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: 633

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: 360

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.

Wealth Wisdom for Everyone

According to Pat Dorsey, Director of Stock Analysis at Morningstar, there are five rules for successful investing and seven traps to avoid when buying a ...

Author:

Publisher:

ISBN: 9814477826

Category:

Page:

View: 978


Stocks and Exchange

placement of stocks on the stock exchange (IPO = initial public offering) must be approved by the stock ... "The five Rules for successful Stock Investing" ...

Author: Ladis Konecny

Publisher: BoD – Books on Demand

ISBN: 3848278537

Category: Business & Economics

Page: 308

View: 306

The book "Stocks and Exchange - the only Book you need" is intended for the general public from 11 to 85 years. Although the book is easily understandable, it describes in detail the parameters, which are ideal for safe and profitable investments in stocks or companies - whether short term or long term. When to sell or buy? This is technical and fundamental analysis at its finest. Which stocks can finance your pension with dividend payments? This book is the result of many years of practice and study of relevant literature. The book describes the strategies of the most famous investors and also my own experiences with stocks. Investment funds and pension insurance are discussed. The book contains a little information on business economics for investors and a lot of important information about the business on the stock exchange. The courses of three economic crises and crashes are investigated. The small lexicon explains 195 technical terms. There are some case studies about investors, companies and their stocks. Also described is the investment in gold, commodities and derivatives. Because the state expects ever more personal responsibility for your retirement arrangements, this book is also a very meaningful gift for your younger family members. Unfortunately there are only very few profound and above all honest books on shares thereby making this one all the more valuable.

Morningstar Funds 500

MORNINGSTAR The Five Rules for Successful Stock Investing THE FIVE RULES
FOR SUCCESSFUL STOCK INVESTING Morningstar's Guide to Building Wealth
and Winning in the Market Morningstar's Guide to Building Wealth and Winning ...

Author: Morningstar, Inc.

Publisher: Wiley

ISBN: 9780471468523

Category: Business & Economics

Page: 608

View: 149

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

Morningstar s 30 Minute Money Solutions

Of course, there are many wonderful resources for stock investors, but I'm partial to Pat Dorsey's book, The Five Rules for Successful Stock Investing (John ...

Author: Christine Benz

Publisher: John Wiley & Sons

ISBN: 0470481579

Category: Business & Economics

Page: 320

View: 704

The quick and easy way to manage money and achieve financial goals The recent economic meltdown has left people in terrible financial shape with little idea of how to turn things around. Using Morningstar's time-tested strategies and sensible approach to money management, Morningstar's 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances breaks down important financial tasks into do-able chunks, each of which can be accomplished in 30 minutes or less. The practical, no-nonsense book Lays out the tools to get organized, including how to create a filing and bill paying system Details how to find the best uses for one's money, as well as how to properly invest for savings, college, and retirement Other titles by Benz: Morningstar® Guide to Mutual Funds: Five Star Strategies for Success These are uncertain times. Morningstar's 30-Minute Money Solutions provides expert guidance on all aspects of personal money management, and it does so in quick, easily digestible steps.

The Handbook of Board Governance

Pat Dorsey, The Five Rules for Successful Stock Investing; Morningstar's Guide to Building Wealth (Hoboken, NJ: John Wiley & Sons, 2007). 6.

Author: Richard Leblanc

Publisher: John Wiley & Sons

ISBN: 1119537169

Category: Business & Economics

Page: 1456

View: 980

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.

Investing in an Uncertain Economy For Dummies

... 8, 70–71 financial situation, self-assessment of, 8–9 financing terms, 48 Five Rules for Successful Stock Investing, The, 115 fixed annuities, 83–86.

Author: Sheryl Garrett

Publisher: John Wiley & Sons

ISBN: 9780470442999

Category: Business & Economics

Page: 384

View: 730

Investing in an Uncertain Economy For Dummies provides investors with focused, individualized investment strategies that enable them to conquer indecision and protect and strengthen their current financial holdings. With advice from 200 top independent financial advisors, empowered readers can make effective asset allocation decisions in the face of volatile markets.

