Index
3.0 percent dividend yield
6.0 percent dividend yield
9/11 Terrorist attacks
A
A+ quality ranking
Abbott Labs (ABT)
The ABC of Stock Speculation (Nelson)
After-inflation return
Altria Group (MO)
Archer-Daniels-Midland (ADM)
Asset allocation decision
Asset classes
Asset class selection
AT&T, Inc. (T)
Automatic Data Processing (ADP)
Average high-price dividend yield
Average low-price dividend yield
B
Bank of America
Bankruptcy
Banks
BC number
Bear cycle:
vs. bull cycle
purchases during
Bear market rally
Bear markets
Bear Stearns
Becton, Dickinson (BDX)
Bergstreser, Charles
Bernanke, Ben
Blue chip stocks:
classification criteria
faded blues
fundamentals of
G designation
identification of
selection
and value
Blue chip stocks selection criteria:
about
dividend income and earnings improvement
institutional investors
S&P quality ranking
shares outstanding
uninterrupted dividend
Blue chip trend verifier
Blue chip trend verifier readings
Bond market
Bonds:
risks of
vs. stocks
Book values
Boom and bust cycles
Bottom-up stock selection approach
Broad market primary trend
Buffett, Warren
Bull cycle vs. bear cycle
Bull markets
Bush administration
Business/economic cycles
Busts
Buying and selling indicators
C
Capital appreciation
Capital gains
Capital investment percentage levels
Capital preservation investors
Cap size. See market capitalization:
Case for investing in stocks:
about
asset classes
case for stocks
cash and cash equivalents
growth rates of stocks
investment needs
knowledge, strategy, and tactics
stocks, bond or cash
Cash
Cash and cash equivalents
Cash flow
Categories of select blue chips
Categories of value
Chevron (CVX)
China
Coca-Cola (KO)
Colgate-Palmolive (CO)
Company earnings reports vs. dividends
Competence
Confirmation measures:
price-book value ratio (P/B) as
price-earnings ratio (P/E) as
of value
Contrarian philosophy
Counter-trend rally
Credit-crunch crisis
Credit risk
Criteria for select blue chips
Currency fluctuations
Currency risk
Current assets to current liabilities ratio
Current phase of value
Customer’s Afternoon Letter (Dow Jones)
CVS Caremark (CVS)
Cyclical bull market
Cyclical industries
Cyclical stocks
D
Debt level
Debt service
Debt-to-equity ratio
Declining blue chip stock categories
Declining trends
Declining-trends category
Declining trend scenario
Defensive industries
Defensive stocks
Dirty Harry (movie)
Diversification
The Dividend Connection (Geraldine Weiss and Gregory Weiss)
Dividend growth
Dividend history
Dividend increases
Dividend in danger
Dividend paying stocks
Dividend payout ratio
Dividend protection
Dividends
vs. company earnings reports
defined
federal income tax on
federal tax rates on
importance of
questions and answers on
Dividends Don’t Lie (Weiss)
Dividend security
Dividend-value growth
Dividend-value portfolio, building and managing:
boom and bust cycles
expansion and contraction cycles
Federal Reserve policy
foreign currency
macro vs. micro
politics and markets
portfolio tactics
portfolio thought process
practical applications
recessions
recovery
Dividend-value strategy:
effectiveness of
questions and answers on
total return
Dividend yield:
3.0 percent
6.0 percent
average high-price
average low-price
calculation of
for Dow Jones Industrial Average (DJIA)
finding value
history of
investor tools
long-profile of Dow Jones Industrial Average (DJIA)
overvalued
and stock prices
undervalued
Dividend-yield cycles
Dividend-yield extremes
Dividend-yield patterns
Dividend-yield profile
Dividend-yield strategy:
about
dividends, importance of
investment theory
measures of value
natural order of markets
paths of stock return
quality of earnings
rising dividends and share price
stock quality test
total return
Dividend-yield theory
Dollar-cost averaging
Dollar-denominated assets
Dot-com bubble
Dow, Charles H.
