Amling & Company, Inc.
Investment Advisers
A Maryland Company

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Amling & Company?

About
Frederick
Amling

Amling's
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Dr. Frederick Amling is a graduate of Baldwin Wallace College, BA; Miami University, MBA and the University of Pennsylvania, Ph.D. He was Chairman of the Finance Department of Miami University and Dean of the School of Business at the University of Rhode Island. Currently, he is President of Amling & Company, Inc. Potomac, MD. He serves on the board of directors of the Keystone Group of Funds in Boston and the Torray Fund in Washington, DC, and Professor of Finance, Finance Department, School of Business and Public Management at The George Washington University, Washington, DC. He served on the Keystone and Evergreen Mutual Fund boards from 1967 to 1997. He is a member of the Cosmos Club, the Congressional Country Club and Beta Gamma Sigma. He is also a member of the Washington Society of Investment Analysis, the American Finance Association and the Financial Management Association. He has written extensively on finance and investments and has written 5 books on investments and personal finance including the book Investment Fundamentals, Dryden, 1994 with William Droms. (The Money Manager. April 12, 1993. Page 4233)

Investments:
An Introduction to Analysis and Management

Find out more about Investments in the
Author's Note

Contents

PART 1:

INVESTMENT OVERVIEW

1

Investment: Returns & Risks
Appendix with Sources of Information and
Content on CFA Program

2

Savings For Investment
Individual and Institutional Investors

PART 2:

THE INVESTMENT ALTERNATIVES

3

Investment Alternatives
Federal, Municipal, Foreign Debt Securities
and Futures

4

Private Corporate Bonds
With Analysis

5

Preferred-Stock Analysis and Valuation
An Ownership Security

6

Common Stock As An Investment

7

Mutual Funds and Investment Company Shares

8

Investment In Real Estate, Precious Metals, Futures, and Art Objects

PART 3:

MARKETS AND BROKERS

9

Securities Markets
With Market Indices and Performance

10

Brokers, Trading and Code Of Ethics

PART 4:

FUNDAMENTAL ANALYSIS

11

An Economic Analysis
And Investment Opportunity

12

Industry Analysis

PART 5:

COMPANY ANALYSIS AND
COMMON STOCK VALUATION

13

Company Analysis
The Competitive Position of the Company

14

Company Analysis
The Quality of Management

15

Company Analysis
Operating Efficiency

16

Company Analysis
Current and Long-Term Debt Analysis

17

Company Analysis
Corporate Earnings and Profitability

18

Company Analysis
Common Stock Valuation

PART 6:

TECHNICAL ANALYSIS

19

Company Analysis
Market and Technical Analysis and the Final Decision

PART 7:

MODERN PORTFOLIO THEORY,
MANAGEMENT, AND PERFORMANCE

20

Modern Portfolio Theory
With Some Implications for Practice

21

Managing The Portfolio
Stock and Bond Strategies

22

Portfolio Management
The Work of the Money Manager

23

Options
Their Appraisal and Use

24

PORTFOLIO PERFORMANCE

Appendix

Index