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The Fisher Investments On series is designed to provide

individual investors, students, and aspiring investment

professionals the tools necessary to understand and analyze

investment opportunities—primarily 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 any global sector, regardless of the

current macroeconomic environment.

Following a 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

Telecom industries have the potential to perform well in various

environments.

Divided into three comprehensive parts—Getting Started, Telecom

Details, and Thinking Like a Portfolio Manager—Fisher

Investments on Telecom:

Explains some of the sector’s key macro drivers—like interest

rates, regulation, and risk aversion

Shows how to capitalize on a wide array of macro conditions and

industry-specific features 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 global Telecom 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 field—designed to help you identify ones with the greatest

probability of outperforming

Filled with in-depth insights, Fisher Investments on

Telecom provides a framework for understanding this sector and

its industries to help you make better investment decisions—now 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.

Foreword.

Preface.

Acknowledgments.

Part I Getting Started in Telecom.

Chapter 1 Telecom Basics.

Telecom 101.

A Defensive Sector.

Inelastic Demand.

A Capital Intensive Sector.

Regulation.

Chapter 2 A Brief History of the Telecom Industry.

The Early Years.

Recent History.

Chapter 3 Telecom Sector Composition.

Global Industry Classification Standard (GICS).

Global Telecom Benchmarks.

Industry Breakdown.

Same, Same, but Different.

Part II Next Steps: Telecom Details.

Chapter 4 Telecom Sector Drivers.

Economic Drivers.

Political Drivers.

Sentiment Drivers.

Chapter 5 Consumer Demand.

Emerging Markets.

Developed Markets.

Chapter 6 Challenges and Opportunities.

Wireline.

Wireless.

Advertising & 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.

Dan Sinton is a Research Analyst at Fisher

Investments. Prior to joining Fisher, he worked at Franklin

Templeton and Charles Schwab and in the nonprofit sector. Dan

received a BA in international affairs at the University of

Colorado and an MBA from Georgetown University. He currently lives

in San Francisco, California.

Andrew S. Teufel has been with Fisher Investments since

1995 where he currently serves as a Vice Chairman. 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 has lectured at the Haas

School of Business at UC Berkeley. He is also Editor in Chief of

MarketMinder.com. Andrew is a graduate of UC Berkeley.

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书籍介绍

The Fisher Investments On series is designed to provide individual investors, students, and aspiring investment professionals the tools necessary to understand and analyze investment opportunities—primarily 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 any global sector, regardless of the current macroeconomic environment. Following a 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 Telecom industries have the potential to perform well in various environments. Divided into three comprehensive parts—Getting Started, Telecom Details, and Thinking Like a Portfolio Manager— Fisher Investments on Telecom: Explains some of the sector’s key macro drivers—like interest rates, regulation, and risk aversion Shows how to capitalize on a wide array of macro conditions and industry-specific features 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 global Telecom 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 field—designed to help you identify ones with the greatest probability of outperforming Filled with in-depth insights, Fisher Investments on Telecom provides a framework for understanding this sector and its industries to help you make better investment decisions—now 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.