Topics covered: Strong backlogs in commercial aerospace, Stocks to worry about, Stock picks, Quadrennial Defense Review, Production scalebacks, Platform programs, Outlook for OE companies, M&A Activity, Cash conservation, Airbus cancellations, Aftermarket companies, 2010 defense budget
Topics covered: Volatility, Turnover rates, The fear of inflation, Risk management techniques, More defensive areas, International emerging markets, Improvements in growth rates, Growth of Asian consumers, Global industrialization, Flexibility, Diversification, Credit Availability, Cost savings, Commodity prices, Changes in company fundamentals
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
