Fisher Investments on Materials
By Fisher Investments
(Sprache: Englisch)
The second installment of the Fisher Investments On series is a comprehensive guide to the Materials sector. Fisher Investments on Materials can benefit both new and seasoned investors, covering everything from Materials sector basics to specific industry...
Leider schon ausverkauft
versandkostenfrei
Buch (Kartoniert)
21.90 €
Produktdetails
Produktinformationen zu „Fisher Investments on Materials “
The second installment of the Fisher Investments On series is a comprehensive guide to the Materials sector. Fisher Investments on Materials can benefit both new and seasoned investors, covering everything from Materials sector basics to specific industry insights to practical investing tactics, including common pitfalls to avoid.
Klappentext zu „Fisher Investments on Materials “
Through Fisher Investments on Materials, readers will gain a basic understanding of how the materials sector works, the macroeconomic drivers of metals, chemicals, construction material, paper, and packaging. The investment universe will be segmented by industries and individual securities within each industry.The book will begin with a discussion of Fisher Investment's investing philosophy as it applies to the Materials sector. Then, readers will be lead through a discussion of the basics within the sector, what drives the industries, and then specific analysis of various individual securities. Finally, the book will look at the industry fundamentals and discuss what investors should do to protect themselves in a down market.
The Fisher Investments on Materials
The Fisher Investments on series is designed to provide individual investors, aspiring investment professionals, and students the tools necessary to understand and analyze investment opportunities-primarily for investing in global stocks. Each guide is an easily accessible primer to economic sectors, regions, or other components of the global stock market. While this guide focuses on the Materials sector, the basic investment methodology is applicable for analyzing any global sector, regardless of the current macroeconomic environment.
Following a top-down approach to investing, Fisher Investments on Materials can help you make more informed decisions within today's dynamic Materials sector. It skillfully addresses how to determine the better times to invest in Materials stocks, and which materials industries and sub-industries have the potential to perform well in various environments. The global Materials sector is complex, covering multiple sub-industries and countries-each with unique characteristics. Using the framework found here, you can discover how to identify these differences, spot opportunities, and avoid major pitfalls.
Divided into three comprehensive parts-Getting Started, Materials Details, and Thinking Like a Portfolio Manager-Fisher Investments on Materials:
- Covers the entire Materials universe-from metals and mining to chemicals, construction materials, and paper
- Discusses Materials' main drivers-basic materials prices-and provides eight simple questions to help you form an educated opinion on Materials stocks
- Takes you through the fifteen sub-industries within the global Materials sector and reveals how they operate
- Addresses issues unique to Materials stocks-from the importance of emerging markets demand to the effects of supply shortages
- Delves into top-down investment methodology as well as individual security analysis
- Outlines a five-step process to help differentiate firms in this field-designed to help you identify ones with the greatest probability of outperforming
Filled with in-depth insights and expert advice, Fisher Investments on Materials provides a framework for understanding this sector and its industries, to help you make profitable investment decisions-now and in the future. With this book as your guide, you'll gain a global perspective of the Materials sector and discover strategies to help achieve your investing goals.
The Fisher Investments on series is designed to provide individual investors, aspiring investment professionals, and students the tools necessary to understand and analyze investment opportunities-primarily for investing in global stocks. Each guide is an easily accessible primer to economic sectors, regions, or other components of the global stock market. While this guide focuses on the Materials sector, the basic investment methodology is applicable for analyzing any global sector, regardless of the current macroeconomic environment.
Following a top-down approach to investing, Fisher Investments on Materials can help you make more informed decisions within today's dynamic Materials sector. It skillfully addresses how to determine the better times to invest in Materials stocks, and which materials industries and sub-industries have the potential to perform well in various environments. The global Materials sector is complex, covering multiple sub-industries and countries-each with unique characteristics. Using the framework found here, you can discover how to identify these differences, spot opportunities, and avoid major pitfalls.
