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
Topics covered: Valuation declines, The credit issue, Stocks to worry about, Stock recommendations, Regulatory issues, Metro-focused institutions, Management performance, M&A Activity, Investor interest, Increased operating costs, Housing/subprime issues, Dividend Yields, Depositories with heavy mortgage and construction lending exposure, Deposit pricing, Demographically attractive growth markets, Credit and balance sheets, Cost of debt, Competitive environment, Asset quality
Topics covered: The stent market, The cardiology space, The cardiac rhythm management markets, Robotic navigation surgery, New and emerging technologies, M&A activity in all of medical technology in 2008, International growth in the ICD market, Diagnostic tool companies, Complex arrhythmias and other cardiac diseases, Atrial defibrillation
Topics covered: Where alpha might be generated in the future, Tightening credit conditions, The impact of rising interest rates, Stocks with positive price momentum, Relative Value Investing, Growth or glamour stocks, Fundamental value investment discipline, Dynamic stock selection model, Domestic companies with significant foreign earnings, ADRs of foreign companies, Absolute value style of investing
Topics covered: Unmanned systems, System acquisition, Stocks to worry about, Stock recommendations, Outlook for suppliers, Order flow outlook, Opportunities for margin expansion, OE cycle outlook, Non-lethal weapons, Navy demands for new ships, MRAP and MRAP II, M&A activity in aerospace, Light attack vehicles (LAV) demand, Increased Iraqi purchases of military equipment, Higher fuel and maintenance costs, Healthy cash flows and balance sheets, Geopolitical events and defense companies, Emerging markets demand, Effects of a new administration, Defense IT companies, Defense funding outlook, Congressional sentiment, Concerns about global recession, Commercial aerospace companies, Ballistic missile defense programs, Air-to-air tanker replacement
