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
Topics covered: The Canadian space, Tax services, Strong balance sheets and cash flow, Specialty niche companies, Route services, Rental services, Quality of management, Professional or consulting services, Payment processors, M&A Activity, International diversification, Increased use of credit cards
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
