Acknowledgments | p. XI |
Introduction | p. XIII |
Building Model Portfolios | |
Introduction to Model Portfolios | p. 3 |
Improve Your Odds | p. 4 |
Determine Success Factors | p. 4 |
The Yeartrader | p. 5 |
Building Yeartrading Models | p. 9 |
Momentum Models | p. 17 |
Understanding Momentum Stocks | p. 18 |
Finding the Best Momentum Stocks | p. 19 |
The Original Flare-Out Growth Model | p. 20 |
New Flare-Out Growth Screen: Quality Momentum | p. 25 |
Creating the Screen in Investment Finder | p. 26 |
Growth Investing Models | p. 33 |
How to Build Large-Cap Growth Models | p. 35 |
Redwood Growth: Bigger Is Better | p. 36 |
How to Build Defensive-Growth Models | p. 43 |
RBI Growth--Bat 'Em In! | p. 43 |
Value Investing Models | p. 49 |
Growth and Value: What's the Difference? | p. 49 |
How to Build Value Stock Models | p. 51 |
Using News and Commentary | |
Web News Organizations | p. 67 |
The Nightly Round | p. 68 |
Touring Yahoo! Finance | p. 68 |
The Yahoo! Finance Home Page | p. 69 |
U.S. Markets | p. 70 |
World Markets | p. 77 |
Research | p. 79 |
Editorial | p. 82 |
Financial News | p. 83 |
Touring CBS MarketWatch | p. 83 |
Touring MSN MoneyCentral Investor | p. 85 |
SuperModels | p. 86 |
Jubak's Journal | p. 87 |
Strategy Lab | p. 88 |
Touring Briefing.com | p. 89 |
Stock Analysis | p. 91 |
Touring TheStreet.Com | p. 94 |
Market Updates | p. 95 |
Commentary | p. 96 |
Conference Coverage | p. 97 |
Mutual funds | p. 97 |
Touring Bloomberg.com | p. 98 |
Financial News | p. 98 |
Columns | p. 100 |
Touring Other Sites | p. 100 |
Newspapers and Magazines Online | p. 103 |
Los Angeles Times | p. 104 |
New York Times | p. 104 |
Washington Post | p. 105 |
Dallas Morning News | p. 107 |
The Wall Street Journal (and Family) | p. 108 |
Barron's Online | p. 109 |
SmartMoney.com | p. 110 |
Forbes | p. 111 |
Fortune | p. 114 |
Other Notable Publications | p. 115 |
Newsletters | p. 117 |
INVESTools | p. 119 |
Getting Started | p. 120 |
Get Philosophical--Study the Mission | p. 120 |
Get Practical--Take a Sample | p. 121 |
One Favorite: The Chartist | p. 121 |
The Financial Center | p. 124 |
One Favorite: Bert Dohmen's Smartfax | p. 125 |
Fination.com | p. 126 |
One Favorite: Bedford and Associates | p. 127 |
Other Notable Newsletters | p. 129 |
Researching Investment Ideas Online | |
Fundamental Analysis | p. 133 |
What does the company do? | p. 134 |
Hoover's Online | p. 134 |
SEC Filings | p. 136 |
How much does the company sell? | p. 137 |
Revenue | p. 138 |
How much does the company earn? | p. 141 |
Types of Earnings | p. 141 |
How profitable is the company? | p. 147 |
How is the company's financial health? | p. 150 |
Debt/Equity Ratio | p. 150 |
Current Ratio | p. 153 |
Quick Ratio | p. 154 |
Interest Coverage | p. 154 |
Leverage Ratio | p. 154 |
Book Value | p. 155 |
What's the company's return from investments? | p. 155 |
Return on Equity | p. 156 |
Return on Assets | p. 157 |
How efficient is the company's management? | p. 158 |
Income and Revenue Per Employee | p. 159 |
Inventory Turnover | p. 160 |
How does a company's stock price compare to its earnings and sales? | p. 161 |
Price/Earnings Ratio | p. 161 |
Price-to-Sales Ratio | p. 170 |
Price/Book Ratio | p. 170 |
Price-to-Cash Flow Ratio | p. 171 |
Conclusion | p. 172 |
SEC Documents | p. 173 |
Retrieving the Forms Online | p. 174 |
The Original EDGAR | p. 174 |
FreeEDGAR | p. 175 |
Edgar Online | p. 180 |
