The Five Rules for Successful Stock Investing

Based on the philosophy that "investing should be fun, but not a game," this comprehensive guide will put even the most cautious investors back on the right track by helping them pick the right stocks, find great companies, and understand ...

Author: Pat Dorsey

Publisher: John Wiley & Sons

ISBN: 9781118045626

Category: Business & Economics

Page: 384

View: 353

The Five Rules for Successful Stock Investing "By resisting both the popular tendency to use gimmicks that oversimplify securities analysis and the academic tendency to use jargon that obfuscates common sense, Pat Dorsey has written a substantial and useful book. His methodology is sound, his examples clear, and his approach timeless." --Christopher C. Davis Portfolio Manager and Chairman, Davis Advisors Over the years, people from around the world have turned to Morningstar for strong, independent, and reliable advice. The Five Rules for Successful Stock Investing provides the kind of savvy financial guidance only a company like Morningstar could offer. Based on the philosophy that "investing should be fun, but not a game," this comprehensive guide will put even the most cautious investors back on the right track by helping them pick the right stocks, find great companies, and understand the driving forces behind different industries--without paying too much for their investments. Written by Morningstar's Director of Stock Analysis, Pat Dorsey, The Five Rules for Successful Stock Investing includes unparalleled stock research and investment strategies covering a wide range of stock-related topics. Investors will profit from such tips as: * How to dig into a financial statement and find hidden gold . . . and deception * How to find great companies that will create shareholder wealth * How to analyze every corner of the market, from banks to health care Informative and highly accessible, The Five Rules for Successful Stock Investing should be required reading for anyone looking for the right investment opportunities in today's ever-changing market.


The Little Book That Builds Wealth

In The Little Book That Builds Wealth, author Pat Dorsey—the Director of Equity Research for leading independent investment research provider Morningstar, Inc.—reveals why competitive advantages, or economic moats, are such strong ...

Author: Pat Dorsey

Publisher: John Wiley & Sons

ISBN: 9781118045398

Category: Business & Economics

Page: 224

View: 457

In The Little Book That Builds Wealth, author Pat Dorsey—the Director of Equity Research for leading independent investment research provider Morningstar, Inc.—reveals why competitive advantages, or economic moats, are such strong indicators of great long-term investments and examines four of their most common sources: intangible assets, cost advantages, customer-switching costs, and network economics. Along the way, he skillfully outlines this proven approach and reveals how you can effectively apply it to your own investment endeavors.

Kiplinger s Personal Finance

That method is outlined in The Five Rules for Successful Stock Investing (John Wiley & Sons, $25), by Pat Dorsey, who leads the firm's team of stock analysts. The "five rules" themselves include such boilerplate ...

Author:

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ISBN:

Category:

Page: 116

View: 672

The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics.

Morningstar Funds 500

MORNINGSTAR The Five Rules for Successful Stock Investing THE FIVE RULES FOR SUCCESSFUL STOCK INVESTING Morningstar's Guide ... A complete investment guide for people who are serious about mastering stock strategies , The Five Rules for ...

Author: Morningstar, Inc.

Publisher: Wiley

ISBN: 9780471468523

Category: Business & Economics

Page: 608

View: 550

Who will you trust your mutual fund portfolio to this year? It’s a basic and important question, especially in the wake of recent fund company misdeeds. The place to go is Morningstar. Professional, sophisticated, and concerned investors like to have relied on Morningstar’s expertise for 20 years. In this completely new 2004 reference, you’ll find extensive coverage of the fund scandal. You’ll also have the best information available and independent opinion on 500 funds to help you build a diversified portfolio. It’s never been more important to go with the fund information leader. After all, your financial future is in the balance. You’ll benefit from this book if you’re: Starting a new fund portfolio Shaping up your portfolio in the wake of the bear market You’ll also benefit from: 140 extensive Morningstar Analyst Picks Tips for picking great funds A new expanded management section For nearly 20 years, Morningstar has helped individuals and financial advisors make better investment decisions. Our information and analysis is trusted and independent, and provides a level of insight unavailable form other sources. For more information about other Morningstar products and services visit us online at www.morningstar.com

The Handbook of Board Governance

Credit Suisse HOLT Governance (November 2015). 5. Pat Dorsey, The Five Rules for Successful Stock Investing; Morningstar's Guide to Building Wealth (Hoboken, NJ: John Wiley & Sons, 2007). 6. Van Clieaf, O'Byrne, and Leeflang, p. 29. 7.

