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by Lenore Elle Hawkins, Christopher J. Versace
Cocktail Investing
Title Page
Copyright
Dedication
Preface
Acknowledgments
Chapter 1: Money
Savings and Debt
State of Savings in the United States
The Rules Have Changed
Cocktail Investing Bottom Line
Endnotes
Chapter 2: Getting Started
First Step: Saving
Second Step: Investing
Cocktail Investing Bottom Line
Endnote
Chapter 3: The Economy versus the Markets
Economic Ideology
Schools of Economic Thought
Comparing Economic Theories
The Economy versus the Market
Cocktail Investing Bottom Line
Chapter 4: Read the Economy Like a Pro
Don't Trust the “Experts”
Vector and Velocity
Breaking It Down
Going Global
Data Corroboration
Cocktail Investing Bottom Line
Endnotes
Chapter 5: The Impact of Politics and Regulation on Investing
Monetary Policy
Fiscal Policy
Regulatory Policy
Cocktail Investing Bottom Line
Endnotes
Chapter 6: Enabling and Disruptive Technologies
The Evolution into Mobile
Data Proliferation
The App Revolution
Rules of Thumb
Cocktail Investing Bottom Line
Endnotes
Chapter 7: Profiting from Pain
Newspapers
Cybersecurity
Water
Changing Demographics
Changing Consumer Preferences
Cocktail Investing Bottom Line
Endnotes
Chapter 8: Cocktail Thematic Investing
Let's Go Online Shopping
Shifting Perspectives
Multiple Cocktail Thematics
Signposts
Cocktail Investing Bottom Line
Endnotes
Chapter 9: Designing Your Portfolio
Number of Securities
Risk Tolerance
Stocks
Real Estate Investment Trusts
Master Limited Partnership (MLP)
Funds
Cocktail Investing Bottom Line
Endnotes
Chapter 10: Choosing Your Investments
12 Questions You Need to Answer When Looking to Buy a Stock
Case Study: Starbucks Corp
Individual Stocks versus Funds
Cocktail Investing Bottom Line
Endnotes
Chapter 11: Building the Portfolio
Monitoring the Trend
Monitoring the Company
Monitoring the Stock Price
Sell or Buy More?
Cocktail Investing Bottom Line
Cocktail Investing Final Thoughts
Endnotes
Appendix: Definitions, Metrics, and Resources
Chapter 2
Chapter 9
Economic Indicators and Data Sources
About the Authors
Index
End User License Agreement
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Prev
Previous Chapter
Cover
Next
Next Chapter
Title Page
Table of Contents
Title Page
Copyright
Dedication
Preface
Acknowledgments
Chapter 1: Money
Savings and Debt
State of Savings in the United States
The Rules Have Changed
Cocktail Investing Bottom Line
Endnotes
Chapter 2: Getting Started
First Step: Saving
Second Step: Investing
Cocktail Investing Bottom Line
Endnote
Chapter 3: The Economy versus the Markets
Economic Ideology
Schools of Economic Thought
Comparing Economic Theories
The Economy versus the Market
Cocktail Investing Bottom Line
Chapter 4: Read the Economy Like a Pro
Don't Trust the “Experts”
Vector and Velocity
Breaking It Down
Going Global
Data Corroboration
Cocktail Investing Bottom Line
Endnotes
Chapter 5: The Impact of Politics and Regulation on Investing
Monetary Policy
Fiscal Policy
Regulatory Policy
Cocktail Investing Bottom Line
Endnotes
Chapter 6: Enabling and Disruptive Technologies
The Evolution into Mobile
Data Proliferation
The App Revolution
Rules of Thumb
Cocktail Investing Bottom Line
Endnotes
Chapter 7: Profiting from Pain
Newspapers
Cybersecurity
Water
Changing Demographics
Changing Consumer Preferences
Cocktail Investing Bottom Line
Endnotes
Chapter 8: Cocktail Thematic Investing
Let's Go Online Shopping
Shifting Perspectives
Multiple Cocktail Thematics
Signposts
Cocktail Investing Bottom Line
Endnotes
Chapter 9: Designing Your Portfolio
Number of Securities
Risk Tolerance
Stocks
Real Estate Investment Trusts
Master Limited Partnership (MLP)
Funds
Cocktail Investing Bottom Line
Endnotes
Chapter 10: Choosing Your Investments
12 Questions You Need to Answer When Looking to Buy a Stock
Case Study: Starbucks Corp
Individual Stocks versus Funds
Cocktail Investing Bottom Line
Endnotes
Chapter 11: Building the Portfolio
Monitoring the Trend
Monitoring the Company
Monitoring the Stock Price
Sell or Buy More?
