Some books of interest where I find ideas for the class company analysis projects:

The Dividend Rich Investor (Joseph Tigue, Joseph Lisanti)- main idea -> lots of tables of stocks which increase dividends.   Pushes the idea that stocks with increasing dividend will always outperform bonds over time and thus are the best place for your money.  Interestingly, INTEL (a growth stock with minimal dividends) shows up on the list because even though the dividends are small they are increasing and as "2 for 1" stock splits occur the company will lower the dividend but does not chop it in half.  A very conservative, easy reading book.

Rich Dad, Poor Dad (Robert Kiyosaki) - main idea ->  don't spend money, control your propensity to consume, to have money save money.

A Random Walk Down Wall Street (Burton Gordon Malkiel) - main idea -> nobody knows what to do - "experts" are only guessing and they brag when something goes right, the best place for your money is an index fund.  The author wrote this book about 30 years ago and has updated 6 times with the latest edition talking about the Internet bubble we just went through.

Beating the Street (Peter Lynch) - main idea -> individual investors buying individual stocks have more control and do better.  Buy and hold.

The Best 100 Stocks for 2001 (John Slatter) - main idea -> stocks are the best way to accumulate money.  His stocks are the common big ones - INTEL, AT&T, etc.  I have seen other lists of best that were companies I had never heard of.  Buy and hold. Some companies in this text were used for the class stock analysis project in Spring 2001.

DOW 36,000 (James K. Glassman, Kevin A. Hassett) - main idea -> stock prices are too low or price/earning ratios are not as high as they should be (should be about 100).  Main theory is that history shows stocks as NOT risky over time and should not have a "risk premium".  The idea is controversial BUT if you look at a DOW at 12,000 (it's around 11,000 today) and assume it can double in 5 years (15% gain per year).  It could be at 24,000 in 2005 and 48,000 in 2010.  A DOW at 36,000 does not seem unreasonable (rosy glasses maybe).  But remember the DOW was about 1,500 at the bottom of 1987 and about 6,000 in 1996.  The text looks at companies with rising EPS and rising dividends.  Some companies highlighted are Microsoft and Tootsie Roll. The idea continues the theme worked on in the Dividend Rich Investor of looking for companies with increasing dividends.

Rich Kid, Smart Kid (Robert Kiyosaki) -> some ideas from previous books, thoughts on education.

Quest for the Pillars of Wealth (J. J. Pritchard) - main idea -> three main points: save, invest, long term. Written as an adventure tale for children.

Handbook of Dividend Achievers (1999 edition) by Brad A. Armbruster (Editor), Reggie D. Cain (Editor), Stacy M. Cleeland (Editor), Kevin B. Heckert (Editor) - Mergent (Moody's) publisher - historical data on over 300 companies that had increased dividends over the last 10 years. Companies in this text were used for the class stock analysis project for Fall 2001.

Mergent's Dividend Achievers (2001 edition). Historical data on 289 companies that had increased dividends over the last 10 years. Companies in this text were used for the class stock analysis project for Spring 2002.

Mergent's Dividend Achievers (Fall 2003 edition). Historical data on 284 companies that had increased dividends over the last 10 years. Companies in this text were used for the class stock analysis project for Winterim 2004 and Spring 2004.

Buying Stocks Without a Broker (Charles Carlson) -> main idea is to pruchase stocks directly through a company bypassing brokerage costs. Stocks a rated by a star system. Some of these companies were used for the class stock analysis project in Fall 1999.

Magazine by NAIC -> main idea - stock investment clubs. Some of the companies featured have been used for the class stock analysis project. The companies listed in the October 2002 edition were used by the Fall 2002 class for their projects.

The 100 Best Stocks to own in America (Gene Walden) Some of these companies have been used for the class stock analysis projects.

No-Load Stocks (Charles Carlson) -> main idea is to pruchase stocks directly through a company bypassing brokerage costs. Stocks a rated by a star system. Some of these companies have been used for the class stock analysis projects.

