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
Topics covered: Vertically integrated global players, Valuations, US steel consumption, The manufacturing season, Service center restocking, Raw materials, Pricing conditions, M&A Activity, Inventory liquidation, Increases in steel prices, Increased iron ore prices, Hostile takeovers, High shipping rates, Global demand, Foreign companies, Flat-rolled pricing recovery, Decrease in imports, Backward integration
