Topics covered: The need for retirement income, The aging of the US population, sales and margin growth, Rising dividend streams, Low p/e investing, Investing in themes, High dividend yields, Globally oriented companies, Globalization, Excess cash flows, Energy, Defendable product positions, Companies with accelerating earnings, Behavioral finance movement, Absolute return
Topics covered: Ways to spend strong cash flows, Truckload capacity issues, Tightening supply and demand, Stocks to worry about, Stock recommendations, Regulatory outlook, Reductions in truckload fleet size, Railroad volumes, Railroad re-regulation?, Price fixing in air freight, M&A Activity, LTL plays, LTL acquisitions Integrated global logistics, International business, Impact of high oil prices, Fuel surcharges, Exports of used trucks, Controlling costs, Consumer consumption weakness, Cargo transportation revenue growth, Asia to Europe traffic
Topics covered: Virtualization, Tightening of spending, The sector outlook, The economic slowdown, Systems management, Storage, Service contracts, Security and infrastructure, Price compression, Networking, IT spending, Internet infrastructure companies, Internet data, Infrastructure software, Health IT, Data centers, Consolidation, Bandwidth, Akamai
Topics covered: Unrecognized growth characteristics, Trading liquidity, The US economic slowdown, The mid-cap universe, The cyclical market of Taiwan, The condition of the US and European banking systems, Companies growing revenues and earnings
