Topics covered: Value Investing, Sustainable Growth Companies, Sustainable Competitive Advantages, Small Clear Market Leaders, Small and Mid-cap Companies, High-quality Companies at Reasonable Prices, Dominant Competitive Positions, All-cap Growth Strategy
Topics covered: Medical Capital Equipment Expenditures
Topics covered: Virtualization And Implications For Growth Rates
Topics covered: Thinking And Acting Differently From The Crowd, Low-debt Companies, Listed Private Equity, Growth Component, Fundamental Analysis With Quantitative Disciplines, Dividend Consistency And Balance Sheet Strength, Consistent Earnings Power, Alternate Investments And Tactical Strategies, Accelerated Earnings Power
Topics covered: Worsening Commercial Construction Segment, Resurrected M&A Scene, Promising Demand From Upcoming Public Water Projects, Priced-In Optimism, Opportunity In Agricultural Equipment, Expanding International Markets Fueled By Weak Dollar, Disappointing Lift From U.S. Stimulus Package, Bullish 2010 Outlook, Boost To Storable Commodities From Greater-Than-Expected Inflation
