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INDEX

COPYRIGHTED MATERIAL

Absolute return strategy,

Buffett on, 35

54?58, 131

market interference and,

Accumulation distribution

111?114

(A/D), 93

m A/D (accumulation o distribution), 93

.c AFAM (Almost Family), 156 op Age Wave Theory, 99?100 h "All Aboard!" (Kimmel),

ks 230?232 o Allianz Ag-Adr (AZ), 157, 158,

bo 159, 196?198 .p Allis-Chalmers (ALY), 140?141 w Almost Family (AFAM), 156 w Alpha coefficient, 17 ://w AlphaDEX funds, 3

Altman, Stan, 13

ttp ALY (Allis-Chalmers), 140?141 h Amer Caresource (ANCI), 156,

MPT and, 16 underlying concept, 30 Asset management arbitrary rules in, 55 Baby Boomers and, 103?104 fundamental decisions, 51 index funds, 52?53 AT&T, 73 Axsys Tech Inc (AXYS), 157 AXYS (Axsys Tech Inc), 157 AZ (Allianz Ag-Adr), 157, 158,

196?198

Babson, David and Thomas, 42 Baby Boomer generation

Age Wave Theory on, 99?100

158, 180?181

asset accumulation and,

AMEX exchange, 241

103?104

ANCI (Amer Caresource), 156,

globalization and, 104?107

158, 180?181

retirement of, 100?103

Annual stockholder reports, 125 size of, 97

AOL, 65

Banco Itau (ITU), 236

Aronson, David, 91

"Banking on Growth" (Kimmel),

Asset allocation

234?236

assumptions of, 29

BAP (Credicorp Ltd.), 236

Baby Boomers, 102?103

Barron's, 86, 92

267

268 INDEX

Baruch, Bernard

BRICs (Brazil, Russia, India,

on diversification, 45

China)

quote by, 5, 63?64, 123

emergence of, 216, 231

Bass, Thomas, 10

InterBoom Generation and,

The Battle for Investment Profits

99, 106

(Loeb), 41

Brown, David, 57

The Battle for Investment Survival BTE (Baytex Energy), 156,

(Loeb), 25, 41

166?168

Baytex Energy (BTE), 156,

BTM (Brasil Telecom), 157

166?168

BUCY (Bucyrus International),

Bear markets, 229

237?238

"Beginner's Guide to Asset

Bucyrus International

Allocation, Diversification,

m and Rebalancing" (SEC), 45 .co Bell curve p defined, 7?8, 25?26, 60?61 o Taleb on, 91 sh Bentley, Kassandra, 57 k Berkowitz, Bruce, 15 oo Berkshire Hathaway, 35,

b 38?40, 72 .p Berlin Wall, 111 w Beta coefficient, 17 w Bethlehem Steel, 64, 66 ://w The Black Swan (Taleb), 91?92

Black Swans, 91

ttp BNet, 86?87 h Boik, John, 94?95

(BUCY), 237?238 Buffett, Warren

Burbank studying, 57 on diversification, 35?38,

44?45 on inefficient market, 51 investing success, 60 on investment risk, 28, 35 on investment training, 22 Kimmel on, 210?211 on MPT, 27 quote by, 83 on risk, 77 "A Bull Is Worried" (Kimmel),

229?230 Bull markets

The Book of Investing Wisdom

buy-and-hold strategy and, 34

(Krass), 45

investor philosophies, 94

BP (Bp Plc), 157, 158,

underperforming and, 54

194?196

Burbank, John, 57

Bp Plc (BP), 157, 158,

Burton, Jonathan, 22?23

194?196

Business Roundtable Institute

Bp Prudhoe Bay (BPT), 157

for Corporate Ethics, 120

BPT (Bp Prudhoe Bay), 157

Buy-and-hold strategy

Brasil Telecom (BTM), 157

MSSP lessons learned, 136, 139

Brazil, 99

O'Neil on, 33?34

Index 269

Cabot Heritage Corp., 42?43

InterBoom Generation and,

Cabot Market Letter, 42?44

99

CALM (Cal-Maine Foods), 157 Chinese Wall, 115

Cal-Maine Foods

Churchill, Winston, 109

(CALM), 157

Cintolo, Michael, 42?44

Capital asset pricing model

Classics: An Investor's Anthology

(CAPM), 17, 22?23

(Ellis), 42, 58

Capital market line, 17

CMP (Compass Minerls), 156,

CAPM (capital asset pricing

158, 184?186

model), 17, 22?23

Commodities, 17, 31

Carty, C. Michael, 239?260

Compass Minerls (CMP), 156,

Cash flow

158, 184?186

analyzing, 118?120

m Free Earnings on, 121?122 .co "Profiting from Online p Business," 232?234 o S-curve and, 71?73 sh Cash flow per share k (CFPS), 119 oo CBST (Cubist Pharmace), 154 b CDs (certificates of deposit), 113 .p CEDC (Central European w Distributors), 139?140 w Central European Distributors ://w (CEDC), 139?140

