Topics covered: The trough in housing, The pace of sales, Product changes, Pricing pressure, New home construction, M&A activities, Low mortage rates, Inventories, Home price indices, Government programs, Credit standards, Cancellation rates, Adjustments
Topics covered: Top stock picks, Recent stock performance and valuations, Operating leverage, Interest level of investors, Headcount reductions, Growth opportunities, Consolidation outlook
Topics covered: The business model, Social networking, Reallocation of resources, R&D spending, Penetration rates, More pricing pressure, M&A activities, Location services, IT budgets, International exposure, Emerging Markets, Advertising, Adoption of data services
Topics covered: Water shortages, The water quality, The stimulus package, The regulatory environment, The recession resistant industry, The municipal budgets, Process control, Privatization, Internationalization, Infrastructure investment, Greater purification, Decent managements, Consolidation
Topics covered: The price of the commodity, The franchise characteristics, The emerging markets, Technical analysis, Tax efficiency, Social and environmental profile, Robust cash flows, Risk levels, Product innovation, Market shares, Industry-leading profitability, High quality growth businesses, Global presence, Earnings prospects, Benefits of diversification