Cocktail Investing Bottom Line
Cocktail Investing Final Thoughts
Endnotes
Appendix: Definitions, Metrics, and Resources
Chapter 2
Chapter 9
Economic Indicators and Data Sources
About the Authors
Index
End User License Agreement
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Guide
Cover
Table of Contents
Begin Reading
List of Illustrations
Chapter 1: Money
Figure 1.1 Total liabilities to disposable income ratio for households and nonprofit organizations
Figure 1.2 S&P 500 trailing total returns as of October 31, 2015
Chapter 2: Getting Started
Figure 2.1 Investment growth in taxable versus pretax accounts
Figure 2.2 Investment growth in taxable versus pretax accounts at “high-income” tax rate
Chapter 3: The Economy versus the Markets
Figure 3.1 Supply and demand curves
Chapter 4: Read the Economy Like a Pro
Figure 4.1 Typical sector performance per business cycle phase
Figure 4.2 Major participants in an economy
Figure 4.3 Median sales price for new houses sold and median household income in the United States from the Federal Reserve
Figure 4.4 New and existing home sales 2009–2015
Figure 4.5 Quarterly homeownership rates for the United States 1995–2015 from the U.S. Census Bureau
Figure 4.6 Unemployment rate
Figure 4.7 Employment-to-population ratio
Figure 4.8 Labor productivity from the United States Bureau of Labor Statistics
Figure 4.9 Consumer spending by category from the U.S. Bureau of Labor Statistics and the U.S. Department of Labor
Figure 4.10 Business inventory-to-sales ratio, 2000–Q3 2015
Figure 4.11 Business inventory-to-sales ratio and recessions, 1992–Q3 2015
Figure 4.12 Manufacturing capacity utilization, 1990–Q3 2015
Figure 4.13 ISM Purchasing Managers Index, 2010–October 2015
Figure 4.14 ISM Purchasing Managers Index, 1984–October 2015
Figure 4.15 Home ownership rates, 1980–October 2015
Chapter 5: The Impact of Politics and Regulation on Investing
Figure 5.1 Percentage change in S&P 500 index, 1969–2015
Figure 5.2 Primary government policy levers
Figure 5.3 Yield curve of Treasuries as of November 10, 2006, and November 10, 2015
Figure 5.4 Quantitative easing
Figure 5.5 Excess reserves held by banks at the Federal Reserve and the S&P Index, November 1, 2008, to November 1, 2015
Figure 5.6 Excess reserves held by banks at the Federal Reserve and the S&P Index, January 1, 1980, to November 1, 2015
Chapter 6: Enabling and Disruptive Technologies
Figure 6.1 Skyworks Solution stock price
Chapter 7: Profiting from Pain
Figure 7.1 Percent change in stock price of the
New York Times
(NYT), McClatchy (MNI), and Lee Enterprises (LEE), November 13, 2005, to November 13, 2015
Figure 7.2 Projected water infrastructure spending needs vs. spending gaps
Figure 7.3 U.S. Drought Monitor
Figure 7.4 U.S. adult obesity by state, 2014
Chapter 8: Cocktail Thematic Investing
Figure 8.1 Investing noise
Figure 8.2 Estimated quarterly U.S. retail e-commerce sales as a percent of total quarterly retail sales, Q1 2006–Q3 2015
Chapter 9: Designing Your Portfolio
Figure 9.1 S&P 500 Index, January 1, 1995, to October 30, 2015
Figure 9.2 Quarterly share repurchases and buyback yield, 1Q 2005–3Q 2015
Figure 9.3 Top 10 companies by dollar-value buybacks—trailing 12 months, September 2015
Figure 9.4 U.S. Net equity inflows, 2012–2015E
Figure 9.5 Use of products by financial advisors
Chapter 10: Choosing Your Investments
Figure 10.1 Apple Inc. 3Q 2015 data summary from Apple
Figure 10.2 Monthly price of coffee (other mild Arabicas) in U.S. cents per pound from October 2005 to October 2015
Figure 10.3 Monthly price of cocoa beans in U.S. dollars per metric ton from October 2010 to October 2015
Figure 10.4 U.S. jet fuel spot prices from U.S. Energy Information Administration
Figure 10.5 Starbucks Corp. valuation analysis, 2011–2015
Figure 10.6 Share buyback impact on EPS
Figure 10.7 Starbucks Corp. comparative valuations
Chapter 11: Building the Portfolio
Figure 11.1 Percentage change in Arabica coffee bean prices, December 2014–September 2015
Figure 11.2 Percentage change in U.S. Producer Price Index: Raw milk, December 2014–October 2015
Figure 11.3 Percentage change in U.S. Producer Price Index: Wheat, November 2014–October 2015
Figure 11.4 Percentage change in GSCI Cocoa Index: November 2014–November 2015
Figure 11.5 U.S. real average hourly earnings of production and nonsupervisory employees: January 2010–September 2015
Figure 11.6 Starbucks Corp. consolidated income statement, June 30, 2015
Figure 11.7 Starbucks Corp. summary results, June 30, 2015
Figure 11.8 Starbucks analyst estimates from Yahoo! Finance
Figure 11.9 Trimming PDQ shares
Figure 11.10 Scaling into PDQ shares
Appendix: Definitions, Metrics, and Resources
Figure A.1 Normal yield curve
Figure A.2 Flat yield curve
Figure A.3 Inverted yield curve
List of Tables
Chapter 4: Read the Economy Like a Pro
Table 4.1 Length of Economic Cycles 1902–2009 from the U.S. National Bureau of Economic Analysis
Table 4.2 Degree of Economic Contraction from Economic Peak from the United States National Bureau of Economic Analysis
Table 4.3 Suggested Metrics for Financial Health of Households Application Example
Table 4.4 Suggested Metrics for Financial Health of Businesses
Table 4.5 GDP by Industry as a Percent of Total Contribution, 1997–2014, from the U.S. Bureau of Economic Analysis
Table 4.6 Suggested Metrics for Government
Table 4.7 Top 30 Countries Ranked by Gross Domestic Product According to the International Monetary Fund for 2014
Appendix: Definitions, Metrics, and Resources
Table A.1 Present Value of the Cash Flows for All Five Years
Table A.2 Present Value of Cash Flows with a Higher Yield
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