The Fisher Investments On series is designed to provide individual investors, aspiring investment professionals, and students the tools necessary to understand and analyze investment opportunitiesprimarily 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 specifically focuses on Industrials, 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 Industrials can help you make more informed decisions, specifically within the Industrials sector. It 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, covering multiple sub-industries and countrieseach with their own 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 partsGetting Started, Industrials Details, and Thinking Like a Portfolio ManagerFisher Investments on Industrials:
- Discusses Industrials' main driversgovernment and corporate spendingand explains how to capitalize on a wide array of macro conditions and industry-specific events
- Breaks down Industrials by its three industry groupsCapital Goods, Transportation, and Commercial Services & Suppliesand walks you through their related industries and sub-industries
- Delves into top-down investment methodology as well as individual security analysis
- Provides a detailed account of global infrastructure marketsfrom ways to participate in the boom to the risks behind investment
- Covers the major components of the global Industrials investment universefrom building products and machinery to airfreight and electrical equipment
- Outlines a five-step process to help differentiate firms in this fielddesigned to help you identify ones with the greatest probability of outperforming
- Filled with in-depth insights and expert advice, Fisher Investments on Industrials provides a framework for understanding this sector and its industries, to help you make better investment decisionsnow and in the future. With this book as your guide, you can gain a global perspective of the Industrials sector and discover strategies to help achieve your investing goals.