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
Topics covered: State of Managed Care Sector, Rising Health Care Costs, Recommendations on Leaders and Laggards in Health Care, Pressure on Managed Care Industry, Potential Impact of Health Care Legislation on the Industry, PBM Industry, Impact of Pending Health Care Reform on Home Health Care, Consumer-Driven Approach of PBMs
