Fundamental Analysis for Dummies:
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Hoboken, New Jersey
John Wiley & Sons, Inc.
[2023]
|
| Ausgabe: | 3rd edition |
| Schriftenreihe: | ... for Dummies
Learning made easy |
| Schlagworte: | |
| Online-Zugang: | DE-860 DE-2070s Volltext |
| Beschreibung: | Description based on publisher supplied metadata and other sources |
| Beschreibung: | 1 Online-Ressource (xiv,384 Seiten) Illustrationen, Diagramme |
| ISBN: | 9781394159703 9781394159710 |
Internformat
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| 490 | 0 | |a Learning made easy | |
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| 505 | 8 | |a Intro -- Title Page -- Copyright Page -- Table of Contents -- Introduction -- About This Book -- Icons Used in This Book -- Beyond the Book -- Where to Go from Here -- Part 1 Getting Started with Fundamental Analysis -- Chapter 1 Understanding Fundamental Analysis -- Why Bother with Fundamental Analysis? -- Some of the real values of fundamental analysis -- Driving home an example -- Putting fundamental analysis to work -- Knowing what fundamentals to look for -- Knowing what you need -- Knowing the Tools of the Fundamental Analysis Trade -- Staying focused on the bottom line -- Sizing up what a company has to its name -- Burn baby burn: Cash burn -- Financial ratios: Your friend in making sense of a company -- Making Fundamental Analysis Work For You -- Using fundamentals as signals to buy or sell -- The perils of ignoring the fundamentals -- Using fundamental analysis as your guide -- Chapter 2 Getting Up to Speed with Fundamental Analysis -- What Is Fundamental Analysis? -- Going beyond betting -- Understanding how fundamental analysis works -- Who can perform fundamental analysis? -- Following the money using fundamentals -- Comparing Fundamental Analysis with Other Ways of Picking Investments -- How fundamental analysis stacks up against index investing -- Comparing fundamental analysis with technical analysis -- Putting Fundamental Analysis to Work For You -- How difficult is fundamental analysis? Do I need to be math wizard? -- Is fundamental analysis for you? -- The risks of fundamental analysis -- Making Money with Fundamental Analysis -- Putting a price tag on a stock or bond -- Being profitable by being a "contrarian" -- The Fundamental Analysis Toolbox -- Introducing the income statement -- Balance-sheet basics -- Getting the mojo of cash flows -- Familiarizing yourself with financial ratios (including the P-E) | |
| 505 | 8 | |a Chapter 3 Gaining an Upper Hand on Wall Street: Why Fundamental Analysis Gives Investors an Edge -- Better Investing with Fundamentals -- Picking stocks for fundamental reasons -- Uses for the index investor -- Assisting technical analysts -- Dooming your portfolio by paying too much -- Sitting through short-term volatility -- Relying on the Basic Info the Pros Use -- What is "the Warren Buffett Way"? -- Checking in on Graham and Dodd -- The origins of value investing -- Using fundamentals to see when a stock is priced right -- Figuring Out When to Buy or Sell a Stock -- Looking beyond the per-share price -- Seeing how a company's fundamentals and its price may get out of alignment -- Avoiding overhyped "story stocks" -- Pairing buy-and-hold strategies with fundamental analysis -- Looking to the long term -- Patience isn't always a virtue -- Chapter 4 Getting Your Hands on Fundamental Data -- Getting in Sync with the Fundamental Calendar -- Which companies must report their financials to the public? -- Kicking it all off: Earnings season -- Getting the earnings press release -- Bracing for the 10-Q -- Running through the 10-K -- Flipping through the annual report (if there is one) -- There's no proxy like the proxy statement -- Getting up to Speed with the Basic Accounting and Math -- Operating activities: Finding smooth operators -- Investing activities: You have to spend money to make money -- Financing activities: Getting in tune with high finance -- Learning a key fundamental math skill: Percentage changes -- How to Get the Fundamental Data You Need -- Getting acquainted with the SEC's database -- Step-by-step directions on accessing company fundamentals using EDGAR -- Pulling fundamental data from websites into spreadsheets -- Finding stocks' dividend histories -- Getting stock-split information -- Part 2 Performing Fundamental Analysis Yourself | |
| 505 | 8 | |a Chapter 5 Analyzing a Company's Profitability Using the Income Statement -- Digging Deep Into the Income Statement -- Taking in the Top Line: Revenue -- Breaking down a company's revenue -- Keeping tabs on a company's growth -- What are the company's costs? -- Digging into costs -- What is the company's bottom line? -- Calculating Profit Margins and Finding Out What They Mean -- Differences between the types of profit margins -- Gross profit margin -- Operating profit -- Net profit margin -- Finding out about earnings per share -- Comparing a Company's Profit to Expectations -- The importance of investors' expectations -- Comparing actual financial results with expectations -- Chapter 6 Measuring a Company's Staying Power with the Balance Sheet -- Familiarizing Yourself With the Balance Sheet -- Separating your assets from your liabilities -- The most basic equation of business -- Understanding the Parts of the Balance Sheet -- Covering your bases with assets -- Getting in touch with a company's liabilities -- Taking stock in a company's equity -- Analyzing the Balance Sheet -- Sizing up the balance sheet with common-sizing -- Looking for trends using index-number analysis -- Appreciating working capital -- Analyzing here and now: The current ratio -- The Danger of Dilution -- How stock can be watered down -- Knowing how stock options can contribute to dilution -- Soaking up extra shares with buybacks -- Chapter 7 Tracking Cash with the Statement of Cash Flow -- Looking at the Cash-Flow Statement As a Fundamental Analyst -- Getting into the flow with cash flow -- Breaking the cash-flow statement into its key parts -- Examining a company's cash flow from operations -- Depreciation and amortization -- Stock-based compensation expense -- Tax adjustments (also called deferred income tax benefit) -- Gains on divestitures | |