Author: Richard Leblanc

Publisher: John Wiley & Sons

ISBN: 1119537169

Category: Business & Economics

Page: 1456

View: 178

The revised new edition of the must-read guide for executives—provides comprehensive coverage of topics in corporate governance by leading subject-matter experts The Handbook of Board Governance is the marketing-leading text on public, nonprofit, and private board governance. Providing comprehensive, in-depth coverage, this unique text represents a collaboration of internationally-recognized academics and prominent organization directors, executives, managers, and advisors. Contributors include Ariel Fromer Babcock, Robert Eccles, Alice Korngold, Ellie Mulholland, Michael Useem, Elizabeth Valentine and John Zinkin. Practical, expert guidance enables readers to understand value creation and the strategic role of the board, risk governance and oversight, audit and compensation committee effectiveness, CEO succession planning, and other diverse board duties and responsibilities. Now in its second edition, the Handbook offers substantial updates and revisions reflecting contemporary trends, practices, and developments in board governance. New content includes discussions of pressing issues related to climate change, examination of information technology and cybersecurity challenges, and recent tax legislation that will impact executive compensation. Editor Dr. Richard Leblanc—an award-winning teacher, professor, lawyer, management consultant, and specialist on boards of directors—integrates practical experience and academic rigor to assist readers: Build and strengthen engaged and collaborative leadership in the boardroom Recognize the role and responsibilities of a well-functioning governing board Risk governance, assurance, and the duties of directors Keep pace with new trends in board governance and shareholder responsibility Measure performance and align performance measurement to executive pay Understand information technology governance, sustainability governance, and the different forms of governance Highly relevant to board and committee members regardless of sector or industry, The Handbook of Board Governance, 2nd Edition is an invaluable source of knowledge on all aspects of corporate and organization governance.

Equity Asset Valuation

Matthew Coffina, CFA, is editor of the Morningstar StockInvestor monthly newsletter. ... Mr. dorsey is also the author of two books—The Five Rules for Successful Stock Investing and The Little Book that Builds Wealth—and has been quoted ...

Author: Jerald E. Pinto

Publisher: John Wiley & Sons

ISBN: 1119104645

Category: Business & Economics

Page: 624

View: 659

Navigate equity investments and asset valuation with confidence Equity Asset Valuation, Third Edition blends theory and practice to paint an accurate, informative picture of the equity asset world. The most comprehensive resource on the market, this text supplements your studies for the third step in the three-level CFA certification program by integrating both accounting and finance concepts to explore a collection of valuation models and challenge you to determine which models are most appropriate for certain companies and circumstances. Detailed learning outcome statements help you navigate your way through the content, which covers a wide range of topics, including how an analyst approaches the equity valuation process, the basic DDM, the derivation of the required rate of return within the context of Markowitz and Sharpe's modern portfolio theory, and more. Equity investments encompass the buying and holding of shares of stock in the anticipation of collecting income from dividends and capital gains. Determining which shares will be profitable is key, and an array of valuation techniques is applied on today's market to decide which stocks are ripe for investment and which are best left out of your portfolio. Access the most comprehensive equity asset valuation text on the market Leverage detailed learning outcome statements that focus your attention on key concepts, and guide you in applying the material accurately and effectively Explore a wide range of essential topics, such as the free cash flow approach, valuation using Graham and Dodd type concepts of earning power, associated market multiples, and residual income models Improve your study efforts by leveraging the text during your CFA certification program prep Equity Asset Valuation, Third Edition is a comprehensive, updated text that guides you through the information you need to know to fully understand the general analysis of equity investments.

