Topics covered: Visible dynamics, The shifting economy, The Canadian market, Stabilization, Quality investments, New strategies, Near-term adversities, International applications, Energy prices, Consumer staples
Topics covered: The weakened global economy, The domestic steel profitability, Recession, Raw materials, Industry consolidation, Good buying opportunities, Global industry fundamentals, Divergence between selling prices and scrap costs, Declining steel stock valuations, Current market problems
Topics covered: The retirement opportunity, The regulation of banks and markets, The recovery of the market, The ongoing financial crisis, The non-US opportunity, The domestic economy, The alternative side of the business, Near-term market moves, Housing prices
Topics covered: The requirement for greater water purity, The need for infrastructure improvements, New customer growth, M&A activities, Long-term fundamentals, Industrial water usage, Higher prices for water, Higher operating costs, Government regulations, Customer hookups
Topics covered: The US market, The supply and demand tightness, The oil service area, The leadership growth stocks, The key drivers of economies, Strong balance sheets, Stock-by-stock process, Range-bound markets, Oil prices, Market Volatility, Long-term themes in the market, Future cash flows, Earnings growth and dividends, Active value investing, Absolute valuation
