Getting Started in Security Analysis - Softcover

Klein, Peter J.

Softcover

ISBN 10: 0471254878 ISBN 13: 9780471254874

Publisher: Wiley, 1998

Synopsis

Sound, practical guidance for taking control of investment decisions.

Individuals are starting to take much more time and effort to really understand their investments. They're investing on their own in record numbers--with index funds, online services, and discount dealers like Schwab. Tested by the author in his Paine Webber investment seminars, this accessible guide shows serious investors how to take greater control of their investment decisions by mastering security analysis. Clear, easy-to-follow instructions, examples, and case studies focus on the practical mechanics of such key security analysis topics as fundamental and technical analysis, valuation, portfolio theory, fixed-income analysis, and deciphering financial statements. Special workbook sections offer practice problems.

PETER J. KLEIN (Melville, New York) is a first vice president at Paine Webber, Inc., where he focuses on managing money for high net worth investors. A Registered Investment Advisor, he regularly conducts investment seminars.

About this title

About the Author

PETER J. KLEIN is First Vice President/Investments with PaineWebber's Melville, New York office. He and his team (The Klein Advisory Group) specialize in the retirement planning process. An industry veteran, he regularly conducts investment seminars and gives presentations for finance committees of endowment and pension plans.

From the Back Cover

A PRACTICAL, COMPREHENSIVE INTRODUCTION TO
Getting Started in Security Analysis

This accessible new guide covers everything you need to fully grasp the fundamentals of security analysis. Getting Started in Security Analysis focuses on the practical mechanics of such vital topics as fundamental and technical analysis, valuation, portfolio theory, and fixed income analysis. Along with dozens of examples and case studies, you'll also find special workbook sections that enable you to put your new skills to work. You will find complete details on:

• Accounting—balance sheets, income statements, merger and acquisition principles
• Economics—the business cycle and investment timing, international trade valuations, and the basics of macroeconomics
• Portfolio management—investment policy statement, asset allocation, portfolio construction
• Quantitative analysis—time value of money, internal rate of return, standard deviation, variance, correlation
• Credit analysis—asset utilization/efficiency ratios, credit ratings, fixed income securities

Edition details

• Publisher: Wiley
• Publication date: 1998
• Language: English
• ISBN 10: 0471254878
• ISBN 13: 9780471254874
• Binding: Paperback
• Edition number: 1
• Number of pages: 304