Topics covered: Tactical Asset Allocation, Small cap stocks, Security, Reduction of risk, Overheated China economy after years of exceptional growth, Longterm real growth, International large-cap corporations with excellent management, Inflation protection, Increase rates of return, Housing-related weakness, High quality and non-cyclical stocks, Developed and emerging countries, Cyclical stocks, Central and Eastern Europe
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