Rule 1

But surely the alternative - investing in the stock market - is risky, complicated and best left to the professionals? Phil Town doesn't think so. He made a fortune, and in Rule #1 he'll show you how he did it.

Author: Phil Town

Publisher: Random House

ISBN: 1409060047

Category: Business & Economics

Page: 320

View: 244

Who's going to provide for your future? There's a crisis looming in pensions. Investing in property is time-consuming and risky. Savings accounts yield very little return. If you're not careful, you could be looking at a very uncomfortable retirement. But surely the alternative - investing in the stock market - is risky, complicated and best left to the professionals? Phil Town doesn't think so. He made a fortune, and in Rule #1 he'll show you how he did it. Rule #1: - Sets out the five key numbers that really count when you're buying stocks and shares - Explains how to use new Internet tools to simplify research - Shows how to exploit the advantages of being an individual investor - Demonstrates how to pay fifty pence for every pound's worth of business This simple and straightforward method will guide you to 15% or better annual returns - in only 15 minutes a week. It's money in the bank!

Charleston Conference Proceedings 2007

This ensures that individual investors have the same access to information as ... A gentler introduction is Five Rules for Successful Stock Investing, ...

Author: Beth R. Bernhardt

Publisher: Greenwood Publishing Group

ISBN: 159158731X

Category: Computers

Page: 184

View: 459

This volume represents just some of the 175 papers, issues, and discussions that occures during the 27th Charleston Conference. The monograph is divided into five categories encompassing collection development, e-books, serials and e-journals, technical services workflow and cataloging, and miscellaneous subjects.

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 . Follow our
game ...

Author: Morningstar, Inc

Publisher: John Wiley & Sons Incorporated

ISBN: 9780471790488

Category: Business & Economics

Page: 220

View: 119

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

Morningstar Complete Investor

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: 204

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.

The Global Investor Book of Investing Rules

In this book, more than 150 of the world's most respected investors reveal the key tactics, strategies and insights they rely upon today to maximize their results and minimize their risks.

Author: Philip Jenks

Publisher: FT Press

ISBN: 0130094013

Category: Business & Economics

Page: 502

View: 461

Profiles of 150 successful fund managers, traders, analysts, economists, and investment experts offer advice, techniques, and ideas to increase returns and control risks in investing. Some of the areas of specialty discussed include international markets and capital flows, company valuation, liquidi

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 ...

Author:

Publisher:

ISBN:

Category: Electronic journals

Page:

View: 253


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 - guide advice
 ...

Author:

Publisher:

ISBN:

Category: Consumer education

Page:

View: 534


Bottom Line Year Book 2006

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

Author:

Publisher:

ISBN: 9780887233678

Category: Consumer education

Page: 344

View: 747

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.

International Directory of Company Histories

... acquisition of Pensions & Investments ' ePiper separate account database ,
and the Morningstar Rating for separately managed accounts . 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: 332

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

U S News and World Report

Letters Successful Investing AS A HAPPY OWNER OF STOCK IN BERK- shire
Hathaway, I enjoyed reading your articles on Warren ... IN ADDITION TO THE
NEW BUFFETT- ology, I recommend The Five Rules for Successful Stock
Investing: ...

Author:

Publisher:

ISBN:

Category: United States

Page:

View: 404


The Gateway to Business Prosperity

The Twenty-First Century Concept Ten Success Tips; Five Case Studies John B. Daniels ... us to the last of J. B. 5 rules to successful investment in stocks.

Author: John B. Daniels Daniels

Publisher: Xlibris Corporation

ISBN: 1456881841

Category: Self-Help

Page: 147

View: 876

Business investment is the sure way of attaining riches, the comfortable life we so much desire. It is a practice that, if well undertaken, delivers the desired results.