The Best 100 Stocks for 2004 (John Slatter) - main idea -> stocks are the best way to accumulate money.  This is a series and I picked stocks that were "new to this edition". Many of these stocks deal with publishing and food service. Some companies in this text were used for the class stock analysis project in Fall 2003.

With a list of 30 stocks. Most are the usual big name companies - Mobil, Merck. But some are mining companies - De Beers, Broken Hill (BHP Billiton).

List of over 1,000 companies offering direct investment and /or divident reinvestment plans. From "The MoneyPaper" or "Temper of the Times". Companies listed here are often used as research projects for the course.

The Dividend Growth Investment Strategy (RuxAnn Klugman) - Main Idea -> look for companies with dividends that double every five years. Many comsumer companies are highlighted like Coke and Pepsi, and Heinz and Hershey. Used for its company list for Spring 2005. The text is out of date since it was published before the year 2000 bubble burst, the ENRON-like scandles developed, the accounting structure meltdown, and the attacks on our culture on Septemeber 11, 2001. Even given this list, the concepts included have longterm merit and we can evaluate the selections with a five year historical perspective that has seen horrific and historic events. Concepts in this text are similar to themes in "The Dividend Rich Investor" listed above. Also, the text gives a good writeup on annuities and using Valueline for research.

Mergent's Dividend Achievers (Winter 2005 edition). Historical data on 289 companies that had increased dividends over the last 10 years. Companies in this text were used for the class stock analysis project for Summer 2005.

Directory of Dividend Reinvestment Plans - over 1,000 plans. Companies from this text were used during the Fall 2005 for research projects. Companies chosen were screened for four or five star ratings by the author.

Morningstar report on stocks - Morningstar normally reports on mutual funds but they just started looking at stocks also. My Spring 2006 class used this text for companies to evaluate.

Magazine by NAIC June 2006 issue -> Group of companies from an article used for the Summer 2006 class.

& - Articles from the October 2006 issues of these magazines were used to selective companies to be researched. The Fall 2006 class used these companies.

Dividend Capture - discusses a technique that tries to maximize dividend income. No company specific items are used. Offers an interesting discussion on the mechanics of dividends.

A list of corporate sponsers for a local charity was used for the company selections for the Winterim session 2006-2007.

The 100 BEST Dividend-Paying Stocks To Own In America (Gene Walden 2005). Similar text by this author have been used in the past. The class of Spring 2007 is using this text for company research. The group of companies chosen has the highest growth in dividends - what the author calls "back to the future".

Beating the S&P with Dividends (Peter O'Shea and Jonathan Worrall - 2005). A text by the publisher Mergent who does the quarterly "Dividend Achievers" texts. Rates companies for thier dividend yield.

& - articles from these publications were used to pick companies to research for the Fall 2007 class.

The Single Best Investment (Lowell Miller, 2006). Looks at companies that incease their dividends. The class of Spring 2008 is using companies noted in this text for research.

The Best Dividend and Income Investments (DOW Theory Forecasts, 3rd Quarter 2007). Looks at companies with large dividends. Those over 4% were picked for research for the Spring 2008 class. (It's a large class and I needed more companies then the previous text offered.)

The Ultimate Dividend Playbook (Josh Peters, 2008). Looks at stocks with rising dividends and how that impacts the price of the stock. To be used for the Fall of 2008.

The Dividend Connection (Geraldine Weiss & Gregory Weiss, 1995). Looks at the effects of dividends on stock prices. Shows suggested buying and selling points based on yield vs. price. To be used for the Spring of 2009 - historial analysis.

Stay Mad for Life - Get Rich, Stay Rich (Make Your Kids Even Richer) (Jim Cramer with Cliff Mason). Interesting discussion on 401/k options. Gives a list of his favorite stocks and mutual funds for retirement. To be used for the Winter of 2008.

 

 

List of Transfer Agents and other information - For places to research companies.

 

  Some places of interest for my class:

http://crab.rutgers.edu/~mchugh/taxstuff.htm