Topics covered: Title IV program and the 90-10 rule, Strong cash flow and balance sheets, Stocks to worry about, Stock picks, State & community colleges under pressure, Stafford loan increases, Risk factors, Regulatory outlook, Postsecondary companies, New managements changing the face of business, Marketing costs, M&A Activity, K-12 companies, International Markets, International acquisitions, Impact of the Obama Administration, For-profit schools & funding student loans, Enrollment trends, Demand environment, Credit-driven issues, Compliance issues, Bad debt levels
Topics covered: The employment issues, Strong balance sheets, Solid cash flow, Revenue and unit growth, Pricing power, Market Volatility, Management, Long-term opportunities, International exposure, Government programs, Global financial crisis, Financially durable companies, Fast-growing technology areas, Defensive areas
Topics covered: Sensitivity to consumer spending, Price concessions, Pressure on volumes, New products, Marketing plans, Management Teams, M&A Activity, Local beverage makers, International Markets, Higher fuel prices, Growth opportunities, Consumer demand, Commodity costs
Topics covered: Unique products, The price of oil, The global downturn, Strong growth potentials, Risk control, Realistic expectations, Potential covenant issues, Management, Major changes or trends, International Markets, Highly leveraged balance sheets, High dividend yields, Growing unemployment, Flexibility, Credit markets, Consistent growth, Commodity Cycles
Topics covered: Supply corrective process, Stock picks, Risk factors, Price hedging, Political impact of new Administration, OPEC and supply issues, Oil shale exploration, M&A Activity, Investor interest, E&P activity, Drilling activity outlook, Decline in cap ex spending, Cyclicality factors, Constraints in future exploration, Commodity prices, Changes in cost environment, Balance sheet issues, Attractive Valuations
