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
Topics covered: Upward Trajectory In Homeland Security, Uncertain Future For Commercial Airlines, Training & Simulation As Growth Segments, Strong Industrial Base, Strong Balance Sheets & Projected Growth In Defense, Obama Administration Defense Policies, Increased Capabilities Demand From Afghanistan/Iraq, Drop-off in M&A Activity, Department Of Defense Budget Cuts, Defensive Technology From Small Corporations
Topics covered: Stagnant Growth In Gold Equipment, Sales Pickup In Luxury Goods, Quicker Rebound Among Higher-Income Individuals, Possible Consolidation In Golf Space, Increased Operating Leverage From Stabilized Ads, Impact Of Tougher Media Regulation, Growth In Software Sales/Video Game Multiples, Cyclical & Secular Dynamics In Media, Cost-Cutting, Competition From Phone Companies & Internet Content Providers, Blockbuster 2010 New Video Game Lineup
