Getting Started in Security Analysis - Softcover

Klein, Peter J.

Softcover

ISBN 10: 0471254878 ISBN 13: 9780471254874

Publisher: John Wiley & Sons, 1998

Synopsis

This is an easy-to-use introduction to security analysis, providing the tools to understanding how and why a portfolio investment strategy works. The text covers the basics of fundamental analysis, valuation, portfolio management theory, fixed-income analysis, and understanding financial statements. Its fundamental approach focuses on practical mechanics. The material begins at a basic level but also provides analytical sections for the more sophisticated reader and includes examples, case studies, and illustrations - plus workbook-style problems set at the ends of chapters.

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

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 new skills to work. You will find complete details on:

* Accounting - balance sheets, income statements, merger and acquisition principles
* Economics - the balance 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: John Wiley & Sons
• Publication date: 1998
• Language: English
• ISBN 10: 0471254878
• ISBN 13: 9780471254874
• Binding: Paperback
• Number of pages: 304