Topics covered: Small cap stocks, Risk-averse philosophy, Performance benchmarks, Mid-cap portfolio stocks, Long and short sell process, Large growth portfolio stocks, Investment themes, Investment climate for high growth companies, International equities, Hedge fund strategies, Equity investing outlook, Dividend-paying companies, Diversification, Average turnover rate
Topics covered: Road paving equipment, Raw material relief in petrochemicals, Political influence, Petrochemical intermediate products, Non-residential construction, Near-term growth prospect, Major building material, HVAC industry, Housing Market, Flooring manufacturer, Double-digit earnings growth, Consumer-led stocks, Consumer exposure, Capital spending-related cycle
Topics covered: Valuation metrics, Utilization of ETFs, Russell 1000 Growth, New Zealand dividend stocks, Morgan Stanley All Country World ex-US Index, Health care expectations, Foreign currency, Declining US dollar, Biotech stocks, Alternative energy companies
Topics covered: Yield curves, Valuation expectations, M&A trends, Foreclosures, EPS growth, Deposit gathering, Credit performance, Competitive environment, Bank positioning
Topics covered: Slowing economy, Proprietary equity research process, Large Cap Growth Stocks, Large and small cap, Good long-term value companies, Diversification in the health care sector, Diversification across growth segments
