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
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
