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Online Investing, Second Edition
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Author |
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Jon D. Markman
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Pages |
384
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N/A
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Level |
Beg/Int
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Published |
01/17/2001
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ISBN |
9780735611238
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ISBN-10 |
0-7356-1123-8
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Price(USD) |
$24.99
To see this book's discounted price, select a reseller below.
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Index
Note: Page numbers in italics refer to figures or tables.
3Com Corporation
as HiMARQ test case, 71–74, 73, 74
in MVP Value portfolio, 67
venture capital firm, 337
10-K documents
balance sheet information, 209–11
defined, 188
income statement information, 211–12
letters to shareholders, 207, 208, 209
management's discussion and analysis, 212
overview, 207–9
viewing at MSN MoneyCentral, 204
10-Q documents
defined, 188
overview, 207
viewing at EDGAR Online, 195–96, 195, 196
viewing at EdgarScan, 201, 202, 202
viewing at MSN MoneyCentral, 204
13-D documents, 191–92, 192
13-G documents, 188, 191, 196
A
A.B. Watley, 340
Abercrombie & Fitch, 175
Accell Partners, 337
accounts payable, 169, 170, 210
accounts receivable, 209
Ace's Hardware Web site, 120
active investors, 6
actual earnings, defined, 158
Adaptec, 33, 67
Adecco SA, 76, 78, 79
Adept Technology, 192
Advanced Micro Devices (AMD)
money flow chart example, 278, 279
Stock Matcher buddy for, 85, 85–86
Aegon NV, 80
AES Corporation
in Great GARP! portfolio, 59, 61
KenMARQ ranking, 78, 80
viewing earnings growth rate, 233
Affiliated Computer Services, 76
A.G. Edwards, 101
Airborne Freight, 23, 24
AirTouch Communication, 46, 47
Akamai Technologies, 218
Akzo Nobel NV, 80
Alcoa Web site, 208, 208
Alkermes, 75
Allstate, 67, 79
Altera, 36
Alward, Tim, 22
Amazon.com
executive compensation, 215
in Flare-Out Growth portfolio, 24, 25, 37
proxy statements, 215, 216
venture capital firm, 337
amended SEC documents, comparing to originals, 194
American Depositary Receipts (ADRs), 100
American Eagle Outfitters, 76
American Express, 58, 86, 331
American Power Conversion, 60
American Stock Exchange, 94
American-style options, 305
America Online
executive compensation, 215
in Flare-Out Growth portfolio, 32, 36, 37
KenMARQ ranking, 79
in MVP Growth portfolio, 53
in MVP Value portfolio, 67
and seasonal price-change patterns, 74
stock price gain, 71
Amgen, 33, 36, 52, 53
Analog Devices, 40
analysts. See securities analysts
Anderson, Chip, 256
Angell, Wayne D., 239, 240
Anheueser-Busch, 49, 303
Apple Computer
in Flare-Out Growth portfolio, 24, 25
running MSN MoneyCentral software on Macintosh and iMac systems, 343
venture capital firm, 337
viewing institutional investor information, 206
Applegarth, Ginger, 288
Applied Materials
as chip equipment sleeper stock, 63
in Flare-Out Growth portfolio, 36, 37
and seasonal price-change patterns, 74
Armel Corporation, 32, 36, 67
Arterial Vascular, 23, 24
Art Technology Group, viewing SEC documents at FreeEDGAR.com, 190
Ascend Communications, 32, 58–59
AsiaSCORES.com, 222
ASM Lithography, 23, 24
assets, viewing in 10-K reports, 209–10
Associated Press, 105
AstraZeneca, 79
AT&T, 36, 131
ATMI, 63
Australia and New Zealand Banking Group, 78
Avanex, 306
B
back-testing software, 26, 28