| 505 | 8 | |a Asset impairments or losses on sales of discontinued operations -- Accounts receivable -- Accounts payable -- Inventories -- Other -- Net cash provided by (used in) operating activities -- Considering a company's cash from investments -- Getting into a company's cash from financing activities -- How Investors May Be Fooled by Earnings, But Not by Cash Flow -- Understanding the Fundamentals of Free Cash Flow -- Calculating free cash flow -- Measuring a company's cash-burn rate -- Chapter 8 Using Financial Ratios to Pinpoint Investments -- Using Financial Ratios to Find Out What's Really Going on at a Company -- Which financial ratios you should know and how to use them -- Using ratios to grade management -- Return on equity -- Return on invested capital -- Checking up on a company's efficiency -- Accounts receivable turnover -- Inventory turnover -- Accounts payable turnover -- Evaluating companies' financial condition -- Debt to equity -- Quick ratio -- Interest coverage ratio -- Getting a handle on a company's valuation -- Price-to-book ratio -- Dividend yield -- Dividend payout ratio -- Earnings yield -- Getting Familiar with the Price-to-Earnings Ratio -- How to calculate the P-E -- What a P-E tells you about a stock -- Putting the P-E into Perspective -- Taking the P-E to the next level: the PEG -- Evaluating the P-E of the entire market -- Chapter 9 Mining the Proxy Statement for Investment Clues -- Getting up to Speed with What the Proxy Statement Is -- Uncovering info in the proxy statement -- Getting your hands on the proxy -- Expanding Fundamental Analysis Beyond the Numbers -- Appreciating corporate governance -- Getting to know the board -- Stepping Through the Proxy -- Getting to know the board of directors -- Analyzing the independence of board members -- Delving into the board's committees | |
| 505 | 8 | |a Finding potential conflicts between the board and the company -- Understanding how the board is paid -- Auditing the auditor -- Finding out about the other investors in a stock -- How Much Are We Paying You? Understanding Executive Compensation -- Figuring out how much executives earn -- Checking out the other perks executives receive -- Where the real money comes from: Options and restricted stock -- Comparing CEO pay to employee pay -- Checking In on Your Fellow Shareholders -- Finding out who else owns the stock -- What's on other investors' minds: Shareholder proposals -- Part 3 Making Money with Fundamental Analysis -- Chapter 10 Looking for Fundamental Reasons to Buy or Sell -- Looking For Buy Signals from the Fundamentals -- Finding companies that have staying power -- Liquidity: Cash is king -- Low debt loads -- Stable cash flows -- Looking for a company on the rise -- Betting on the brains behind the operation -- Minding the earnings yield -- Knowing When to Bail out of a Stock -- Breaking down some top reasons to say adios to a stock -- Why selling stocks everyone else wants can be profitable -- What Dividends Can Tell You about Buying or Selling a Stock -- Calculating the dividend yield -- Knowing if you're going to get the dividend -- Making sure the company can afford the dividend -- Using dividends to put a price tag on a company -- Chapter 11 Finding a Right Price for a Stock Using Discounted Cash Flow -- How to Stop Guessing How Much a Company is Worth -- How minding intrinsic value can help you -- Getting up to speed for the discounted cash flow -- A company's cash flow -- Understanding the time value of money -- Performing a Discounted Cash Flow Analysis -- Starting out with free cash flow -- Getting the company's shares outstanding -- Estimating the company's intermediate-term growth -- Going way out: Forecasting long-term growth | |
| 505 | 8 | |a Measuring the discount rate | |
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Datensatz im Suchindex
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| author | Krantz, Matt |
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| author_facet | Krantz, Matt |
| author_role | aut |
| author_sort | Krantz, Matt |
| author_variant | m k mk |
| building | Verbundindex |
| bvnumber | BV048921724 |
| classification_rvk | QK 650 |
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| contents | Intro -- Title Page -- Copyright Page -- Table of Contents -- Introduction -- About This Book -- Icons Used in This Book -- Beyond the Book -- Where to Go from Here -- Part 1 Getting Started with Fundamental Analysis -- Chapter 1 Understanding Fundamental Analysis -- Why Bother with Fundamental Analysis? -- Some of the real values of fundamental analysis -- Driving home an example -- Putting fundamental analysis to work -- Knowing what fundamentals to look for -- Knowing what you need -- Knowing the Tools of the Fundamental Analysis Trade -- Staying focused on the bottom line -- Sizing up what a company has to its name -- Burn baby burn: Cash burn -- Financial ratios: Your friend in making sense of a company -- Making Fundamental Analysis Work For You -- Using fundamentals as signals to buy or sell -- The perils of ignoring the fundamentals -- Using fundamental analysis as your guide -- Chapter 2 Getting Up to Speed with Fundamental Analysis -- What Is Fundamental Analysis? -- Going beyond betting -- Understanding how fundamental analysis works -- Who can perform fundamental analysis? -- Following the money using fundamentals -- Comparing Fundamental Analysis with Other Ways of Picking Investments -- How fundamental analysis stacks up against index investing -- Comparing fundamental analysis with technical analysis -- Putting Fundamental Analysis to Work For You -- How difficult is