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The Lazy Fundamental Analyst

Applying quantitative techniques to fundamental stock analysis

By Fred Piard

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About the Author

Fred Piard

FRED PIARD gained extensive experience in the software industry, information systems consulting and marketing before discovering an interest in the financial markets. Self-taught in this field, he puts into practice what he learnt from his previous activities to build his own methodology. From his years in research he has the ability to combine a systemic point of view and an analytic approach. ... Read more on Fred Piard

Contents Listing

Disclaimer
The Author
Preface
Introduction

Part I: Methodology
1. Quantitative Fundamental Analysis
2. Strategy Design and Evaluation
3. Portfolio Protection

Part II: Sector Analysis
Introduction
4. Consumer Discretionary
5. Consumer Staples
6. Energy
7. Financials
8. Health Care
9. Industrials
10. Information Technology
11. Materials
12. Telecommunication Services
13. Utilities
14. Dow Jones Industrial Average
15. Benchmarking by Sectors

Part III: Applications
16. Combined Portfolios
17. Other Applications

Conclusion
Appendix 1. Leveraged ETFs
Appendix 2. Strategy Returns
Appendix 3. Against Benchmark
Disclaimer
The Author
Preface
Introduction

Part I: Methodology
1. Quantitative Fundamental Analysis
2. Strategy Design and Evaluation
3. Portfolio Protection

Part II: Sector Analysis
Introduction
4. Consumer Discretionary
5. Consumer Staples
6. Energy
7. Financials
8. Health Care
9. Industrials
10. Information Technology
11. Materials
12. Telecommunication Services
13. Utilities
14. Dow Jones In ...

Jacket Text

A simple, quick and effective approach to quantitative fundamental analysis

The Lazy Fundamental Analyst presents a collection of strategies based on the application of quantitative analysis to fundamentals-based investing. It will appeal to anyone looking for simple, effective and low-risk investing strategies.

The strategies are organised by ten business sectors: Consumer Discretionary, Consumer Staples, Energy, Financials, Health Care, Industrials, Information Technology, Materials, Telecommunication Service and Utilities. For each sector a strategy is proposed for large capitalisations (companies in the S&P 500 Index) and another is given for small capitalisations (companies in the Russell 2000 index).

For each sector, and each strategy, Fred Piard explains how to follow his 'lazy' approach to choose stocks by using only a couple of financial ratios. The strategies eschew detailed due diligence of companies and markets - instead they rely on applying quantitative techniques to filter out the best investments in each sector. These strategies can be managed in just a few minutes per month, making them suitable for those who only have limited time to devote to investing but still wish to have a winning return. Portfolio protection through the use of market timing and hedging is also presented and this can be used with any of the strategies.

If you don't have the inclination for in-depth fundamental analysis, or only have a few spare minutes per month for your investing, try Fred Piard's lazy approach to quantitative analysis.

Professional Reviews

"Piard has written a practical guide on investing using fundamental factors with sector fund stocks. He provides a logical, backtested, non-emotional investing approach with 15 years of backtested results. Investors will find this book a perfect complement to his previous book, and will hopefully benefit from the strategies provided by Piard's extensive research and testing." ----Les Masonson, Buy Don't Hold

"In this book author Fred Piard makes quantitative fundamental analysis easy. He provides a logical, methodical, and systematic approach to investing for self-directed, risk-oriented investor. This is a book to keep in your library and refer to often." --Kyle P, Taking Care of Biz.org

"The Lazy Fundamental Analyst is an excellent handbook about simple stock investing strategies, all based on fundamental analysis. " --P Garner, Amazon review

"A robust companion to Quantitative Investing" --A Angerer, Amazon review


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Media Coverage

Taking Care of Biz.org

The Lazy Fundamental Analyst
by Fred Piard
Harriman House
Retail Price $34.00
Amazon Price: $23.75

Book Description: This is a simple, quick and effective approach to quantitative fundamental ...

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