Income investing today : safety and high income through diversification /

Main Author: Lehmann, Richard, 1942-
Format: Book
Language:English
Published: Hoboken, N.J. : John Wiley & Sons, ©2007.
Subjects:
Online Access:http://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&AN=194135
Table of Contents:
  • The why and how of fixed income
  • Why consider fixed income
  • Growth versus income (stocks versus bonds)
  • What kind of investor are you?
  • Investment strategies
  • Asset allocation
  • The right allocation for you
  • Diversification
  • Retirement planning
  • What's exciting about 6 percent returns?
  • What you need to know about risk and uncertainty
  • Subjective risks
  • Objective risks
  • Uncertainty
  • Understanding interest rates : general features
  • Compound interest
  • When interest rates rise
  • Comparative yields explained
  • What to pay : fair value pricing
  • When to sell
  • Using leverage and margin
  • Credit ratings
  • Below-investment -grade ratings
  • How to read the ratings
  • Credit ratings drift : an ongoing problem
  • The Federal Reserve Bank
  • Security dealers and brokers
  • Information sources and how to use them
  • Investment advice via the media
  • Prospectuses
  • Misuse of the English language
  • Getting railroaded by China
  • When to worry about the accounting
  • Financial statements
  • Balance sheet
  • Income statement
  • Statement of cash flow
  • Shareholders' equity statement
  • Defining earnings
  • More important than the numbers
  • Summary
  • Bonds
  • Basic features
  • U.S. treasuries
  • Corporate bonds
  • Equipment trust certificates
  • Direct access notes
  • Junk bonds
  • Step-up and pay-in-kind bonds
  • Zero-coupon bonds
  • Put bonds
  • Insured municipal bonds
  • Lower rated muni bonds
  • Conduit bonds
  • Taxable munis
  • Unrated munis
  • Buying municipal bonds
  • Municipal bond defaults
  • Miscellaneous topics
  • The bond indenture and trustee
  • Call provisions
  • Put provisions
  • Money market accounts and funds
  • Certificates of deposit
  • Duration
  • Questions to ask when buying a corporate bond
  • Questions to ask when buying a muni
  • Preferreds and hybrids
  • General features
  • Hybrids : bonds/indirect bonds
  • Preferred equity traded (PET) bonds
  • Trust preferreds
  • Third-party trust preferreds
  • Foreign preferreds
  • Partnerships
  • Perpetual preferred stock
  • Buying preferreds
  • Convertibles and adjustable-rate debt
  • Convertible bonds
  • Convertible preferreds
  • Adjustable-rate debt
  • Income stocks
  • Overview
  • Canadian energy and royalty trusts
  • Other Canadian trusts
  • Real estate investment trusts (REITs)
  • Other common stocks
  • Mutual funds
  • Overview
  • Bond funds
  • Junk bond funds
  • Municipal bond funds
  • International bond funds
  • Exchange-traded funds (ETF)
  • Closed-end funds (CEFs)
  • Closed-end bond funds
  • Closed-end preferred funds
  • Buy-write funds
  • Securities and other investments to avoid
  • Unit investment trusts (UIT)
  • Derivatives
  • SEQUINS and ELKS
  • PARRS
  • Hedge funds
  • Commercial paper, bankers acceptances, and repos
  • Collateralized debt
  • Other topics of interest
  • Bankruptcy
  • Endgame strategies
  • Tax strategies
  • Dividend strategies
  • Taxation and mandatory convertible preferreds
  • Tax reporting
  • Original issue discount
  • Summing up
  • A long-term strategy for income investing
  • Appendix : Internet investment information sources
  • Glossary.