Category Archives: Reading List

Two great and timely investment reads

Recently there were two great pieces of investment research published that are well worth your time to site down and read. Both of these pieces provide great historical data on major asset class returns, country returns, valuation, etc… First, is the Credit Suisse Global Investment Returns Yearbook 2012 (thanks to Absolute Returns for the link). This is at the top of my list of reads every year. In this year’s edition there a¬† few great pieces of research on inflation, currencies, and risk appetite. Second, is the JP Morgan Guide to Markets for 2012. I love the online format of … Continue reading

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The magic dividend formula

What if I told you that there was a way to glimpse into the future? To somewhat accurately estimate the future returns on your investments? Well, with dividend investing¬† there is a way. Its called the Gordon Growth Model or as I like to call it, the Magic Dividend Formula. You may be surprised to hear me talk about forecasting given that I’ve ranted before on the folly of forecasting. My rant had more to do with overall forecasting methods rather than the principle of it. After all, when we buy any investment we have an expectation of the future … Continue reading

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Recommended reading list – advanced

I apologize for the light posting but the holiday festivities are in full swing here in Florida and they do tend to get in the way of posting. For this post I’ll tackle the advanced reading list for investors. This is by far the easiest list to compile and it is always expanding. Every year there are at least a few great book put out for the advanced investor. As usual, I created an Amazon listmania list here. Note: some of these books are out of print, hard to get, and expensive – maybe save those for your Xmas wish … Continue reading

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Recommended reading list – intermediate

Its cool and damp in south Florida this morning. A great day to watch some good football and work on investing posts. My last post covered a recommended reading list for beginning investors. Today, I’ll add books to the list for intermediate investors, those investors that think they are ready for individual investment selection (stocks or bonds) and/or move beyond the basics of asset allocation. Lets dive right in. The intermediate list has to start with some of the classics on stock investing and some more advanced books on passive investing and asset allocation: Security Analysis – Graham and Dodd … Continue reading

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Recommended investing reading list – for beginners

I’ve been meaning to put together an investment reading list for a while but it has proved to be more difficult than I first anticipated. Finally, I have one. This is part of the list for beginners. A lot of investors I talk to are surprised when I tell them how much time I spend reading about investing versus actually investing. Its something like the Pareto principle, the 80/20 rule, 80% of my investing hours are spent reading – whether it be investing books, investing blogs, company presentations, company financials, etc… I can’t remember which famous investor said that his … Continue reading

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