowerPoint for Chapter 14
14. Leasing: Practices and Theoretical Developments
 

Part 4 Corporate Policies and Their Interrelationships
PowerPoint for Chapter 15
15. Mergers: Theory and Evidence
PowerPoint for Chapter 16
16. Dividend Policy and Empirical Evidence
PowerPoint for Chapter 17
17. Interaction of Financing, Investment and Dividend Policies
 

Part 5 Financial Planning and Forecasting
PowerPoint for Chapter 18
18. Short-Term Financial Analysis and Planning
PowerPoint for Chapter 19
19. Credit Management
PowerPoint for Chapter 20
20. Cash, Marketable Securities, and Inventory Management
PowerPoint for Chapter 21
21. Elementary Applications of Programming Techniques in Working-Capital Management
PowerPoint for Chapter 22
22. Long-Range Financial Planning — A Linear-Programming Modeling Approach
PowerPoint for Chapter 23
FinPlan Example
23. Simultaneous-Equation Models for Financial Planning
PowerPoint for Chapter 24
24. Time-Series: Analysis, Model, and Forecasting
PowerPoint for Chapter 25
25. Econometric Approach to Financial Analysis, Planning, and Forecasting