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
Topics covered: Unconventional gas plays, Tubular goods segment, Supply/demand factors, Stock recommendations, Severe decline in rig count, Pricing expectations, Overcapacity problem, Outlook for oil and gas prices, Outlook for LNG imports, New technologies, Natural gas imports from Mexico and Canada, M&A Activity, Land drillers, Labor layoffs and shortage of experienced personnel, Jackup market outlook, Investor interest, Impact of the stimulus package, High technology companies, E&P Companies, Cost-Cutting Measures, Carbon cap & trade proposals
Topics covered: The revenue opportunity, The pricing discipline, The mobile platform, The analytics space, Social networking, R&D spending, New trends and directions, Margin protection, M&A activities, Growth opportunities, Display advertising, Consumer consumption, Ad networks
Topics covered: Traditional valuation metrics, The volatility in the market, The price of oil, The aging of the US population, Technical indicators, Stability of earnings, Recessionary pressures, Massive stimulus and spending programs, Growth Prospects, Globalization, Diversification, Defensive characteristics, Declines in portfolio and housing, Credit quality issues, Common stock
