Topics covered: Womens wear, Weakness in consumer spending, Volatile stock prices for the footwear group, The holiday season, Substantial international exposure, Strong brands, Slowing trends in retail, Slowing growth, Pressure on apparel firms and retail partners, Positive longer-term opportunities, Long-term investors in this space, Future macro headwinds, Fundamentals
Topics covered: Weakening supply and demand fundamentals, The price of oil, Socially responsible principles of the Presbyterian Church (USA), Socially responsible portfolios, Principles and ethical values, Price manipulation, Possibility of a US recession, Faith-based investors, Alternative Energy
Topics covered: Video deployments, Triple play offerings, The smartphone market, The holiday selling season, Satellite equipment, Network infrastructure, Mobile devices, Infrastructure equipment, Incremental expansion of network coverage, Increased numbers of subscribers in emerging markets, Good long-term trends, Global economic turmoil, Entry-level devices, Deceleration in wireless spending in general, Continued expansion of voice services, Capacity buying, AT&T capital spending below plan
Topics covered: Value methodology, The end of the profit growth cycle, The Canadian dollar, Small cap growth, opportunistic and contrarian investing, Long-term, Investment themes, Growth situations, Good business models, Energy overweight, Dividends, Dividend yield, Disciplined fundamental analysis, Credit underweight, Company management, Companies with sustainable competitive advantages, Cash flow, Cash accumulation, Attractive undervalued situations in the US
Topics covered: Unit capacity utilization, Takeover candidates, Stocks to worry about, Stock recommendations, Specialization of test equipment, Significant pullback in tester orders, Reducing cost structures, Orders for wafer manufacturing equipment, Management performance, Investor interest, Inventory levels, Industry consolidation, Increased demand for analog chips, Holiday season expectations, Front-end and back-end equipment, Flash memory and DRAM equipment outlook, Demanded for integration rather than speed & function, Chip inventory buildup in Q4 and Q1, Capital spending outlook, 3G and wireless