Baker Hughes, 64
balance sheets
assets, 209–10
liabilities, 210–11
overview, 209
viewing at EdgarScan Web site, 202, 203
viewing in 10-K reports, 209–11
Bank of Montreal, 76, 79
Barbash, Fred, 128
BarChart.com
Flipbook feature, 266, 268
markets, 266–67
overview, 71, 266
Projection Calendar, 269, 269
sectors, 267–68
signals, 268–69
Barnes & Noble, 75
Barron's Online, 123–25, 331
Bartiromo, Maria, 285
baseball statistics, 70, 71, 81
Baseline data-analysis company, 180–81
Battipaglia, Joe, 238
Bear Stearns, 194, 216, 239–40
BEA Systems, 50
Becton, Dickinson, 33, 54
Bedford, Terry, 29, 49, 110, 247, 302. See also Bedford & Associates
Bedford & Associates
Bedford Option Review newsletter, 143, 323
Chartroom column, 248
New Daytrader newsletter, 143, 143
options information, 302, 323
overview, 143–44
BellSouth, 80
Benchmark Capital, 337
Bernstein, Richard, 8
Best Buy, 23, 24, 32, 67
BestCalls.com, 162, 163
Bettis, Carr, 28, 220
Bezos, Jeff, 215
BigCharts.com
Bollinger Bands, 263–64
charting P/E ranges, 179–80, 180
earnings-release vs. stock price information, 159
enhanced volume indicator, 264
indicator overview, 260–66
Moving Average Convergence/Divergence indicator, 264–65
moving averages, 260–61
overview, 258
Parabolic SAR indicator, 263
portfolio analysis, 342
Rate of Change (ROC) indicator, 265
Relative Strength Index indicator, 264
selecting time frame, 259–60
Slow Stochastic Oscillator, 265–66
Ultimate Oscillator, 265
volume-by-price indicator, 262–63
Biggs, Baron, 127
BigTrends.com, 124
BioChem Pharma, 32
Biogen, 37
Biomet, 54
Birinyi, Laszlo, Jr., 132
Bloomberg.com, 120
Blumberg, Roy M., 106
Bollinger Bands, 263–64
book value, 170–71. See also price/book ratio
Boston Scientific, 75
breakup value, 171
Bridge Web site, 119
Briefing.com, 111–14, 159, 162
BriteSmile, 281
British Sky Broadcasting Group, 79
Broadcast.com, 102
Broadcom, 37, 193
BroadVision, 29, 35
brokers. See Internet brokers
Brown, Jim, 321
Brown & Co., 327, 338–39
Buch, Gitanshu, 80
buddy system, 71, 83–86
Buffett, Warren, 58
Bulkowski, Thomas N., 248
BulldogResearch.com, 236, 236, 245
bulletin boards, 283, 298. See also Web-based financial communities
bull flags, 21, 22
Burns, Scott, 129–30, 129
Business.com, 150–51, 151
business news. See Web-based news organizations
Business Week Daily Briefing Web site, 136
Business Wire, 105, 154
C
Cadence Design Systems, 32
Caesars World, 54
Calandra, Thom, 106
Calculator accessory, 182–83, 182
calendars, earnings, 102, 113, 114, 159–60
Callaway Golf, 223
call options
buying, 311–13
defined, 302
as hedge, 312–13
selling, 318–20
Calpine, 41, 193
Camelback Research Alliance, 28
capitalization, as stock success factor, 7. See also large-cap stocks
Capital One Financial, 57, 79
capped options, 305
Carlton Communications, 80
Carnival, 46, 47
Carson Group, 205, 206
cash, viewing in 10-K reports, 209
cash-flow statements. See also price-to-cash flow ratio
Rite Aid, 213, 214
viewing at EdgarScan Web site, 202
viewing in 10-K reports, 213, 214
Catalina Marketing, 76
CBS MarketWatch Web site, 105–6, 106, 159, 336, 342
C&D Technologies, 75
Celebrity Systems, 217
Celestica, 99
Charles Schwab
and advanced online trading, 340
available demo, 335, 339
in Flare-Out Growth portfolio, 36
as online broker, 327, 328, 330, 331, 335, 339
and Open Financial Exchange, 345
in Redwood Growth portfolio, 48
research services, 246
retail outlets, 334–35
Russell indexes study, 56
charting engines
Barchart.com, 266–69
BigCharts.com, 258–66
ClearStation, 270–73
MSN MoneyCentral Investor, 249–52
other Web sites, 274–75
overview, 249
StockCharts.com, 253–58
charts
