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
Topics covered: The weak US economic environment, The strong balance sheet, The intrinsic value, The defensive investment approach, The deep discount value approach, Stable and predictable earnings growth, High quality securities, Good governance, Earnings power, Depressed operating results, Consumer discretionary stocks, Conservative valuations, Capable management, Big insider ownership, Asset values
Topics covered: Stocks to worry about, Stock recommendations, Relative valuations, Outlook for hotel REITs, Outlook for healthcare REITs, M&A Activity, International real estate funds, Foreign investors in REITs, Dividend Yields, Credit risks, Capital recycling, Balance sheet issues
Topics covered: Texas banks, Streamlining systems and back office operations, Stocks to worry about, Stock recommendations, Revenue generation, Restraints on lending, Pacific Northwest banks, Outlying area bank outlook, Metro urban market banks, Management performance, M&A activity drought, Level of reserves, Investor interest, Hawaii banks, Foreclosures and non-interest expenses, Credit quality problems, Cost-Cutting Measures, Construction and land loans, Capital availability, California DFI and state regulators, California banks, C&I and commercial real estate portfolios
Topics covered: Weak dollars, Valuation, The tradable commodities, The top-down and bottom-up investment approach, The balance sheet, The asset allocation, The accelerating cash flow, Stock index futures, Recession, Mediocre returns and performance, Global markets, Energy trading, Earnings models, Currencies, Bottom-line earnings
