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
Topics covered: Visibility into the business, The economic downturn, Stable and positive pricing environment, Reasonable earnings growth, Preventative Medicine, Personalized medicine, Pay-for-performance initiatives, Health plans, Government price increase, Flexibility, Esoteric testing
Topics covered: Volatility, The current market dislocation, New business opportunities, International stocks, Historically attractive valuations, High-Quality Companies, Free Cash Flow, Diversification, Different time periods, Consistent earning power, Commodity prices, Capital gains taxes
