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
Topics covered: The supply/demand balance, The global chemical industry, The domestic coatings and home building industry, The behavior of petrochemical raw material prices, Solid demand in the export market, Shift from private equity toward strategic firms, Price increases, Offshore sales and profits, Offset high oil and gas prices, M&A Activity, Ethylene and propylene production, Domestic demand, Agricultural chemical companies
Topics covered: Turbulent markets, The municipal bond market, Representativeness, Minimally invasive surgical procedures, Market anomalies that stem from the irrational behavior of investors, Generating alpha relative to performance benchmarks, Following trends, Communications providers, Buying strong stocks in strong sectors, Anchoring
Topics covered: WiMAX as an emerging standard protocol, Web 2.0 standards, Vendors to the contact centers, Uncertainty about the economic slowdown, The enterprise software spending cycle, Streamlining of costs, Smaller companies, Service-oriented architecture, Providers of transaction IT solutions, Positive cash flow, Packaged software for telecom carriers and the enterprise market, Long distance wireless communications and content delivery, Intense competitive environment, Enterprise providers of software modernization solutions, Communications software and IT services, Both top and bottom line growth
Topics covered: Water/wastewater segment, US economic slowdown, Stock recommendations, Shortage of engineers in US, Risk factors, Raw material and labor costs, Political outlook, Non-residential construction, Need for repair and upgrade of US infrastructure, Las Vegas casino construction outlook, International opportunities for growth, Industry consolidation, Growth in the power generation cycle, Global end markets, Environmental issues and clean technology, Effects of the tight credit market, Declining state and local tax revenues
