book

Investor’s Library: Fundamental Analysis, Technical Analysis, and Income Investing (Collection)

by Marvin Appel, Harry Domash, Michael N. Kahn

January 2011

Beginner

900 pages

25h 16m

English

Pearson

Read now

Unlock full access

ContentsAcknowledgmentsGuru AcknowledgmentsAcademic AcknowledgmentsSpecial AcknowledgmentAbout the AuthorIntroductionWhat’s in This BookWhat’s Different?Notes on ExamplesAccounting ShortcutsFrequently Mentioned Websites
Identifying Potential CandidatesConcentrate on the Strongest CandidatesQuick PrequalifyDetailed AnalysisWhen to SellSummary
Portfolio RiskRisk FactorsSpotting Strong Industries in a Weak MarketCompany-Specific RisksCompany-Specific Risks Described in Subsequent ChaptersSummary
MorningstarGoogleZacksPortfolio123Google Growth ScreenZacks Growth/Momentum ScreenPortfolio123 Down & Out Value Stock FinderPortfolio123 Growth Stock ScreenZacks’ Bulletproof StocksThe Zen of ScreeningPremade ScreensSummary
Who Are the Analysts?Analysts’ Ratings“Sell” Is a Four-Letter WordNoteConsensus RatingsDo Strong Buys Outperform Sells?Number of AnalystsSentiment IndexAnalysts’ EstimatesNoteEarnings SurpriseSales ForecastsGuidance ChangesResearch ReportsSummary
Implied GrowthGrowth at a Reasonable PricePro Forma EarningsDividendsSummary