Dow Jones averages
The Dow Jones Averages (Barron’s)
Dow Jones Industrial Average (DJIA):
current value of
cycles
dividend-yield for
and dividend-yield theory
long-term dividend yield profile of
primary trend of
profiles of value
Dow Jones Transportation Average
Dow Jones Utility Average
Dow Jones/Wilshire 5000 index
Downside risk
Dow Theory
E
Earnings
Earnings and dividend rankings for common stocks
Earnings yield
Economic rebound
Economy
Electric utilities
Emerson Electric (EMR)
Emotion-driven panic
Emotions of investing
Enron scandals
Exchange Traded Funds (ETFs)
Exelon (EXC)
Exogenous events
Expansion and contraction cycles
F
Faded blues category
Fear and greed
Federal income tax on dividends
Federal Insurance Deposit Corporation (FDIC)
Federal Reserve
Federal Reserve Open Market Committee (FOMC)
Federal Reserve policy
Federal taxes
federal income tax on dividends
Federal tax rates:
on capital gains
on dividends
Fed funds rate
Fee-based financial planning
Financial industry
Financial media
Financial performance
Financial planning
fee-based
Finding value:
about
dividend yield
price-book value ratio
price-earnings ratio
Fixed-income securities
Flippers
Foreign currency
Foreign stocks
Fundamental analysis
Fundamental measures of value
Fundamental quality
Fundamental tools
Fundamental value charts
Future capital growth and rising dividends
G
Gas utilities
G designation
Global financial crisis
Goals
Goals and objectives
Gold
Government handouts and stimuli
Graham, Benjamin
Great Crash of 1929,
Greater fool theory
Greenspan, Alan
Gross domestic product (GDP)
Growth investors
H
Harvey, Paul
Health care stocks
Hidden assets
High-price extremes
High-quality dividend trends
Historically repetitive areas:
of overvalue
of overvalue of dividend-yield
of undervalue of dividend-yield
Hold areas
Housing industry
The Hulbert Financial Digest
I
Illiquid stocks
Income investors
Incremental dividend increases
Indexes
Index funds
Indicators of value
Industries and stocks to watch
Industry groups
Inflation
Inflation risks
Information deprivation
Institutional investors
Intangible assets
The Intelligent Investor (Graham)
Interest rate fluctuations
Interest rates
Interest-rate-sensitive stocks
Investing, value-based approach to
Investment approaches
Investment goals
capital preservation investors
growth investors
income investors
young investors
Investment methodology
Investment needs
Investment performance
Investment Quality Trends
Investment rate trends
Investment risk
Investment selection sequence
Investment time horizon
Investors:
euphoria
limitations
requirements of
Investor sentiment
IQ Trends Private Client
IQ Trends Private Client Asset Management
Irrational exuberance
J
Job creation
Johnson & Johnson (JNJ)
Jones, Edward D.
JP Morgan Chase
K
Keynes, John Maynard
Knowledge, strategy and tactics
L
Law of unintended consequences
Lehman Brothers
Liquidity
Loaning vs. owning
Loan market response
Long blow-off top
Long-term dividend yield profile of Dow Jones Industrial Average (DJIA)
Long-term investment, real total return for
Long-term investors, risks to
Loss assessment
Low-price extremes
Lucky 13 portfolio
M
Macro vs. micro
Margin calls
Market capitalization
Market climates
Market crash
Market cycles
Market indicators
Market of stocks vs. stock market
Marketplace momentum
Market timing
Mark-to-market accounting
McDonald’s (MCD)
Merrill Lynch
Mining industry
Minney, Michael
Momentum investors
Mortgage-backed securities
Multinational companies
N
National Bureau of Economic Research (NBER)
Nelson, S.A.
Nike, Inc. (NKE)
Nixon, Richard M.
