Topics covered: Weakness in the equipment market, The memory space, Solar and flat panel displays, Slowdown in memory cap ex spending, R&D spending, Positive signs from Intel, Positive cash flow, Outsourcing to foundries, NAND flash spending, Margin expansion, Major chipmakers, Factory utilization rates, Equipment makers are driving shifts in pricing power, DRAM pricing has started to stabilize, DRAM manufacturing, Declining cycle times, Decline in spending, Capital spending plans, Better profitability levels
Topics covered: Strong cash flow generation, Strong brand names, Strong balance sheets, Reduce exposure to debt, Quality management, Prospects for 2008, Professional fund management, Opportunities in Southeast Asia, November election, More investment in South America, High returns on assets, GARP investment strategies, Europe as a source of funds, Dominant companies, Diversification, Distributions, Current income, Credit market disarray, Barriers to entry, Avoiding complexity
Topics covered: Strong free cash flow in a down market, Steady stream of revenues, Software and services companies, New technology companies, More cautious spending, Mature vendors, M&A Activity, Lowering budgets, Larger installed base of clients, Large cap and emerging companies, IT services, IT processors, IT infrastructure, Increased usage of mobile data with applications, Existing deployment of products, Enterprise software, Canadian software sector
Topics covered: Venture capital interest, Thin film solar companies, Thermal energy, The smart grid, Taxing coal emissions, Tangential plays, Stock recommendations, Solar modules and systems, Solar market, Smart grid, Sector risks, Prospects for biobutanol, Production tax credits, Pricing of solar modules, Polysilicon issues, Outlook for biofuels, Material shortages, Management performance, M&A Activity, Legislative and regulatory outlook, Investor interest, Impact of volatility, Grid parity wind and solar, Federal tax incentives, Ethanol production, Cleaner coal technologies, Capital funding, Bipartisan political support, Allocation of capital
Topics covered: US Treasuries, Ultra-short ProShares, ResearchEdge process, Research-oriented small caps, Raw materials, Niche situations, Natural Resources, Margin impact, Involvement contrarianism, International businesses, Interest rates, Inflation, Global micro-cap arena, Global Economy, Global demand, Established franchises, Diversified investments, Demonstrated industry leaders, Commodities, Bankruptcy, Agricultural processors