creating and viewing at EdgarScan Web site, 202–3, 203
money flow, 278–79
Chase H&Q, 216, 336, 337
Chase Manhattan, 338
chat rooms
MSN MoneyCentral Chat, 300
role in online investing, 282–83, 299
Yahoo! Chat, 299
Check Point Software Technologies, 41
Chicago Board Options Exchange, 303, 323–24, 324
Chubb, 78
Cisco Systems
vs. 3Com, 71, 73
as earnings growth target, 43
in Flare-Out Growth portfolio, 37
and HiMARQ analysis, 75
as hugeness target, 42
information in 10-Q report, 212
KenMARQ ranking, 78, 79
and money flow, 278
in MVP Growth portfolio, 52, 53, 53
in New Daytraders newsletter, 144
options, 309
and perfect record months, 75
Raging Bull message board, 286
in Redwood Growth portfolio, 48
Citigroup
in Great GARP! portfolio, 60, 61
as growth stock, 43, 60
in MVP Growth portfolio, 52, 53
Salomon Smith Barney, 242
and value investing, 57
Clear Channel Communications, 47, 80
ClearStation
annotating charts, 273
home page, 270–71
message boards, 291–93, 292
and online portfolio analysis, 347–48, 348
Portfolio Manager, 347–48, 348
quote and chart detail, 271–73
Tag & Bag, 271
CMGI
in Flare-Out Growth portfolio, 37
and perfect-record months, 75
and Raging Bull, 286, 287
CNBC.com, 119, 296
CNBC Top 100 model portfolio, 14–15, 15, 58, 59, 61, 62, 63, 64
CNET News.com, 118, 118
CNNfn.com, 119
Coca-Cola Enterprises, 40, 45, 58
Coflexip, 75
Columbine Capital, 27
Columbus, Craig, 220, 223, 224
Comcast, 80
communities, financial. See Web-based financial communities
Compaq, 36, 45, 52
compensation, executive, 215
CompuStar database, 61, 62
Computer Associates, 45
Compuware, 37, 48
conference calls, 161–62
Conseco, 33
Cook, Scott, 219
Cornerstone Growth portfolio, 61–62
Corning, 236
Costco, 37, 46, 47, 67
covered-call writing, 318–20
covered-put writing, 320–21
C.R. Bard, 54
Cramer, James J., 115
Credit Suisse First Boston, 100, 216, 246, 336
Crown Cork & Seal, 54
C&S Sovran, 52
current ratio, 168–70, 210
CyBerCorp, 340, 341
Cycle Watch Institutional Advisor newsletter, 143
D
Dallas Morning News Web site, 129–30, 129
Dana Corporation, 75
Darden Restaurants, 76
Data Pharmaceuticals, 75
Datek Online, 327, 339
Dayton Hudson, 33, 53
daytraders. See yeartraders
DBC.com, 105. See also CBS MarketWatch Web site
debt/equity ratio, 167
debt ratings, 168
DEF-14 proxy documents, 188. See also proxy statements, viewing
defensive-growth models, 49–54
Dell Computer
10-K information, 210, 211, 213
annual report information on Web site, 209, 211
in Flare-Out Growth portfolio, 23, 24, 24, 25, 32, 33, 36, 37
in MVP Growth portfolio, 53
in MVP Value portfolio, 67
options, 303
in Redwood Growth portfolio, 45, 46, 47, 48
Silicon Investor message board, 284
stock price gain, 71
viewing balance sheet in 10-K report, 209, 211
derivatives, defined, 302. See also options
Descartes Systems, 99
Deutsche Banc Alex Brown, 336
Diamond Offshore Drilling, 64
Digital Equipment, 54
Dillard's, 168–69
discount brokers, 246. See also Internet brokers
discussion groups. See Web-based financial communities
dividend yield, as measure of investment value, 8
DLJdirect, 246, 330, 331, 334, 345
Dodge, John, 122
Dogs of the Dow, 332
Dohmen, Bert, 142
Dollar General
inventory turnover, 175
in MVP Value portfolio, 67
and perfect-record months, 75
and value investing, 60
Donaldson, Lufkin & Jenrette, 79. See also DLJdirect
downloading software, 12
Dreman, David, 57, 58, 132
Driehaus Capital Management, 193, 198, 199
Dryer, Brad and Jeff, 283
DSC Communications, 33, 67
Dwyer, Tony, 277
Dynergy, 75, 78, 79
E
earnings. See also earnings per share (EPS); P/E ratio
actual, 158
calendars, 102, 113, 114, 159–60
comparing growth rates, 232, 233
