Applied Equity Analysis and Portfolio Management Tools to Analyze and Manage Your Stock Portfolio
Annotation
| Main Author: | |
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| Format: | eBook |
| Language: | English |
| Published: |
Hoboken
John Wiley & Sons
2014
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| Series: | Wiley finance
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| Subjects: | |
| Online Access: | |
| Collection: | O'Reilly - Collection details see MPG.ReNa |
Table of Contents:
- Includes bibliographical references and index
- Chapter 4: Historical Performance AnalysisGETTING STARTED; HISTORICAL STOCK RETURNS; GROWTH IN REVENUES, PROFITS, AND DIVIDENDS; GROSS, OPERATING, AND NET PROFIT MARGINS; RELATIVE VALUATION; LIQUIDITY AND DEBT; PROFITABILITY: ROA AND ROE; NOPAT, TOTAL INVESTED CAPITAL, FREE CASH FLOW, AND ROIC; VALUE CREATION: COST OF CAPITAL, EVA, MVA, AND INTRINSIC€VALUE; USING DIFFUSION INDEXES TO SUMMARIZE PERFORMANCE ANALYSIS; SUMMARY: HISTORICAL PERFORMANCE ANALYSIS; APPENDIX: UNITED TECHNOLOGIES' FINANCIAL STATEMENT HIGHLIGHTS, 2009-2012; QUESTIONS; ANSWERS TO SELECTED QUESTIONS; REFERENCES; NOTES.
- Series; Title Page; Copyright; Preface; Acknowledgments; Chapter 1: Perspectives on Active and Passive Money Management; TERMINOLOGY: INVESTORS, INVESTMENT VEHICLES, RISK AND RETURN; THE TOP-DOWN FUNDAMENTAL ANALYSIS PROCESS; THE RECORD OF PROFESSIONAL MONEY MANAGERS; MARKET EFFICIENCY, BEHAVIORAL FINANCE, AND ADAPTIVE EXPECTATIONS; ADDITIONAL PERSPECTIVES ON INVESTING; PROFESSIONAL INVESTMENT POLICY STATEMENTS; SUMMARY; QUESTIONS; ANSWERS TO SELECTED QUESTIONS; REFERENCES; NOTES; Chapter 2: Analyzing the Macro-Finance Environment
- UNIQUE CAPABILITIES LEAD TO SUSTAINABLE COMPETITIVE€ADVANTAGEGETTING STARTED: ANALYZING STRATEGY AND COMPETITIVE€ADVANTAGE; PORTER'S FIVE FORCES MODEL; SWOT ANALYSIS; CATALYSTS; SUMMARY; QUESTIONS; ANSWERS TO SELECTED QUESTIONS; REFERENCES; Chapter 7: Portfolio Risk and Performance Attribution; FOUNDATIONS: RISK AND EXPECTED RETURN; STATISTICAL REPRESENTATIONS OF MACROECONOMIC AND FIRM-SPECIFIC RISK; EXTENDING THE MEAN-VARIANCE FRAMEWORK: BETA; PERFORMANCE ATTRIBUTION: SECTOR WEIGHTS, DIVIDEND YIELD, BETA, AND STYLE; MULTIFACTOR MODELS; SUMMARY; QUESTIONS AND PROBLEMS.
- Chapter 5: Financial Statement Forecasting, Financial Analysis, and ValuationTHE INCOME STATEMENT FORECAST WORKSHEET; THE PERCENT-OF-SALES FORECASTING METHOD; FORECASTING MCD'S INCOME STATEMENT; FORECASTING MCD'S BALANCE SHEET; PRO FORMA ANALYSIS: MCD; INTRINSIC VALUE MODELING; FINANCIAL FITNESS AND PROBABILITY OF BANKRUPTCY€SCORECARDS; SUMMARY; CASE STUDY 5.1: TWO PERSPECTIVES ON VALUATION ANALYSIS: THE CURIOUS CASE OF AMAZON, INC.; QUESTIONS; REFERENCES; NOTES; Chapter 6: Analyzing Company Strategy and Identifying Catalysts; SOURCES OF INFORMATION.
- ECONOMIC ANALYSIS: THE FIRST STEP OF A TOP-DOWN FUNDAMENTAL PROCESSDATA CONSIDERATIONS: NOMINAL AND REAL TIME SERIES; NATIONAL INCOME, CORPORATE PROFITS, AND JOB CREATION; LEADING ECONOMIC INDICATORS; COINCIDENT ECONOMIC INDICATORS; LAGGING ECONOMIC INDICATORS; SUPPLEMENTAL ECONOMIC INDICATORS; SUMMARY; QUESTIONS; REFERENCES; NOTES; Chapter 3: Valuation, Expected Returns, and the Dividend Discount Model; FINANCE PRINCIPLE 1: VALUATION; FINANCE PRINCIPLE 2: VALUE AND EXPECTED RETURNS; SUMMARY; QUESTIONS AND PROBLEMS; ANSWERS TO SELECTED QUESTIONS; REFERENCE; NOTE.