Investing - All Content

  1. Spreading The Word About Portfolio Margin

    An underused opportunity provided in an SEC rule can enhance returns and lower risk for spread traders.
  2. How’s Your Mood?

    Your mood, and the mood of each of the participants in the economy, has a huge impact on the market. See how consumer sentiment ...
  3. On This Day In Finance: May 27 - The Securities Act of 1933

    Congress enacted the Securities Act of 1933 as part of the response to the 1929 stock market crash. It was the first step ...
  4. What is the performance cult?

    In the late '60s and early '70s, the bull market and media scrutiny of fund managers had made heroes of the so-called gunslingers ...
  5. Golden Stock Parachutes: Execs Cashing Out

    You’re riding out the storm on a stock that is now barely worth a buck because you have faith in the company in which your ...
  6. The 6 Worst Things You Could Do Now

    Are we mired in a long-term recession or will the “green shoots” of economic growth we’re seeing be the real thing? Without ...
  7. Equity Valuation In Good Times And Bad

    Learn how to filter out the noise of the market place in order to find a solid way of determing a company's value.
  8. A Stock Rebound Isn't A Magic Pill

    From the president to market pundits, everyone is trying to convince investors that all signs are green and it’s time to ...
  9. Minimize Risk With The Long Collar

    Think your favorite stock is on the way down? This simple option-trading strategy can help you manage your risks without ...
  10. The Art Of Selling A Losing Position

    Knowing whether to sell or to hold is tough. And no rule fits all. Find out what to consider.
  11. Getting To Know Hedge-Like Mutual Funds

    This type of alternative investment mutual fund gives investors the benefits of a hedge fund, without the need for high net ...
  12. Game Theory: Beyond The Basics

    Take your game theory knowledge to the next level by learning about simultaneous games and the Nash Equilibrium.
  13. What's the difference between EBITDA, EBITDAR and EBITDARM?

    EBITDA, EBITDAR and EBITDARM are analytic indicators commonly used by management to evaluate the financial performance and ...
  14. A Career In Endowment Management

    The pay may not be as competitive as Wall Street, but the work environment, opportunity and knowing your helping out an educational ...
  15. All of the following statements about convertible bonds are FALSE EXCEPT:

    A. If all of the bonds are converted, the stockholders will benefit.B. They depreciate when the stock rises in value.C. They ...
  16. 10 Tips For The Successful Long-Term Investor

    These guiding principles will help you avoid common folly during the decision-making process.
  17. Setting Profit Traps With Butterfly Spreads

    The OTM butterfly spread offers traders three unique advantages, and can lead to consistent profits. Find out how.
  18. What is the Coppock curve?

    Technical analysis claims the ability to forecast future movements of financial instruments, such as stocks or commodities, ...
  19. The Basics Of Bollinger Bands®

    This strategy has become one of the most useful tools for spotlighting extreme short-term price moves.
  20. 5 Ways To Lose Your Retirement Nest Egg

    These common mistakes can put your savings at risk. Find out how to avoid them.
  21. An investor is in the 36% tax bracket and holds municipal bonds with an 8% yield-to-maturity. ...

    A. 8.0%B. 22.2%C. 9.3%D. 12.5% Correct answer: D "A" divides 1-minus-tax-rate by the tax-exempt yield, instead of vice versa, ...
  22. Mark-To-Market: Tool Or Trouble?

    Mark-to-market accounting can be a valuable practice, but all bets are off when the market fluctuates wildly.
  23. Working With Islamic Finance

    There is no division between the spiritual and the secular in this type of socially responsible investing.
  24. Stock Ratings: The Good, The Bad And The Ugly

    Stock ratings are both loved and reviled. Find out why they deserve equal measures of both.
  25. Trading The Gold-Silver Ratio

    This method may seem arcane, but many well-established strategies rely on it.
  26. The Mandatory Convertible: A "Must Have" For Your Portfolio?

    Mandatory convertibles are a little understood security with some distinct advantages. Find out if they are right for you. ...
  27. Needle In A Haystack: Investing Message Boards

    Message boards provide a great opportunity to read insightful information and opinions, but watch out for "trolls".
  28. Why did the Department of Justice launch an inquiry into the sale of ImClone shares ...

    On December 28, 2001, the FDA announced that it was rejecting ImClone's new cancer drug, Erbitux. The drug represented a ...
  29. Financial Infidelity: Are YOU A Cheater?

    These sneaky financial moves could erode your finances - and your relationship.
  30. Having A Plan: The Basis Of Success

    It ensures that you have a realistic outlook, and a solid strategy. We show you why and how.
  31. Revive Your Portfolio

    Increase your annual returns by rebalancing your investments now.
  32. 7 Ways To Position Yourself For Recovery

    Preparing yourself for an economic turnaround can give you great peace of mind.
  33. Surviving Bear Country

    Stay calm, play dead and keep your eyes open for attractive valuations.
  34. The ABCs Of Stock Indexes

    Indexes can track market trends, but they're not always reliable. Can you trust them?
  35. Listen To The Market, Not Its Pundits

    Tuning in to pundits is fine, but investors should rely on their own research when making important decisions.
  36. Compute the offering price for a mutual fund with NAV of $1,200,000,000, an 8% front-end ...

