ENPR 497 (Postlethwaite)

10 or 30 yr Treasury Rates:

• Go to the "Yield" column and use either the 10 year or 30 year bonds.

Market Rate (change in the S&P 500):

Example: I want to obtain the change in the S&P 500 index during 2023.

• Click either the link for the S&P 500 or U.S. Indices
• Click Historical Prices
• Select Jan 1, 2023 as the Start Date and Dec 31, 2023 as the End Date
• Select Daily for frequency (I want closing prices for the end of the year)
• Click Get Prices
• Scroll to the bottom of the screen and click Download to Spreadsheet

Example: I need the bond rate for Southwest Airlines.

• Click the link for Companies
• Change Company Profile to Bond Screener with the pull-down menu
• Type southwest airlines into the company name box
• Click Search
• Consult the Current Yield

Example: I need a 10-K/Annual reports for Amazon. The 10-K will reveal if your company has issued coupons or other debt instruments.

• Type amazon into the box
• Click Go
• Click the link for Reports
• Search the document for terms such as bonds, convertible notes, debentures, etc.

Please note: if you check the 10-K for bond yields, make sure that you are evaluating bonds that the company *issued* rather than *purchased*.

Beta

Rather than obtaining the data from sources such as Yahoo Finance or Bloomberg, students need to calculate the beta.