Reading List

Members of the Centre Region Model Investment Club (CRMIC) are encouraged to read as many financial publications as possible on a regular basis.  In addition, to increase your understanding on the subject of investing, your goal should be to read one financial book a year. 



The Motley Fool Investment Guide, David and Tom Gardner, New York: Fireside, © 2001.

This book shows novices and expert investors alike how to take control of their investing future and have fun doing it in four easy steps:

         Investment approaches to avoid.
         Selection of the best growth stocks.
         Simple ways to gather valuable stock information.
         Ways to build an investment portfolio that outperforms the Dow Jones Market average.

Eight Steps to Seven Figures, Charles Carlson, New York: Currency/Doubleday, © 2000.

The title says it all:

         Buy and Hold.
         Know where you are going.
         Determine your investment time frame, financial goals, and risk "comfort" level to put together a  

         successful level wealth building strategy.
         Play to your strength.
         Invest regularly.
         Study the companies.

How to Read a Financial Report, 5th edition, John A. Tracy, New York: Wiley, © 1999.

In addition to teaching the basics of reading and understanding the annual report, this book also explains the basic concepts of accounting:

         Line by line explanations of financial statements.
         The way in which the balance sheet, the income statement, and the cash flow statement fit together.
         What financial reports mean to the investor and to the company.

Take Stock, Ellis Traub, Chicago: Dearborn Trade, © 2010

Traub, the developer of the Toolkit software for Betterinvesting, explains how investors can walk away from Wall Street and generate wealth over the long term by building their own stock portfolios.  Using his time-tested “technamental” approach, you will learn how to identify high-quality growth stocks that are selling at reasonable prices.  Traub refutes Wall Street myths, explains the few terms you really need to know, reveals how to identify the best stocks, and provides tips on managing your portfolio.  Though aimed at beginners, the book has timeless wisdom for everyone.        

One Up on Wall Street, Peter Lynch, New York: Penguin Books, © 1989.

Using a very readable, entertaining format, this book reinforces the BetterInvesting message of buying quality stocks for the long term. It provides theory, practical advice, and encouragement in buying and selling stocks as well as maintaining a profitable portfolio.

 The Whole Kitt and Caboodle, Susan Laubach, Bancroft Press, ©1996.

This book is recommended for beginners who are looking for a general overview and introduction to the world of investing. The author uses a fictional character to introduce the reader to the basic concepts of investing. It is a quick and fun read.  It gives the reader a good foundation for long-term investing.

Better Investing Educational Series Stock Selection Handbook, Bonnie Biafore for the National Association of Investors Corporation, Michigan:  National Association of Investors Corporation, Inc., ©2003.

The Handbook is a step-by-step look at the method which will help you discover leadership growth companies.  It will also help build a sound understanding of the BetterInvesting Stock Selection Guide.  BetterInvesting is all about finding the best of the best companies and buying them when they're "on sale."  This book will show you how.

Investment Clubs for Dummies, Douglas Gerlach and Angele McQuade, New York: Hungry Minds, ©2002

This is a reference book that is written in an easy to understand style.  It gives information on how to form an investment club, how to find a club, how to operate a club, how to grow one’s nest egg, information on investment strategies, and more.

If You’re Clueless about the Stock Market and Want to Know More, Seth Godin, Chicago:  Dearborn, ©1997

This book is packed with user-friendly tips, charts, and sidebars, pop quizzes, and resources that will help the person who is clueless about the stock market.  It is written in an easy to understand style and addresses topics such as why a company issues stock, how much it takes to get started, how to value a stock, and more. 

The World is Flat A Brief History of the Twenty-First Century, Thomas L. Friedman, New York: Faffarm Strauss and Giroux, ©2005


This book is essential reading and is a very readable account of globalization. The author explains how the flattening of the world happened at the dawn of the twenty-first century, what it means to countries, companies, communities, and individuals, and how governments and societies can and must adapt.


Financial Magazines

    Business Week


    BetterInvesting Magazine

    And others


Financial Newspapers

    Wall Street Journal


    Centre Daily time – Business Section

    And others