conference calls, 161–62
defined, 158
growth acceleration, 160–61
growth as quality measure, 43–44
growth slowdowns, 163
history of surprises, 100, 102, 229–31, 230
operating, 158
pro-forma, 158
types of, 158–63
earnings per share (EPS), 158, 231–32, 232
EarthLink, 24, 25
eBay
S-1 document, 219
venture capital firm, 337
Echo Bay Mines, 33
EchoStar Communications, 50
ECNs. See electronic communication networks (ECNs)
Economist Intelligence Unit, 99
Economist Web site, The, 136
EDGAR Online
vs. FreeEDGAR, 195
IPO Express, 197
overview, 187, 194–95
Unisys example, 195–96, 196
viewing company filings, 195–97
EdgarScan.com, 187, 201–4, 202, 203
EDGAR (Electronic Data Gathering, Analysis, and Retrieval) system
EDGAR Online, 187, 194–97
EdgarScan.com, 187, 201–4, 202, 203
FreeEDGAR, 187, 189–204
original Web site, 189
overview, 188
retrieving company data online, 188–207
viewing SEC documents on financial portals, 204–7
Edmonds, Christopher, 117
Edwards, Mark, 280
Edwards, Robert D., 248
electronic communication networks (ECNs), 340–41
Electronics Design, Technology & News Network Web site, 120
Electronics for Imaging, 60
Elephant & Castle Group, 152
Eli Lilly, 67
EMC Corporation
in Flare-Out Growth portfolio, 24, 25, 33, 36
KenMARQ ranking, 78, 79
in MVP Growth portfolio, 53
in MVP Value portfolio, 67
Raging Bull message board, 287–88
in Redwood Growth portfolio, 46, 48
and seasonal price-change patterns, 77
viewing analyst estimates, 228, 228
employees, measuring efficiency, 174–75
Emulex, 29, 35
Endesa SA, 79
engines, stock-screening
applying filters, 10, 48
learning to use, 11–14
MSN MoneyCentral, 8–10, 9
overview, 10
Epstein, Gene, 124
Equis Intrnational, 249
Essex Investment Management, 193
Estee Lauder, 78, 79
E*Trade, 98, 327, 330, 334, 335, 345
European-style options, 305
Excel. See Microsoft Excel
Excite, 32
executive compensation, 215
Exodus Communications, 113
exporting chart data to spreadsheets, 252. See also Microsoft Excel
Express Scripts, 75
Exxon Mobil, 43, 193
F
Fairclough, Doug, 270
Fannie Mae
in Flare-Out Growth portfolio, 33
in MVP Value portfolio, 67
and value investing, 57
Ferris, Jonas Max, 117
Fidelity Investments, 193, 200, 330, 334, 345
Fifth Third Bancorp, 45
filters, stock-screening engine, 10, 48
Financial Center Web site, The, 142–44
financial-discussion Web sites. See Web-based financial communities
financial health, 166–71
Financial Times Web site, 136
Finportfolio Web site, 86
First Call, 226, 227, 237
First Data, 78
Firsthand Capital Management, 193
First Industrial Realty Trust, 76
Fisher, Ken, 42, 56, 132
Fitch IBCA, 168, 169
Flanigan, Jim, 131
Flare-Out Growth model
annual return, 33–34, 34
creating screen in Stock Screener, 30–31
early screens, 22–26
first-quarter 1998 portfolio, 23, 24
first-quarter 1999 portfolio, 24, 25–26, 25
first screen, 22
FOG 1999 portfolio, 26–28
FOG 2000 portfolio, 29–30
FOG 2001 portfolio, 26, 28, 33–34, 34, 35, 36–37, 38
improvements to, 26–28, appB
original version, 21–26
testing of calculations, 26, 28
three-stock results, 32–33
timing of purchase positions in stocks, 35
Fleckenstein, Bill, 283
Flextronics, 76, 79
Fluor, 54
FMR. See Fidelity Investments
FOG. See Flare-Out Growth model
FOLIOfn, 327, 328, 332–33, 333, 339
Forbes Web site, 104, 131–32, 132
Ford Investor Services, 20–21, 22
Forest Laboratories, 79
forms, SEC. See SEC documents
Fortune Web site, 133, 134
Foundation Health Systems, 75
Francisco, Bambi, 106
Frank, Al, 142
Franklin Resources, 54
Freddie Mac, 57
Fred Meyer, 223
FreeEDGAR
vs. EDGAR Online, 195
vs. EdgarScan, 203
features of, 190
overview, 187, 189, 190
