Resources for Learning
The web is a great resource for research and
up-to-date investment information. In addition, there
are some outstanding books available to help you do more
in-depth research to develop your own investing style.
Look over the links and references below to select
the right places for you to grown your investment
skills. |
What's Here?
Use the information on this page to better understand what is
involved in researching, selecting, buying, and selling stocks.
Disclaimer
Much of the content provided through links takes you outside of
the Invicis site. Not all opinions and information provided in these external
links will be consistent. In fact, there may be blatant
contra-dictions! Dig deeper. Learn more. Form your own opinions.
Then you'll know you've made the best decisions that are right for you!
|
Free Stock Research Sites
 MSN Money provides a great stock screener along with an easy to
use stock rating system. The charts are clean and easy to use. Links
to a company's
SEC
filings are quick and complete.
Yahoo!
Finance provides a wealth of company data condensed into a
common format to make comparing companies quick and easy.
Smartmoney.com
provides the usual free research information. They also provide
'maps' that allow to to graphically view your portfolio, ETFs,
Mutual Funds, etc. Perhaps on of the greatest strengths of this site
is the comparison charting of mutual fund performance. Real
performance is show which includes dividends and end of year
reinvestments - not just absolute price.
Kiplinger.com
is a great source for news and in-depth research on investing.
Newsletters
 Newsletters offer you the opportunity to trade your personal
time to understand the opinions and observations of others regarding the
world of investments. Newsletter offerings on the internet vary
widely from pure snake oil to quality information condensed into a
readable form with minimal sales content. Below are selected
newsletters (from the thousands available) that fall into the
latter category. Each of these links will open up in a new window
where you can sign up for the newsletter of you choose.
The Daily
Pfennig provides the Chuck Butler's daily observations of the
world currency markets, world and domestic economies, and helps
makes sense out of the endless government economic performance
data. This newsletter is a quick read. It's also your only source
for the 'Butler Household Index' (BHI) tracking
retail sales strength.
Thoughts
from the Frontline is a fairly lengthy, weekly email that is as
valuable for the references it provides as the actual information
content. You will be required to give an email address (not
verified) to enter this site. This newsletter tends to focus on
wider economic picture rather than individual stocks.
Selected Readings
Over the years, there have come to be a few books that stand out
in the crowd of thousands published on the world of investing.
Here's a few that you might consider (along with their Amazon
links).
|
"Wall
Street Journal Guide to Understanding Money and Investing"
by Kenneth Morris. This small paperback is a quick overview of
stocks, bonds, markets, and all things money. It provides an
excellent overview of the world of finance. It is written in
everyday English and is easy to understand - even for the
financial novice. This is a great starting place for the
beginning investor to help understand how the stock market fits
into the world of finance. |
 
|
|
  |
"The
Neatest Little Guide to Stock Market Investing" by Jason
Kelly. Mr. Kelly has done a great job of summarizing, comparing, and
contrasting the views of notable investing minds into a compact and
quick read. This is a great place to start in understanding the
investments styles and strategies of Warren Buffett, William O'Neil,
Peter Lynch, and others. The book closes with some guidelines to
help you establish buy and sell rules for your own stock portfolio.
The My Stock Minder program provides a
default Stock Evaluator template built upon Mr. Kelly's "Stocks to
Watch Worksheet". |
|
"How
to Make Money in Stocks" by William O'Neil. Although somewhat
dated in content, this book offers concise and real-world rules to
help you select, purchase, and sell stocks. For example, one rule is
"...cut every single loss when it is 7% or 8% below your purchase
price with absolutely no exceptions." There are 22 more rules
provided in Chapter 20 that are worth the read. |
  |
|
  |
"The
Intelligent Investor" by Benjamin Graham (preface & Appendix by
Warren Buffett). Written by a guru of value investing, this book is
a must read for understanding the investing style used to Berkshire
Hathaway into the successful company it is today. Mr. Graham
revisits and analyzes historical events providing you a
perspective on how an 'intelligent investor' would have seen the
situation and why. This book offers the reader perspective and
wisdom from one of the leaders in value-based investing. |
|
"Technical Analysis of the Financial Markets" by
John J. Murphy. This book provides an encyclopedic reference for
recognizing chart patterns. Exceedingly well written, this hefty
book also provides information on candlesticks, Elliott Wave
Theory, and some limited information on Technical Indicators.
The chart pattern reference information alone is worth this
price! |
 
|
Additional Resources
Don't forget to check out the exclusive & typically 'free'
resources provided as part of your brokerage account. These
can provide information that is typically more thorough and of
higher quality than the 'free' sites on the web can offer.
Finally, check back with Invicis periodically. This page is updated
to reflect newly discovered and newly published resources that can
help you continue developing your knowledge of the stock market and
your own personal investing style. |