Divided into three comprehensive parts-Getting Started, Materials Details, and Thinking Like a Portfolio Manager-Fisher Investments on Materials:
- Covers the entire Materials universe-from metals and mining to chemicals, construction materials, and paper
- Discusses Materials' main drivers-basic materials prices-and provides eight simple questions to help you form an educated opinion on Materials stocks
- Takes you through the fifteen sub-industries within the global Materials sector and reveals how they operate
- Addresses issues unique to Materials stocks-from the importance of emerging markets demand to the effects of supply shortages
- Delves into top-down investment methodology as well as individual security analysis
- Outlines a five-step process to help differentiate firms in this field-designed to help you identify ones with the greatest probability of outperforming
Filled with in-depth insights and expert advice, Fisher Investments on Materials provides a framework for understanding this sector and its industries, to help you make profitable investment decisions-now and in the future. With this book as your guide, you'll gain a global perspective of the Materials sector and discover strategies to help achieve your investing goals.
Inhaltsverzeichnis zu „Fisher Investments on Materials “
ForewordPreface
Acknowledgments
Part I. Getting Started in Materials
Chapter 1. Materials Basics
Materials 101
Commodity Pricing Basics
The Production Process
Chapter 2. A Brief History of Materials
The Industrial Revolution
Structural Shifts in Metals since the Industrial Revolution
Industrialization of the Emerging Markets
Chapter 3. Materials Sector Drivers
Key Drivers
Drivers At Work
Case Study: Copper
Part 2. Next Steps: Materials Details
Chapter 4. Materials Sector Breakdown
Global Industry Classification Standard (GICS)
Global Materials Benchmarks
Metals & Mining Industry
Chemicals
Construction Materials
Paper & Forest Products
Containers & Packaging
Chapter 5. Staying Current - Tracking Sector Fundamentals
What to Watch
Chapter 6. Case Study - The 2003 to 2007 Bull Market in Materials
The Backdrop
Demand Growth
Supply Constraints
The Growth of Mergers and Acquisitions
Part 3. Thinking Like a Portfolio Manager
Chapter 7. The Top Down Method
Investing Is a Science
the Top-Down Method
Top-Down Deconstructed
Managing Against a Materials Benchmark
Chapter 8. Security Analysis
Make Your Selection
A Five-Step Process
Important Questions to Ask
Chapter 9. Materialize Your Portfolio - Investing Strategies
Strategy #1: Adding Value at the Industry and Sub-industry Level
Strategy #2: Adding Value at the Security Level
Strategy #3: Adding Value in a Materials Sector Downturn
Strategy #4: Investing In Commodities
Appendix A: Materials Sector Resources
Appendix B: Top Ten Materials Firms by Industry
Notes
Glossary
About the Authors
Index
Autoren-Porträt von Andrew Teufel, Brad Pyles
Brad W. Pyles graduated from UCLA with a BA in business economics and a minor in mathematics. He regularly presents to audiences at investing seminars across the country and currently works as a Research Analyst at Fisher Investments with a focus on Materials and macroeconomic strategy.Andrew S. Teufel has been a member of Fisher Investments' research staff since 1995 and is currently Co-President and Director of Research. Prior to joining the firm, he worked at Bear Stearns as a corporate finance analyst. Teufel is a graduate of the University of California at Berkeley, and has lectured at the Haas School of Business on topics in investment management. He has conducted hundreds of investment seminars and educational workshops throughout the United States and the United Kingdom. Teufel also serves as Editor in Chief of MarketMinder.com.
Bibliographische Angaben
- Autoren: Andrew Teufel , Brad Pyles
- 2009, 1. Auflage, 256 Seiten, Maße: 23,1 cm, Kartoniert (TB), Englisch
- Verlag: Wiley & Sons
- ISBN-10: 0470285443
- ISBN-13: 9780470285442
- Erscheinungsdatum: 23.02.2009
Sprache:
Englisch
Kommentar zu "Fisher Investments on Materials"
0 Gebrauchte Artikel zu „Fisher Investments on Materials“
Zustand | Preis | Porto | Zahlung | Verkäufer | Rating |
---|
Schreiben Sie einen Kommentar zu "Fisher Investments on Materials".
Kommentar verfassen