EDGAR on the Financial Portals | p. 182 |
Primer on the Forms | p. 184 |
Forms 10-Q and 10-K--Quarterly and Annual Reports | p. 184 |
Proxies | p. 192 |
Form S-1--IPO Registration | p. 194 |
Forms 4 and 144--Insider Trading | p. 196 |
Analyst Recommendations | p. 201 |
What Analysts Do | p. 202 |
MSN MoneyCentral | p. 203 |
Yahoo! Finance | p. 210 |
Zacks, First Call, and I/B/E/S | p. 211 |
Where to Find Analysts' Reports | p. 212 |
BancBoston Robertson Stephens | p. 212 |
Prudential Securities | p. 215 |
Gruntal and Co. | p. 216 |
Bear Stearns | p. 217 |
S.G. Cowen | p. 218 |
Lehman Brothers | p. 218 |
Salomon Smith Barney | p. 219 |
Multex.com | p. 219 |
Discount Brokerages | p. 222 |
Technical Analysis: Following and Forecasting Trends | p. 225 |
Charting Engines | p. 226 |
MSN MoneyCentral | p. 227 |
BigCharts | p. 230 |
ClearStation | p. 238 |
Volume and Money Flow | p. 242 |
The Source of Volume | p. 243 |
Why Volume Works | p. 246 |
Community | p. 247 |
Bulletin Boards | p. 248 |
Silicon Investor | p. 248 |
ClearStation | p. 251 |
The Motley Fool | p. 253 |
Yahoo! Finance | p. 254 |
Chat Rooms | p. 257 |
Yahoo! Chat | p. 257 |
MSN MoneyCentral Chat | p. 258 |
Internet Relay Chat | p. 258 |
Managing Your Portfolio | |
Buying and Tracking Stocks | p. 265 |
Choosing an Internet Broker | p. 267 |
Rating Services | p. 267 |
Narrowing Down | p. 270 |
Getting Started | p. 274 |
Advanced Online Trading--ECNs | p. 275 |
Online Portfolio Managers | p. 276 |
MSN MoneyCentral | p. 277 |
ClearStation | p. 282 |
The 30-Minute Investor | p. 285 |
Creating a Portfolio | p. 286 |
Ideal Portfolio: 7 to 15 Names | p. 286 |
Setting Expectations | p. 287 |
Investing Online in 30 to 60 Minutes a Year | p. 287 |
Investing Online in 30 to 60 Minutes a Month | p. 288 |
Investing Online in 30 to 60 Minutes a Week | p. 289 |
Investing Online in 30 to 60 Minutes a Day | p. 290 |
Appendixes | |
Using MSN MoneyCentral's Investment Finder | p. 293 |
Pre-Defined Screens | p. 293 |
The Ideas Roster | p. 294 |
Set Up a Search of Your Own | p. 296 |
Simple Stock Search | p. 296 |
Advanced Stock Searches | p. 296 |
More Advanced Custom Searches | p. 299 |
Compare Search Results with Specific Stocks | p. 304 |
Compare Search Results with Your Portfolio Accounts | p. 304 |
Change the Columns Displayed in Finder | p. 305 |
Compare Search Results with an Index | p. 306 |
Managing Finder Searches | p. 307 |
Save and Rerun a Search | p. 307 |
Send a Search by E-Mail | p. 307 |
Export a Result Set to a Spreadsheet Program | p. 308 |
Quarterly Flare-Out Growth Portfolios, 1998-1999 | p. 309 |
1998 Second Quarter | p. 309 |
1998 Third Quarter | p. 310 |
1998 Fourth Quarter | p. 311 |
1999 Second Quarter | p. 313 |
CNBC Top 100 | p. 314 |
Original Flare-Out Growth Screen | p. 315 |
Stop Limits for Model Portfolios | p. 317 |
Placing Stop Limits | p. 318 |
Index | p. 321 |
Table of Contents provided by Syndetics. All Rights Reserved. |
The New copy of this book will include any supplemental materials advertised. Please check the title of the book to determine if it should include any access cards, study guides, lab manuals, CDs, etc.
The Used, Rental and eBook copies of this book are not guaranteed to include any supplemental materials. Typically, only the book itself is included. This is true even if the title states it includes any access cards, study guides, lab manuals, CDs, etc.