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investment books Books: Investing, How To Invest, and Money Management

Trade Your Way To Financial Freedom by V.K. Tharpe

Since our focus is on long-term investing at CCM, we are a little uncomfortable with the title of this book. However, long-term investors can learn a great deal about risk management and principal preservation from world class "traders". This book is an excellent source of information about what really matters; how to make money and avoid large losses in any investment market from currencies to commodities. Rather than discussing some high-level economic theory, this book focuses on proven and systematic approaches to managing money. CCM Rating: Five Stars

Trend Following by M.W. Covel

Trend following or trend followers are often criticized on Wall Street, usually by people who do not really understand the methods and rationale of trend followers. The bottom line is this; if you want to make money as a buy-and-hold investor your investment must trend upwards. Since the previous statement is an indisputable fact, then it makes sense for us to understand trends, how to identify them, and how to profit from them. This is another "forget the academic theory" book that focuses on the methods of successful money managers. Trend following and risk management techniques can be combined with more traditional fundamental analysis to improve the odds of investment success. CCM Rating: Five Stars

Tomorrow's Gold by Dr. Marc Faber

This is an excellent big picture, long-term themes book. Dr. Marc Faber gives you a framework for your long-term investment strategy with specific ideas about U.S. stocks, commodities, and changes in the global landscape. His focus is on the growing middle and upper class in Asia and the long-term effect on investing. The information on commodities alone is worth the price of admission. CCM Rating: Five Stars

Breakthroughs In Technical Analysis by D. Keller

Chapter 10, titled The Ten Commandments of Technical Analysis, served as further validation to many of the methods used at Ciovacco Capital Management. The chapter covers methods to rank alternatives, make buy and sell decisions, and the importance of protecting principal when investments go against you. As a book, most experienced money managers will probably find only one or two of the chapter of interest based on how their own approach to the markets. As a result, this book may not be as useful as those listed above. However, if you can learn one thing from a book to improve your odds of being a successful investor than it is time and money well spent. CCM Rating: Three Stars

The World Is Flat: A Brief History Of The 21st Century
by Thomas L. Friedman

This book, like the book above, is an excellent big picture, long-term themes source of thought-provoking information. The basic premise of the book is how today's internet technology combined with other factors, such as the fall of the Berlin Wall and the opening of more global markets, has "flattened" the world by giving individuals and companies the ability to work and compete from anywhere on the planet. It will give you new perspectives on global outsourcing in India, China, etc. CCM Rating: Five Stars

Security Analysis by Graham & Dodd

The is an excellent base-building book. Graham will teach you how to properly weigh the pros & cons of each stock. If you're the type of person who wants a book that gives you methods that can be quickly implemented by the reader, you really won't find that here. However, if you're really interested in getting better, this book will help you understand how to value each individual business. CCM Rating: Four Stars
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Beating the Street by Peter Lynch

Peter Lynch is an intelligent, "tell it like it is" type of guy.Peter Lynch You really should read One Up on Wall Street first. This book, Beating the Street, contains a very compelling case for stocks over bonds. Lynch includes a chart, found in chapter 3 "A Tour of The Fund House", which explores the relative merits of stocks vs. bonds. As an investor this book is a good read. CCM Rating: Three Stars.
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One Up on Wall Street by Peter Lynch

This is the original Lynch classic. Beating the Street A great base building book to learn your way around Wall Street.. CCM Rating: Four Stars
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The Warren Buffett Way by Robert G. Hangstrom, Jr.

Some of the topics covered in the book are the importance of brand names, why non-durable goods are attractive,Warren Buffett why you should care about a company's long-term track record of ROE (return on equity), owner earnings, and management's integrity. The book is well-written and gets excellent marks for educational value. CCM Rating: Four Stars
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Buffettology by Mary Buffett

Unlike most Buffet books, this book shows you,margin of safety step-by-step, how to do the mathematical calculations that Mr. Buffet does prior to making any investment decision. If you read the Warren Buffet Way (above), you'll begin to understand why ROE (return on equity) is so important to a company's future stock price. This book, Buffettology, shows you how to turn the concept into a powerful screening tool when you are choosing between several stocks. CCM Rating: Five Stars
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The Intelligent Investor by Benjamin Graham

This is another excellent base-building Intelligent Investorbook. If you enjoy the laws of supply & demand, you'll enjoy this book. Most people will tell you that "only value investors need-apply", I disagree; all investment decisions have a value component. Learn these concepts and you will become a better investor. This is a must read if you're committed to incremental improvement in your methods. CCM Rating: Four Stars
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Learn to Earn by Peter Lynch

This book is tough to rate. Why? One Up on Wall StreetWell, you really need to consider its target audience which is inexperienced investors. If you have investing experience, this is a great book for your teenagers (five star). However, for the experienced investors, this book will not keep your interest. CCM Rating: Two Stars
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How to Make Money in Stocks by William J. O'Neil

If you consider yourself to be a momentum investor, this is your Bible. How to Make Money in StocksJust as all investments have a value component, they also all have a technical component. This book contains several implementable strategies. An excellent source of good methods and thoughts. A different, but value-add perspective on stock picking. CCM Rating: Five Stars
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The Warren Buffett Portfolio by Robert G. Hangstrom

The book sheds some additional light on Berkshire Hathawaythe concept of placing a value on a business today by examining the present value of expected-future cash flows. This book also touches on the value of patience (let the superior economics of a superior business be your guide). CCM Rating: Three Stars
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Common Stocks & Uncommon Profits by Philip A. Fisher

It's a base-builder; see theCommon Stocks & Uncommon Profits comments on Security Analysis and The Intelligent Investor (above). This is the same type of book; very much worth reading, but not full of implementable ideas. On the cover of my copy, there is a quote from Warren Buffett, "I am an eager reader of whatever Phil Fisher has to say, and I recommend him to you." CCM Rating: Four Stars
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The 7 Habits of Highly Effective People by Stephen R. Covey

This is a classic which most people have read.The 7 Habits Best "how to lead a better (read happier) life book" that I have ever read. I will caution you, the book does start a little slowly. Covey reviews the history of success literature and the "personality ethic" (dull). But when this book gets going you will not want to put it down.CCM Rating: Five Stars
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First Things First by Stephen R. Covey

Strongly recommended that you read the 7 Habits first. First Things First isFirst Things First highly recommended if you have figured out what you want to do with your life. If you're still searching, hopefully using the 7 Habits, you'll view it as a repeat of the 7 Habits. However, when you have found your calling in life, First Things First suddenly becomes more than a repeat of the 7 Habits. First Things First goes into a deep discussion on the concepts of living, loving, learning, and leaving a legacy. Both of Covey's works should be read more than once. CCM Rating: Four Stars
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The Magic of Thinking Big by David J. Schwartz

This is a good book to get you motivated. NASDAQ 100 I will caution you though, it scores exceptional marks in the area of visualization and attitude, but without more well-grounded methods, like Covey's, this book is somewhat shallow. Highly recommended for high school, college students, and any professional who is "stuck in a rut". CCM Rating: Five Stars
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