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    1. Ekonomi och Ledarskap
    2. Företagsekonomi
    3. Redovisning och finansiering
    4. Finansiering

    Fisher Investments on Industrials

    AvFisher Investments,Matt Schrader

    Inbunden, Engelska, 2009

    Del 5 i serien Fisher Investments Press

    241 kr

    Beställningsvara. Skickas inom 5-8 vardagar. Fri frakt över 249 kr.

    Beskrivning

    The fourth installment of the Fisher Investments On series is a comprehensive guide to understanding and analyzing investment opportunities within the global Industrials sector. Fisher Investments on Industrials can help you quickly become familiar with this highly diversified sector, how the sector is segmented by industries, their respective macroeconomic drivers, and the challenges facing Industrials firms.This reliable guide skillfully addresses how to determine optimal times to invest in Industrials stocks, and which industries and sub-industries have the potential to perform well in various environments. The global Industrials sector is complex, including a variety of sub-industries and countries—each with their own unique characteristics. Using the framework found here, you'll discover how to identify these differences, spot opportunities, and avoid major pitfalls.Fisher Investments on Industrials: Discuses industry fundamentals, drivers, attributes, and potential challengesProfiles each of the Industrials sector's sub-industries, broken down by industry group: Capital Goods, Transportation, and Commercial Services & SuppliesDelves into a top-down investment methodology as well as individual security analysisled with in-depth insights and expert advice, Fisher Investments on Industrials provides a framework for understanding this sector and can help you make better investment decisions—now and in the future. With this book as your guide, you can quickly gain a global perspective of investing with regard to Industrials.For more information visit www.industrials.fisherinvestments.com

    Produktinformation

    • Utgivningsdatum:2009-09-11
    • Mått:160 x 236 x 23 mm
    • Vikt:404 g
    • Format:Inbunden
    • Språk:Engelska
    • Serie:Fisher Investments Press
    • Antal sidor:224
    • Förlag:John Wiley & Sons Inc
    • ISBN:9780470452288

    Utforska kategorier

    • Finansiering inom Ekonomi och Ledarskap

    Mer om författaren

    MATT SCHRADER is an Industrials analyst for Fisher Investments. He is also a contributing columnist for MarketMinder.com. Matt is a graduate of the University of California, San Diego. Originally from Marin County, California, he currently resides in San Francisco. ANDREW S. TEUFEL has been with Fisher Investments since 1995 where he currently serves as a Co-President and the Director of Research. Prior to joining Fisher Investments, he worked at Bear Stearns as a corporate finance analyst in its Global Technology Group. Andrew also instructs at many seminars and educational workshops throughout the United States and United Kingdom, and lectures at the Haas School of Business at UC Berkeley. He is also the Editor in Chief of MarketMinder.com. Andrew is a graduate of UC Berkeley.

    Innehållsförteckning

    • Foreword ixPreface xiAcknowledgments xvPart I: Getting Started in Industrials 1Chapter 1: Industrials Basics 3Industrials Basics 4Industrials Characteristics 7The Modern Production Process 14Chapter 2: History of Modern Manufacturing 21The Advancement of Trade and Investment 22The Rise of Asia and Changes in the Manufacturing Landscape 29The State of US Manufacturing 41Chapter 3: Industrials Sector Drivers 47Corporate Spending 48Government Spending 59Part II: Next Steps: Industrials Details 65Chapter 4: Industrials Sector Breakdown 67Global Industry Classification Standard (GICS) 67Global Industrials Benchmarks 69Capital Goods Industry Group 75Transportation 85Commercial & Professional Services 93Chapter 5: Staying Current: Tracking Sector Fundamentals 97What to Watch 97Corporate and Government Spending-Related Metrics 98Industry Specific Indicators 111Chapter 6: The Infrastructure Market 117A Very Big Market 118Infrastructure Investment Drivers 120Risks to Infrastructure Growth 123Participating in the Infrastructure Boom 125Part III: Thinking Like a Portfolio Manager 131Chapter 7: The Top-Down Method 133Investing Is a Science 133Einstein’s Brain and the Stock Market 134The Top-Down Method 136Top-Down Deconstructed 142Managing Against an Industrials Benchmark 149Chapter 8: Security Analysis 155Make Your Selection 156A Five-Step Process 157Important Questions to Ask 164Chapter 9: Allocating your “Capital Good” 171Strategy 1: Adding Value at the Industry Level 171Strategy 2: Adding Value at the Security Level 179Strategy 3: Industrials Sector Downturn 180How to Implement Your Strategy 180Appendix: Industrials Websites and Data Sources 183Notes 185Glossary 194About the Authors 197Index 198