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
Topics covered: Underlying Growth, Global Marco and CTA Space, Emerging Markets in International Investing, Dispersion Between Individual Equities, Broadly Diversified Asset Allocation Strategy
Topics covered: Weak On-Premise Consumption vs. At-Home, Increased M&A Activity, Enhanced Value Proposition, Diverse Tobacco Product Offerings, Consumer Consumption Habits, Consolidation of Mexican Brewers, Changing Bottling Trends, Cadbury As Acquisition Target, Bottled Water Competitive Landscape
Topics covered: The Integrated Gas Space, Rebound in MLP Prices, Natural Gas-Fueled Transportation, Natural Gas Growth, MLPs v. The Broader Market, Master Limited Partnerships, Decrease in Marginal Cost of Production, Canadian Pipeline, Appeal for Long-Term Investors