Morningstar ETF 100

The Five Rules for Successful Stock Investing : Morningstar's Guide to Building Wealth and Winning in the Market Stocks 1 : How to Get Started in Stocks For investors new to stocks , covering the why's and how's of investing .

Author: Morningstar, Inc

Publisher: John Wiley & Sons Incorporated

ISBN: 9780471790488

Category: Business & Economics

Page: 220

View: 974

Management & Strategy Know the qualifications and strategies of the managers running the portfolio.

Power of An Hour

... importance of having Fitness, tips for improving Five Rules for Successful Stock Investing (Morningstar) Focus, see Fearsome Focus Forde, John 45/15 rule Friends: beneficial relationships and long-term G Generalizations, ...

Author: Dave Lakhani

Publisher: John Wiley & Sons

ISBN: 1118040732

Category: Business & Economics

Page: 224

View: 967

Praise for The Power of an Hour "The master at getting what you want from others now tells us how to get what we want from ourselves! This is really a great book, and I recommend it highly-for you, for your team, and for your children." -Bob Burg, author, Endless Referrals "If you want to make predictable, systematic change in your life or your business, buy this book. Each chapter is a stand-alone system that results in powerful change . . . fast." -David Hancock, The Entrepreneurial Publisher, CEO, Morgan James Publishing "Dave's methods helped me take my business from $0 to $10 million in sales.If you're a creative business owner who wants total focus and massive success, run, don't walk, and get this book!" -Stephanie Frank, author, The Accidental Millionaire "The Power of an Hour is a mighty powerful way to sort out your financesby first sorting out yourself!" -Mark Joyner, #1 bestselling author, The Irresistible Offer "The disease of the twenty-first century, no matter who you are or what you do,is Time Deficit Disorder. Dave Lakhani offers a brilliant solution in this book.Get it and take the cure-you'll be surprised how much better you feel!" -David Garfinkel, author, Customers on Demand

Truth of the Stock Tape

This is the only book published covering the investment and speculative field of cotton and grain as well as stocks.

Author: William D. Gann

Publisher: Bnpublishing.Com

ISBN: 9789650060015

Category: Business & Economics

Page: 196

View: 418

This is the only book published covering the investment and speculative field of cotton and grain as well as stocks.

Investing

In this book you will simply put, go through a "crash course" on stock trading. This book will teach you all you need to know before you begin trading stocks.

Author: Adam Richards

Publisher: Createspace Independent Publishing Platform

ISBN: 9781533506917

Category:

Page: 196

View: 285

Investing:The Definitive Beginner's Bundle Book #1: Investing: How To Grow And Protect Your Hard-Earned Money By Building Your Investment Portfolio If you are a beginner investor then you are in the right place, keep reading...In this book you will learn all you need to know before investing a single penny out of your hard earned money. You will find out the difference between Investing and Gambling, you will learn the fundamental principles of investing and how to go about it always in accordance of course with your own personal preferences. There are some traditional investment vehicles such as Bonds, Stocks and Mutual Funds and of course there are some alternate investments such as Options, Futures, FOREX, Commodities and Real Estate. You will be given the Pros and Cons for each one of them, so you can make sure you start your investing journey with something that will be more suitable for you in terms of style, budget or risk tolerance. Here Is A Quick Preview Of What's Inside... Investing 101: The Nuts And Bolts Of Investing Simplified Investments Part 1: Bonds, Stocks And Mutual Funds Investments Part 2: Options, Futures, FOREX, Commodities, Real Estate How To Properly Evaluate Your Risk And Returns 5 Mistakes Most First-Time Investors Make And How To Avoid Them How To Form Your Own Personal Investment Plan And What To Watch Out For Book #2: Stock Trading: Make Money Trading The Stock Market Like A Pro Discover the HUGE potential of trading stocks for profit with this short All-In-One comprehensive beginner's guide!In this book you will simply put, go through a "crash course" on stock trading. This book will teach you all you need to know before you begin trading stocks. Although you won't become a superstar trader overnight, it will undoubtedly supercharge your learning curve, giving you a head start on the majority of rookie traders out there who start trading and fail, MISERABLY! Here Is A Quick Preview Of What's Inside Stock Market Essentials 15 Rules For Successful Stock Trading 9 Mistakes Most Beginner Traders Make (And How To Avoid Them) The Benefits And Risks Of Stop-Loss And Stop-Limit Orders The Basics Of Fundamental Analysis Technical Analysis Simplified Trading Platforms Or Online Brokers Book #3: Options Trading: Make Money Trading Options With These 10 Simple Trading Strategies Discover how options trading REALLY works with this beginner-oriented yet comprehensive guide!In this book you will learn what options are, why you are missing out if you still not investing in options and of course how the system actually works. Trading options is no easy task and does involve a considerable degree of risk. However, there are some rules that should you adhere to, can help you dramatically cut your losses, safeguard your portfolio (especially Rule#10) and also make your investing journey fairly profitable. Here Is A Quick Preview Of What's Inside... Options Crash Course 11 Rules For Successful Options Trading 8 Rookie Mistakes To Avoid While Trading Options 10 Profitable Option Trading Strategies For Beginners Step-By-step Instructions In Placing Your First Options Trade How To Choose The Right Options For Trading Grab Your Copy Right Now

Rule 1

The self-made millionaire and expert on do-it-yourself investing shares his personal approach to financial and investment success, based on a single, simple, risk-free Rule #1--don't invest to make money, invest to not lose money--and its ...

Author: Phil Town

Publisher: Three Rivers Press

ISBN: 0307336840

Category: Business & Economics

Page: 330

View: 731

The self-made millionaire and expert on do-it-yourself investing shares his personal approach to financial and investment success, based on a single, simple, risk-free Rule #1--don't invest to make money, invest to not lose money--and its corollaries, which he uses to build wealth. Reprint. 100,000 first printing.

Morningstar Complete Investor

18 The Five Rules for Successful Stock Investing IT ALWAYS AMAZES me how few investors — and sometimes , fund managers — can articulate their investment philosophy . Without an investing framework , a way of thinking about the world ...

Author: Christine Benz

Publisher:

ISBN: 9780760779675

Category: Investments

Page: 495

View: 827

Today's investment environment is filled with more choices than ever before. But with so many choices and so much information available for each one, investors face an uphill battle when attempting to make important investment decisions. Now, in a single volume for the first time, Morningstar, Inc. looks to improve this situation with Morningstar Complete Investor.Divided into two comprehensive parts, Morningstar Complete Investor focuses on two of the most important investment vehicles currently available-mutual funds and stocks. It offers straightforward and accessible advice on understanding the essential features of these investments and illustrates how to integrate them into your own personal portfolio.In the first part of the book, Morningstar mutual fund expert Christine Benz will put you on the right path to building a sound, satisfying, and profitable mutual fund portfolio. She walks you through the often-intimidating mutual fund selection process, helps you choose the right funds to meet your goals, and shows you how to protect your assets in any market environment. Benz also discusses how to:* Minimize mutual fund costs by understanding expense ratios, loads, and other fund charges* Keep your portfolio on the right track with quarterly and annual reviews* Assess the quality of a fund's manager, and next steps should a fund manager leaveIn the second part of the book, Pat Dorsey, the Director of Stock Analysis for Morningstar, Inc., will help you understand how stocks operate, how to avoid the common pitfalls of stock investing, and how to build a strong portfolio of stocks. Filled with unparalleled stock research and investment strategies, this section covers a wide range of stock-related topics, including:* How to find great companies that will create shareholder wealth* How to dig into a financial statement and find hidden gold . . . and deception* How to recognize red flags that can cause blowups in a portfolioYou don't need an MBA to be a successful investor. What you do need is accurate information and the knowledge and self-confidence to act on that information. Brought to you by Morningstar, Inc., Morningstar Complete Investor will give you the information you need to succeed and help you build and maintain a profitable portfolio today, and for years to come.

