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
Topics covered: value-oriented equities, Value-driven investing, The pipeline and transfer sector, The dry bulk ship sector, Relative value investment approach, Overlooked areas of investment, Large-Cap, Investment catalysts, Growth stocks with positive outlooks, Global growth franchises, Foreign equities, Few bargains in slowing market, Dividend-Paying Stocks, Defensive groups, Cyclical companies dependent on a strong economy, Contrarian value investment management, Areas of market inefficiency
Topics covered: Uncertainty in human capital providers, Slowdown in US commercial staffing revenue, Payroll and HR-related companies, Outsource serviced business model, Optimistic companies, Multipoint solutions providers, Market discounts, International sales offset domestic weakness, Identity services area, Expectations of a slowing GDP, Employee benefits management, Diversified small and mid-cap businesses, Deterioration in stock prices, Consulting e-discovery, Consolidation among the SaaS, Buying opportunities, Background screening, Anticipation of a recession
Topics covered: Tour and travel business, Tax revenues, Server-based gaming, Regulatory issues, Regional companies, Promotional strategies, Private equity money, Overseas gaming centers, Outlook for racinos, Outlook for Atlantic City, New gaming legislation, M&A Activity, Investor concerns, Internet gaming outlook, High end gaming business, Conference/convention business in Las Vegas, Columbia Sussex denied NJ license, Casinos in Macau
Topics covered: Under-researched names, The Canadian market, Target price discipline, Sustainability in potential holdings, Risk Management, Market Volatility, High returns on invested capital, High return on-invested capital, High rate earnings growth, Euro denominated assets, Eastern European countries, Defensive stocks, Brazil, Book value in cyclical industries, Aggressively priced companies
