Topics covered: The global stimulus, Revenue streams, Offshore engineering, Liquidity, Infrastructure Spending, Environmental impacts, Energy Infrastructure Companies, Capacity utilizations
Topics covered: The selection process, The market turmoil, Technological innovation, Risk Management, Price discovery, Predictability, Potential holdings, Portfolio construction, Medical devices, Government spending, Experienced management, Deal velocity, Cyclicality, Capital intensity
Topics covered: Tough economic environment, The recession resistant industry, The construction market, Solid waste, Renewable portfolio standards, Organic growth, New energy capacity, Integration synergies, Healthy pricing, Distributed sources
Topics covered: Winners and losers, Stocks picks, Shortage of cash, Regulatory outlook, R&D spending outlook, Potential acquisition targets, Negative financing environment, More generic drug usage, Molecular diagnostics growth area, Missed PDUFA dates, M&A Activity, IPO window, Investor interest, Follow-on biologics, FDA Approval Process, Expectation of more bankruptcies, Cost containment measures, Big Pharma interest in acquisitions, Activist shareholder action
Topics covered: Tough industry conditions, The stimulus package, The installed system price, Technical breakthroughs, Solar energy generation, Potential liquidity issues, Policy and technology improvement, Near-term volatility, Long-term secular growth trend, Electric costs, Commodity weakness, Changing business models, Buying opportunities