viewing company filings, 189–90
viewing current filings, 191
viewing money manager filings, 191–94
fundamental analysis
company descriptions, 150–54
company earnings information, 158–63
company financial health, 166–71
company profitability, 163–66
company revenue figures, 154–57
company sales information, 154–57
overview, 149–50
Fund American Enterprises, 54
G
Gap, The
in Flare-Out Growth portfolio, 33, 36
in MVP Growth portfolio, 54
in MVP Value portfolio, 67
options, 304, 307
in Redwood Growth portfolio, 45, 46, 47, 48
and value investing, 60
Garden.com, 337
Gardner, Tom and David, 293
Garzarelli, Elaine, 106
Gateway, 79
Gemstar-TV Guide, 40
General Electric
in Flare-Out Growth portfolio, 36
as hugeness target, 42
in MVP Growth portfolio, 52, 53
Gilder, George, 285
Gillette, 40, 42
Glassman, James K., 128
Global Marine, 64
Go2Net, 283
Goldman Sachs, 86, 194, 216, 242–43, 336
Goldstein, Alan, 129
Gómez Advisors, 328, 330, 330
Graham, Michael, 238
Great GARP! model, 59–61
Great Lakes Chemical, 54
Greenberg, Herb, 116
gross profit margin, 163–64
growth models
defensive, 49–54
how to build, 41–49
for large-cap stocks, 41–49
overview, 39–41
Redwood Growth portfolio, 40–41
relative strength as forecasting tool, 44
role of company size, 40–41, 42
role of earnings growth, 43–44
growth rate
MSN MoneyCentral Investor pages, 155–57, 156, 232, 233
vs. P/E ratio, 181–84
growth vs. value
Russell 1000 Growth Index, 55
Russell 1000 Value Index, 55
ten-year history, 56, 56
transition from value to growth, 58
Gruntal & Co., 216, 238
Guidant, 76, 78, 79
H
Hamilton, Walter, 131
Hammond, Daniel D., 220, 221
Harley-Davidson, 75, 79, 80
Harmon, Steve, 283
Haugen, Robert A., 44
Hayward, Steve, 279
HBO, 67
HCR Manor Care, 60, 61
Headley, Price, 124
health, financial, 166–71
hedge funds, viewing SEC filings by, 191–94
hedging
and call options, 312–13
and put options, 314–17
Hewlett-Packard
Business.com information, 151
vs. IBM and Sun at EdgarScan, 203
in MVP Growth portfolio, 52
Hill, Arthur, 248
Hillenbrand Industries, 54
HiMARQ analysis
3Com as test case, 72–74, 73, 74
defined, 71
factors in seasonal price-change patterns, 76–77
overview, 71–72
by stock sector, 80–81, 81
stocks with can't-miss months, 74, 75–76
Historical Monthly Average Return Quotients. See HiMARQ analysis
holders, defined, 302
Home Depot, 33, 36, 46, 47, 48, 52, 53, 53, 54
Hoover's Online, 152
Household International, 46
HTML file format, viewing SEC documents in, 196
Humana, 57
Human Genome Sciences, 78, 79
Humes, Graham, 222
Hummer Winblad Venture Partners, 337
I
I2 Technologies, 37, 38
I/B/E/S, 226, 227, 236–37
IBM
in MVP Growth portfolio, 52
in MVP Value portfolio, 67
options, 314–15, 318–19, 320–21
vs. Sun and H-P at EdgarScan, 203
iMacs, 343
ImClone Systems, 75
Immunex, 23, 24
income per employee, 174–75
income statements, viewing in 10–K reports, 211–12
Incyte Genomics, 75
indexes, as technical analysis tool, 251
index funds, 7
indicators, BigCharts.com, 260–66
IndividualInvestor.com page, 104
industrial sectors, 267–68. See also sleepers
Industry Standard page, 104
Informix, 33
InfoSpace, 283
InfoWorld.com, 120
ING Barings, 344
Inhale Therapeutic Systems, 76
initial public offerings (IPOs)
lockup period, 217–18, 218
and online brokerages, 336–38
risk factors, 217–18
S-1 documents, 188, 216–19, 337
underwriters, 216, 336–37
using information about, 98
at Yahoo! Finance Web site, 97, 97
InsiderSCORES.com, 220–22, 221
insider trading, 219–24
Institutional Capital money manager, 193
institutional investors. See money managers
Institutional Investor Web site, 245
Intel
vs. 3Com, 71, 73
KenMARQ ranking, 78