The ProcessSummary
The BusinessIndustry Growth OutlookAnalysts’ Forecasts Are Good EnoughConvert Earnings Growth to Sales GrowthIndustry and Sector TerminologyIndustry ConcentrationPicking Winners in an Emerging Fragmented IndustryIndustry ScuttlebuttSummary
IntroductionOverblown Competitive Advantages: Factors That Should Make a Difference But Often Don’tBusiness Plan ScorecardBusiness Plan ScorecardSummary
Key Executive and Board QualityClean AccountingEarnings Growth StabilityStock OwnershipSummary
Financial Fitness CountsPinpointing Financially Challenged CompaniesSimplify the ProblemDetecting Potential Busted Cash BurnersDetailed Fiscal Fitness ExamBond RatingsUse Bond Prices to Identify Risky DebtorsSummary
Where Do Earnings Come From?Analyzing Sales (Revenue) HistoryDoing the MathAnalyzing MarginsComparing MarginsHigh Versus Low MarginsAnalyzing Overhead ExpensesProfitability RatiosCash Flow AnalysisEBITDA Versus Operating Cash FlowSummary
Sales Growth TrendsAccounts Receivables and InventoriesDays Sales (Revenues) OutstandingStatement of Cash FlowsYellow FlagsSummary
Institutional OwnershipInsider OwnershipSummary
TrendsMoving AveragesValue InvestorsGrowth InvestorsAvoid DowntrendsCompare Short- and Long-Term Moving AveragesThe Risk ZoneChart TypesTrading VolumeSummary
Concentrate on the Strongest CandidatesCompany OverviewValuation RatiosReal Revenues + Real Earnings + Real Growth = Real StockCheck the BuzzSummary
Concentrate on the Strongest CandidatesCyclesNormalizingThe Value Analysis ProcessWhen to SellSummary
Concentrate on the Strongest CandidatesNoteGrowth CandidatesThe ProcessWhen to SellSummary
Value Stock Analysis ScorecardValue Stock Analysis ScorecardGrowth Stock Analysis ScorecardGrowth Stock Analysis Scorecard
Reported EarningsSummary
Summary
Income StatementBalance SheetStatement of Cash FlowsFinding the DataPro Forma Accounting Versus GAAP
Core ThemesMaking Money, Not Correct Market ForecastsWhat Makes a Stock Look Good?Choosing the Right ToolsFlexible Analysis for the Real WorldWhat This Book Is AboutEnhancing Your ReturnsAvoiding Bad TradesProbabilitiesWhat This Book Is Not About
You Don’t Have to Abandon the FundamentalsTechnical Analysis Is Portable
The PastTechnical Market TheoryThe Pillars of Technical AnalysisFor Fundamentalists
ComponentsWhat Is the Market?
A Picture Is Worth a Thousand WordsWhat Good Is That?Tea Leaves? Crystal Ball?What About Earnings?Conclusion
Bar ChartSupport and ResistanceTrendsConsolidation, Congestion, CorrectionBreakoutContinuation PatternsReversal PatternsMoving AveragesMomentumDivergence
What Is Really Going on to Form the Charts?Indecision and Alignment of NeedsTaking the Easy Way OutThe Herding EffectMarkets Are Scalable
What Causes Support and Resistance Levels to Be Penetrated?Perceptions Are Reality
TrendlinesFan Lines
Less Is MoreMultiple Time FramesMoving Averages
RectanglesTrianglesFlagsCup with Handle
Head and ShouldersDouble Tops and BottomsOne-Day ReversalsTriangles and RectanglesRounded Tops and BottomsSpikes
Breakaway GapsContinuation GapsExhaustion GapsOther Gaps
The Right WayThe Wrong Way
The Big PictureDoes the Market Have Bad Breadth?Sectors and Industry GroupsMomentumDivergence
Accumulation and DistributionCumulative Volume
ProportionCycles
Sentiment IndicatorsMeasuring Expectations That Drive MarketsSubjectiveSocial Mood
Intermarket AnalysisThe Major MarketsIntramarket RelationshipsProve It!
Trend and MomentumVolumeRelative Strength (the Market, Sectors, and Individual Stocks)Sector SelectionBasing and Breakouts
How Can Potential Profit Be Measured?Is That a Good Trade?Sometimes the Best Trade Is the One You Don’t Make
Technician’s LicenseLet the Market TalkTheme and VariationIn the Real World, Nothing Is Textbook so Stay Flexible
The QuestionsNo Fear
Invalidating a Trendline
Failure That ForewarnsFailure That Cuts LossesSummary
The Trend Is at Its EndPrice Objective Is ReachedStop Is HitWould You Buy It Right Now, at Its Current Price?
What Happens in a Bear Market?
Remember Why You Are Investing
Real-Time DataCharting SoftwareInternetYour Child’s Geometry Tools
Technical TasksTools for Each Technical TaskCombination Tools
Are Conditions Favorable for Equity Assets?What Sectors of the Market Are Good?What Stocks Within the Good Sectors Are the Best to Buy?Risk AssessmentPull the Trigger
Summary
When Your Broker’s Recommendation Looks Like Nothing SpecialBreakout WarningConfirmation RequiredWhat Makes a Stock Look Good?Compare It to the MarketCompare Them to Each Other
Reading CandlesticksBasic Candlestick ShapesReversal IndicatorsContinuation IndicatorsDojisTrading with Candlesticks
What Is a Cycle?Summary
Introduction
Open InterestBollinger BandsRelative Strength Index (RSI)StochasticsRSI Versus StochasticsFan LinesFibonacci RetracementsMACDTickTrin (Arms Index)Pivot PointsPoint and Figure
Summary
Double Reverse WhirligigBear TrapDead-Cat BounceWhipsawCatapultSaucersCandlestick Terms
How Much Money Do You Need to Retire?Let’s Get Started...
What Is a Bond?Why Bonds Are SafeHow Much Money Have Bond Investors Made in the Past?For Bonds, Past Is Not PrologueWhich Type of Bond Is Right for You?Interest Rate RiskHow Much Is Your Bond Really Paying You?Why Long-Term Bonds Are Riskier Than Short-Term BondsHow to Buy Individual BondsUnderstanding Bond ListingsBuying Bonds Far from Coupon Payment DatesConclusion
How to Measure Risk—DrawdownInterest Rate RiskDefault RiskCredit RatingsInflationLiquidity RiskMarket Catastrophes—The Example of Asset-Backed BondsConclusion
How a Bond Ladder WorksConclusion
Bond Mutual Funds Can Reduce Your Transaction CostsBond Mutual Funds Reduce Your Risk through DiversificationExpenses in Bond FundsSales Charges (Loads) in Bond FundsOther ExpensesThe Biggest Drawback to Bond Mutual Funds—No Maturity DateIt Can Be Difficult to Know How Much Interest Your Bond Fund Is PayingThe Gold Standard—SEC YieldThe Hurdle Bond Funds Have to Clear: Barclays Capital U.S. Aggregate Bond IndexSwing for the Fences: Pimco Total Return FundThe Safest of the Safe: FPA New Income and SIT U.S. Government SecuritiesConclusionAppendix: A Word of Caution about Bond ETFs
How TIPS WorkMarket Prices for Previously Issued TIPS: Trickier Than You Might ExpectHow to Buy TIPSWhat Is a Good Yield for TIPS?Should You Invest in TIPS or Invest in Corporates?Conclusion
