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
Topics covered: Specialist lending, Specialist debt hedge funds, Risk control and risk mitigation, Multi-asset and multi-strategy investment approach, Investment timing, Increasing dividends, Global diversification, Earnings Growth, Dividend-paying companies, Developing economies, A rising tide market
Topics covered: Volatility of Midwest banks stocks, Valuations, The credit crisis, Poor management decisions, Increased regulation, Deteriorating credit quality, Cnsolidation, Bank stock bear market, A traders environment
Topics covered: Title IV issues, Stocks for short selling, Stock picks, Specialized programs, Short sellers, Rollback of subsidy cuts, Reimbursement for education, Regulatory issues, Pricing and affordability, Online business growth, Management performance, Investor interest, International investment, Industry consolidation, Growth opportunities, Government and political issues, Future debt obligation, Funding problems, Free cash flow yields, Fear of recession, Corporate tuition payments, Companies lending to their own students
Topics covered: The Japanese economy, Sell process, Risk management techniques, Portfolio transparency, Investment anomalies, Gold shares, Event-Driven Investment Opportunities, Emerging Markets, Diversification, Contrarian investment approach, Bottom-Up Stock Selection, Agricultural stocks