momentum ratios, 88
in MVP Growth portfolio, 52, 53
options, 303, 304, 305, 311, 312–13, 314
interest coverage, 170
International Game Tech., 33
international investing
International Finance Center at Yahoo! Finance Web site, 99–100, 99
Major World Indices page at Yahoo! Finance Web site, 98
Internet brokers
advanced trading, 340–41
best demos, 339
and electronic communication networks, 340–41
getting started, 339–40
how to choose, 339–40
and IPOs, 336–38
levels of service, 332–39
opening accounts, 340
overview, 327–29
rating services, 329–31
research services, 246
Internet Capitalist report, 240
Internet Explorer, 104
Internetstocks.com, 238
Interpublic Group, 80
InterVoice-Brite, 220, 221
Intimate Brands, 78
inventory, reporting in 10-K reports, 210
inventory turnover, 175
investing. See also model portfolios; MSN MoneyCentral Investor
active vs. passive, 6–7
ideal portfolios, 350–51
model portfolio overview, 3–5
passive-aggressive, 6–7
setting expectations, 351–52
spending 30 to 60 minutes a day, 355
spending 30 to 60 minutes a month, 354
spending 30 to 60 minutes a week, 354–55
spending 30 to 60 minutes a year, 352–54
success factors, 7–8
investment banks, viewing SEC filings, 194
Investment Finder, MSN MoneyCentral. See Stock Screener, MSN MoneyCentral
INVESTools.com, 139–41
Investor 30 model portfolio, 15
InvestorLinks newsletter, 145
Investor's Business Daily Web site, 134–35, 135
Investors.com, 70–71, 274, 275
Iomega, 36
IPO.com, 218
IPO Express, EDGAR Online, 197
IPOhome.com, 218
IPO Lockup.com, 218, 218
IPOs. See initial public offerings (IPOs)
J
Jabil Circuit, 43
JAGfn.com, 145
James, Bill, 71
Janus Funds, 117
Java, 256
JDS Uniphase
and analyst ratings, 234
in Flare-Out Growth portfolio, 37
KenMARQ ranking, 79
news links at Yahoo! Finance, 99
and perfect-record months, 76
Jenna Lane, 217
Johnson & Johnson, 229
J.P. Morgan, 216
Jubak, Jim, 107, 109, 288
Juniper Networks
comparing message board postings, 293
in Flare-Out Growth portfolio, 37, 38
as momentum stock, 21
options, 303, 306, 315–16
K
Karlgaard, Rich, 132
Kellner, Irwin, 106
KenMARQ Index, 77, 78–80
Kern Capital Management, 193
Kerschner, Edward, 127
Kimco Realty, 75
Kinder Morgan, 75
KLA-Tencor
as chip equipment sleeper stock, 63
using P/E ratio to set price target, 178, 179
Kleiner, Perkins, Caufield & Byers, 337
Koogle, Tim, 215
Kopp Investment Advisors, 191–92, 192
Kovacs, David, 29
Kroger, 223
Kyocera, 50
L
Labor, measuring efficiency, 174–75
Landers, Jim, 129
Lane, George, 265
large-cap stocks
how to build growth models, 41–49
KenMARQ rankings, 77, 78–80
vs. mid-cap stocks, 40–41
size as quality measure, 42
Lashinsky, Adam, 115, 116, 194
Lattice Semiconductor, 36
Lee, Vic, 34
legal proceedings, viewing information in 10-K reports, 212–13
Legato Systems, 76
Lehman Brothers, 216
leverage ratio, 170
Levitan, Lauren Cooks, 238
Lexmark, 60
liabilities, viewing in 10-K reports, 210–11
Liberty Media, 53
Light Reading Web site, 119
Lin Broadcasting, 54
Linear Technology, 78
LionShares.com
overview, 187, 197
Power-One example, 198, 199
vs. Silicon Investor, 205, 206, 207
viewing money manager holdings, 199–201
viewing stock ownership information, 197–99
Liz Claiborne, 54
LM Ericsson, 33, 54
lockup period, IPO, 217–18, 218
Loctite, 54
Lombard Institutional Brokerage, 327
Los Angeles Times Web site, 131
Lowe's, 46, 47, 60
LSI Logic, 36
Lucent Technologies, 48, 59, 263
Lufkin Industries, 64
M
Macintosh computers, 12, 343
Magee, John F., 248
management's discussion and analysis (MD&A), 212
margin accounts, 312
Marine Drilling, 75
market capitalization, 30. See also large-cap stocks
Markethistory.com, 145
