| Acknowledgements | ix |
| Preface to the Second Edition | xi |
| PART 1 BUILDING MODEL PORTFOLIOS | |
| CHAPTER 1 Introduction to Model Portfolios | 3 |
| Improving Your Odds | 4 |
| Determining Success Factors | 4 |
| The Yeartrader | 5 |
| Building Yeartrading Models | 8 |
| CHAPTER 2 Momentum Models | 17 |
| Understanding Momentum Stocks | 19 |
| Finding the Best Momentum Stocks | 20 |
| The Original Flare-Out Growth Model | 21 |
| 1999 Flare-Out Growth Screen: Quality Momentum | 26 |
| 2000 Flare-Out Growth Portfolio: Flame-Out | 29 |
| Creating the Screen in Stock Screener | 30 |
| CHAPTER 3 Growth Investing Models | 39 |
| How to Build Large-Cap Growth Models | 41 |
| Redwood Growth: Bigger Is Better | 44 |
| How to Build Defensive-Growth Models | 49 |
| MVP Growth—Most Valuable Players | 49 |
| CHAPTER 4 Value Investing Models | 55 |
| Growth and Value: What’s the Difference? | 55 |
| How to Build Value Stock Models | 58 |
| CHAPTER 5 Counting | 69 |
| Specialized Stats | 70 |
| HiMARQ Analysis | 71 |
| Identifying Patterns | 72 |
| Sector HiMARQs | 80 |
| Slugging Averages | 81 |
| Buddy System | 83 |
| The Nicoski Momentum Oscillator | 86 |
| PART II NEWS AND COMMENTARY | |
| CHAPTER 6 Web News Organizations | 91 |
| The Nightly Round | 92 |
| Touring Yahoo! Finance | 92 |
| The Yahoo! Finance Home Page | 93 |
| Today’s Markets | 94 |
| International | 98 |
| Research & Education | 100 |
| News & Editorial | 103 |
| Touring CBS MarketWatch | 105 |
| Touring MSN MoneyCentral Investor | 107 |
| SuperModels | 107 |
| Jubak’s Journal | 109 |
| Strategy Lab | 109 |
| Touring Briefing.com | 111 |
| Stock Analysis | 111 |
| Touring TheStreet.Com | 114 |
| Market Updates | 116 |
| Commentary | 116 |
| Conference Coverage | 117 |
| Mutual Funds | 117 |
| Touring Other Sites | 118 |
| CHAPTER 7 Newspapers and Magazines Online | 121 |
| Wall Street Journal (and Family) | 122 |
| Barron’s Online | 123 |
| SmartMoney.com | 125 |
| New York Times | 127 |
| Washington Post | 128 |
| Dallas Morning News | 129 |
| Los Angeles Times | 131 |
| Forbes | 131 |
| Fortune | 133 |
| Other Notable Publications | 134 |
| CHAPTER 8 Newsletters | 137 |
| INVESTools | 139 |
| Getting Started | 140 |
| Take a Sample | 140 |
| Trading Markets | 141 |
| The Financial Center | 142 |
| One Favorite: Bedford & Associates | 143 |
| Other Notable Newsletters | 145 |
| PART III RESEARCHING INVESTMENT IDEAS ONLINE | |
| CHAPTER 9 Fundamental Analysis | 149 |
| What Does the Company Do? | 150 |
| Business.com | 150 |
| Hoover’s Online | 152 |
| SEC Filings | 152 |
| Press Releases | 154 |
| How Much Does the Company Sell? | 154 |
| Revenue | 154 |
| How Much Does the Company Earn? | 158 |
| Types of Earnings | 158 |
| How Profitable Is the Company? | 163 |
| How Is the Company’s Financial Health? | 166 |
| Debt/Equity Ratio | 167 |
| Current Ratio | 168 |
| Quick Ratio | 170 |
