Table of contents for Fisher Investments on materials / Fisher Investments with Brad W. Pyles, Andrew S. Teufel.

Bibliographic record and links to related information available from the Library of Congress catalog.

Note: Contents data are machine generated based on pre-publication provided by the publisher. Contents may have variations from the printed book or be incomplete or contain other coding.


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Contents
Foreword
Preface
Acknowledgments
Part 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
Part 2: 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 - Tracking Sector Fundamentals
What to Watch
Chapter 6: Case Study - The 2003 to 2007 Bull Market in Materials
The Backdrop
Demand Growth
Supply Constraints
The Growth of Mergers and Acquisitions
Part 3: 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 Ten Materials Firms by Industry
Notes
Glossary
About the Authors
Index

Library of Congress Subject Headings for this publication:

Mineral industries.
Chemical industries.
Forest products industry.
Raw materials.
Investments.