Topics covered: True absolute growth, The macro environment, The high yield bond market, The global industrialization, The global demand for agricultural goods, The flat economy, The aging of the population, Solid franchises, Secular Trends, Homeland Security, Historical valuations, High productivity, Growth of earnings, Foreign fixed income, Demographics, Cyclical Sectors, Competitive threats, Capital Appreciation
Topics covered: Stock recommendations, Rig count and drilling companies, Reserve to production ratio, Possible gas oversupply situation, Possibility of future gas self-sufficiency in North America, Outlook for oil and gas prices, Outlook for LNG imports, Offshore drilling, Nonconventional natural gas plays, New oil drilling projects, M&A Activity, Investor interest, Impact of inflation, Energy downside risks, Decline in Canadian gas production, Capital expenditures and free cash flow
Topics covered: Water treatment, Water supply, Wastewater treatment, Value pricing, Valuation models, Traditional fundamental analysis, The water industry, The style-diversified approach, The recession, The price/earnings history, Quality problems, Economic conditions, Bear markets, Bargains, Advanced quant techniques
Topics covered: Valuations, Traffic trends, The weak dollar, The retail environment, The minimum wage increase, The level of markdowns, The geographic exposures, The fundamentals, Teen retail companies, Stabilization, Rising costs, Pricing inflation, M&A activities, Inventory levels, Housing conditions, Gas prices, Full-price selling, Expansion plans, Employment situation, Economic slowdown, Consumer confidence, Casual dining, Cash balances
Topics covered: Well capitalized companies, The true value of the company, The top-down approach, The market psychology, The high dividend yield, Short selling strategies, Relative price strength, Reasonable earnings prospects, Private market valuation, Operational changes, Multi-year underperformers, Long and short positions, Key economic and market trends, Hot and cold sectors, Domestic and international economies, Consistency, Activist situations, Accelerating EPS growth