    A. $1,304.35B. $1,200.00C. $1,196.35D. $1,296.00 Correct answer: A"B" is the bid price, not the offering price; "C" is another ...
  37. An Overview Of Corporate Bankruptcy

    If a company files for bankruptcy, stockholders have the most to lose. Find out why.
  38. What Is Your Risk Tolerance?

    Learn your risk tolerance and understand the factors to consider when creating your investment portfolio.
  39. Chrysler And The 1979 Bailout

    This American icon almost went under, but the U.S. government refused to let it fail.
  40. Top 7 Biggest Bank Failures

    Many people assumed these giants were too big to fall - they were wrong.
  41. The Linear Regression Of Time and Price

    This investment strategy can help investors be successful by identifying price trends while eliminating human bias.
  42. Mutual Fund Ratings: Are They Deceiving?

    Rating systems are a helpful - but not perfect - tool to help you find a winning fund.
  43. What is financial double-dipping?

    In the financial industry, double-dipping occurs when a financial professional, such as a broker, places commissioned products ...
  44. Why is Frank Quattrone credited with contributing to the growth of the dotcom bubble?

    Frank Quattrone was one of the most powerful figures during the dotcom bubble. He was one of the first investment bankers ...
  45. Protect Yourself From Market Loss

    There are several simple strategies you can use to protect yourself from downside risk.
  46. What is the difference between a gilt edged bond and a regular bond?

    A gilt edged bond is a high-grade bond issue. The term "gilt" is of British origin and originally referred to debt securities ...
  47. Retire A Millionaire In 10 Steps

    Having a million-dollar portfolio is a retirement dream for many people but making that dream come true requires some serious ...
  48. Investing In The Healthcare Sector

    Perform a thorough checkup to uncover a medical stock with a clean bill of health.
  49. Top 6 Uses For Bonds

    Individuals and institutions can use bonds in many ways: from the most basic, such as for preserving principal or saving ...
  50. 8 Ways To Lose Money On Bonds

    Find out how to lose money on bonds, so you can avoid losses in the future.
  51. Hedge Your Bets With Inflation-Linked Bonds

    ILBs such as TIPS and I-Bonds allow investors to curb the corrosive effects of inflation and increase portfolio diversification. ...
  52. Where can I find all of the stocks in the Dow Jones Industrial Average?

    The best place to find a list of all thirty stocks included in the Dow Jones Industrial Average (DJIA) is the "Historical ...
  53. What is the difference between exchange-traded funds and mutual funds?

    Exchange-traded funds, or ETFs, are similar to mutual funds because both instruments bundle together securities in order ...
  54. Riding The Market Bubble: Don't Try This At Home

    Riding the bubble takes timing, a clear understanding of the market and, most of all, a lot of luck.
  55. Stocks Then And Now: The 1950s And 1970s

    The "good old days" of investing were actually fraught with limited opportunities and methods.
  56. Breaking The Buck: Why Low Risk Is Not Risk-Free

    Money market funds have been assumed to be safe investments, and they are - but only to a point.
  57. Investing In A Unit Investment Trust

    UITs offer professional portfolio selection and a definitive investment objective. Are they right for you?
  58. The Fall Of The Market In The Fall Of 2008

    How did America's strong economy tumble so quickly? Find out here.
  59. Can't Sell Your Home? Rent It

    Find out how to profit from your property when the housing market dips.
  60. What currency is affected by the interest rate decisions of the Bank of England (BoE)? ...

    The Bank of England (BoE) is responsible for the interest rate decisions that affect the economy of Great Britain. As with ...
  61. Which of the following BEST describes the requirements for advertisements of new ...

    A. They may not be misleading, in whole or in part.B. They must take context, clarity and intended audience into consideration.C. ...
  62. The 4 Advantages of Options

    Flexible and cost efficient, options are more popular than ever. Find out why.
  63. Case Study: The Collapse of Lehman Brothers

    This company survived many financial crises in its long history. Find out what finally drove it to bankruptcy.
  64. Forging Frontier Markets

    Pioneering is never easy, but it has its exciting - and worthwhile - moments for investors.
  65. How did Peter Young gain infamy as a "rogue trader"?

    Peter Young's notoriety as one of the most memorable rogue traders is not a result of the amount of money he stole, but the ...
  66. An In-Depth Look At The Credit Crisis

    The credit crisis reshaped the financial landscape and changed Wall Street forever. Find out how it happened.
  67. Debt Reckoning

    Learn about debt ratios and how to use them to assess a company's financial health. You could save a lot of money!
  68. Parents And Spinoffs: When To Buy And When To Sell

    Spinoffs can create great investing opportunities, but there's a time to stick around and a time to jump ship.
  69. How do companies like Moody's rate bonds?

