Topics covered: Vista-driven opportunities, Stock picks, Secular pricing pressures, Rate of spending, Private equity deals, PC and handset growth prospects, medical and industrial end market growth, M&A Activity, Inventory levels, Increased silicon intelligence, Emerging Markets Growth, Electronic system growth, Decline in ASPs, Capacity utilization, Auto, ASP cyclicality
Topics covered: Taxable equivalent returns, Oil producer, Money-transfer services, Money market fund, Long-term municipal bonds, High-end information technology and engineering staffing, High-definition broadcast, High quality financial stocks, Growth-oriented alternative energy stock, Big cap stocks, AAA-rated healthcare companies
Topics covered: Taxable environment, Tax Fairness Plan, Royalty trust space, Retail-structured product, Quality E&P assets, pipeline-type MLPs, Oil and gas producing assets, Midstream, Liquidation-type strategy, Income-oriented investor, E&P space, Debt-adjusted cash flow basis, Cash flow forecasts, Capital-intensive industry, Acquisition-type model
Topics covered: The best-managed and best-operated postacute providers, Rising senior population in the country, Respiratory therapy provider, non-facility based home health, Low cost setting, Long-term systemic issue, Long-term benefit, Hospice and end-of-life services, Balance sheet with investment grade debt, Acute care industry, Acquisitions of not-for-profit hospitals
Topics covered: Sustainable earnings growth, Strong corporate profit growth, Returns in the international markets, Reasonable valuation, Private equity activity, M&A activity and candidates, Long-term sustainable competitive advantage, Large cap stocks, International equities, GARP philosophy, Excess liquidity, Emerging Markets, Consolidating industries, Benign inflationary outlook