Kiplinger s Personal Finance

Reviews BOOKS | Can a fund - rating company teach you how to pick stocks ? Yes — if you like hunting for bargains . By Jeffrey R. Kosnett Investing by the NUMBERS 5 F RULES FOR SUCCESSFUN STOCK INVESTING STEVEN BRODNER 5804 UND rater ...

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Category: Electronic journals

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Kiplinger s Personal Finance Magazine

That method is outlined in The Five Rules for Successful Stock Investing ( John Wiley & Sons , $ 25 ) , by Pat Dorsey , who leads the firm's team of stock analysts . The “ five rules ” themselves include such boilerplate investment ...

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Category: Consumer education

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View: 593


Value Investing in Growth Companies

How to apply the value investing model to today's high-growth Asian companies This revised edition of Value Investing in Growth Companies serves as a step-by-step guide that lets investors combine the value investing and growth investing ...

Author: Rusmin Ang

Publisher: John Wiley & Sons

ISBN: 1118567986

Category: Business & Economics

Page: 200

View: 202

How to apply the value investing model to today's high-growth Asian companies This revised edition of Value Investing in Growth Companies serves as a step-by-step guide that lets investors combine the value investing and growth investing models to find excellent investment opportunities in emerging Asian companies. Though these two investing styles are very different, the authors' proprietary "jigsaw puzzle" model integrates them into a holistic investing approach that will help readers enjoy the kind of extraordinary results that investors like Warren Buffett or Peter Lynch built their fortunes on. This model focuses on four vital criteria that, when combined, pinpoint excellent companies in which to invest. Those criteria are: simple business models, quality management, healthy financial numbers, and accurate valuation. This book shows investors how to find growth companies in Asia that combine these four criteria for nearly surefire profits. Offers a sensible and stress-free investing strategy that is ideal for anyone looking for investment opportunities in fast-growing Asian countries This revised edition includes new case studies focused specifically on Asian companies and their unique characteristics Perfect for investors who want to focus on high-growth, small-cap companies that offer excellent potential returns

International Directory of Company Histories

Following the settlement , Morningstar was tapped to provide investment research to Citigroup's Smith Barney , Goldman Sachs ... In addition , Morningstar published Pat Dorsey's book , The Five Rules for Successful Stock Investing .

Author: Thomas Derdak

Publisher: Saint James Press

ISBN:

Category: Business & Economics

Page: 688

View: 523

Annotation This multi-volume series provides detailed histories of more than 7,000 of the most influential companies worldwide.

Bottom Line Year Book 2006

He is also the author of The Five Rules for Successful Stock Investing ( Wiley ) . take into consideration other personal factors , such as risk tolerance . We often advise clients to start out with the conservative allocation of 40 ...

Author:

Publisher:

ISBN: 9780887233678

Category: Consumer education

Page: 344

View: 683

Bottom Line is constantly unearthing forbidden secrets of enormous import to your health and wealth. But this year's huge harvest of cover-ups has been totally unprecedented. And now, the most explosive of these revelations have been brought together into this no-holds-barred book of the year.

Investor s Business Daily and the Making of Millionaires

This is the fascinating true story of how one man beat the odds and changed the way America plays the stock market.