fundamental analysis? Do I need to be math wizard? -- Is fundamental analysis for you? -- The risks of fundamental analysis -- Making Money with Fundamental Analysis -- Putting a price tag on a stock or bond -- Being profitable by being a "contrarian" -- The Fundamental Analysis Toolbox -- Introducing the income statement -- Balance-sheet basics -- Getting the mojo of cash flows -- Familiarizing yourself with financial ratios (including the P-E) Chapter 3 Gaining an Upper Hand on Wall Street: Why Fundamental Analysis Gives Investors an Edge -- Better Investing with Fundamentals -- Picking stocks for fundamental reasons -- Uses for the index investor -- Assisting technical analysts -- Dooming your portfolio by paying too much -- Sitting through short-term volatility -- Relying on the Basic Info the Pros Use -- What is "the Warren Buffett Way"? -- Checking in on Graham and Dodd -- The origins of value investing -- Using fundamentals to see when a stock is priced right -- Figuring Out When to Buy or Sell a Stock -- Looking beyond the per-share price -- Seeing how a company's fundamentals and its price may get out of alignment -- Avoiding overhyped "story stocks" -- Pairing buy-and-hold strategies with fundamental analysis -- Looking to the long term -- Patience isn't always a virtue -- Chapter 4 Getting Your Hands on Fundamental Data -- Getting in Sync with the Fundamental Calendar -- Which companies must report their financials to the public? -- Kicking it all off: Earnings season -- Getting the earnings press release -- Bracing for the 10-Q -- Running through the 10-K -- Flipping through the annual report (if there is one) -- There's no proxy like the proxy statement -- Getting up to Speed with the Basic Accounting and Math -- Operating activities: Finding smooth operators -- Investing activities: You have to spend money to make money -- Financing activities: Getting in tune with high finance -- Learning a key fundamental math skill: Percentage changes -- How to Get the Fundamental Data You Need -- Getting acquainted with the SEC's database -- Step-by-step directions on accessing company fundamentals using EDGAR -- Pulling fundamental data from websites into spreadsheets -- Finding stocks' dividend histories -- Getting stock-split information -- Part 2 Performing Fundamental Analysis Yourself Chapter 5 Analyzing a Company's Profitability Using the Income Statement -- Digging Deep Into the Income Statement -- Taking in the Top Line: Revenue -- Breaking down a company's revenue -- Keeping tabs on a company's growth -- What are the company's costs? -- Digging into costs -- What is the company's bottom line? -- Calculating Profit Margins and Finding Out What They Mean -- Differences between the types of profit margins -- Gross profit margin -- Operating profit -- Net profit margin -- Finding out about earnings per share -- Comparing a Company's Profit to Expectations -- The importance of investors' expectations -- Comparing actual financial results with expectations -- Chapter 6 Measuring a Company's Staying Power with the Balance Sheet -- Familiarizing Yourself With the Balance Sheet -- Separating your assets from your liabilities -- The most basic equation of business -- Understanding the Parts of the Balance Sheet -- Covering your bases with assets -- Getting in touch with a company's liabilities -- Taking stock in a company's equity -- Analyzing the Balance Sheet -- Sizing up the balance sheet with common-sizing -- Looking for trends using index-number analysis -- Appreciating working capital -- Analyzing here and now: The current ratio -- The Danger of Dilution -- How stock can be watered down -- Knowing how stock options can contribute to dilution -- Soaking up extra shares with buybacks -- Chapter 7 Tracking Cash with the Statement of Cash Flow -- Looking at the Cash-Flow Statement As a Fundamental Analyst -- Getting into the flow with cash flow -- Breaking the cash-flow statement into its key parts -- Examining a company's cash flow from operations -- Depreciation and amortization -- Stock-based compensation expense -- Tax adjustments (also called deferred income tax benefit) -- Gains on divestitures Asset impairments or losses on sales of discontinued operations -- Accounts receivable -- Accounts payable -- Inventories -- Other -- Net cash provided by (used in) operating activities -- Considering a company's cash from investments -- Getting into a company's cash from financing activities -- How Investors May Be Fooled by Earnings, But Not by Cash Flow -- Understanding the Fundamentals of Free Cash Flow -- Calculating free cash flow -- Measuring a company's cash-burn rate -- Chapter 8 Using Financial Ratios to Pinpoint Investments -- Using Financial Ratios to Find Out What's Really Going on at a Company -- Which financial ratios you should know and how to use them -- Using ratios to grade management -- Return on equity -- Return on invested capital -- Checking up on a company's efficiency -- Accounts receivable turnover -- Inventory turnover -- Accounts payable turnover -- Evaluating companies' financial condition -- Debt to equity -- Quick ratio -- Interest coverage ratio -- Getting a handle on a company's valuation -- Price-to-book ratio -- Dividend yield -- Dividend payout ratio -- Earnings yield -- Getting Familiar with the Price-to-Earnings Ratio -- How to calculate the P-E -- What a P-E tells you about a stock -- Putting the P-E into Perspective -- Taking the P-E to the next level: the PEG -- Evaluating the P-E of the entire market -- Chapter 9 Mining the Proxy Statement for Investment Clues -- Getting up to Speed with What the Proxy Statement Is -- Uncovering info in the proxy statement -- Getting your hands on the proxy -- Expanding Fundamental Analysis Beyond the Numbers -- Appreciating corporate governance -- Getting to know the board -- Stepping Through the Proxy -- Getting to know the board of directors -- Analyzing the independence of board members -- Delving into the