Topics covered: Technology cycle, Strong market positions, Stock selection, Secular technological trends, Positive alphas, Investment climate in Taiwan, Increasing shareholder value, Growth potential, Corporate earnings growth, Conservative quantitative investment process, Asian regional markets
Topics covered: Private label growth, Price increases, Pressure on lower income consumers, Offsetting inflation, Market conditions, M&A Activity, Internal restructuring, Hurricanes in 2005, Growth in sun care segment, Gross margin expansion, Good cash flow generation, Fear of recession, Difficult cost environment, Accelerated share repurchase programs
Topics covered: Universal health care and its impact, Stock recommendations, Reimbursement issues, Regulatory outlook, Investor interest, Industry consolidation, Impact of November elections, FDA Approval Process, 510(k) applications and PMA products
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