The Challenge of High-Yield Bond FundsWho Should Avoid High-Yield Bond FundsRisk Management: The Stop LossConclusion
Comparing Apples with OrangesTax-Exempt Mutual Funds Have a Big Hurdle to ClearRecommended Tax-Exempt Bond Mutual FundsThe Alpine Ultra Short Tax Optimized Income FundEarn 7% per Year, Free of Federal Income TaxLong-Term Municipal Bonds: You Are Paid to Take the RiskBuying Individual Municipal Bonds—Some Municipal Bond Borrowers Are Safer Than OthersCall ProvisionsBond InsuranceExcellent Source of Municipal Bond Information OnlineConclusion
Features of Preferred StocksTaxes on Preferred Stock DividendsPrice Risk with Preferred StocksCredit Risk with Preferred StocksWatching Your Sector ExposureHow to Find Information about Preferred StocksTrading Preferred StocksWhere Do Preferred Stocks Fit into Your Portfolio?Other Types of Preferred StocksConclusion
The Bond Market Likes Recessions and Hates ExpansionsThe Stock Market Likes Expansions and Hates RecessionsConclusion
The Importance of DividendsRecommended Foreign Equity ETF: Wisdom Tree Emerging Markets Equity Income ETF (DEM)Recommended Dividend PortfolioConclusion
What Are Stock Options?Covered Call WritingGetting Income from Writing Covered CallsLet’s Look at the RecordHow to Implement a Covered Call Writing StrategyCovered Call Writing against Indexes besides the S&P 500Conclusion
For the Most Conservative Investor—A Program of Predictable Returns with Individual BondsFor the Investor Who Needs to Spend a Little More and Is Willing to Take Some Risk to Do So—Allocate 25% of Your Portfolio to StocksFor the Investor Willing to Assume Some Risk and to Monitor His Portfolio—Allocate 25% of Your Capital to High-Yield Bond Fund TradingPreferred Stocks—Boost Your Interest Income with Less EffortConclusion
Chapter 1Chapter 2Chapter 3Chapter 4Chapter 5Chapter 6Chapter 7Chapter 8Chapter 11Chapter 12
Candlestick ChartThe Origin and Meaning of the CandlestickKey PointTrendOHLC ChartTrading RangeKey PointReal BodyShadowStrengths and Weaknesses of CandlesticksKey PointPaper Trading as a Testing GroundPaper TradingKey PointThe Skills Every Trader NeedsRisk ToleranceKey PointKey PointCandlesticks: General Observations Concerning Their UseSignMovePatternKey Point ConfirmationExpanding the Information Pool EffectivelyTotal CapitalizationKey PointEndnotes
Uptrends and DowntrendsKey PointUptrendDowntrendThe Significance of a Candlestick’s ShapeKey PointVariations on the Bullish Long CandlestickKey PointMarubozuThe Mistake PatternDojiKey PointDragonfly DojiGravestone DojiLong-Legged DojiKey PointThe Spinning Top, Hanging Man, and HammerSpinning TopKey PointHanging ManHammerKey PointThe Significance of TailsTailsKey Point
Reversal FormationsKey PointSetupSignalTwo Reversal Moves: Engulfing and HaramiKey PointEngulfing PatternHaramiKey PointHarami CrossKey PointMore Reversals: The Inverted Hammer and Doji StarInverted HammerKey PointDoji StarKey PointEven More Reversals: Meeting Lines and Piercing LinesMeeting LinesKey PointPiercing LinesDark Cloud CoverKey PointConfirming Patterns: Thrusting, Separating, and Neck LinesKey PointConfirming IndicatorsKey PointThrusting LinesSeparating LinesKey PointNeck LineOn NeckIn NeckKey PointReversal and Confirming Moves—Relative ValuesKey PointKey Point
Complex PatternsKey PointKey PointReversal Trend Change PatternsThree White SoldiersThree Black CrowsKey PointBull Squeeze AlertBear Squeeze AlertKey PointReversal Trend Inside and Outside FormationsInside UpInside DownKey PointOutside UpOutside Down Reversal Stars and Abandoned BabiesKey PointMorning StarEvening StarBull Abandoned BabyKey PointBear Abandoned BabyComplex Trend PatternsSide-by-Side White Lines BullSide-by-Side Black Lines BearSide-by-Side Black Lines BullSide-by-Side White Lines BearKey Point Complex Gap TrendsUpside Tasuki GapDownside Tasuki GapKey PointUpside Gap FilledKey PointDownside Gap Filled
Recognizing the Bull ReversalKey PointKey PointRecognizing the Bear ReversalKey PointThe Doji as a Reversal SignalKey PointNear-DojiNorthern DojiSouthern DojiKey PointTri-starReversal Patterns with GapsKey PointKickingBelt HoldKey PointReversals Setting New Support or ResistanceConcealing Baby SwallowKey PointStick SandwichMatching PatternKey PointMore Resistance and Support ReversalsThree Stars in the SouthThree Rivers PatternKey PointMultisession Gap ReversalsBreakaway PatternMat HoldFalling Three PatternKey PointLadder PatternKey Point
Volume as a Price IndicatorKey PointKey PointVolume IndicatorsKey PointMajor YinOn-balance VolumeKey PointMoney FlowAccumulation/Distribution (AD)Money Flow Index (MFI)Key PointVolume Indicators and CandlesticksKey PointKey PointTesting Price VolatilityKey PointTrianglesSymmetrical TriangleCoilKey PointAscending TriangleDescending TriangleWedgeRising WedgeFalling WedgeKey Point
Swing TradeKey PointContrarian InvestorKey PointPrice Spikes and Reaction SwingsSpikeKey PointReaction SwingKey PointPercentage Swing SystemsPercentage Swing SystemKey PointShort-Term Gapping BehaviorTrue RangeKey PointGapping TrendKey PointAnticipating the Trend During ConsolidationKey PointConsolidationKey PointThe Setup Pattern and SwingKey PointKey PointKey PointKey PointSupport and Resistance in the Swing TradeKey PointKey PointKey Point
A Swing Trading OverviewKey PointKey PointKey PointQuantifying Price Movement with CandlesticksKey PointKey PointThe Importance of Convergence and DivergenceConvergence/DivergencePrimary TrendKey PointKey PointPrimary Trends and Candlestick-Based Entry or ExitKey PointKey PointSetup Criteria and Action PointsKey PointKey PointKey PointSelling Short in Swing TradesKey PointKey Point
Identifying the TrendlineKey PointReversion to the MeanKey PointKey PointTrendlineKey PointTrendlines and Candlesticks as ConfirmationKey PointKey PointApplying Moving Averages to Candlestick AnalysisKey PointKey Point
The Value of ConfirmationA Review: Technical Analysis BasicsThe Significance of GapsCommon GapBreakaway GapRunaway GapExhaustion GapA Key Framework: Support and ResistanceOverbought and Oversold IndicatorsRelative Strength Index (RSI)Momentum OscillatorOverbought/OversoldStochasticsPrice OscillatorMACDBollinger BandsThe Potential of Candlestick Signals