board's committees Finding potential conflicts between the board and the company -- Understanding how the board is paid -- Auditing the auditor -- Finding out about the other investors in a stock -- How Much Are We Paying You? Understanding Executive Compensation -- Figuring out how much executives earn -- Checking out the other perks executives receive -- Where the real money comes from: Options and restricted stock -- Comparing CEO pay to employee pay -- Checking In on Your Fellow Shareholders -- Finding out who else owns the stock -- What's on other investors' minds: Shareholder proposals -- Part 3 Making Money with Fundamental Analysis -- Chapter 10 Looking for Fundamental Reasons to Buy or Sell -- Looking For Buy Signals from the Fundamentals -- Finding companies that have staying power -- Liquidity: Cash is king -- Low debt loads -- Stable cash flows -- Looking for a company on the rise -- Betting on the brains behind the operation -- Minding the earnings yield -- Knowing When to Bail out of a Stock -- Breaking down some top reasons to say adios to a stock -- Why selling stocks everyone else wants can be profitable -- What Dividends Can Tell You about Buying or Selling a Stock -- Calculating the dividend yield -- Knowing if you're going to get the dividend -- Making sure the company can afford the dividend -- Using dividends to put a price tag on a company -- Chapter 11 Finding a Right Price for a Stock Using Discounted Cash Flow -- How to Stop Guessing How Much a Company is Worth -- How minding intrinsic value can help you -- Getting up to speed for the discounted cash flow -- A company's cash flow -- Understanding the time value of money -- Performing a Discounted Cash Flow Analysis -- Starting out with free cash flow -- Getting the company's shares outstanding -- Estimating the company's intermediate-term growth -- Going way out: Forecasting long-term growth Measuring the discount rate |
| ctrlnum | (ZDB-30-PQE)EBC7219870 (ZDB-30-PAD)EBC7219870 (ZDB-89-EBL)EBL7219870 (OCoLC)1374425665 (DE-599)BVBBV048921724 |
| dewey-full | 332.678 |
| dewey-hundreds | 300 - Social sciences |
| dewey-ones | 332 - Financial economics |
| dewey-raw | 332.678 |
| dewey-search | 332.678 |
| dewey-sort | 3332.678 |
| dewey-tens | 330 - Economics |
| discipline | Wirtschaftswissenschaften |
| discipline_str_mv | Wirtschaftswissenschaften |
| edition | 3rd edition |
| format | Electronic eBook |
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Do I need to be math wizard? -- Is fundamental analysis for you? -- The risks of fundamental analysis -- Making Money with Fundamental Analysis -- Putting a price tag on a stock or bond -- Being profitable by being a "contrarian" -- The Fundamental Analysis Toolbox -- Introducing the income statement -- Balance-sheet basics -- Getting the mojo of cash flows -- Familiarizing yourself with financial ratios (including the P-E)</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">Chapter 3 Gaining an Upper Hand on Wall Street: Why Fundamental Analysis Gives Investors an Edge -- Better Investing with Fundamentals -- Picking stocks for fundamental reasons -- Uses for the index investor -- Assisting technical analysts -- Dooming your portfolio by paying too much -- Sitting through short-term volatility -- Relying on the Basic Info the Pros Use -- What is "the Warren Buffett Way"? -- Checking in on Graham and Dodd -- The origins of value investing -- Using fundamentals to see when a stock is priced right -- Figuring Out When to Buy or Sell a Stock -- Looking beyond the per-share price -- Seeing how a company's fundamentals and its price may get out of alignment -- Avoiding overhyped "story stocks" -- Pairing buy-and-hold strategies with fundamental analysis -- Looking to the long term -- Patience isn't always a virtue -- Chapter 4 Getting Your Hands on Fundamental Data -- Getting in Sync with the Fundamental Calendar -- Which companies must report their financials to the public? -- Kicking it all off: Earnings season -- Getting the earnings press release -- Bracing for the 10-Q -- Running through the 10-K -- Flipping through the annual report (if there is one) -- There's no proxy like the proxy statement -- Getting up to Speed with the Basic Accounting and Math -- Operating activities: Finding smooth operators -- Investing activities: You have to spend money to make money -- Financing activities: Getting in tune with high finance -- Learning a key fundamental math skill: Percentage changes -- How to Get the Fundamental Data You Need -- Getting acquainted with the SEC's database -- Step-by-step directions on accessing company fundamentals using EDGAR -- Pulling fundamental data from websites into spreadsheets -- Finding stocks' dividend histories -- Getting stock-split information -- Part 2 Performing Fundamental Analysis Yourself</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">Chapter 5 Analyzing a Company's Profitability Using the Income Statement -- Digging Deep Into the Income Statement -- Taking in the Top Line: Revenue -- Breaking down a company's revenue -- Keeping tabs on a company's growth -- What are the company's costs? -- Digging into costs -- What is the company's bottom line? -- Calculating Profit Margins and Finding Out What They Mean -- Differences between the types of profit margins -- Gross profit margin -- Operating profit -- Net profit margin -- Finding out about earnings per share -- Comparing a Company's Profit to Expectations -- The importance of investors' expectations -- Comparing actual financial results with expectations -- Chapter 6 Measuring a Company's Staying Power with the Balance Sheet -- Familiarizing Yourself With the Balance Sheet -- Separating your assets from your liabilities -- The most basic equation of business -- Understanding the Parts of the Balance Sheet -- Covering your bases with assets -- Getting in touch with a company's liabilities -- Taking stock in a company's equity -- Analyzing the Balance Sheet -- Sizing up the balance sheet with common-sizing -- Looking for trends using index-number analysis -- Appreciating working capital -- Analyzing here and now: The current ratio -- The Danger of Dilution -- How stock can be watered down -- Knowing how stock options can contribute to dilution -- Soaking up extra shares with buybacks -- Chapter 7 Tracking Cash with the Statement of Cash Flow -- Looking at the Cash-Flow Statement As a Fundamental Analyst -- Getting into the flow with cash flow -- Breaking the cash-flow statement into its key parts -- Examining a company's cash flow from operations -- Depreciation and amortization -- Stock-based compensation expense -- Tax adjustments (also called deferred income tax benefit) -- Gains on divestitures</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">Asset impairments or losses on sales of discontinued operations -- Accounts receivable -- Accounts payable -- Inventories -- Other -- Net cash provided by (used in) operating activities -- Considering a company's cash from investments -- Getting into a company's cash from financing activities -- How Investors May Be Fooled by Earnings, But Not by Cash Flow -- Understanding the Fundamentals of Free Cash Flow -- Calculating free cash flow -- Measuring a company's cash-burn rate -- Chapter 8 Using Financial Ratios to Pinpoint Investments -- Using Financial Ratios to Find Out What's Really Going on at a Company -- Which financial ratios you should know and how to use them -- Using ratios to grade management -- Return on equity -- Return on invested capital -- Checking up on a company's efficiency -- Accounts receivable turnover -- Inventory turnover -- Accounts payable turnover -- Evaluating companies' financial condition -- Debt to equity -- Quick ratio -- Interest coverage ratio -- Getting a handle on a company's valuation -- Price-to-book ratio -- Dividend yield -- Dividend payout ratio -- Earnings yield -- Getting Familiar with the Price-to-Earnings Ratio -- How to calculate the P-E -- What a P-E tells you about a stock -- Putting the P-E into Perspective -- Taking the P-E to the next level: the PEG -- Evaluating the P-E of the entire market -- Chapter 9 Mining the Proxy Statement for Investment Clues -- Getting up to Speed with What the Proxy Statement Is -- Uncovering info in the proxy statement -- Getting your hands on the proxy -- Expanding Fundamental Analysis Beyond the Numbers -- Appreciating corporate governance -- Getting to know the board -- Stepping Through the Proxy -- Getting to know the board of directors -- Analyzing the independence of board members -- Delving into the board's committees</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">Finding potential conflicts between the board and the company -- Understanding how the board is paid -- Auditing the auditor -- Finding out about the other investors in a stock -- How Much Are We Paying You? 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| id | DE-604.BV048921724 |
| illustrated | Illustrated |
| index_date | 2024-07-03T21:55:17Z |
| indexdate | 2025-06-17T12:02:20Z |
| institution | BVB |
| isbn | 9781394159703 9781394159710 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-034185815 |
| oclc_num | 1374425665 |
| open_access_boolean | |
| owner | DE-2070s DE-860 |
| owner_facet | DE-2070s DE-860 |
| physical | 1 Online-Ressource (xiv,384 Seiten) Illustrationen, Diagramme |
| psigel | ZDB-30-PQE ZDB-30-PAD ZDB-89-EBL ZDB-325-VSB ZDB-325-VSB FLA_Kauf ZDB-30-PQE HWR_PDA_PQE |
| publishDate | 2023 |
| publishDateSearch | 2023 |
| publishDateSort | 2023 |
| publisher | John Wiley & Sons, Inc. |
| record_format | marc |
| series2 | ... for Dummies Learning made easy |
| spelling | Krantz, Matt Verfasser (DE-588)135907691 aut Fundamental Analysis for Dummies by Matt Krantz 3rd edition Hoboken, New Jersey John Wiley & Sons, Inc. [2023] © 2023 1 Online-Ressource (xiv,384 Seiten) Illustrationen, Diagramme txt rdacontent c rdamedia cr rdacarrier ... for Dummies Learning made easy Description based on publisher supplied metadata and other sources Intro -- Title Page -- Copyright Page -- Table of Contents -- Introduction -- About This Book -- Icons Used in This Book -- Beyond the Book -- Where to Go from Here -- Part 1 Getting Started with Fundamental Analysis -- Chapter 1 Understanding Fundamental Analysis -- Why Bother with Fundamental Analysis? -- Some of the real values of fundamental analysis -- Driving home an example -- Putting fundamental analysis to work -- Knowing what fundamentals to look for -- Knowing what you need -- Knowing the Tools of the Fundamental Analysis Trade -- Staying focused on the bottom line -- Sizing up what a company has to its name -- Burn baby burn: Cash burn -- Financial ratios: Your friend in making sense of a company -- Making Fundamental Analysis Work For You -- Using fundamentals as signals to buy or sell -- The perils of ignoring the fundamentals -- Using fundamental analysis as your guide -- Chapter 2 Getting Up to Speed with Fundamental Analysis -- What Is Fundamental Analysis? -- Going beyond betting -- Understanding how fundamental analysis works -- Who can perform fundamental analysis? -- Following the money using fundamentals -- Comparing Fundamental Analysis with Other Ways of Picking Investments -- How fundamental analysis stacks up against index investing -- Comparing fundamental analysis with technical analysis -- Putting Fundamental Analysis to Work For You -- How difficult is fundamental analysis? Do I need to be math wizard? -- Is fundamental analysis for you? -- The risks of fundamental analysis -- Making Money with Fundamental Analysis -- Putting a price tag on a stock or bond -- Being profitable by being a "contrarian" -- The Fundamental Analysis Toolbox -- Introducing the income statement -- Balance-sheet basics -- Getting the mojo of cash flows -- Familiarizing yourself with financial ratios (including the P-E) Chapter 3 Gaining an Upper Hand on Wall Street: