Peli-Can Invest

By Richard Lu and Hai Lu

Pel, a young pelican, is hoping to get toys on his birthday, but all he gets is books.
That is until he receives a $500 check from his grandparents, who tell him to use the money wisely. Pels dad, an eagle, says he should invest the money in the stock market so he can buy whatever he wants when he gets older.
To learn more about stocks and how they work, Pel and his parents take flight to visit the Coca-Cola Co., and when they arrive, they find one of the companys employees.
I have some birthday money that Im considering investing in Coke stock. How would Coke use my money, and how would I get it back? Pel asks.
Thats when he learns that the company would use his money to fund its business activities, and when it earns a profit, hed be able to share in the wealth.
But Pel has more questions and much more to learn before deciding whether to take the investment plunge. Join him as he decides if the risk of investing is worth the potential reward in Peli-can Invest.

• Language: English
• Publisher: Archway Publishing
• Release date: Dec 11, 2017
• ISBN: 9781480856219

Richard Lu

Richard Lu, an eleven-year-old, has enjoyed writing and drawing for as long as he can remember. When he was nine, he and his father started their own investment club in the family basement, and theyve been learning about mutual funds, bonds, and dividends ever since. This is his first book. Hai Lu is a certified public accountant and an expert in accounting policy. In his free time, he likes to play guitar, go rock climbing, and discuss the stock market with his son, Richard Lu. They currently live in Fairfax, Virginia.

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Copyright © 2017 Richard Lu and Hai Lu.

All rights reserved. No part of this book may be used or reproduced by any means, graphic, electronic, or mechanical, including photocopying, recording, taping or by any information storage retrieval system without the written permission of the author except in the case of brief quotations embodied in critical articles and reviews.

This book is a work of non-fiction. Unless otherwise noted, the author and the publisher make no explicit guarantees as to the accuracy of the information contained in this book and in some cases, names of people and places have been altered to protect their privacy.

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ISBN: 978-1-4808-5620-2 (sc)

ISBN: 978-1-4808-5621-9 (e)

Library of Congress Control Number: 2017918151

Archway Publishing rev. date: 11/22/2017

Contents

Prologue

Intro

Chapter 1   Stocks

Chapter 2   Stock Exchange

Chapter 3   Brokers and Brokerage Accounts

Chapter 4   Researching a Stock

Chapter 5   Researching a Stock – Tips from Ele

Chapter 6   Rate of Return

Chapter 7