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
Topics covered: Supply and demand factors, Stocks to worry about, Stock recommendations, Slowdown in unit expansion, Shrinking number of independent restaurants, Private equity money, Menu price hikes, Large chains going private, Labor costs and commodity costs, Investor interest, Industry M&A activity, Increased store closings, Growth concepts and opportunities, Dividend increases, Aggressive share repurchases
Topics covered: Traditional valuation analysis, Topdown analysis, The dominance of fear in the marketplace, Tactical Asset Allocation, Short-term tactical asset allocation, Periods of higher volatility, Organic growth, Ongoing data on real wages and real consumer spending, Mutual fund flow analysis, Long term strategic asset allocation, Long term investment horizon, High risks of recession, Fundamental opportunities in stocks and bonds, Contrary-to-the-herd investment approach
