Topics covered: Value creators, Strong EPS growth, Risk Management, Regulatory and legislative outlook, Nuclear power plants, Merger and acquisition activity, Long-term returns, LBOs and buyouts by private equity money, Higher prices for electric power, High-Quality Companies, Growth in demand for natural resources, Global industrial infrastructure, Generating strong absolute returns, Dividend taxation
Topics covered: Subsea products companies, Stocks to worry about, Stock picks, Share Buybacks and Dividends, Pricing competition, Pressure on costs, Outlook for small cap companies, Onshore North American companies, Offshore drilling companies, Margin pressures, LNG imports, Investor interest, International players, Industry consolidation, Impact of high oil prices, Global economic outlook, Gas prices and inventories, Free Cash Flow, Deepwater drillers, Debt repayment, Capital equipment issues, Capacity additions
Topics covered: Opportunities over the next 12 months, Luxury brands, Import brands, Declining new vehicle sales, Bad news priced into shares already, Auto retailers, American brands
Topics covered: Value-oriented approach with a smaller cap bias, Team-oriented investment process, Strong balance sheets, Stable to improving fundamentals, Proven management teams, Higher quality outperforms over the long run, Free Cash Flow, Exposure to Emerging Markets, Equity and fixed income investing, Enhancing shareholder value, Companies that are market leaders, Asset utilization characteristics, Active with passive management, Above average profitability
Topics covered: The impact of strong global demand, Similar increases during the first half of 2008, Resurgence of investor interest, Identifying where costs will plateau, Food cost inflation, Commodities rose in price
