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
Topics covered: Yield curve outlook, Trophy-type franchise, Sustainable revenue source for earnings growth, Stocks to avoid., Stock picks, Retail relationships in individual communities, Non-performing assets, Near-term catalyst, Narrowing bank multiples, Margin pressure, Management performance, M&A Activity, Low-cost deposit growth, Long-term stable management team, Large transformational deals, Large securities portfolio, Investor concerns, Interest-bearing products, Interest rate outlook, Economic outlook for 2007, Disappointment in 4Q06 earnings, Difficult earnings environment, De novo expansion growth, Credit quality concerns, Competitive environment, Community bank operating model, Commercial deposits
Topics covered: Strong operating earnings growth, Speed-to-market advantage, Sound business strategy, Prospective forward-looking return on equity, Operating model, Low-cost operating model, Long-term fundamental, Large Cap Growth Stocks, Deterioration in the financial condition, Attractive valuation
Topics covered: WiMAX, Wi-Fi, Unified communication platform for voice and data, Triple play-enabled portfolio, Traditional voice network equipment, Sales visibility, Next-generation network, Multi-year spending cycle, Internet Protocol Television market, Emerging technologies, Competitive environment, Broadband power line systems
