INDICE: Foreword. Preface. Acknowledgments. Part I: Getting Started in Utilities. Chapter 1: Utilities Basics. Utilities 101. A Defensive Sector. What Makes Utilities Defensive? Chapter 2: A Brief History of the Electric Utilities Industry. Early Development in the United States (1882-1935). A Maturing Industry (1935-1978). Market Liberalization and a New Set of Rules (1978-2009). An Auspicious Start to the 21st Century. Part II: Next Steps: Utilities Details. Chapter 3: Utilities Sector Composition. Global Industry Classifications Standards (GICS). Global Utilities Benchmarks. Why Don't Utilities Have More Weight? Benchmark Differences. Benchmark Changes. Sector Benchmarks. Industry Breakdown. Chapter 4: The Electricity Business in Depth. The Consumer: Who Uses Electricity? The Vertically Integrated Electric Utility. Power Generation. Transmission. Distribution. Chapter 5: Utilities Sector Drivers. Economic Drivers. Political Drivers. Sentiment Drivers. Chapter 6: Utilities Investing in a Resource-Conscious World. Energy Challenges. Policy Solutions. Technological Solutions. Part 3: Thinking Like a Portfolio Manager. Chapter 7: The Top-Down Method.Investing Is a Science. The Top-Down Method. Top-Down Deconstructed. ManagingAgainst a Utilities Benchmark. Chapter 8: Security Analysis. Make Your Selection. A Five-Step Process. Utilities Analysis. Chapter 9: Utilities Investing Strategies. Adding Value at the Sector Level. Adding Value at the Country or Industry Level. Adding Value at the Security Level. Notes. About the Authors. Index.
- ISBN: 978-0-470-64212-2
- Editorial: John Wiley & Sons
- Encuadernacion: Cartoné
- Páginas: 240
- Fecha Publicación: 16/02/2011
- Nº Volúmenes: 1
- Idioma: Inglés