Investing Returns
(1990-2009) - 8 Relative Asset Classes
(industry-standard market indexes used as proxies for each asset
class), ranked from best to worst: (blue = S&P 500, raspberry =
S&P/Citi 500 Growth stocks, yellow = Russell 2000 Value, white =
MSCI EAFE index of foreign stocks, green = Barclays Capital
Aggregate bond Index)
(http://i.bnet.com/blogs/callan2010periodictable.jpg)
(Contrarian), David N. Dreman (1982).
The New Contrarian Investment Strategy. (New York, NY:
Random House, 343 p. [rev. 1979 ed.]). Speculation; Stocks;
Investments.]
(Contrarian), Steven L. Mintz (1994).
Five Eminent Contrarians: Careers, Perspectives, and Investment
Tactics. (Burlington, VT: Fraser Pub. Co., 129 p.).
Capitalists and financiers--United States--Biography;
Investments--United States. Humphrey B. Neill ... John B. Neff
... Dean LeBaron ... David L. Babson ... Michael Aronstein.
(Contrarian), David N. Dreman (1998).
Contrarian Investment Strategies: The Next Generation: Beat the
Market by Going Against the Crowd. (New York, NY: Simon
& Schuster, 464 p.). Speculation; Stocks; Investments.
(Contrarian), Nathan E. Davis (2004).
The Triumph of Contrarian Investing: Crowds, Manias, and Beating
the Market by Going Against the Grain. (New York, NY:
McGraw-Hill, 177 p.). Investments Psychological aspects;
Speculation Psychological aspects; Stock price forecasting;
Investments Decision making.
(Focus), Robert G. Hagstrom (1999).
Warren Buffett Portfolio: Mastering the Power of the Focus
Investment Strategy. (New York, NY: Wiley, 246 p.).
Senior Vice President and Director of Legg Mason Focus Capital.
Buffett, Warren; Investments; Portfolio management.
(Growth), Valerie F. Malter (1999).
How To Be a Growth Investor. (New York, NY: McGraw-Hill,
179 p.). Senior Portfolio Manager for Scudder's Large Company
Growth Fund and Large Company Growth Institutional client
accounts. Investments; Stocks.
(Low $ Stocks), Bill Matthews (1994).
Winning Big with Bargain Stocks: How to Invest Successfully in
New Issues, Warrants, and Stocks of Turnaround Companies under
$10 (Chicago, IL: Dearborn Financial Pub., 218 p.).
Investments--United States--Handbooks, manuals, etc.;
Stocks--United States--Handbooks, manuals, etc.
(Low $ Stocks), Richard L. Evans (1999).
Finding Winners among Depressed and Low-Priced Stocks:
Discovering Hidden Values in the Stock Market
(Lincolnwood, IL: Contemporary Books, 324 p. [3rd ed.]).
Stocks--Prices--Charts, diagrams, etc.; Speculation; Stock price
forecasting.
(Value), John Train (1987).
The Midas Touch: The Strategies That Have Made Warren Buffett
America's Pre-Eminent Investor (New York, NY: Harper &
Row, 160 p.). Buffett, Warren; Capitalists and
financiers--United States--Biography; Investments--United
States.
(Value), Seth A. Klarman (1991).
Margin of Safety: Risk-Averse Value Investing Strategies for the
Thoughtful Investor. (New York, NY: HarperBusiness, 249
p.). Hege Fund Manager ($7 billion Baupost Group - founded
1983). Value investing; Stocks; Junk bonds.
Specific 'worthy' opportunities;
high returns (average annual return of 19.5% since 1983,
declines in 11 of 97 quarters) plus high cash levels; obsessed
with 'potential crises' (sources of market declines).
(Value), Robert G, Hagstrom (1994).
The Warren Buffett Way: Investment Strategies of the World's
Greatest Investor (New York, NY: Wiley, 274 p.).
President and Director of Legg Mason Focus Capital. Buffett,
Warren; Capitalists and financiers--United States--Biography;
Investments--United States.
(Value), Janet Lowe (1994).
Benjamin Graham on Value Investing: Lessons from the Dean of
Wall Street (Chicago, IL: Dearborn Financial Pub., 246
p.). Graham, Benjamin, 1894- ; Capitalists and
financiers--United States--Biography; Investment analysis;
Securities--United States.
(Value), Mary Buffett & David Clark (1997).
Buffettology: The Previously Unexplained Techniques That Have
Made Warren Buffett the World's Most Famous Investor
(New York, NY: Rawson Associates, 320 p.). Buffett, Warren;
Investments; Capital investments.
(Value), Martin J. Whitman (1999).
Value Investing: A Balanced Approach (New York, NY:
Wiley, 274 p.). Investment analysis; Securities;
Corporations--Valuation.
(Value), Lawrence A. Cunningham (2001).
How to Think Like Benjamin Graham and Invest Like Warren Buffett
(New York, NY: McGraw-Hill, 267 p.). Compiler of the
internationally acclaimed best-seller The Essays of Warren
Buffett. Graham, Benjamin, 1894- ; Buffett, Warren; Investment
analysis; Securities--United States.
