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1. The effective portion of a loss associated with a change in fair value of a d

ID: 2560863 • Letter: 1

Question

1. The effective portion of a loss associated with a change in fair value of a derivative instrument should be reported as a component of other comprehensive income only if the derivative is appropriately designated as a:

A: Cash flow hedge of the foreign currency exposure of a forecasted transaction

B: Fair value hedge of the foreign currency exposure of an unrecognized firm commitment

C: Fair value hedge of the foreign currency exposure of a recognized asset or liability for which a foreign currency transaction gain or loss is recognized in earnings

D: Speculation in a foreign currency

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2. On November 3, the spot price for cotton was $0.81/lb., and the February futures price was $0.83/lb. On November 3, Levi Strauss sold 200 futures contracts on the commodity exchange at $0.83/lb. for delivery in February. Each contract was for 25,000 lbs. Levi Strauss designated these contracts as a cash flow hedge of 5 million lbs. of current inventory which it expected to sell in February. The average spot of this inventory when purchased was $0.58/lb. Levi Strauss properly documented the hedge and employed hedge accounting. On November 30, the company’s fiscal year end, the February commodity exchange futures price was $0.85/lb.

If, on November 30, Levi Strauss concluded that the hedge was 100% effective, it should record the hedged cotton inventory in the November 30 balance sheet at

A: $4,350,000

B: $4,250,000

C: $3,000,000

D: $2,900,00

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3.On November 3, the spot price for cotton was $0.81/lb., and the February futures price was $0.83/lb. On November 3, Levi Strauss sold 200 futures contracts on the commodity exchange at $0.83/lb. for delivery in February. Each contract was for 25,000 lbs. Levi Strauss designated these contracts as a cash flow hedge of 5 million lbs. of current inventory which it expected to sell in February. The average spot of this inventory when purchased was $0.58/lb. Levi Strauss properly documented the hedge and employed hedge accounting. On November 30, the company’s fiscal year end, the February commodity exchange futures price was $0.85/lb.

In the November 30 balance sheet, Levi Strauss should record the futures contracts as a

A: $100,000 asset

B: $100,000 liability

C: $4,250,000 liability

D: $4,250,000 asset

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4. On September 3, 2015, HH Corp. purchased merchandise for 10,000 units of the foreign company’s local currency. On that date, the spot rate was $1.35. HH paid the bill in full on February 15, 2016, when the spot rate was $1.45. The spot rate was $1.40 on December 31, 2015. What amount should HH report as a foreign currency transaction gain (loss) in its income statement for the year ended December 31, 2016?

A: $500

B: $1,000

C: ($500)

D: ($1,000)

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5. On November 2, 2014, Platt Co. entered into a 90 day futures contract to purchase 50,000 Swiss francs when the contract quote was $0.70. The purchase was for speculation in price movement. The following exchange rates existed during the contract period:


What amount should Platt report as foreign currency exchange loss in its income statement for the year ended December 31, 2014?

A: $2,500

B: $3,000

C: $3,500

D: $4,000

30 Day Futures Spot Rate November 2, 2014 $0.62 $0.63 December 31, 2014 $0.65 $0.64 January 31, 2015 $0.65 $0.68

Explanation / Answer

1. The loss due to change in fair value of a derivative instrument should be reported as a component of other comprehensive income if it is designated as a cash flow hedge of the foreign currency exposure of a forecasted transaction. Hence, option A is the correct answer.

2. Inventiory should be recorded in the books of accounts at the minimum of purchase cost or net realisable value. Since, purchase cost i.e. $0.58 is less than the net realisable value, inventory should be valued at 5 million lbs @ 0.58 per lbs = 5,000,000 x 0.58 = $2,900,000. Option D is the correct answer (it should be $2,900,000 instead of $2,90,000)