Fundamental Analysis For Dummies

422 Pages·2016·3.09 MB·English

by  Matt Krantz

Fundamental Analysis For Dummies®, 2nd Edition
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Library of Congress Control Number: 2016934821
ISBN 978-1-119-26359-3 (pbk); ISBN 978-1-119-26360-9 (ePub); ISBN
978-1-119-26361-6 (ePDF)
Fundamental Analysis For
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Table of Contents
Cover
Introduction
About This Book
Icons Used in This Book
Beyond the Book
Where to Go from Here
Part 1: What Fundamental Analysis Is and Why You
Should Use It
Chapter 1: Understanding Fundamental Analysis
Why Bother with Fundamental Analysis?
Knowing the Tools of the Fundamental Analysis Trade
Making Fundamental Analysis Work For You
Chapter 2: Getting Up to Speed with Fundamental
Analysis
What Is Fundamental Analysis?
Comparing Fundamental Analysis with Other Ways of Picking
Investments
Putting Fundamental Analysis to Work For You
Making Money with Fundamental Analysis
The Fundamental Analysis Toolbox
Chapter 3: Gaining an Upper Hand on Wall Street:
Why Fundamental Analysis Gives Investors an
Edge
Better Investing with Fundamentals
Relying on the Basic Info the Pros Use
Figuring Out When to Buy or Sell a Stock
Chapter 4: Getting Your Hands on Fundamental
Data
Getting In Sync with the Fundamental Calendar
Getting up to Speed with the Basic Accounting and Math
How to Get the Fundamental Data You Need
Part 2: How to Perform Fundamental Analysis
Chapter 5: Analyzing a Company’s Profitability
Using the Income Statement
Digging Deep Into the Income Statement
Taking in the Top Line: Revenue
Calculating Profit Margins and Finding Out What They Mean
Comparing a Company’s Profit to Expectations
Chapter 6: Measuring a Company’s Staying Power
with the Balance Sheet
Familiarizing Yourself With the Balance Sheet
Understanding the Parts of the Balance Sheet
Analyzing the Balance Sheet
The Danger of Dilution
Chapter 7: Tracking Cash with the Statement of
Cash Flow
Looking at the Cash-Flow Statement As a Fundamental Analyst
How Investors May Be Fooled by Earnings, But Not by Cash
Flow
Understanding the Fundamentals of Free Cash Flow
Chapter 8: Using Financial Ratios to Pinpoint
Investments
Using Financial Ratios to Find Out What’s Really Going on at a
Company
Getting Familiar with the Price-to-Earnings Ratio
Putting the P-E into Perspective
Chapter 9: Mining the Proxy Statement for
Investment Clues
Getting up to Speed with What the Proxy Statement Is
Expanding Fundamental Analysis Beyond the Numbers
Stepping Through the Proxy
How Much Are We Paying You? Understanding Executive
Compensation
Checking In on Your Fellow Shareholders
Part 3: Making Money with Fundamental Analysis
Chapter 10: Looking for Fundamental Reasons to
Buy or Sell
Looking For Buy Signals from the Fundamentals
Knowing When to Bail out of a Stock
What Dividends Can Tell You about Buying or Selling a Stock
Chapter 11: Finding a Right Price for a Stock
Using Discounted Cash Flow
How to Stop Guessing How Much a Company is Worth
Performing a Discounted Cash Flow Analysis
Making the Discounted Cash Flow Analysis Work for You
Chapter 12: Using the Annual Report (10-K) to See
What a Company Is Worth
Familiarizing Yourself with the Annual Report
How to Tackle a Massive Annual Report
Examining What the Auditor’s Opinion Means For Investors
Chapter 13: Analyzing a Company’s Public
Comments and Statements
Using Analyst Conference Calls as a Source of Fundamental
Information
Getting In Tune with Fundamental Information from the Media
Knowing When to Pay Attention at Shareholders’ Meetings
Chapter 14: Gleaning from the Fundamental
Analysis Done by Others
Reading Analysts’ Reports for Fundamental Analysis Clues
Interpreting Credit-Rating Agencies’ Reports For Fundamental
Analysis
Finding Fundamental Data about Companies Using Social
Investing
Chapter 15: Performing “Top Down” Fundamental
Analysis
Broadening Out Fundamental Analysis to Include Monitoring the
Economy
Analyzing the Key Measures of the Economy’s Health
Getting a Jump on the Future Using Leading Economic
Indicators
Part 4: Getting Advanced with Fundamental Analysis
Chapter 16: Digging into an Industry’s
Fundamentals
Realizing How a Company’s Industry Can Influence Its Value
How to Track How Sectors Are Doing
Adding Industry Analysis to Your Fundamental Approach
Chapter 17: Pinpointing Trends Using
Fundamental Analysis
Understanding Why to Consider Trends
Finding Trends in Insider Trading Information
Designing Screens to Pinpoint Companies
Chapter 18: Avoiding Investment Blow-Ups with
Fundamental Analysis
Uncovering the Dangers of Not Using Fundamental Analysis
Finding and Avoiding Financial Red Flags
Chapter 19: Marrying Fundamental Analysis with
Technical Analysis