Topics covered: Virtualization Software, Upgrade Cycle for Application Software, Software as a Service, Profit Margins For Maintenance Revenue Stream, Maintenance Fee Cycle, License Fee Cycle, Installed Base of Oracle Software, Installed Base of Microsoft Software, Government Software Sales Cycle, Demise of Unix, Cloud Computing
Topics covered: Uncertainty and Risk, Small Cap Companies & Bank Credit, Short Treasuries/Long Oil, Risk in a Volatile Market, Protecting Against Uncertainty By Hedging, Opportunities in Volatile Markets, Opportunities in Distressed Securities, Natural Resources & National Security, Managed Futures, Managed Accounts, Keeping a Stable Stream of Income, Growing Companies, Fixed Income Returns, Entering new Geographic Markets, Capitalism Cycles, Buy & Hold, Alternative Energy
Topics covered: The stimulus package, Medicaid, Market opportunity, Investor sentiment, Investment opportunities, Healthcare providers, Growth potential, Free Cash Flow, Earnings, Debt levels, Customer base, Current valuation
Topics covered: Traditional Funeral Service, Tax Accounting Services, Public Funerals, Potential of the Publicly Traded Companies, Membership Retention Rate, IRS Audit Targets, Increasing Competition, Imported Chinese Caskets, Funeral Trends, Funeral Service Providers, Estate Tax Planning, Death and Taxes, Cremation Market
Topics covered: Wireless Devices, Outsourcing IT Resources, National Broadband Outlook, Mergers in the RLEC Sector, Internet Infrastructure, Growth of the Internet, Ethernet Technology, Emerging Companies, 3G Capacity
