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I - GETTING STARTED IN MATERIALS
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I - GETTING STARTED IN MATERIALS
by Brad Pyles, Andrew Teufel
Fisher Investments on Materials
FISHER INVESTMENTS PRESS
Title Page
Copyright Page
Foreword
Preface
USING YOUR MATERIALS GUIDE
Acknowledgements
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
II - 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
WHAT TO WATCH
Chapter 6 - CASE STUDY
THE BACKDROP
DEMAND GROWTH
SUPPLY CONSTRAINTS
THE GROWTH OF MERGERS AND ACQUISITIONS
III - 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 10 Materials Firms by Industry
Notes
Glossary
About the Authors
Index
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Chapter 1 - MATERIALS BASICS
I
GETTING STARTED IN MATERIALS
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