    Rating the creditworthiness of a bond issuer, despite the number crunching, is as much an art form as it is a science. While ...
  70. Segregated Funds: Investment Protection For Canadian Citizens

    These funds contain the best of all worlds, providing opportunities for market growth with a no-loss guarantee.
  71. Peer-To-Peer Lending Breaks Down Financial Borders

    Banks are no longer the only option for a loan - the P2P lending system operates without them.
  72. Pyramid Your Way To Profits

    This strategy involves scaling into profitable investments as they continue to rise.
  73. Collateralized Debt Obligations: From Boon To Burden

    CDOs were to be Wall Street's boon - instead they went bust. Find out what went wrong.
  74. Mine For Profits With Natural Resource Sector Funds

    These funds allow everyday investors to get in on the action in this promising sector.
  75. 10 Reasons To Add ETFs To Your Portfolio

    We provide 10 reasons why adding ETFs to your portfolio can trump securities-only portfolio management strategies.
  76. What is the salad oil scandal?

    Before Bre-X, there was Allied Crude Vegetable Oil Refining Corporation. In 1962, Anthony "Tino" De Angelis set about to ...
  77. Iceland's Near Collapse: What Can We Learn?

    This thriving country was brought to its knees by the rapid growth - and subsequent decline - of its banking industry.
  78. What is a Chinese hedge?

    A Chinese Hedge is a form of arbitrage by which an investor shorts a convertible bond and buys the underlying common stock. ...
  79. Getting Positive Results With Market-Neutral Funds

    Find out how these mutual funds can add some flavor to your bland portfolio.
  80. What is "hot money"?

    "Hot money" refers to funds that are controlled by investors who actively seek short-term returns. These investors scan the ...
  81. Municipalities Free Up Cash With Chapter 9

    Find out what happens to municipalities when they need money, but have no other option than bankruptcy.
  82. How do I use a premium put convertible?

    Holders of convertible bonds face all the pitfalls that traditional bondholders face - liquidity risk, interest rate risk ...
  83. How do I use a barbell strategy?

    The barbell strategy is an investment strategy that involves purchasing both short-term and long-term bonds and securities ...
  84. When Things Go Awry, Insurers Get Reinsured

    Guru Warren Buffett is making this sector popular. Learn more here.
  85. The Uptick Rule: Does It Keep Bear Markets Ticking?

    This rule prevents traders from driving stocks down, but its effect on market volatility is debatable.
  86. How did derivatives trader Nick Leeson contribute to the fall of Barings Bank?

    When an earthquake shook Kobe, Japan in 1995, it also broke open an ongoing scandal within the walls of Barings Bank. At ...
  87. Commodity Funds 101

    These funds make investing in gold, oil or grain an easier prospect.
  88. Borrowing Smart In A Debt-Filled World

    Leveraging your money can have many perks, but it's not always the smartest financial plan.
  89. Moral Hazards: A Bump In The Contract Road

    Learn how this phenomenon can cause a party in an agreement to behave differently than expected.
  90. Financial Media 4-1-1 For Investors

    Cut through the information clutter and decipher the useful news from the useless.
  91. What is a wild-card play?

    A wild-card play is a term related to futures contracts. A future is a financial contract obligating a buyer to purchase, ...
  92. Limiting Losses

    It is impossible to avoid them completely, but there is a systematic method you can use to control them.
  93. How did currency trader John Rusnak hide $691 million in losses before being caught ...

    In 1993, Allfirst Bank hired a currency trader to shift the bank's forex (FX) operations from a merely hedging endeavor to ...
  94. Your client has a net short-term gain of $3,000 and a net long-term loss of $8,0 ...

    I. The short-term gain is fully taxableII. $3,000 of capital loss is deductible against earned incomeIII. There is a long-term ...
  95. The Short And Distort: Stock Manipulation In A Bear Market

    High-quality stock reports needn't be confused with stock manipulators' dramatic claims.
  96. Volatility Index Uncovers Market Bottoms

    VIX can gauge when the market has hit bottom - a welcome sign of better things to come.
  97. Relative Strength Index And Its Failure-Swing Points

    Confirm your buy and sell signals with this oscillator categorized as an overbought/oversold index.
  98. Sell Growth Stocks The IBD Way

    Savvy investing is all about learning some smart rules and sticking to them. We give you the rundown.
  99. Side-By-Side Management May Favor Hedge Over Mutual Funds

    Having your firm handle both investments can spell disaster for your returns.
  100. Peer Comparison Uncovers Undervalued Stocks

    Learn how to put one of the top equity analysis tools to work for you.
Frequently Asked Questions
  1. What is the formula for calculating the current ratio?

    Find out how to calculate the current ratio and what that result can tell you about a potential investment.
  2. Why do share prices fall after a company has a secondary offering?

    The best way to answer this question is to provide a simple illustration of what happens when a company increases the number ...
  3. What are the generally accepted accounting principles for inventory reserves?

    As with most matters related to generally accepted accounting principles (GAAP), accountants assigned with the task of applying ...
  4. What is the difference between arbitrage and speculation?

    Arbitrage and speculation are very different strategies. Arbitrage involves the simultaneous buying and selling of an asset ...
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