public utilities: and aggressive
investors, 175, 383n,389; and
bonds, 286–87; debt of, 348; as
defensive investment, 354,
356–60; and defensive investors,
122, 348, 354, 354n,356–60,
356 n,362; dividends of, 493,
495–96; and inflation, 54; and
investments vs. speculation, 27;
and market fluctuations, 9, 200;
regulation of, 286n;and security
analysis, 284, 285, 286–87, 300,
304; and selection of stock, 348,
354, 354n,356–60, 356n,362,
383 n,389; and subscription
rights, 495–96
Public Utility Holding Company
Act (1935), 286n
Puma Technology, 38
Purex Co., 494
Putnam Growth Fund, 230
QLogic Corp., 370
Quaker Oats, 303
Qualcomm Inc., 14, 41, 41n, 370
quicken.com, 157n, 354 n, 375
“quotational” value/loss, 20, 36
quotations, market, 198–99, 203, 204,
205, 206, 221, 222, 223
Qwest Communications, 323–24,
324 n
radio companies, 82
railroads, 82, 361, 423; and
aggressive investors, 136, 173,
173 n,174–75; bankruptcy of, 4,
4 n,362, 384, 423n;and bargains,
173, 173n;bonds of, 172, 173,
173 n,174–75, 284, 285, 286, 287,
423, 424, 512; and defensive
investors, 100, 122, 359, 361–62,
362 n;and market fluctuations,
4, 4n;and security analysis, 284,
285, 286, 287; and speculation,
570–71.See also specific railroad
Randell, Cort, 235n
Rapid American, 412
Raskob, John J., 1–2, 2n, 534
rating: of bonds, 95, 210, 211, 283n,
350 n;of investment funds, 252,
252 n
rating agencies, 501n
Reagan, Ronald, 274
real estate, 56, 63, 63n,203, 360n,
414, 415n, 521
Real Estate Investment Trust
Company, 446–50, 470
Real Estate Investment Trusts
(REITs), 63, 63n, 360 n
Realty Equities Corp. of New York,
446–50, 447n, 450 n, 470
rebalancing, 104–5, 180n,197, 219
Red Hat, Inc., 484–85, 484n, 485 n
Regions Financial, 373
reinvestment, 172, 179n, 253 n;and
defensive investors, 113, 113n,
128, 356n;and dividends,
489–92, 490n,492, 493, 494; and
margin of safety, 515, 516; and
portfolio for aggressive
investors, 145n,172, 179n
REITs. SeeReal Estate Investment
Trusts
repurchase plans, 309, 316n,506–9,
507 n, 508 n, 509 n, 511
research, 126, 128, 159n,243, 246,
265 n,272, 363n,367, 376–77,
379 n
research and development (R&D),
305, 316, 440
restructuring charges, 428, 428n
retail bonds, 284
retirement plans, 126–27, 273. See
alsopension plans; specific plan
Retirement Systems of Alabama, 146
return: and advice, 272, 275, 277;
aggregate, 27; for aggressive
investors, 29–34, 89, 135, 174,
182, 377, 381, 393; average
annual, 25n,34, 112n;average
expected, 83, 84; for defensive
investors, 22–29, 25n,89, 91, 92,
96, 111, 112n,113, 113n,121, 122,
176, 368; and Graham’sIndex 615