Kooperativer Bibliotheksverbund

UID:

Umfang: 1 Online-Ressource (xiv,384 Seiten) , Illustrationen, Diagramme

Ausgabe: 3rd edition

ISBN: 9781394159703 , 9781394159710

Serie: ... for Dummies

Anmerkung: Description based on publisher supplied metadata and other sources , Intro -- Title Page -- Copyright Page -- Table of Contents -- Introduction -- About This Book -- Icons Used in This Book -- Beyond the Book -- Where to Go from Here -- Part 1 Getting Started with Fundamental Analysis -- Chapter 1 Understanding Fundamental Analysis -- Why Bother with Fundamental Analysis? -- Some of the real values of fundamental analysis -- Driving home an example -- Putting fundamental analysis to work -- Knowing what fundamentals to look for -- Knowing what you need -- Knowing the Tools of the Fundamental Analysis Trade -- Staying focused on the bottom line -- Sizing up what a company has to its name -- Burn baby burn: Cash burn -- Financial ratios: Your friend in making sense of a company -- Making Fundamental Analysis Work For You -- Using fundamentals as signals to buy or sell -- The perils of ignoring the fundamentals -- Using fundamental analysis as your guide -- Chapter 2 Getting Up to Speed with Fundamental Analysis -- What Is Fundamental Analysis? -- Going beyond betting -- Understanding how fundamental analysis works -- Who can perform fundamental analysis? -- Following the money using fundamentals -- Comparing Fundamental Analysis with Other Ways of Picking Investments -- How fundamental analysis stacks up against index investing -- Comparing fundamental analysis with technical analysis -- Putting Fundamental Analysis to Work For You -- How difficult is fundamental analysis? Do I need to be math wizard? -- Is fundamental analysis for you? -- The risks of fundamental analysis -- Making Money with Fundamental Analysis -- Putting a price tag on a stock or bond -- Being profitable by being a "contrarian" -- The Fundamental Analysis Toolbox -- Introducing the income statement -- Balance-sheet basics -- Getting the mojo of cash flows -- Familiarizing yourself with financial ratios (including the P-E) , Chapter 3 Gaining an Upper Hand on Wall Street: Why Fundamental Analysis Gives Investors an Edge -- Better Investing with Fundamentals -- Picking stocks for fundamental reasons -- Uses for the index investor -- Assisting technical analysts -- Dooming your portfolio by paying too much -- Sitting through short-term volatility -- Relying on the Basic Info the Pros Use -- What is "the Warren Buffett Way"? -- Checking in on Graham and Dodd -- The origins of value investing -- Using fundamentals to see when a stock is priced right -- Figuring Out When to Buy or Sell a Stock -- Looking beyond the per-share price -- Seeing how a company's fundamentals and its price may get out of alignment -- Avoiding overhyped "story stocks" -- Pairing buy-and-hold strategies with fundamental analysis -- Looking to the long term -- Patience isn't always a virtue -- Chapter 4 Getting Your Hands on Fundamental Data -- Getting in Sync with the Fundamental Calendar -- Which companies must report their financials to the public? -- Kicking it all off: Earnings season -- Getting the earnings press release -- Bracing for the 10-Q -- Running through the 10-K -- Flipping through the annual report (if there is one) -- There's no proxy like the proxy statement -- Getting up to Speed with the Basic Accounting and Math -- Operating activities: Finding smooth operators -- Investing activities: You have to spend money to make money -- Financing activities: Getting in tune with high finance -- Learning a key fundamental math skill: Percentage changes -- How to Get the Fundamental Data You Need -- Getting acquainted with the SEC's database -- Step-by-step directions on accessing company fundamentals using EDGAR -- Pulling fundamental data from websites into spreadsheets -- Finding stocks' dividend histories -- Getting stock-split information -- Part 2 Performing Fundamental Analysis Yourself , Chapter 5 Analyzing a Company's Profitability Using the Income Statement -- Digging Deep Into the Income Statement -- Taking in the Top Line: Revenue -- Breaking down a company's revenue -- Keeping tabs on a company's growth -- What are the company's costs? -- Digging into costs -- What is the company's bottom line? -- Calculating Profit Margins and Finding Out What They Mean -- Differences between the types of profit margins -- Gross profit margin -- Operating profit -- Net profit margin -- Finding out about earnings per share -- Comparing a Company's Profit to Expectations -- The importance of investors' expectations -- Comparing actual financial results with expectations -- Chapter 6 Measuring a Company's Staying Power with the Balance Sheet -- Familiarizing Yourself With the Balance Sheet -- Separating your assets from your liabilities -- The most basic equation of business -- Understanding the Parts of the Balance Sheet -- Covering