Certificates of deposit (CDs),

ttp 113 h CFA Center for Financial

Compounding, power of, 106, 114, 140

Consumer Finance Committee, 103?104

Consumer spending, 99?100 Contango Oil&Gs (MCF), 157 Crawford & Co B (CRD.B), 157 CRD.B (Crawford & Co B), 157 Credicorp Ltd. (BAP), 236 Credit risk, 79 Cubist Pharmace (CBST), 154 CYBE (CyberOptics), 135?137 Cyber Investing (Brown and

Bentley), 57 CyberOptics (CYBE),

135?137

Market Integrity, 120

CFPS (cash flow per share), 119 Daily Graphs

Chaos: Making a New Science

Investor's Business Daily

(Gleick), 9

and, 133

Chaos theory, 9?10

MSSP strategy, 125, 144

China

Data mining, 12

consumer demands of, 111, 237 Dean Witter, 68?69

GDP increases, 105?106

Dent, Harry, 100

growth of commerce in,

Derivatives, 31, 218

216, 231

Derks, Jan-Wim, 92

270 INDEX

"De-worse-ification," 31

Rogers on, 40?41, 45

Dick Davis Digest

Sperandeo on, 93

"Banking on Growth," 234?236 stock selection and, 13

"Expand Your Horizons,"

stop losses and, 31, 41

207?210

study flaws, 30?33

"Focus on the Few True

superlatives and, 25?28

Superlatives," 210?213

Tortoriello on, 133?134

"Market on Launch Pad,"

underlying concept, 30, 55

215?217

"Diversify! Well, Not So Fast"

"Nobody Said the Market Is

(Hulbert), 44

Supposed to be Easy, but Donaldson, William, 120

It Is Worth the Challenge!" Dorsey, Wright Money

205?207

m "The Dilemma of the Data .co Rich, Information Poor p Service Organizations" o (Altman), 13 sh "Wall Street Has the Problems" k (Kimmel), 217?219 oo Diversifiable risk, 78 b Diversification .p assumptions of, 14, 29 w background, 15?16 w Buffett on, 35?38, 44?45 ://w Burbank on, 57

concentration versus, 43?44,

ttp 48?49 h Ellis on, 42

Management Free Earnings and, 120 investment philosophy,

48?49, 93 MSSP example, 133 Dow Jones 30 index, 209, 213 Dow Jones Asset Manager, 22?23 Dow Jones Industrials, 208 Dreyfus Fund, 67 Dreyfus, Jack, 67 Driehaus, Richard, 58?59 Druckenmiller, Stanley, 78 DRYS (DryShips Inc.), 231 DryShips Inc. (DRYS), 231

Earnings per share (EPS), 93, 119

Glickenhaus on, 86

EBITDA metric, 119

Keynes on, 33

EBIX (Ebix Inc), 156, 158,

Loeb on, 41, 45

162?164

market interference and,

Ebix Inc (EBIX), 156, 158,

111?112

162?164

MPT and, 16?19

Efficient frontier, 13, 17

Munger on, 37?41

Efficient market theory

O'Neil on, 33?35

index funds, 52?53

other views on, 44?48

overview, 60

PMPT and, 20?25

on stock market, 10

risk and, 25, 45

EGY (Vaalco Energy), 157

Index 271

Ellis, Charles, 42, 58

Fooled by Randomness (Taleb), 91

EMAK (Equity Marketing)

Forbes Magazine, 56

trade, 68?69, 113?114

Ford Motor Company, 65

Emerging industries, 127

Frank, Al, 134

Emerging products, 127

Free Earnings

Enhanced indexing, 53?54

additional criteria, 120?122

Enron, 114, 208

calculating, 117?118

EPS (earnings per share),

evaluating quality, 118?120

93, 119

GARP approach, 118

Equities Magazine, 133, 230?238

PEG ratio, 117?118

Equity market, 68?69,

"Wall Street Has the

113?114

Problems," 219

Evidence Based Technical Analysis

m (Aronson), 91 .co Excel Maritime (EXM), 156,

p 158, 159, 170?172 o EXM (Excel Maritime), 156,

sh 158, 159, 170?172 k "Expand Your Horizons"

oo (Kimmel), 207?210 b Expected returns, 18 .p Expected volatility, 18 ww Fabrikant, Geraldine, 46 ://w Federal Reserve Board, 214

Federer, Roger, 84

ttp FedEx, 233 h Fidelity Investments, 31, 118

Free market system, 112?113 Friedman, Thomas L., 97 FSCI (Fisher Comm Inc), 157 FSYS (Fuel Systems Sol), 154 Fuel Systems Sol (FSYS), 154

Gabelli, Mario, 45 Galbraith, John Kenneth, 92 Gaming Partners International

Corp. (GPIC), 137?139 GAO (Government

Accountability Office), 101, 105 GARP (Growth at a Reasonable Price), 118, 121 Gates, Bill, 73

Financial Planning, 201?204

Gates Foundation, 112

First Marblehead (FMD),

Gaussian distribution. See Bell

148?150

curve

First Trust, 3

Gauss, Karl Friedrich, 7

Fisher Comm Inc (FSCI), 157 GDP (Gross Domestic Product),

Fisher, Philip, 45

105

FMD (First Marblehead),

General Motors, 65, 73

148?150

Gleick, James, 9

"Focus on the Few True

Glickenhaus & Co., 86

Superlatives" (Kimmel),

Glickenhaus, Seth, 86

210?213

Globalization, 104?107

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