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    Small Investor Playbook: Analyze Companies Like the Pros
    Unavailable
    Small Investor Playbook: Analyze Companies Like the Pros
    Unavailable
    Small Investor Playbook: Analyze Companies Like the Pros
    Ebook287 pages6 hours

    Small Investor Playbook: Analyze Companies Like the Pros

    By Mark D. Mandel

    ()

    Currently unavailable

    Currently unavailable

    About this ebook

    This book offers the small investor unique assistance that is not found in other publications offering investment advice. The small investor is, in effect, competing with professional money managers, who are often on the opposite side of a trade. If a stock is becoming cheaper because institutions (the mutual funds, hedge funds, etc.) are net sellers, should you, the individual, buy? The professionals have access to corporate managements, employ or have access to paid staffs of analysts, are trained to read a companys financial statements, and actively participate in company conference calls. In short, this is still an uneven playing field, even though SEC Regulation FD (for fair disclosure) has mandated the dissemination of material information in a more equitable fashion.

    This book is comprised of three sections. Part One describes the major institutional investor groups and the deep resources at their disposal. Part Two illustrates the tools available to small investors that can create a more level playing field. Access to company-sponsored conference calls and web casts are examples that are open to individual, as well as professional investors, but many either are unaware of these tools or fail to avail themselves of these opportunities.

    The main section of the book is an outline of 24 key industry groups that comprise the S&P 500; the salient metrics and terms; the valuation methods that investors use; most common questions asked on conference calls; and what motivates pros to buy or sell the stocks. Why are some technology stocks often valued as a multiple of sales when most industries are measured by their price/earnings (P/E) multiple? What is the appropriate price/cash flow multiple for industries that are measured by that metric? Why do analysts scrutinize a retailers same-store sales and the semiconductor industrys book-to-bill ratio? These are among the many issues that are crucial to successfully investing in individual stocks. Understanding how pros judge companies and value their stocks will enable people to make better investment decisions and, hopefully, realize greater returns on their stock portfolios.

    A good introduction to stock market investing, coming at the perfect time. 2014 will be a challenging year and readers of Mark Mandels new book will be ready.
    John Rubino, author of Clean Money: Picking Winners in the Green Tech Boom
    LanguageEnglish
    PublisherAuthorHouse
    Release dateNov 8, 2013
    ISBN9781491815533
    Unavailable
    Small Investor Playbook: Analyze Companies Like the Pros
    Author

    Mark D. Mandel

    Mark D. Mandel has been an investment professional for thirty years, most recently providing research coverage of leading retailers and auto-related companies for ThinkEquity LLC. Prior to joining ThinkEquity, he covered the retail sector for firms such as Salomon Brothers, ABN Amro, and SunTrust Robinson Humphrey. Mr. Mandel also has extensive investment experience with the asset management arm of a major insurance company and actively manages his own investment portfolio. He has been recognized by the Wall Street Journal All-Star Survey and has appeared on CNBC, Bloomberg TV, and Public Broadcasting System’s Nightly Business Report. As a Wall Street analyst, Mr. Mandel published extensively on the retail sector, including analyses of leading companies, such as Coach and PetSmart. He produced quarterly reports on over a dozen leading retailers as well as a number of industry tomes. His most recent major publication, Outlook for Retail Stocks in an Economic Recovery, analyzed the prospects for the retail industry during the key phase of the economic expansion. Mandel graduated from the University of Arizona in 1979 with a dual major in Economics and Finance. He was elected into Beta Gamma Sigma, ranking in the top ten percent of the university’s business school class. Mr. Mandel obtained his MBA at the American Graduate School of International Management in 1981 and became a chartered financial analyst in 1988. He has three grown children and lives with his wife in Summit, NJ.

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