Topics covered: Wood products arena, US housing market, Spring/summer building season, Pulp markets, Pricing expectations, Mill closures, Fine paper market, Demand and capacity in China, Commodity prices, Canadian dollar value
Topics covered: Western economies, Real estate-oriented banks, M&A expectations, Even loan pricing, Credit quality numbers, Commercial real estate lending, Commercial construction pickup, C&I Lending, Buybacks
Topics covered: Volatility levels, Mid-cap GARP strategy, Inflation rates, Fixed-income allocation, Energy sector, Convertible bonds, Chinese markets, Canadian income trusts, Basic materials
Topics covered: Telecoms, Taxable preferreds, Private equity funds, M&A activity levels, Interest rate expectations, Free cash flow strategy, Competition in bonds, Calculating intrinsic values, Aerospace market, ADRs
Topics covered: Real rate equation, Physical and fabrication demand, Labor competition, Italian market, Impact of pro-cyclical commodities, Global hedge book, ETF activity, Electronic gold, Declining mine supply, Base metals boom
