Fisher investments on telecommunications

The Fisher Investments On series is designed to provide individual investors,students, and aspiring investment professionals 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 is specifically on Telecom, the basic investment methodology is applicable for analyzing anyglobal sector, regardless of the current macroeconomic environment. Followinga top-down approach to investing, Fisher Investments on Telecom can help you make more informed decisions within the Telecom sector. It skillfully addresses how to determine optimal times to invest in Telecom stocks and which Telecomindustries have the potential to perform well in various environments. Divided into three comprehensive partsGetting Started, Telecom Details, and ThinkingLike a Portfolio ManagerFisher Investments on Telecom: Explains some of the sectors key macro driverslike interest rates, regulation, and risk aversion Shows how to capitalize on a wide array of macro conditions and industry-specificfeatures to help you form an opinion on each of the industries within the sector Takes you through the major components of the industries within the globalTelecom sector and reveals how they operate Offers investment strategies to help you determine when and how to overweight specific industries within the sector Outlines a five-step process to help differentiate firms in this fielddesigned to help you identify ones with the greatest probability of outperformingFilled with in-depth insights, Fisher Investments on Telecom 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 Telecom sector and discover strategies to help achieve your investing goals. INDICE: Foreword. Preface. Acknowledgments. Part I: Getting Started in Telecom. Chapter 1: Telecommunication Services Basics. Telecom 101. A Defensive Sector. Inelastic Demand. A Capital Intensive Sector. Regulation. Chapter 2: A Brief History of the Telecommunications Services Industry. The Early Years. Recent History. Part II Next Steps: Telecom Details. Chapter 3: Telecom Sector Composition. Global Industry Classification Standard (GICS). Global Telecom Benchmarks. Industry Breakdown. Chapter 4: Telecom Sector Drivers. Economic Drivers. Political Drivers. Sentiment Drivers. Chapter 5: Consumer Demand. EmergingMarkets. Developed Markets. Chapter 6: Challenges and Opportunities. Wireline. Wireless. Advertising and Publishing. Part III: 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 Telecommunications Benchmark. Chapter 8: Security Analysis. Make Your Selection. A Five-Step Process. Telecom Analysis. Chapter 9: Telecom Investing Strategies. Strategy 1: Adding Value at the Sector Level. Strategy 2: Adding Value at the Country or Industry Level. Strategy 3: Adding Value at the Security Level. Appendix: Additional Resources. Notes. Glossary. About the Authors. Index.

• ISBN: 978-0-470-52707-8
• Editorial: John Wiley & Sons
• Encuadernacion: Cartoné
• Páginas: 176
• Fecha Publicación: 18/05/2011
• Nº Volúmenes: 1
• Idioma: Inglés