Questions from General Investment

Q: Walt Davies and Shane O’Brien are district managers for Lee, Inc

Walt Davies and Shane O’Brien are district managers for Lee, Inc. Over time, as they moved through the firm’s sales organization, they became close friends. Walt, who is 33 years old, currently lives...

Q: Susan Lussier is 35 years old and employed as a tax accountant

Susan Lussier is 35 years old and employed as a tax accountant for a major oil and gas exploration company. She earns nearly $135,000 a year from her salary and from participation in the companyâ...

Q: Sara Thomas is a child psychologist who has built a thriving practice

Sara Thomas is a child psychologist who has built a thriving practice in her hometown of Boise, Idaho. Over the past several years she has been able to accumulate a substantial sum of money. She has w...

Q: Wally Wilson is a commercial artist who makes a good living by

Wally Wilson is a commercial artist who makes a good living by doing freelance work—mostly layouts and illustrations—for local ad agencies and major institutional c...

Q: Jack Arnold is a resident of Lubbock, Texas, where he

Jack Arnold is a resident of Lubbock, Texas, where he is a prosperous rancher and businessman. He has also built up a sizable portfolio of common stock, which, he believes, is due to the fact that he...

Q: Anna Wise is a young career woman. She lives in Phoenix

Anna Wise is a young career woman. She lives in Phoenix, Arizona, where she owns and operates a highly successful modeling agency. Anna manages her modest but rapidly growing investment portfolio, mad...

Q: Chris Norton is a young Hollywood writer who is well on his

Chris Norton is a young Hollywood writer who is well on his way to television superstardom. After writing several successful television specials, he was recently named the head writer for one of TV&ac...

Q: Marc Dodier is a recent university graduate and a security analyst with

Marc Dodier is a recent university graduate and a security analyst with the Kansas City brokerage firm of Lippman, Brickbats, and Shaft. Marc has been following one of the hottest issues on Wall Stree...

Q: Brett Daly is an active stock trader and an avid market technician

Brett Daly is an active stock trader and an avid market technician. He got into technical analysis about 10 years ago, and although he now uses the Internet for much of his analytical work, he still e...

Q: Imagine that the Mini-Dow Average (MDA) is calculated

Imagine that the Mini-Dow Average (MDA) is calculated by adding up the closing prices of five stocks and dividing that sum by a divisor. The divisor used in the calculation of the MDA is currently 0.7...