Topics covered: Supply in housing, Subprime crisis, Small cap hedge investing, Residential construction, Maintaining valuation discipline, Growth in China and India, Federal Reserve trends, Evaluating commodity volatility, ETF management, Consumer stocks, Basic materials sector
Topics covered: Universal coverage models, Uncompensated care, Regulatory developments, Real estate in healthcare, Nursing homes sector, Medicare reimbursements, Impact of bad debt, Demographics, Consumer cost awareness, Anesthesia space, Admissions trends
Topics covered: Two steps to successful investing, Top-Down with technicals, The growing healthcare industry, The GARP Focus (Growth at a Reasonable Price), Small caps and M&A, Risk management through Detailed research, Focus on free cash-flow, Alternative Investing, Across the board with Healthcare
Topics covered: Stabilizing debt market, Softening in the sales market, Long term increase in transaction volumes, Highly levered buyers, Expectations of a volatile economic environment., Dependence on debt financing and loan packages, Commercial real estate, - Underwriting standards
Topics covered: The aggregate business, Taking action in a weak economy, Restoring Consumer Confidence, Potential Sector Deals, Possible commercial downturn, New opportunities in the international market, Industry consolidation, Industry Adjusts to New Trends, Focusing on growth through acquisitions, Effects of Homebuilders
