Topics covered: The increasingly disciplined spending environment, The impact of oil prices, The impact of a slowing economy on IT spending, Spending on projects with proven cost savings, Information security stocks, Indian IT services companies, Digital identity & authentication, Cost advantage to Indian companies, A pullback in the financial services segment
Topics covered: Weak Volumes, The waste management area, The soft economy, The housing market, The Canadian marketplaces, Special waste, Residential collections, Recession-resistant part of the business, Pricing stability, Huge cash flow generators, Good pricing, Construction
Topics covered: Well established companies, Volatility, New products/product cycles, Management changes, Long-term valuations, Internet content media companies, Internet commerce, International exposure, Infrastructure, Improving business fundamentals, Good business conditions, Global Growth, Fixed income and equities, Communications, Accretive acquisitions
Topics covered: Well-managed companies, Weak dollars, The commodities cycle, Strong fundamental trends, Strong end markets, Short supplies, Raw materials, Non-US exposure, New geographic markets, M&A Activity, Long lead times, International business, Infrastructure investments, Industrial operating strategies, Housing markets, High inflationary pressure, Healthy cash flow, Growing US export opportunities, Great visibility, Balanced portfolios, Advances in technology
Topics covered: Under-leveraged balance sheets, The weak dollar, Supply pressures in energy and materials, Strong pricing power, Secular Growth Themes, Long-term economic, Industry-leading profitability, industrial and financial trends, High Returns on Capital, High quality businesses, Energy stocks, Developing economies, Continued global growth, Combination of strong growth and better value, Agricultural companies
