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
Topics covered: Tier 2 suppliers, Tier 1 suppliers, The Big Three, Suppliers with proprietary technology, Stark long-term revenue trends, Retail auto parts companies, Healthcare concessions, Enticements for headcount reduction, Declining market for domestic manufacturers, Bloated cost structure
