Topics covered: Superior absolute and riskadjusted returns, Successful management track records, Strong free cash flow generation, Science-based solutions, Multiple strategies, Multinational companies, Income equity portfolio investing, Dividend Growth Stocks, Consistent returns on invested capital, Barbell style, Agricultural commodities
Topics covered: Staffing & temporary job market, Small business growth & development, Private equity, Macroeconomic business forecasting, International industry growth & expansion, Interest rate cycles, Insurance cycles, Industry fluctuations, Industry acquisitions, Global corporate outsourcing, Effects of new technologies on staffing & recruitment, Changing workforce demographic
Topics covered: Private equity, New markets, Industry recession & growth, Industry consolidation, Hardware and software development, Global gaming expansion, Gaming tax effects, Gaming property additions, Gaming legislations, Game technology integrity, Electronic table games, Demographic-specific gaming systems
Topics covered: Technology and medical product companies, Stock buyback, Small cap stock cycle, Risk management techniques, Retirement demographic, Growth of globalization, Energy consumption, Endowment-style investing, Dividend growth, Consumer confidence, Capital Preservation, Alternative Investments
Topics covered: Titanium, Surplus of imported products, Structural products, Scrap in the global market, Production shortages, Iron ore, Inventory overhang, Industry acquisitions, Environmental technology, End-market developments, Commercial construction activity, Carbon steel
