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Informationen zum Autor 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. Klappentext 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 challenges* Profiles each of the Industrials sector's sub-industries, broken down by industry group: Capital Goods, Transportation, and Commercial Services & Supplies* Delves 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 Zusammenfassung The goal of the Fisher Investments On Industrials is to provide the average investor with the tools necessary to understand and analyze investment opportunities within the global Industrial sector. Inhaltsverzeichnis Foreword ix Preface xi Acknowledgments xv Part I: Getting Started in Industrials 1 Chapter 1: Industrials Basics 3 Industrials Basics 4 Industrials Characteristics 7 The Modern Production Process 14 Chapter 2: History of Modern Manufacturing 21 The Advancement of Trade and Investment 22 The Rise of Asia and Changes in the Manufacturing Landscape 29 The State of US Manufacturing 41 Chapter 3: Industrials Sector Drivers 47 Corporate Spending 48 Government Spending 59 Part II: Next Steps: Industrials Details 65 Chapter 4: Industrials Sector Breakdown 67 Global Industry Classification Standard (GICS) 67 Global Industrials Benchmarks 69 Capital Goods Industry Group 75 Transportation 85 Commercial & Professional Services 93 Chapter 5: Staying Current: Tracking Sector Fundamentals 97 What to Watch 97 Corporate and Government Spending-Related Metrics 98 Industry Specific Indicators 111 Chapter 6: The Infrastructure Market 117 A Very Big Market 118 Infrastructure Investment Drivers ...