| Interest Coverage | 170 |
| Leverage Ratio | 170 |
| Book Value | 170 |
| What’s the Company’s Return from Investments? | 171 |
| Return on Equity | 172 |
| Return on Assets | 173 |
| How Efficient Is the Company’s Management? | 174 |
| Income and Revenue per Employee | 174 |
| Inventory Turnover | 175 |
| How Does a Company’s Stock Price Compare with Its Earnings and Sales? | 176 |
| Price/Earnings Ratio | 176 |
| Price/Sales Ratio | 184 |
| Price/Book Ratio | 184 |
| Price–to–Cash Flow Ratio | 185 |
| Conclusion | 186 |
| CHAPTER 10 SEC Documents | 187 |
| Retrieving the Forms Online | 188 |
| The Original EDGAR | 189 |
| FreeEDGAR | 189 |
| EDGAR Online | 194 |
| LionShares.com | 197 |
| EdgarScan | 201 |
| EDGAR on the Financial Portals | 204 |
| Primer on the Forms | 207 |
| Forms 10-Q and 10-K—Quarterly and Annual Reports | 207 |
| Proxies | 215 |
| Form S-1—IPO Registration | 216 |
| Forms 4 and 144—Insider Trading | 219 |
| CHAPTER 11 Analyst Recommendations | 225 |
| What Analysts Do | 226 |
| MSN MoneyCentral | 227 |
| Yahoo! Finance | 234 |
| Zacks Investment Research, First Call, and I/B/E/S | 235 |
| Where to Find Analysts’ Reports | 237 |
| Robertson Stephens | 237 |
| Gruntal & Co. | 238 |
| Bear Stearns | 239 |
| SG Cowen | 240 |
| US Bancorp Piper Jaffray | 241 |
| Merrill Lynch | 241 |
| Salomon Smith Barney | 242 |
| Goldman Sachs | 242 |
| Multex.com | 243 |
| Discount Brokerages | 246 |
| CHAPTER 12 Technical Analysis: Following and Forecasting Trends | 247 |
| Charting Engines | 249 |
| MSN MoneyCentral | 249 |
| StockCharts.com | 253 |
| BigCharts | 258 |
| Barchart.com | 266 |
| ClearStation | 270 |
| Other Sites | 274 |
| Volume and Money Flow | 275 |
| The Source of Volume | 277 |
| Why Volume Works | 279 |
| CHAPTER 13 Community | 281 |
| Bulletin Boards | 283 |
| Silicon Investor | 283 |
| Raging Bull | 286 |
| MSN MoneyCentral | 288 |
| ClearStation | 291 |
| The Motley Fool | 293 |
| Yahoo! Finance | 295 |
| Other Message Boards | 296 |
| Chat Rooms | 299 |
| Yahoo! Chat | 299 |
| MSN MoneyCentral Chat | 300 |
| CHAPTER 14 Options | 301 |
| Option Basics | 302 |
| What Is an Option? | 302 |
| The Basic Strategies | 310 |
| Advanced Strategies | 321 |
| PART IV MANAGING YOUR PORTFOLIO | |
| CHAPTER 15 Buying and Trading Stocks | 327 |
| Choosing an Internet Broker | 329 |
| Rating Services | 329 |
| Narrowing Down | 332 |
| Getting Started | 339 |
| Advanced Online Trading—ECNs | 340 |
| Online Portfolio Managers | 342 |
| MSN MoneyCentral | 342 |
| ClearStation | 347 |
| CHAPTER 16 The 30-Minute Investor | 349 |
| Creating a Portfolio | 350 |
| Ideal Portfolio: 7 to 20 Names | 350 |
| Setting Expectations | 351 |
| Investing Online in 30 to 60 Minutes a Year | 352 |
| Investing Online in 30 to 60 Minutes a Month | 354 |
| Investing Online in 30 to 60 Minutes a Week | 354 |
| Investing Online in 30 to 60 Minutes a Day | 355 |
| INDEX | 357 |
