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Joe Lan

author Image Joe Lan is a financial analyst at AAII.

Articles by this Author

Topics Presented in Speeches: “Introduction to Stock Investor Pro


Joe Lan is a financial analyst for AAII. He writes extensively for Computerized Investing, the premier publication covering the use of personal computers for financial planning, investment analysis and portfolio management, and he frequently contributes articles for the AAII Journal. He also provides technical support for Stock Investor Pro computerized fundamental data and screening program and serves on the Stock Superstars Report (SSR) and Dividend Investing (DI) advisory committees. Lan is a graduate of Northeastern Illinois University, where he earned a bachelor’s degree with a double major in accounting and finance and holds a master’s degree in accounting and financial management from the Keller Graduate School of Management. Lan is a holder of the right to use the Chartered Financial Analyst (CFA) designation.

Articles by this Author

  1. Financial Statements »

    Valuation Ratios: The PEG Ratio

    The PEG ratio factors in a company’s growth into its valuation, allowing investors to compare companies with different rates of growth.

    June 2014 | Journal

  2. Computerized-investing »

    Creating a Contrarian Screen: The 52-Week Low Formula

    A discussion of Luke Wiley’s approach to stock-picking and how to build a screen using his five filters.

    June 2014 | Computerized-investing

  3. Computerized-investing »

    Capturing the Fast-Moving Semiconductor Industry

    Discussing the trends in semiconductor stocks and the key factors to consider when analyzing firms in the industry.

    May 2014 | Computerized-investing

  4. Financial Statements »

    Calculating Intrinsic Value With the Dividend Growth Model

    An estimate of a dividend-paying stock’s fair value can be calculated using accessible data and assumptions with this model.

    March 2014 | Journal

  5. Computerized-investing »

    Tax Preparation Services

    Three services that should be more than enough to assist in completing tax forms and filing taxes. Plus, they offer various levels of service for investors in different situations.

    March 2014 | Computerized-investing

  6. Computerized-investing »

    A New Series: What You Can Expect

    Our new Tracking the Tech Sector series is aimed at researching and analyzing the industries and companies of the technology sector. Here’s what it will be offering.

    March 2014 | Computerized-investing

  7. Stock Screens »

    2013 Stock Screens Review: The Year of the Bulls

    More than 40 of the 65 screens tracked on beat the S&P 500 last year. Plus, two new risk measures are presented.

    January 2014 | Journal

  8. Stock Screens »

    2013 Stock Screens Review: The Year of the Bulls

    More than 40 of the 65 screens tracked on beat the S&P 500 last year. Plus, two new risk measures are presented.

    January 2014 | Journal

  9. Computerized-investing »

    The Top Portfolio Management Software

    How to use the best software programs for portfolio management to monitor investments and produce reports.

    October 2013 | Computerized-investing

  10. Financial Statements »

    Introduction to Stock Valuation: The Price-Earnings Ratio

    A close look at the most widely used valuation measure, and an explanation of how relative price-earnings ratios can provide more insight as to whether a stock is mispriced.

    September 2013 | Journal

  11. Computerized-investing »

    The Top Comprehensive Websites of 2013

    Our yearly review of the top comprehensive financial websites features a new entry.

    August 2013 | Computerized-investing

  12. Computerized-investing »

    Analyzing Mutual Funds: Creating Fund Screens

    What you need to know to build effective screens for locating mutual funds that fit your criteria.

    July 2013 | Computerized-investing

  13. Computerized-investing »

    The Top Mutual Fund Screening Services

    An in-depth look at the best programs and websites for filtering a universe of mutual funds down to a manageable list.

    July 2013 | Computerized-investing

  14. Financial Statements »

    Taking a Qualitative Look at a Prospective Stock’s Figures

    A qualitative assessment of financial data reveals more about a company than what can be gleaned from the financial statements alone.

    May 2013 | Journal

  15. Computerized-investing »

    Online Discount Brokers

    A look at the strengths and weaknesses of the five online discount brokers most used by AAII members.

    April 2013 | Computerized-investing