Description
Book Synopsis(Finance & Investment)For the novice and the experienced investment professional alike, this book provides a wealth of insight into security analysis. I wish I had this book when I first started in the portfolio management business. ~Jenny Witterick, CFA Partner; This book provides the reader with insights into how the ''pros'' do their thing. It is a must-read for everyone in the business, entering the business, or, for that matter, anyone with an interest in actively investing. ~Mark A.F. Golding, Chairman & CEO Guardian Capital Inc. This high-quality new work fills a gap that, until now, has existed in the literature of Canadian securities analysis. ~W. David Wilson, President & Deputy CEO, Scotia Capital Markets & Chairman of the Investment Dealers Association
Table of ContentsPreface.
Acknowledgements.
List of Participants.
HIGH ECONOMIC SENSITIVITY.
Chapter 1: Metals and Minerals, Manford Mallory, CFA.
Chapter 2: Gold, Felix Freeman.
Chapter 3: Steels, Steve Laciak.
Chapter 4: Chemicals, Jim Milton, CFA.
Chapter 5: Oil and Gas, Pentti Karkkainen.
Chapter 6: Paper and Forest Products, Don Roberts.
Chapter 7: Transportation and Environmental Services, Glynn Williams, CFA.
Chapter 8: Industrial Products: Early Cycle Consumer Durables and Late Cycle Capital Spending, Greg Thompson.
LOW ECONOMIC SENSITIVITY.
Chapter 9: Banks, Kevin Choquette, CFA.
Chapter 10: Telecommunications, Glen Campbell.
Chapter 11: Pipelines and Utilities, M. George Lewis, CFA.
EMERGING ECONOMY.
Chapter 12: Biotechnology and Pharmaceuticals, Bin Huang.
Chapter 13: Technology, David Wright and Brian Piccioni.
INVESTMENT STRATEGY.
Chapter 14: Strategy, Peter Gibson.
