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
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