Markoff, John, 127
Martin Marietta Materials, 75
mathematical formulas, for selecting momentum stocks, 21–30
MAXFunds.com, 117
Maxim Integrated Products, 80
MBNA, 46, 78
MBTrading, 340
McDonald's, 58
MCI Communications, 33, 54, 67
MCI WorldCom, 67
MD&A (management's discussion and analysis), 212
mean-regression stock-seeking methodology, 21–22
MedImmune, 79
Medtronic, 33, 54
Meisler, Helene, 115, 116
Merck
in MVP Growth portfolio, 52
in MVP Value portfolio, 67
Stock Matcher Buddy for, 86
Merrill Lynch
as IPO underwriter, 216, 336
in MVP Growth portfolio, 52
in MVP Value portfolio, 67
obtaining reports, 243
as online broker, 331
overview, 241–42
and value investing, 57
message boards
ClearStation, 291–93, 292
etiquette, 298
Motley Fool, The, 293–95, 294
MSN MoneyCentral, 288–90, 290
other Web sites, 296–97
overview, 281–83
Raging Bull, 286–88, 293, 294
Silicon Investor, 283–86, 284
Yahoo! Finance Web site, 295, 296
MetaStock, 249
Metromedia Fiber Network
in Flare-Out Growth portfolio, 24, 25
SEC Form 10-K filing, 152–53, 153
Micromuse, 193, 195, 195
Micron Technology
earnings estimate, 229
in Flare-Out Growth portfolio, 36
in MVP Growth portfolio, 52, 53
in MVP Value portfolio, 67
and seasonal price-change patterns, 74
slugging and whiffing percentages, 83
Microsoft
in Flare-Out Growth portfolio, 36, 37
as large-cap stock, 40
in MVP Growth portfolio, 52, 53, 53, 54
in Redwood Growth portfolio, 46, 47, 48
and seasonal price-change patterns, 77
stock price gain, 71
Microsoft Excel, 70, 72, 82, 82, 88, 98, 196, 202, 289
Microsoft Internet Explorer, 104
Microsoft Passport, 289
mid-cap stocks
in growth stock portfolios, 40, 41
Middleton, Tim, 288
Millennium Pharmaceuticals, 269
MindSpring, 24, 25
Minervini, Mark, 350
model portfolios. See also Flare–Out Growth model; momentum models; Redwood Growth model
allocation of funds invested, 10–11
CNBC Top 100, 14–15
Cornerstone Growth model, 61–62
deciding among types, 10
Great GARP! model, 59–61
vs. human investing, 6
Investor 30, 15
mega-cap example, 11
MVP Growth model, 49–54
MVP Value model, 65, 66, 67, 68
overview, 3–5
for sleeper industry sectors, 62–65
vs. stock-screening engines, 9–10
SuperModels Year-Trader, 15, 16
for value stocks, 58–68
Mohr, Davidow Ventures, 337
momentum models
criteria for selecting stocks, 26–28
finding stocks using MSN MoneyCentral, 20–30
mathematical formula for selecting stocks, 21–30
mean-regression stock-seeking methodology, 21–22
overview, 19–20
when to buy stocks, 20–21, 28
and Yahoo!, 17–18
money flow
charting, 278–79
why it works, 279–80
money managers. See also securities analysts
and "sleep easy" premium, 8
viewing holdings at LionShares.com, 199–201
viewing holdings at Silicon Investor Web site, 205–7, 206
viewing SEC filings by, 191–94
Money Web site, 135
Moody's Investors Service, 167, 168, 169
Morgan Stanley Dean Witter
as IPO underwriter, 216
Multex.com report example, 243
in MVP Growth portfolio, 54
as online broker, 246, 331
research services, 246
Morningstar.com page, 104
Moss, Ken, 77
Mossberg, Walter, 122
Motley Fool, The, 103, 104, 121, 162, 293–95, 294, 339
Motorola, 52, 67
moving averages, as technical analysis tool, 251, 260–61
MSN MoneyCentral Chat, 300
MSN MoneyCentral Investor. See also Stock Screener, MSN MoneyCentral
Analyst Ratings page, 233–34, 234
charting features, 249–52
Consensus EPS Trend page, 231–32, 232
Earnings Estimates page, 181, 182, 228–31, 228, 230
Earnings Growth Rates page, 232, 233
Financial Conditions page, 166, 166
Financial Highlights page, 154–57, 155
Growth Rates page, 155–57, 156
Investment Returns page, 171–73, 171
Jubak's Journal, 109