Overview

Three outstanding investing guides packed with strategies for reducing costs and improving returns in today’s tough investment environment.

Three books packed with wealth-building, cost-cutting help for today’s investors and markets. Don’t pay someone to pick stocks! Do it better yourself, with Harry Domash’s #1 guide to stock analysis! Next, Michael Kahn completely demystifies technical analysis and shows you exactly how to apply it--easily, painlessly, profitably. Then, Marvin Appel helps you use bonds and income-producing equity strategies to meet your income needs without unacceptable risk. Advice you’ll use, from experts you can trust!

From world-renowned leaders and experts, includingHarry Domash, Michael N. Kahn, and Dr. Marvin Appel.

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.

Start your free trial

Equity Markets, Valuation, and Analysis

H. Kent Baker, Greg Filbeck, Halil Kiymaz

Successful Stock Signals for Traders and Portfolio Managers: Integrating Technical Analysis with Fundamentals to Improve Performance, + Website

Thomas K. Lloyd Sr.

Financial Markets and Trading: An Introduction to Market Microstructure and Trading Strategies

Anatoly B. Schmidt

Technical Analysis Trading Methods and Techniques (Collection)

Ed Carlson, Richard A. Dickson, Tracy L. Knudsen, Quint Tatro

Publisher Resources

ISBN: 9780132678179