Topics covered: Top-down Approach, Texas-based stocks, Subprime market disaster, Speculative climate, Slowing economy, Secular investment trends, Risk control through sector diversification, Qualitative factors, Private equity premium, Oil services, Low relative valuation of growth versus value, Historical perspective, Contrarian approach, Bottom-up Approach
Topics covered: Solid earnings growth, Political environment, National health care, Medicaid, Long-term opportunities, Increasing premiums, Improving margins, Impact of Medicare cuts, Favorable pricing, Cost trends, Better than expected earnings
Topics covered: Unmanned Aerial Vehicle space, The private sector, Secure Border Initiative, Port security, Low-tech solutions, Intelligence, Information gathering, Increased government spending on security, Government policy, Data collection, Cargo X-ray inspection companies, Border security, Airport security, Acoustic hailing and warning solutions
Topics covered: Value, US multinationals, The US healthcare system, The takeover theme of 2006, Research and development, Recurring revenue streams, PEG analysis, Overall market earnings growth slowing, Interest rate environment, High barriers to entry, Growth at a Reasonable Price, growth and quality fundamentals, Global Industry Classification Standard
Topics covered: Weather conditions, Utility consolidation, Tightening supply/demand balance, Stock repurchase programs, State commissions, Power prices, Expectation of tight reserves, Electric earnings growth, Combined cycle gas plants, Coal plants, CO2 emissions, Carbon policy
