The Best of the AAII Journal Articles
Low P/E Stocks With Positive Earnings Surprises
December 2009 by John Bajkowski
A starting point for investors. This issue's focus is on stocks that have had a significant positive quarterly earnings surprise since September, and that sport a below-average forward price-earnings ratio.
December 2009 by John Bajkowski
A starting point for investors. This issue's focus is on stocks that have had a significant positive quarterly earnings surprise since September, and that sport a below-average forward price-earnings ratio.
On-Line Tax Information and Tax Filing Sites
December 2009 by
The Web provides many resources for getting free tax information, plus there are a number of Web sites that offer free on-line tax preparation services.
December 2009 by
The Web provides many resources for getting free tax information, plus there are a number of Web sites that offer free on-line tax preparation services.
How to Create Your Own Pension: A Closer Look at Immediate Annuities
November 2009 by Julie Jason
How would you like to have lifelong income even after you retire? That’s what it’s like to receive a pension. What if you don’t have one? One option is to buy a product that will create one for you—an “immediate annuity,” which is the oldest product of its kind in the marketplace.
November 2009 by Julie Jason
How would you like to have lifelong income even after you retire? That’s what it’s like to receive a pension. What if you don’t have one? One option is to buy a product that will create one for you—an “immediate annuity,” which is the oldest product of its kind in the marketplace.
“Stock” Supply Data: Inventory Turnover
September 2009 by AAII Staff
For stock investors analyzing prospective investments and their own holdings, one important issue concerns how much money a company has tied up in its inventory. How can you judge a company's ability to manage inventory? Two operating performance measures are particularly useful in analyzing how efficiently a firm is managing its "stock."
September 2009 by AAII Staff
For stock investors analyzing prospective investments and their own holdings, one important issue concerns how much money a company has tied up in its inventory. How can you judge a company's ability to manage inventory? Two operating performance measures are particularly useful in analyzing how efficiently a firm is managing its "stock."
Build America Bonds
September 2009 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on the new Buy America Bonds--taxable bonds that are issued by state and local governments.
September 2009 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on the new Buy America Bonds--taxable bonds that are issued by state and local governments.
Value Investing Using the Fundamental Rule of Thumb
September 2009 by Wayne A. Thorp
Earnings yield, dividend yield, and the ratio of earnings retained to book value are well-known value factors that are often used by value investors. The Fundamental Rule of Thumb approach combines all three, and allows you to calculate a trade-off score that may help uncover stocks meriting further analysis. How to screen using the Fundamental Rule of Thumb approach
September 2009 by Wayne A. Thorp
Earnings yield, dividend yield, and the ratio of earnings retained to book value are well-known value factors that are often used by value investors. The Fundamental Rule of Thumb approach combines all three, and allows you to calculate a trade-off score that may help uncover stocks meriting further analysis. How to screen using the Fundamental Rule of Thumb approach
Risky Business: How to Pick Winning Property & Casualty Insurer Stocks
August 2009 by John Deysher
Many great fortunes have been built by smart insurance operators. A good example is Berkshire Hathaway, which has interests in several insurers and reinsurers covering a variety of property and casualty risks. At its heart, the P&C insurance business is one of shared risk--and proper pricing of that risk. How to spot opportunities in the risk business.
August 2009 by John Deysher
Many great fortunes have been built by smart insurance operators. A good example is Berkshire Hathaway, which has interests in several insurers and reinsurers covering a variety of property and casualty risks. At its heart, the P&C insurance business is one of shared risk--and proper pricing of that risk. How to spot opportunities in the risk business.
Lightening the Financial Load of Life Insurance Products
May 2009 by Peter Katt
Decisions about financial assets come under stress in difficult economic times. A look at four helpful ways of managing life insurance during such periods.
May 2009 by Peter Katt
Decisions about financial assets come under stress in difficult economic times. A look at four helpful ways of managing life insurance during such periods.
The Muni Market Turmoil Continues: What's Going on and How to Respond
January 2009 by Annette Thau
There have been a number of very bad years in the municipal bond market. But 2008 is in a league of its own--without any doubt, the worst year ever in the municipal bond market. And the most likely outlook is continued volatility. What lies behind the current declines, and a look at what actions investors may want to consider.
January 2009 by Annette Thau
There have been a number of very bad years in the municipal bond market. But 2008 is in a league of its own--without any doubt, the worst year ever in the municipal bond market. And the most likely outlook is continued volatility. What lies behind the current declines, and a look at what actions investors may want to consider.