Fisher Investments on Industrials / Fisher Investments Press (PDF)

Foreword. Preface. Acknowledgments. Part 1: Getting Started in Industrials. Chapter 1: Industrials Basics. Industrials Basics. Industrials Characteristics. The Modern Production Process. Chapter 2: History of Modern Manufacturing. The Advancement of Trade and Investment. The Rise of Asia and Changes in the Manufacturing Landscape. The State of US Manufacturing. Chapter 3: Industrials Sector Drivers. Corporate Spending. Government Spending. Part 2: Next Steps: Industrials Details. Chapter 4: Industrials Sector Breakdown. Global Industry Classification Standard (GICS). Global Industrials Benchmarks. Capital Goods Industry Group. Transportation. Commercial & Professional Services. Chapter 5: Staying Current: Tracking Sector Fundamentals. What to Watch. Corporate and Government Spending Related Metrics. Industry Specific Indicators. Chapter 6: The Infrastructure Market. A Very Big Market. Infrastructure Investment Drivers. Risks to Infrastructure Growth. Participating in the Infrastructure Boom. Part 3: Thinking Like a Portfolio Manager. Chapter 7: The Top Down Method. Investing Is a Science. Einstein's Brain and the Stock Market. The Top-Down Method. Top-Down Deconstructed. Managing Against a Industrials Benchmark. Chapter 8: Security Analysis. Make Your Selection. A Five-Step Process. Important Questions to Ask. Chapter 9: Allocating your "Capital Good". Strategy #1: Adding Value at the Industry Level. Strategy #2: Adding Value at the Security Level. Strategy #3: Industrials Sector Downturn. How to Implement Your Strategy. Appendix: Industrials Websites and Data Sources. Notes. Glossary. About the Authors. Index.

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.

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