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
Topics covered: US companies with international exposure, Unemotional quantitative approach, Technology, Significant pricing power, PEG ratio, Large cap stocks, Industrial-related stocks, Increased cash flow, Healthcare, Foreign stocks, Financials, Exceptionators, Energy-related stocks, Commodity trends
Topics covered: Toy segment, Subscriber growth, Radio, International Markets, High programming costs of conventional television, Community newspaper segment, Cheese industry, Casino/gaming companies, Canadian infrastructure plays, Cable networks, Broad-based demand for infrastructure companies, Advertising revenue
Topics covered: The traditional homebuilding model, The housing cycle, The homebuilding market, Returns on capital, Rental markets, Oversupply and underdemand, Land sales, Inventory risk and pricing, Excess land, Drivers of housing demand, Consolidation, Apartment REITs