Why Fundamental Analysis Gives Investors an Edge -- Better Investing with Fundamentals -- Picking stocks for fundamental reasons -- Uses for the index investor -- Assisting technical analysts -- Dooming your portfolio by paying too much -- Sitting through short-term volatility -- Relying on the Basic Info the Pros Use -- What is "the Warren Buffett Way"? -- Checking in on Graham and Dodd -- The origins of value investing -- Using fundamentals to see when a stock is priced right -- Figuring Out When to Buy or Sell a Stock -- Looking beyond the per-share price -- Seeing how a company's fundamentals and its price may get out of alignment -- Avoiding overhyped "story stocks" -- Pairing buy-and-hold strategies with fundamental analysis -- Looking to the long term -- Patience isn't always a virtue -- Chapter 4 Getting Your Hands on Fundamental Data -- Getting in Sync with the Fundamental Calendar -- Which companies must report their financials to the public? -- Kicking it all off: Earnings season -- Getting the earnings press release -- Bracing for the 10-Q -- Running through the 10-K -- Flipping through the annual report (if there is one) -- There's no proxy like the proxy statement -- Getting up to Speed with the Basic Accounting and Math -- Operating activities: Finding smooth operators -- Investing activities: You have to spend money to make money -- Financing activities: Getting in tune with high finance -- Learning a key fundamental math skill: Percentage changes -- How to Get the Fundamental Data You Need -- Getting acquainted with the SEC's database -- Step-by-step directions on accessing company fundamentals using EDGAR -- Pulling fundamental data from websites into spreadsheets -- Finding stocks' dividend histories -- Getting stock-split information -- Part 2 Performing Fundamental Analysis Yourself Chapter 5 Analyzing a Company's Profitability Using the Income Statement -- Digging Deep Into the Income Statement -- Taking in the Top Line: Revenue -- Breaking down a company's revenue -- Keeping tabs on a company's growth -- What are the company's costs? -- Digging into costs -- What is the company's bottom line? -- Calculating Profit Margins and Finding Out What They Mean -- Differences between the types of profit margins -- Gross profit margin -- Operating profit -- Net profit margin -- Finding out about earnings per share -- Comparing a Company's Profit to Expectations -- The importance of investors' expectations -- Comparing actual financial results with expectations -- Chapter 6 Measuring a Company's Staying Power with the Balance Sheet -- Familiarizing Yourself With the Balance Sheet -- Separating your assets from your liabilities -- The most basic equation of business -- Understanding the Parts of the Balance Sheet -- Covering your bases with assets -- Getting in touch with a company's liabilities -- Taking stock in a company's equity -- Analyzing the Balance Sheet -- Sizing up the balance sheet with common-sizing -- Looking for trends using index-number analysis -- Appreciating working capital -- Analyzing here and now: The current ratio -- The Danger of Dilution -- How stock can be watered down -- Knowing how stock options can contribute to dilution -- Soaking up extra shares with buybacks -- Chapter 7 Tracking Cash with the Statement of Cash Flow -- Looking at the Cash-Flow Statement As a Fundamental Analyst -- Getting into the flow with cash flow -- Breaking the cash-flow statement into its key parts -- Examining a company's cash flow from operations -- Depreciation and amortization -- Stock-based compensation expense -- Tax adjustments (also called deferred income tax benefit) -- Gains on divestitures Asset impairments or losses on sales of discontinued operations -- Accounts receivable -- Accounts payable -- Inventories -- Other -- Net cash provided by (used in) operating activities -- Considering a company's cash from investments -- Getting into a company's cash from financing activities -- How Investors May Be Fooled by Earnings, But Not by Cash Flow -- Understanding the Fundamentals of Free Cash Flow -- Calculating free cash flow -- Measuring a company's cash-burn rate -- Chapter 8 Using Financial Ratios to Pinpoint Investments -- Using Financial Ratios to Find Out What's Really Going on at a Company -- Which financial ratios you should know and how to use them -- Using ratios to grade management -- Return on equity -- Return on invested capital -- Checking up on a company's efficiency -- Accounts receivable turnover -- Inventory turnover -- Accounts payable turnover -- Evaluating companies' financial condition -- Debt to equity -- Quick ratio -- Interest coverage ratio -- Getting a handle on a company's valuation -- Price-to-book ratio -- Dividend yield -- Dividend payout ratio -- Earnings yield -- Getting Familiar with the Price-to-Earnings Ratio -- How to calculate the P-E -- What a P-E tells you about a stock -- Putting the P-E into Perspective -- Taking the P-E to the next level: the PEG -- Evaluating the P-E of the entire market -- Chapter 9 Mining the Proxy Statement for Investment Clues -- Getting up to Speed with What the Proxy Statement Is -- Uncovering info in the proxy statement -- Getting your hands on the proxy -- Expanding Fundamental Analysis Beyond the Numbers -- Appreciating corporate governance -- Getting to know the board -- Stepping Through the Proxy -- Getting to know the board of directors -- Analyzing the independence of board members -- Delving into the board's committees Finding potential conflicts between the board and the company -- Understanding how the board is paid -- Auditing the auditor -- Finding out about the other investors in a stock -- How Much Are We Paying You? Understanding Executive Compensation -- Figuring out how much executives earn -- Checking out the other perks executives receive -- Where the real money comes from: Options and restricted stock -- Comparing CEO pay to employee pay -- Checking In on Your Fellow