Sector Analysis in Excel: One Primer per Sector, with Live Data
Sector analysis in Excel, one primer per sector: basic materials, consumer discretionary and staples, industrials, telecom, real estate and REITs, with live data in Excel for comparing the stocks in each.
- 1Basic Materials Sector
Basic Materials Sector includes companies involved in mining, chemicals, forestry, and construction materials. Learn how to analyze basic materials stocks, top ETFs, and use MarketXLS to research this cyclical sector.
- 2Investing in Consumer Discretionary/Cyclical Stocks
Consumer discretionary (cyclical) stocks sell non-essential goods and services, so they tend to rise and fall with the economy. Indicators to watch, sector ETFs, and risks.
- 3Investing in Consumer Staples Sector
Consumer staples (food, beverages, household and personal products, tobacco) sell in any economy, which makes the sector defensive. Pros, cons, and example stocks.
- 4Investing in Industrial Stocks (Using MarketXLS)
What the industrial sector includes, example industrial stocks and ETFs (XLI, VIS), the pros and cons of investing, and how to compare companies in Excel.
- 5Telecommunications Sector: How to Analyze and Invest in Telecom Stocks with Excel
Telecommunications sector investing requires understanding key companies, 5G trends, dividends, and valuation metrics. Learn how to analyze telecom stocks in Excel with MarketXLS formulas.
- 6How to Build an Understanding of Real Estate Stocks
Real estate stocks are shares of companies that own, operate, develop, or finance property, most commonly REITs. How REITs work and what to check before investing.
- 7Maximizing REIT Returns with a Screener
A REIT screener filters real estate investment trusts by property type, dividend yield, FFO or AFFO payout, leverage, and valuation, so you research a shortlist instead of every REIT.