your bases with assets -- Getting in touch with a company's liabilities -- Taking stock in a company's equity -- Analyzing the Balance Sheet -- Sizing up the balance sheet with common-sizing -- Looking for trends using index-number analysis -- Appreciating working capital -- Analyzing here and now: The current ratio -- The Danger of Dilution -- How stock can be watered down -- Knowing how stock options can contribute to dilution -- Soaking up extra shares with buybacks -- Chapter 7 Tracking Cash with the Statement of Cash Flow -- Looking at the Cash-Flow Statement As a Fundamental Analyst -- Getting into the flow with cash flow -- Breaking the cash-flow statement into its key parts -- Examining a company's cash flow from operations -- Depreciation and amortization -- Stock-based compensation expense -- Tax adjustments (also called deferred income tax benefit) -- Gains on divestitures , Asset impairments or losses on sales of discontinued operations -- Accounts receivable -- Accounts payable -- Inventories -- Other -- Net cash provided by (used in) operating activities -- Considering a company's cash from investments -- Getting into a company's cash from financing activities -- How Investors May Be Fooled by Earnings, But Not by Cash Flow -- Understanding the Fundamentals of Free Cash Flow -- Calculating free cash flow -- Measuring a company's cash-burn rate -- Chapter 8 Using Financial Ratios to Pinpoint Investments -- Using Financial Ratios to Find Out What's Really Going on at a Company -- Which financial ratios you should know and how to use them -- Using ratios to grade management -- Return on equity -- Return on invested capital -- Checking up on a company's efficiency -- Accounts receivable turnover -- Inventory turnover -- Accounts payable turnover -- Evaluating companies' financial condition -- Debt to equity -- Quick ratio -- Interest coverage ratio -- Getting a handle on a company's valuation -- Price-to-book ratio -- Dividend yield -- Dividend payout ratio -- Earnings yield -- Getting Familiar with the Price-to-Earnings Ratio -- How to calculate the P-E -- What a P-E tells you about a stock -- Putting the P-E into Perspective -- Taking the P-E to the next level: the PEG -- Evaluating the P-E of the entire market -- Chapter 9 Mining the Proxy Statement for Investment Clues -- Getting up to Speed with What the Proxy Statement Is -- Uncovering info in the proxy statement -- Getting your hands on the proxy -- Expanding Fundamental Analysis Beyond the Numbers -- Appreciating corporate governance -- Getting to know the board -- Stepping Through the Proxy -- Getting to know the board of directors -- Analyzing the independence of board members -- Delving into the board's committees , Finding potential conflicts between the board and the company -- Understanding how the board is paid -- Auditing the auditor -- Finding out about the other investors in a stock -- How Much Are We Paying You? Understanding Executive Compensation -- Figuring out how much executives earn -- Checking out the other perks executives receive -- Where the real money comes from: Options and restricted stock -- Comparing CEO pay to employee pay -- Checking In on Your Fellow Shareholders -- Finding out who else owns the stock -- What's on other investors' minds: Shareholder proposals -- Part 3 Making Money with Fundamental Analysis -- Chapter 10 Looking for Fundamental Reasons to Buy or Sell -- Looking For Buy Signals from the Fundamentals -- Finding companies that have staying power -- Liquidity: Cash is king -- Low debt loads -- Stable cash flows -- Looking for a company on the rise -- Betting on the brains behind the operation -- Minding the earnings yield -- Knowing When to Bail out of a Stock -- Breaking down some top reasons to say adios to a stock -- Why selling stocks everyone else wants can be profitable -- What Dividends Can Tell You about Buying or Selling a Stock -- Calculating the dividend yield -- Knowing if you're going to get the dividend -- Making sure the company can afford the dividend -- Using dividends to put a price tag on a company -- Chapter 11 Finding a Right Price for a Stock Using Discounted Cash Flow -- How to Stop Guessing How Much a Company is Worth -- How minding intrinsic value can help you -- Getting up to speed for the discounted cash flow -- A company's cash flow -- Understanding the time value of money -- Performing a Discounted Cash Flow Analysis -- Starting out with free cash flow -- Getting the company's shares outstanding -- Estimating the company's intermediate-term growth -- Going way out: Forecasting long-term growth , Measuring the discount rate

Weitere Ausg.: Erscheint auch als Druck-Ausgabe Krantz, Matthew Fundamental Analysis for Dummies Hoboken, New Jersey : John Wiley & Sons, Incorporated, © 2023 ISBN 978-1-394-15969-7

Sprache: Englisch

Fachgebiete: Wirtschaftswissenschaften

Schlagwort(e): Fundamentalanalyse

URL: Volltext  (URL des Erstveröffentlichers)