Topics covered: Stock picks, Management performance, Investor attitudes, International business, Infrastructure spend to stimulate the economy, Industry consolidation, Hedge fund investment in E&C, Expanding geographies, End markets, Electric transmission names, Credit facilities, Companies with fixed price contracts, Companies to worry about, Cap ex cuts, Balance sheet issues
Topics covered: Technical analysis, Management, Long-term growth implications, Intellectual property protection, High-quality technology companies, Emerging growth trends, Economic Recovery, Earnings quality, Cyclical opportunities, Corporate Governance, Consumer staples, Competitiveness, Accounting standards
Topics covered: Wider spreads in 1-4 family mortgages, Stock picks, Risk profile for smaller banks, Relative valuations, Recessionary pressures, Recession plays, Real estate values, Problems in accepting TARP funds, Overcapitalized banks, Management performance, Industry consolidation, Increase in charge-offs, Eligibility for TARP funds, Dividend payout ratios, Credit cost increases, Construction loan books, Capital balance sheet issues, Building up of reserves, Asset quality issues
Topics covered: Valuation, Undervalued Opportunities, The true worth of businesses, The growth of Asia, The Canadian economy, Strong global economy, Microeconomics of a business, Marketability, Liquidity, Investor behaviors, High quality global franchises, Global investment solutions, Financial flexibility, Energy prices, Commodity prices, Bargains, Active Management
Topics covered: Strong management, Restructuring actions, New products, Market positions, M&A activities, Layoffs, Growth strategies, Geographic and market expansion, Facility rationalization, Capital allocation