(Value), Timothy P. Vick (2001).
How to Pick Stocks Like Warren Buffett: Profiting from the
Bargain Hunting Strategies of the World's Greatest Value
Investor (New York, NY: MGraw-Hill, 277 p.). Founder and
Editor of Today's Value Investor. Buffett, Warren;
Investments--United States; Stocks--United States. A $10,000
investment in Warren Buffett's original 1956 portfolio would
today be worth a staggering $250 million ... after taxes!
(Value), Kirk Kazanjian (2002). Value
Investing with the Masters: Revealing Interviews with 20
Market-Beating Managers Who've Stood the Test of Time. (New
York, NY: New York Institute of Finance, p.). Investment
analysis; Stocks.
(Value), Charles H. Brandes (2003).
Value Investing Today. (New York, NY: McGraw-Hill, 220
p. [3rd ed.]). Founder and a Managing Partner of Brandes
Investment Partners, LLC (more than $50 billion under management
as of December 31, 2002). Stocks; Value investing.
Companies with solid business fundamentals that have current stock price less than intrinsic value.
(Value), Benjamin Graham; updated with new
commentary by Jason Zweig (2003).
The Intelligent Investor: A Book of Practical Counsel.
(New York, NY: HarperBusiness Essentials, 623 p. [Rev. Ed.;
orig. pub. 1949]). Graham - Former President of the
Graham-Newman Corporation (investment fund); taught finance at
Columbia University's Graduate School of Business and at UCLA.
Securities, Investments.
(Value), Frank Martin (2005).
Speculative Contagion: An Antidote for Speculative Epidemics.
(Bloomington, IN: AuthorHouse, 297 p.). 1987 - Founder, McDonald
Capital Management, Inc.; 1991 - renamed Martin Capital
Management. Stock Market Bubble, 1995-2000; Speculation--United
States; Financial crises--United States. Annual reports written to clients
during, after bursting bubble. Firm dedicated to achieving
superior returns by buying relatively few high-quality
businesses at prices that afford margin of safety, holding for long term.
(Value), Christopher H. Browne; foreword by
Roger Lowenstein (2006).
The Little Book of Value Investing. (Hoboken, NJ: Wiley,
180 p.). Managing Director of Tweedy, Browne Company LLC.
Investment analysis; Stocks; Investments;
Corporations--Valuation. Buy stock of companies that trade for less than their intrinsic
value to profit from their long-term performance.
(Value), Justyn Walsh (2008).
Keynes and the Market: How the World's Greatest Economist
Overturned Conventional Wisdom and Made a Fortune on the Stock
Market. (Hoboken, NJ: Wiley, 212 p.). Director,
Renaissance Capital. Keynes, John Maynard, 1883-1946;
Investments; Investment analysis. One
of world's first value investors;
Keynes's 6 key investment principles for exploiting periodic
irrationality of stock markets; net worth
amounted to present-day equivalent of more
than $30 million
(built almost entirely through successful stock investments);
college endowment fund he managed outperformed broader market
over two-decade period; completely inverted his investment
philosophy, switched from short-term speculator to long-term
investor.
Richard Bernstein (1995).
Style Investing: Unique Insight into Equity Management.
(New York, NY: Wiley, 238 p.). Investment analysis; Market
segmentation.
--- (2001).
Navigate the Noise: Investing with One of Wall Street's Top
Investment Strategists. (New York, NY: Wiley.
Investments; Investment analysis.
T. Daniel Coggin, Frank J Fabozzi (2003).
Handbook of Equity Style Management. (Hoboken, NJ:
Wiley, 496 p.). Investment anagement consultant; Editor of the
Journal of Portfolio Management and an Adjunct Professor of
Finance at Yale University's School of Management. Portfolio
management; Stocks; Investment analysis; Asset allocation.
Comprehensive, up-to-date coverage of key issues; basics,
rationale of equity style management, its latest developments;
strategies to manage risk, improve returns.
George T. Friedlob, Franklin J. Plewa, Jr.
(1996).
Understanding Return on Investment. (New York, NY:
Wiley, 237 p.). Capital investments; Rate of return.
Mohnish Pabrai (2007).
The Dhandho Investor: The Low Risk Value Method to High Returns.
(Hoboken, NJ: Wiley, 208 p.). Hedge Fund manager. Business
enterprises--United States--Finance; Entrepreneurship--United
States--Finance; Small business--United States--Finance.
Businesses with predictable cash
flows can be very profitable if run well.
Richard Phalon (2001).
Forbes Greatest Investing Stories. (New York, NY: Wiley,
239 p.). Contributing Editor, Forbes Magazine. Finance,
Personal--United States--Case studies; Investments--United
States--Case studies; Success in business--United States--Case
studies.
Richard J. Stillman (1986).
Dow Jones Industrial Average: History and Role in an Investment
Strategy. (Homewood, IL: Dow Jones-Irwin, 217 p.). Dow
Jones & Co.; Stock price indexes -- United States.
James B. Woy (1973). Investment Methods; A
Bibliographic Guide. (New York, NY: R.R. Bowker, 220 p.).
Investments -- Bibliography; Investments -- Dictionaries.
