Stock Workbook Series

Stocks Workbook Series

Three Easy Steps to Better Stock Investing Decisions
Our Investment Workbook series is designed to teach investors – from newcomers to those who are seasoned – the fundamentals of stock investing. Written by Morningstar StockInvestor editor and equities strategist, Paul Larson, each workbook includes lessons, checklists, quizzes, and worksheets.

Workbook 1, How to Get Started in Stocks, covers the basics of stock investing and how to think like a stock analyst. Workbook 2, How to Select Winning Stocks, covers how to spot financially strong companies while they’re still values. And Workbook 3, How to Refine Your Stock Strategy, reviews the strategies of some of the most-successful investors and includes Morningstar’s Fat Pitch approach.

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Contents About the Author

Workbook 1: How to Get Started in Stocks

Lesson 101: Stocks Versus Other Investments

Lesson 102: The Magic of Compuounding

Lesson 103: Stocks Versus Other Investments

Lesson 104: What Matters and What Doesn't

Lesson 105: The Purpose of a Company

Lesson 106: Gathering Relevant Information

Lesson 107: Introduction to Financial Statements

Lesson 108: Learn the Lingo: Basic Ratios

Lesson 109: Stocks and Taxes

Lesson 110: Using Financial Services Wisely

Lesson 111: Understanding the News

Lesson 112: Start Thinking Like an Analyst

Lesson 113: Using Morningstar's Rating for Stocks

Workbook 2: How to Select Winning Stocks

Lesson 201: Economic Moats

Lesson 202: More on Competitive Positioning

Lesson 203: Weing Management Quality

Lesson 204: The Income Statement

Lesson 205: The Balance Sheet

Lesson 206: The Statement of Cash Flows

Lesson 207: Interpreting the Numbers

Lesson 208: Quantifying Competitive Advantages

Lesson 209: Understanding Value

Lesson 210: Using Ratios and Multiples

Lesson 211: Introduction to Discounted Cash Flow

Lesson 212: Putting DCF into Action

Workbook 3: How to Refine Your Stock Strategy

Lesson 301: The Fat Pitch Strategy

Lesson 302: Psychology and Investing

Lesson 303: The Case for Dividends

Lesson 304: 20 Stock-Investing Tips

Lesson 305: Deep Value: Ben Graham

Lesson 306: Holding Superior Growth: Phillip Fisher

Lesson 307: Great Companies at Reasonable Prices: Warren Buffet

Lesson 308: Know What You Own: Peter Lynch

Lesson 309: The Rest of the Hall of Fame

Lesson 310: Constructing a Portfolio

Lesson 311: Introduction to Options

Lesson 312: Unconventional Equities

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Contents About the Author

Paul Larson, Author, Morningstar Stock Workbook Series

Upcoming Appearances:
Nov 5-6, 2009
Morningstar 2009 Stocks Forum
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As editor of Morningstar's StockInvestor newsletter, Paul Larson manages the publication's two real-money, market-beating model portfolios—the Tortoise and the Hare. Paul was previously an energy stock analyst and led Morningstar's dozen analysts that cover natural resource companies.

Prior to joining Morningstar in 2002, Paul was a writer/analyst with The Motley Fool for five years. Paul earned a bachelor degree in bioengineering from the University of Illinois at Chicago and also spent two years in the university's medical school before switching career tracks.

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