Description:

A straightforward and accessible guide to the discipline of investment analysis.

Getting Started in Investment Analysis is an approachable introduction to this important topic. It quickly teaches readers how to make overall judgments on investment data without having to do complicated statistical analysis. By getting a general feel for this approach, investors will be able to differentiate "good" stocks from "bad" and make wiser investment decisions. Once readers discover how to choose stocks for savings and retirement, they'll learn how to glean insights from valid investment data by examining graphs and seeking correlations. For those looking to go a step further in their investment endeavors, Getting Started in Investment Analysis shows how to perform a more detailed statistical analysis using Excel and high-school-level math skills.

Warren Brussee (Columbia, SC) is a Six Sigma expert who spent 33 years at GE as an engineer, plant manager, and engineering manager. His responsibilities encompassed manufacturing plants in the United States, Hungary, and China. Brussee earned his engineering degree from Cleveland State University and attended Kent State University towards his EMBA.

Table of Contents:
Acknowledgements.
Element Key.
Introduction: Getting a Feel for Your Own Investments.
Part I. Looking at Investment Data.
Chapter 1. Getting Good Data.
Chapter 2. Identify Visual Correlations.
Part II. Quantitative Data Applications.
Chapter 3. Types of Data.
Chapter 4. Probability.
Chapter 5. Plots and Distributions.
Chapter 6. Testing Variables Data.
Chapter 7. Testing Proportional Data.
Part III. Quantitative Evaluation of Stocks, the Market, and Investing Practices.
Chapter 8. Is a Stock or the Stock Market Overpriced?
Chapter 9. Using Investment Analysis to Estimate when an Economic Bubble will break?
Chapter 10. The US consumer has been reducing savings, drawing out home equity, and increasing their debt. So, should an investor be in the stock market?
Part IV. Specific Analysis Issues Related to Retirement Investing.
Chapter 11. Quick-Use Baseline Retirement Numbers.
Chapter 12. Adjustments for a Pension, a Lower Savings Level, or a Reduced Retirement Budget.
Chapter 13. Assumptions /Rationale in Savings Calculations.
Appendix. Understanding Logarithmic Charts.
Glossary.