Handbook of Canadian Security Analysis

(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

Preface. 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.