Topics covered: The publicly traded share price, The overall market, The investment methodology, Strong relative price strength, Private market values, Market decline, Management, Individual companies, Free Cash Flow, Financial strength, Business cycle, Balance sheets, Accelerating earnings
Topics covered: Turnaround Situations, Stock picks, Stock performance year to date, Slowdown in outsourcing services, Relative valuations, Outlook for transaction processors, Organic growth, Merchant acquirers, M&A Activity, Investor interest, International business outlook, Indian IT vendor stocks, India, Growth in Eastern Europe, End markets China, Call centers and customer care, Accounting software space
Topics covered: Volatility, Unique needs, Traditional stock strategies, The world economies, The housing collapse, Special situations, Recession, Municipal financials, Market movements, Intuition, Interest rates, Individual securities, Different asset classes, Consumer retrenchment
Topics covered: Supply/demand factors, Stocks to worry about, Stock picks, Rising costs, Pressure pumping companies, Overbuilding of deepwater rigs, Outlook for gas prices, Offshore drillers, Mergers and acquisition activity, Land drillers, International business, Impact of new natural gas fields, Gulf of Mexico jackup rig market, Global oil reservoirs supply, Directional drilling, Declining investor interest, Commodity price outlook, Catalysts for future growth
Topics covered: Underfollowed or underappreciated companies, The qualitative overlay, The market share, The Index metrics, The free cash flow- The qualitative valuation metrics, The balance sheet, Special situations, Recessionary pressures, Operating margins, Modest valuations, Growth in earnings, Economic interests, Consumer discretionary companies
