Topics covered: Unemployment impact on breakfast/lunch fare, Strongest brands, Store level margins under pressure, Stocks to worry about, Stock picks, Stock buybacks, Outlook for commodity prices, M&A Activity, Investor interest, Good and bad concepts, Generation Y consumers, Food inflation, Focus on value, Fast food growth, Demographic trends, Decline in casual dining demand, Debt covenant ratios, Bar & grill operators, Aggressive promotions
Topics covered: The weak economic environment, Sector constraints, Potential price appreciation, Management changes, Industry peer pressure, Historical performance, Growth Prospects, Growing populations, Financially strong companies, Controlling volatility, Cash flow stability, Branding strength, Balance sheet strength
Topics covered: Supply destruction, Stock picks, Regulatory Concerns, Rails: raising prices, Outlook for fuel costs, LTL issues, Long-term contract truckloads, Investor interest, Industry consolidation, Decline in freight volumes, Constraint in orders for new trucks, Capacity cuts, Bankruptcies
Topics covered: Toxic asset liabilities, TARP 1 failings, Stocks to worry about, Stock recommendations, New bailouts, Net interest margins, More regulation of banks, Management changes, M&A Activity, Lower ROEs, Less competition, Investor interest, Industry capacity shrinkage, Credit issues, Continued decline in real estate values, Commercial real estate problems, Asset quality issues
