Topics covered: The Canadian dollar, Tax increases, Slowdown in corporate profits, Russia, Moderately positive investing environment in Canada, Market leadership in the resource sector, Large cap companies with high growth potential, India and China, Growth of Brazil, GARP investment strategy, Energy and consumer discretionary stocks, Canadian retail franchises
Topics covered: Stocks to worry about, Stock recommendations, Performance outlook, M&A Activity, Investor interest, Impact of hedge funds and speculators, Drilling opportunities, Costs and margins, Cash flow, Business performance
Topics covered: Weak demand, The use of hedges, The coming winter season in the northern hemisphere, The Barnett Shale, The acceleration of LNG imports to the US, Strong supply side of the gas business, Longer term, LNG volumes, High price of oil, Gas storage levels, Gas prices, Efficient drilling and completion operations, Continuing onshore activity, Canadian oil sands
Topics covered: Yield component of commercial real estate, The diabetes care industry, Sustainable competitive advantage, Strong revenue growth, Reinsurance companies, Pawnshop and payday loan operators, Minimizing volatility, Large cash positions, Korean and Chinese American banks, Industry leaders, Experienced management teams, Expanding cash flows, Dynamic portfolio strategies, Companies with a defensible niche, Companies headquartered in China with substantial operations in China, Asset Allocation, Above average growth rates
