Topics covered: Utility infrastructure, Non-residential construction, New highway contract awards, LNG (liquefied natural gas), Labor shortages, Industry fragmentation, Housing slowdown, General buildings market, Engineer salaries, Demand in the refinery space
Topics covered: Tax management, Residential housing market bubble, Re-IPOing, Legacy costs, Internet stocks, Crude oil pricing, Closet indexing, Buyout modeling, Advertising spending in China
Topics covered: Regulatory issues, Online education space, Higher Education Act, Geopolitical risks, Enrollment trends, Conflicts of interest in student loans, Campus infrastructures, Accreditation
Topics covered: Single-chip product pipeline, Nintendo's Wii, LCD panel pricing, IPTV, Intellectual property questions, eMTA devices, Digital TV IC space, Consumer electronic devices, Cable companies, Barriers to entry in video games, Accounting issues
Topics covered: Russell 2000 Growth, Raw materials stocks, Oil pricing, Mortgage REITs, Interest rate expectations, ETFs, Emerging economies, Earnings revisions, Agriculture space