Shareholders -- Finding out who else owns the stock -- What's on other investors' minds: Shareholder proposals -- Part 3 Making Money with Fundamental Analysis -- Chapter 10 Looking for Fundamental Reasons to Buy or Sell -- Looking For Buy Signals from the Fundamentals -- Finding companies that have staying power -- Liquidity: Cash is king -- Low debt loads -- Stable cash flows -- Looking for a company on the rise -- Betting on the brains behind the operation -- Minding the earnings yield -- Knowing When to Bail out of a Stock -- Breaking down some top reasons to say adios to a stock -- Why selling stocks everyone else wants can be profitable -- What Dividends Can Tell You about Buying or Selling a Stock -- Calculating the dividend yield -- Knowing if you're going to get the dividend -- Making sure the company can afford the dividend -- Using dividends to put a price tag on a company -- Chapter 11 Finding a Right Price for a Stock Using Discounted Cash Flow -- How to Stop Guessing How Much a Company is Worth -- How minding intrinsic value can help you -- Getting up to speed for the discounted cash flow -- A company's cash flow -- Understanding the time value of money -- Performing a Discounted Cash Flow Analysis -- Starting out with free cash flow -- Getting the company's shares outstanding -- Estimating the company's intermediate-term growth -- Going way out: Forecasting long-term growth Measuring the discount rate Fundamentalanalyse (DE-588)4233194-8 gnd rswk-swf Fundamentalanalyse (DE-588)4233194-8 s DE-604 Erscheint auch als Druck-Ausgabe Krantz, Matthew Fundamental Analysis for Dummies Hoboken, New Jersey : John Wiley & Sons, Incorporated, © 2023 978-1-394-15969-7 (DE-604)BV048924578 https://resolver.vitalsource.com/9781394159710 Verlag URL des Erstveröffentlichers Volltext |
| spellingShingle | Krantz, Matt Fundamental Analysis for Dummies Intro -- Title Page -- Copyright Page -- Table of Contents -- Introduction -- About This Book -- Icons Used in This Book -- Beyond the Book -- Where to Go from Here -- Part 1 Getting Started with Fundamental Analysis -- Chapter 1 Understanding Fundamental Analysis -- Why Bother with Fundamental Analysis? -- Some of the real values of fundamental analysis -- Driving home an example -- Putting fundamental analysis to work -- Knowing what fundamentals to look for -- Knowing what you need -- Knowing the Tools of the Fundamental Analysis Trade -- Staying focused on the bottom line -- Sizing up what a company has to its name -- Burn baby burn: Cash burn -- Financial ratios: Your friend in making sense of a company -- Making Fundamental Analysis Work For You -- Using fundamentals as signals to buy or sell -- The perils of ignoring the fundamentals -- Using fundamental analysis as your guide -- Chapter 2 Getting Up to Speed with Fundamental Analysis -- What Is Fundamental Analysis? -- Going beyond betting -- Understanding how fundamental analysis works -- Who can perform fundamental analysis? -- Following the money using fundamentals -- Comparing Fundamental Analysis with Other Ways of Picking Investments -- How fundamental analysis stacks up against index investing -- Comparing fundamental analysis with technical analysis -- Putting Fundamental Analysis to Work For You -- How difficult is fundamental analysis? Do I need to be math wizard? -- Is fundamental analysis for you? -- The risks of fundamental analysis -- Making Money with Fundamental Analysis -- Putting a price tag on a stock or bond -- Being profitable by being a "contrarian" -- The Fundamental Analysis Toolbox -- Introducing the income statement -- Balance-sheet basics -- Getting the mojo of cash flows -- Familiarizing yourself with financial ratios (including the P-E) Chapter 3 Gaining an Upper Hand on Wall Street: Why Fundamental Analysis Gives Investors an Edge -- Better Investing with Fundamentals -- Picking stocks for fundamental reasons -- Uses for the index investor -- Assisting technical analysts -- Dooming your portfolio by paying too much -- Sitting through short-term volatility -- Relying on the Basic Info the Pros Use -- What is "the Warren Buffett Way"? -- Checking in on Graham and Dodd -- The origins of value investing -- Using fundamentals to see when a stock is priced right -- Figuring Out When to Buy or Sell a Stock -- Looking beyond the per-share price -- Seeing how a company's fundamentals and its price may get out of alignment -- Avoiding overhyped "story stocks" -- Pairing buy-and-hold strategies with fundamental analysis -- Looking to the long term -- Patience isn't always a virtue -- Chapter 4 Getting Your Hands on Fundamental Data -- Getting in Sync with the Fundamental Calendar -- Which companies must report their financials to the public? -- Kicking it all off: Earnings season -- Getting the earnings press release -- Bracing for the 10-Q -- Running through the 10-K -- Flipping through the annual report (if there is one) -- There's no proxy like the proxy statement -- Getting up to Speed with the Basic Accounting and Math -- Operating activities: Finding smooth operators -- Investing activities: You have to spend money to make money -- Financing activities: Getting in tune with high finance -- Learning a key fundamental math skill: Percentage changes -- How to Get the Fundamental Data You Need -- Getting acquainted with the SEC's database -- Step-by-step directions on accessing company fundamentals using EDGAR -- Pulling fundamental data from websites into spreadsheets -- Finding stocks' dividend histories -- Getting stock-split information -- Part 2 Performing Fundamental Analysis Yourself Chapter 5 Analyzing a Company's Profitability Using the Income Statement -- Digging Deep Into the Income Statement -- Taking in the Top Line: Revenue -- Breaking down a company's revenue -- Keeping tabs on a company's growth -- What are the company's costs? -- Digging into costs -- What is the company's bottom line? -- Calculating Profit Margins and Finding Out What They Mean -- Differences between the types of profit margins -- Gross profit margin -- Operating profit -- Net profit margin -- Finding out about earnings per share -- Comparing a Company's Profit to Expectations -- The importance of investors' expectations -- Comparing actual financial results with expectations -- Chapter 6 Measuring a Company's Staying Power with the Balance Sheet -- Familiarizing Yourself With the Balance Sheet -- Separating your assets from your liabilities -- The most basic equation of business -- Understanding the Parts of the Balance Sheet -- Covering your bases with assets -- Getting in touch with a company's liabilities -- Taking stock in a company's equity -- Analyzing the Balance Sheet -- Sizing up the balance sheet with common-sizing -- Looking for trends using index-number analysis -- Appreciating working capital -- Analyzing here and now: The current ratio -- The Danger of Dilution -- How stock can be watered down -- Knowing how stock options can contribute to dilution -- Soaking up extra shares with buybacks -- Chapter 7 Tracking Cash with the Statement of Cash Flow -- Looking at the Cash-Flow Statement As a Fundamental Analyst -- Getting into the flow with cash flow -- Breaking the cash-flow statement into its key parts -- Examining a company's cash flow from operations -- Depreciation and amortization -- Stock-based compensation expense -- Tax adjustments (also called deferred income tax benefit) -- Gains on divestitures Asset impairments or losses on sales of discontinued operations -- Accounts receivable -- Accounts payable -- Inventories -- Other -- Net cash provided by (used in) operating activities -- Considering a company's cash from investments -- Getting into a company's cash from financing activities -- How Investors May Be Fooled by Earnings, But Not by Cash Flow -- Understanding the Fundamentals of Free Cash Flow -- Calculating free cash flow -- Measuring a company's cash-burn rate -- Chapter 8 Using Financial Ratios to Pinpoint Investments -- Using Financial Ratios to Find Out What's Really Going on at a Company -- Which financial ratios you should know and how to use them -- Using ratios to grade management -- Return on equity -- Return on invested capital -- Checking up on a company's efficiency -- Accounts receivable turnover -- Inventory turnover -- Accounts payable turnover -- Evaluating companies' financial condition -- Debt to equity -- Quick ratio -- Interest coverage ratio -- Getting a handle on a company's valuation -- Price-to-book ratio -- Dividend yield -- Dividend payout ratio -- Earnings yield -- Getting Familiar with the Price-to-Earnings Ratio -- How to calculate the P-E -- What a P-E tells you about a stock -- Putting the P-E into Perspective -- Taking the P-E to the next level: the PEG -- Evaluating the P-E of the entire market -- Chapter 9 Mining the Proxy Statement for Investment Clues -- Getting up to Speed with What the Proxy Statement Is -- Uncovering info in the proxy statement -- Getting your hands on the proxy -- Expanding Fundamental Analysis Beyond the Numbers -- Appreciating corporate governance -- Getting to know the board -- Stepping Through the Proxy -- Getting to know the board of directors -- Analyzing the independence of board members -- Delving into the board's committees Finding potential conflicts between the board and the company -- Understanding how the board is paid -- Auditing the auditor -- Finding out about the other investors in a stock -- How Much Are We Paying You? Understanding Executive Compensation -- Figuring out how much executives earn -- Checking out the other perks executives receive -- Where the real money comes from: Options and restricted stock -- Comparing CEO pay to employee pay -- Checking In on Your Fellow Shareholders -- Finding out who else owns the stock -- What's on other investors' minds: Shareholder proposals -- Part 3 Making Money with Fundamental Analysis -- Chapter 10 Looking for Fundamental Reasons to Buy or Sell -- Looking For Buy Signals from the Fundamentals -- Finding companies that have staying power -- Liquidity: Cash is king -- Low debt loads -- Stable cash flows -- Looking for a company on the rise -- Betting on the brains behind the operation -- Minding the earnings yield -- Knowing When to Bail out of a Stock -- Breaking down some top reasons to say adios to a stock -- Why selling stocks everyone else wants can be profitable -- What Dividends Can Tell You about Buying or Selling a Stock -- Calculating the dividend yield -- Knowing if you're going to get the dividend -- Making sure the company can afford the dividend -- Using dividends to put a price tag on a company -- Chapter 11 Finding a Right Price for a Stock Using Discounted Cash Flow -- How to Stop Guessing How Much a Company is Worth -- How minding intrinsic value can help you -- Getting up to speed for the discounted cash flow -- A company's cash flow -- Understanding the time value of money -- Performing a Discounted Cash Flow Analysis -- Starting out with free cash flow -- Getting the company's shares outstanding -- Estimating the company's intermediate-term growth -- Going way out: Forecasting long-term growth Measuring the discount rate Fundamentalanalyse (DE-588)4233194-8 gnd |
| subject_GND | (DE-588)4233194-8 |
| title | Fundamental Analysis for Dummies |
| title_auth | Fundamental Analysis for Dummies |
| title_exact_search | Fundamental Analysis for Dummies |
| title_exact_search_txtP | Fundamental Analysis for Dummies |
| title_full | Fundamental Analysis for Dummies by Matt Krantz |
| title_fullStr | Fundamental Analysis for Dummies by Matt Krantz |
| title_full_unstemmed | Fundamental Analysis for Dummies by Matt Krantz |
| title_short | Fundamental Analysis for Dummies |
| title_sort | fundamental analysis for dummies |
| topic | Fundamentalanalyse (DE-588)4233194-8 gnd |
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| work_keys_str_mv | AT krantzmatt fundamentalanalysisfordummies |