message boards, 288–90, 290
and online portfolio analysis, 342–47
overview, 107, 160
Portfolio Manager, 342–47, 343, 347
Price Ratios page, 176, 176
Profit Margins page, 163, 164
Research Wizard, 178–79, 179
SEC Filings area, 153, 153
Stock Screener overview, 8–10, 9
Strategy Lab, 109–10, 110
SuperModels column, 107–8, 108
viewing analyst estimates, 228–33
viewing corporate revenue figures, 154–57, 155
viewing options, 303–4, 304
viewing SEC EDGAR data, 204–5
Multex.com, 243–45, 244
mutual funds. See also money managers
personalized, 332–34
TheStreet.com as resource, 117
viewing SEC filings by, 191–94
MVP Growth model
annual return, 50–51, 51
creating screen in Stock Screener, 50–51
historical data, 50–51, 51
overview, 49
performance, 50, 50, 51, 51, 52
stock characteristics, 49–50
value version, 66, 67, 68
MVP Value model
annual return, 66, 68
creating screen in Stock Screener, 68
overview, 65
performance, 67, 68
N
Nabors Industries, 64
National Discount Brokers, 331, 339
Navistar, 23, 24
NBTY, 32
Netfolio, 327, 328, 332, 333–34
Network Appliance
in Flare-Out Growth portfolio, 37
in Redwood Growth portfolio, 40
report in Take Stock newsletter, 240
networks. See electronic communication networks (ECNs)
Neuberger Berman Focus Fund, 57
New Daytrader newsletter, 143–44, 143
New Era of Networks, 24, 25
news, business. See newsletters, online; Web-based news organizations
newsletters, online
Bedford & Associates, 143–44
Financial Center Web site, The, 142–44
how to choose, 137–38
INVESTools.com as portal, 139–41
other Web sites, 145–46
Trading Markets Web site, 141–42
New York Times Web site, 127–28, 128
Nextel, 32
Nextlink, 37, 50
Nicoski, Edward, 86, 87, 241
Nicoski oscillators
creating, 87
defined, 71
momentum ratios, 86, 87, 88
overview, 86
Nike
in MVP Growth portfolio, 53, 54
in MVP Value portfolio, 67
as price ratios example, 176, 176
Nippon Telegraph & Telephone, 76
Noble Drilling
as oil drilling sleeper stock, 64
PEG ratio example, 181–83, 182
Nokia, 40
Nordstrom, 45
Norris, Floyd, 127
Nortel Networks
earnings-surprise history, 229, 230
news links at Yahoo! Finance, 99
Silicon Investor message board, 284
Northern Trust, 80
North Fork Bancorp, 75
Northwest Airlines, 76
Novell, 33, 37, 54
O
Oakmark Fund, 57
OEX Advantage newsletter, 143, 323
Offline Favorite Wizard, 104
oil and gas equipment/service companies, 62
oil drillers, 62
Omega Research, 249
Omidyar, Pierre, 219
O'Neil, William, 135, 248
online brokers. See Internet brokers
Open Financial Exchange, 345
operating earnings, defined, 158
Optionetics Web site, 302, 308, 308, 309, 310, 310, 311, 312, 318, 319–20, 321
OptionInvestor.com, 302, 321–22, 322
option repricing, 215
options
American style, 305
buying calls, 311–13
buying puts, 313–17
calls, defined, 302
capped, 305
classifications, 305
European style, 305
extrinsic value, 306, 307
"greek" variables, 309–10
intrinsic value, 305–6
online information resources, 321–24
overview, 301, 302–4
premiums for, 304–8
puts, defined, 302
repricing, 215
role of delta, 309
role of gamma, 310
role of theta, 309
role of vega, 310
selling calls, 318–20
selling puts, 320–21
time value, 306, 307
volatility, 307–8
Options Clearing Corporation, 303
Oracle
in Flare-Out Growth portfolio, 36, 37
KenMARQ ranking, 79
in MVP Growth portfolio, 52
news links at Yahoo! Finance, 95
in Redwood Growth portfolio, 40
Orthodontic Centers of America, 76
oscillators. See Nicoski oscillators; Ultimate Oscillator
O'Shaughnessy, James P., 6, 7, 58, 61–62, 65, 184
Oxford Health Plans, 67
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Last Updated: Friday, July 6, 2001 |
