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
Topics covered: Womens retail stores, The holiday season, Teens are better insulated from downturns, Specialty apparel retailers, Softlines retailers, Slow first half of 2008, Scaling back square footage growth plans, Proactive with promotions, Managing inventories, Higher retail stocks, Growing e-commerce business, Greater competition between department stores, Consumer spending declines
Topics covered: Volatile markets, The financial and consumer discretionary sectors, Price to Earnings, Price to cash flow, Momentum-driven markets, Investing in value stocks, Fears about recession, Enterprise value to EBITDA, Contrarian investment approach, Bottom-up fundamental investment approach, Balance sheet analysis and management contact, Attractive Valuations, Attractive investment opportunities
Topics covered: Sustainable growth trends, Simulation software, Offshore companies, New product initiatives, Medium-sized companies in the Midwest, Medical waste disposal, Investment research, Intellectual capital, India and the Middle East, Human resources services, Growth in China, Enterprise data warehousing, Distributors of office products, Distributors of industrial parts, Deceleration in IT services demand, Cyclical trends in the domestic economy. Developed countries, Counter-cyclical companies, Commercial services firms, BPO and IT companies