Nominal return
Noncyclical stocks
O
Odd lots
Other people’s money (OPM)
Overseas Shipholding Group (OSG)
Overvalue, historically repetitive areas of
Overvalued (high) price levels
Overvalued areas
Overvalued dividend yield
Overvalued dividend yield blue chip stock categories
Overvalued phase
Overvalued stocks
Overvalue price areas
P
Past performance
Payout percentage
PepsiCo (PEP)
Perfect stock
Perfect storm market conditions
Philip Morris International (PM)
Planning, importance of
Politics and markets
Portfolio components
Portfolio risk
Portfolios
Portfolio tactics
Portfolio thought process:
blue chip trend verifier readings
current phase of value
investment rate trends
primary trends
recession status
Practical necessities
Predictive indicators
Predictor, dividend increases as
Presidential election years
Price appreciation
Price-book value ratio (P/B):
as confirmation measures
history of
investor tools
measures of value
Price-earnings ratio (P/E):
as confirmation measures
G designation
history of
investor tools
measures of value
portfolio tactics
Price/earnings to growth (PEG) ratio
Price risk
Price stability
Primary asset classes
Primary declining trend
Primary measures of value
Primary trends
Procter & Gamble (PG)
Production performance
Profiles of value
Q
Qualified retirement accounts
Qualitative analysis
Quality
Quality ranking track record
Quantitative analysis
Questions and answers:
on dividends
on dividend-value strategy
on stocks
R
Reality
Real return
Real total return
Recessions
Recession status
Recovery
Retailing industry
Retirement:
changes to
planning of
Retracement
Return-on-equity (ROE)
Reversion to the mean
Rising dividends
Rising dividends and future capital growth
Rising stop losses
Rising trend reversal
Rising trends
Rising trends category:
blue chip stocks
in bull markets
stocks in
Risk:
of bonds
credit
currency
defined
downside
inflation
investment
to long-term investors
portfolio
price
of stocks
Risk tolerance
Rockefeller, John D.
Round lots
S
S&P 500 (index):
vs. bonds
vs. DJIA
vs. fixed-income securities
performance
San Diego Union
Sarbanes-Oxley legislation
Scandals
Secondary uptrend scenario
Select blue-chips
categories of
companies list
Selling price
Share prices
Short-term investors
Short-term volatility
Sideways trading-range pattern
Sigma-Aldrich (SIAL)
Slinky (toy)
Social Security
Speculators
Standard & Poor’s:
earnings and dividend rankings for common stocks
quality ranking
Standard & Poor’s Earnings and Dividends Quality Ranking
The Stanley Works (SWK)
Stock buybacks
Stock cycle length
Stock market
losses in
vs. market of stocks
and quality
and value
Stock market and economy:
economy
industries and stocks to watch
stock market
Stock price declines
Stock prices and dividend yield
Stocks:
benefits of
vs. bonds
case for investing
growth rates of
price decline
questions and answers on
in Rising trends category
risks of
vs. stock market
subsets of
Stock selection:
about
approach to
overvalued phase
rising trend
undervalued stocks
Stock selection approaches
Stock selections
Stop losses/stop loss orders
Strategy development:
about
diversification
financial planning
investment goals
investor limitations
portfolio risk
Synthetic securities
T
Takeovers
Target
Tax consequences
Tax Reform Act of 2003,
Tech bubble
Technical analysis
Technology and productivity
Thinly traded stocks
Timely-Ten feature
TJX Companies (TJX)
Top-down stock selection approach
Total return
Trading costs
Trailing 12-month earnings
Treasury bills
Trend reversals
U
Undervalue and overvalue cycles
Undervalued (low) price levels
Undervalued areas
Undervalued blue chip stock categories
Undervalued category
weighting
Undervalued dividend yield
Undervalued stocks
data guarantees
market of stocks
Undervalue price areas
United Technologies Corporation (UTX)
U.S. dollar
U.S. economic condition
U.S. Tobacco
Utilities
Utility stocks
V
Value:
and blue chip stocks
confirmation measures of
finding
fundamental measures of
identification of
importance of
knowledge of
measures of
primary measure of
Value, cycles, and the Dow Jones Averages
about
bear markets
bull market
bust
Charles H. Dow and the Dow Jones Averages
dividend-yield theory and the Dow Jones Industrial Average
long blow-off top
Value and stock market
dividend-yield cycles
Dow Jones Industrial Average cycles
Dow Jones Utility Average
market cycles
undervalue and overvalue cycles
value cycles
value prevalence
Value-based approach to investing
Value cycles
Value prevalence
V bottom
W
Wall Street (movie)
Wall Street Journal
Wal-Mart Stores (WMT)
Washington Mutual (WaMu)
Weiss, Geraldine
Weiss, Gregory
World-Com scandals
Y
Yield
Young investors