Тема 3.3 Stocks and shares

Задание 1 There is a logical connection among three of the four words in each of the following groups. Which is the odd one out?

annual report - external auditors - financial statements – stockbroker

Задание 2 There is a logical connection among three of the four words in each of the following groups. Which is the odd one out?

blue chip — defensive stock — growth stock - rights issue

Задание 3 There is a logical connection among three of the four words in each of the following groups. Which is the odd one out?

bonus issue - dividend - over-the-counter – shareholder

Задание 4 There is a logical connection among three of the four words in each of the following groups. Which is the odd one out?

creditor - market-maker - shareholder – stockbroker

Задание 5 There is a logical connection among three of the four words in each of the following groups. Which is the odd one out?

debt - equity — share — stock

Задание 6 There is a logical connection among three of the four words in each of the following groups. Which is the odd one out?

face value — market value— nominal value — par value

Задание 7 There is a logical connection among three of the four words in each of the following groups. Which is the odd one out?

float - liquidation - share issue – underwriter

Задание 8 There is a logical connection among three of the four words in each of the following groups. Which is the odd one out?

institutional investor - insurance company - liabilities - pension fund

Задание 9 There is a logical connection among three of the four words in each of the following groups. Which is the odd one out?

mutual fund - portfolio - risk - underwriter

Тема 3.4 Bonds

Задание 1 Choose the correct variant for the following phrase:

Fall in interest rates

1. price appreciation;

2. price depreciation;

3. capital gains.

Задание 2 Choose the correct variant for the following phrase:

Rise in interest rates

1. price appreciation;

2. price depreciation;

3. capital gains.

Задание 3 Choose the correct variant for the following phrase:

Profits on the sale of assets

1. price appreciation;

2. price depreciation;

3. capital gains.

Задание 4 Choose the correct variant for the following phrase:

Keep their bonds till maturity

1. investors;

2. principals;

3. buy-and-hold investors.

Задание 5 Choose the correct variant for the following definition:

A security whose owner is not registered with the issuer

1. bearer certificate;

2. coupon;

3. junk bond.

Задание 6 Choose the correct variant for the following definition:

Issuing bonds

1. equity financing;

2. debt financing;

3. yield.

Задание 7 Choose the correct variant for the following definition:

Issuing shares

1. equity financing;

2. debt financing;

3. yield.

Задание 8 Choose the correct variant for the following definition:

The rate of income an investor receives taking into account a security’s current price

1. liquid;

2. maturity;

3. yield.

Задание 9 Choose the correct variant for the following definition:

Easily sold (turned into cash)

1. liquid;

2. maturity;

3. yield.

Задание 10 Choose the correct variant for the following definition:

Date at which the money will be returned

1. liquid;

2. maturity;

3. yield.

Задание 11 Choose the correct variant for the following definition:

The interest rate on that bond is variable

1. floating rate note;

2. junk bond;

3. convertible bond.

Задание 12 Choose the correct variant for the following definition:

A type of bond that is exchangeable for equity or stock, provided certain conditions are met

1. floating rate note;

2. junk bond;

3. convertible bond.

Задание 13 Choose the correct variant for the following definition:

A high-yield bond with high risk

1. floating rate note;

2. junk bond;

3. convertible bond.