Getting Started in Security Analysis

ISBN-13: 9780470463390 / Angielski / Miękka / 2009 / 336 str.

Peter J. Klein; Brian R. Iammartino

Opis

An updated look at security analysis and how to use it during tough financial times Due to the current economic climate, individual investors are starting to take much more time and effort to really understand their investments. They've been investing on their own in record numbers, but many have no idea how to handle the current financial crisis. This accessible guide shows you how to take control of your investment decisions by mastering security analysis. This fully updated Second Edition of Getting Started in Security Analysis covers everything you need to fully grasp the fundamentals of security analysis. It focuses on the practical mechanics of such vital topics as fundamental analysis, security valuation, portfolio management, real estate analysis, and fixed income analysis.

• Easy-to-follow instructions and case studies put the tools of this trade in perspective and show you how to incorporate them into your portfolio
• Along with dozens of examples, you'll find special quiz sections that test your skills
• Focuses on key security analysis topics such as deciphering financial statements, fixed-income analysis, fundamental analysis, and security valuation

If you want to make better investment decisions, then look no further than the Second Edition of Getting Started in Security Analysis.

Spis treści

Acknowledgments.

Introduction.

PART 1 Tools of the Trade.

Chapter 1 Accounting.

Chapter 2 Economics.

Chapter 3 Investment Mathematics.

Chapter 4 Quantitative Analysis.

PART 2: Fundamental Financial Security Analysis.

Chapter 5 Equity Analysis and Valuation.

Chapter 6 Credit Analysis.

Chapter 7 Real Estate.

PART 3 Portfolio Management.

Chapter 8 The Investment Management Process.

Epilogue.

Appendix: Selected tables.

Bibliography.

Index.

O autorze

Peter J. Klein, CFA, is Senior Vice President of Investments for UBS Financial Services where he and his team develop financial plans for individuals and small institutions and proactively steward their capital through the capital markets. Klein holds a BA in economics and an MBA in finance, is a member of CFA Institute and The New York Society of Security Analysts, and sits on several not–for–profit boards.

Brian R. Iammartino is Vice President of Westport Point Capital, a private real estate investment fund. His previous experience includes positions at The Blackstone Group and the not–for–profit organization TeachersCount. Iammartino holds a BS summa cum laude from the Wharton School of the University of Pennsylvania, where he concentrated in finance and accounting, and a Master in Public Policy from Harvard University′s John F. Kennedy School of Government.

Blurb

Praise For Getting Started In Security Analysis, Second Edition

"Peter Klein and his talented coauthor, Brian Iammartino, have written the definitive work on what it takes to really understand investment analysis. Importantly, they′ve done it using an easy to follow step–by–step format and clear, understandable language. This book will be an invaluable tool for both prospective as well as seasoned security analysts for generations to come. I′m going to insist that my broker read it cover to cover!"
Jim McCann, founder, 1–800–Flowers.com

"This book provides a thorough and fundamental education on the art and science of securities analysis. It presents years worth of field–level experience within its covers. Principally simple, yet profoundly practical!"
Giorgio Kolaj, cofounder, Famous Famiglia

"This is a book very well worth owning and reading. It covers all the basic forms of investment. It is a great reference tool to keep at desk side to refer to when needed. It is a solid, basic book in fundamentals, easy to understand with good clear and concise examples."
Robert A. Rosen, Chairman and CEO, Rosen Associates Management Corp.

"An invaluable resource. I recommend this book to all of my clients who are intrigued by what goes into security analysis."
Jerry Sloane, CPA, Partner, Berdon LLP