Author: David Saito-Chung

Publisher: McGraw Hill Professional

ISBN: 9780071450164

Category: Business & Economics

Page: 162

View: 684

Bill O'Neil is a legend to individual investors everywhere. The Wall Street maverick founded Investor's Business Daily, which created a new generation of investor by providing carefully researched investment rules for targeting emerging growth, buying at the right time, and applying sell rules that ensure the greatest profit. Two decades later, IBD is a runaway success, and O'Neil continues to regularly beat the market at its own game. Investor's Business Daily and the Making of Millionaires is a behind-the-scenes look at O'Neil and the growth of IBD. It describes how investors can use the paper's rich stock market data and focus on growing companies to amass huge stock market gains as it details: O'Neil's legendary CANSLIM stock-picking system Where the next opportunities could be coming from How anyone can take on the leaders and win

Day Trading Books Investing Basics Stock Market Trading Options Trading How to Invest Your Money with These Practical Beginner Guides

In this book, you will simply put, go through a "crash course" on stock trading. This book will teach you all you need to know before you begin trading stocks.

Author: Adam Richards

Publisher: Independently Published

ISBN: 9781091244702

Category: Business & Economics

Page: 194

View: 301

Day Trading Books: Investing Basics, Stock Market Trading, Options Trading: How To Invest Your Money With These Practical Beginner Guides Book #1: Investing: The Definitive Beginner's Guide: Investing 101, Investment Options, 5 Crucial Mistakes To Avoid & Risk Reward Evaluation For Rookie InvestorsIf you are a beginner investor then you are in the right place, keep reading... In this book, you will learn all you need to know before investing a single penny out of your hard earned money. You will find out the difference between Investing and Gambling, you will learn the fundamental principles of investing and how to go about it always in accordance of course with your own personal preferences. There are some traditional investment vehicles such as Bonds, Stocks, and Mutual Funds and of course there are some alternative investments such as Options, Futures, FOREX, Commodities, and Real Estate. You will be given the Pros and Cons for each one of them, so you can make sure you start your investing journey with something that will be more suitable for you in terms of style, budget or risk tolerance. Here Is A Quick Preview Of What's Inside... Investing 101: The Nuts And Bolts Of Investing Simplified Investments Part 1: Bonds, Stocks And Mutual Funds Investments Part 2: Options, Futures, FOREX, Commodities, Real Estate How To Properly Evaluate Your Risk And Returns 5 Mistakes Most First-Time Investors Make And How To Avoid Them How To Form Your Own Personal Investment Plan And What To Watch Out For Book #2: Stock Trading: The Definitive Beginner's Guide - 15 Rules To Follow & 9 Rookie Mistakes To Avoid Towards Your Financial FreedomDiscover the HUGE potential of trading stocks for profit with this short All-In-One comprehensive beginner's guide! In this book, you will simply put, go through a "crash course" on stock trading. This book will teach you all you need to know before you begin trading stocks. Although you won't become a superstar trader overnight, it will undoubtedly supercharge your learning curve, giving you a head start on the majority of rookie traders out there who start trading and fail, MISERABLY! Here Is A Quick Preview Of What's Inside Stock Market Essentials 15 Rules For Successful Stock Trading 9 Mistakes Most Beginner Traders Make (And How To Avoid Them) The Benefits And Risks Of Stop-Loss And Stop-Limit Orders The Basics Of Fundamental Analysis Technical Analysis Simplified Trading Platforms Or Online Brokers Book #3: Options Trading: The Definitive Beginner's Guide: 11 Rules To Follow, 8 Rookie Mistakes To Avoid, 10 Simple But Profitable Strategies To Make Money Trading OptionsDiscover how options trading REALLY works with this beginner-oriented yet comprehensive guide! In this book, you will learn what options are, why you are missing out if you still not investing in options and of course how the system actually works. Trading options are no easy task and do involve a considerable degree of risk. However, there are some rules that should you adhere to, can help you dramatically cut your losses, safeguard your portfolio (especially Rule#10) and also make your investing journey fairly profitable. Here Is A Quick Preview Of What's Inside... Options Crash Course 11 Rules For Successful Options Trading 8 Rookie Mistakes To Avoid While Trading Options 10 Profitable Option Trading Strategies For Beginners Step-By-step Instructions In Placing Your First Options Trade How To Choose The Right Options For Trading Grab Your Copy Right Now