Topics covered: Value-oriented investment approach, Traditional water utilities, Technology & telecommunications large cap growth stocks, Strong cash generating companies, Sector flexibility, Rental rate growth, REIT structure, Purification businesses, Next generation processing, Multi-Manager investment strategies, Desalination companies, Commercial global real estate
Topics covered: The human capital or talent management space, Subscription models, Strategic acquisitions, Small cap software companies, Recurring revenue models, Opportunistic software stocks, ERP companies, Enterprise software companies, Customer support, CRM companies, Consolidation
Topics covered: Yield-based investors, The Maritimes and Northeast Pipeline, Regulatory issues, Performance key metrics, Mergers & acquisitions, Lower service costs, Junior oil sand players, Investor misperception, Infrastructure & logistics, ETF investing, Cheaper drilling wells, Canadian E&P companies, Availability & cost factors, Albanian heavy oil
Topics covered: Technology and health care sectors, Large cap growth investing, Investment themes, Global healthcare stocks, Global & long-term value investing, Enterprise value, Eastern European stocks, Competitive niche markets with pricing advantages, All-cap core investing, Active portfolio management
Topics covered: Stocks to worry about, Stock picks, Special dividend payouts, ROEs at record levels, Regulatory Environment, Private equity/hedge fund infusion of capital, Pricing environment, Insurance brokerage, Industry consolidation, Increased dividends, Growth segments, Excess capital to shareholders, Creation of sidecars, Commercial and personal lines, Catastrophe market
