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
Topics covered: The undervalued sector, The rich free cash flow, The regional market, The impact of higher gas prices, Online games, Massive multiple online role play games, Marketing strategies, High margins, High growth, Game operators and developers, Expansions, Cost savings
Topics covered: The storage market, The laptop market, Storage-as-a-service, Storage capacity, PC units, Patterned media, New trends in enterprise IT, New technologies, New efficiency, New applications, Mobile drives, Innovation, High growth rates, Flash Memory, Disk-based storage, Deduplication technologies, Consumer products
Topics covered: Value investment approach, Valuation metrics, The sell discipline, The investment side of energy, The energy boom, The economic environment, The balance sheet, Risk Management, Renewable and alternative energy, International Growth, High probability derivatives
Topics covered: Wireless substitution, Valuation vulnerabilities, Stocks to worry about, Stock recommendations, Reverse auctions, Regulatory outlook, Problems at Sprint, Outlook for RLECs, New technologies Ethernet, M&A Activity, Investor interest in the sector, Growth in data services, Dividend payments, Differentiated service offerings, Competition with cable, CLECs vs. Bells, Changes in linear video model, Cash flow and cap ex
