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
Topics covered: Western Canada, Weak gas market, Value investors, Trust structure, The trust taxation announcement late in 2006, Sustainable models, Stability of distributions, Redistributing free cash flow, Production declines, Oil weighted companies vs. gas weighted companies, Natural gas reserves, Impending change in tax legislation, Cash yields, Balance sheets, Attractive commodity exposure, A recovery in the gas market
