Topics covered: Tremendous level of profitability, Opportunities outside the US market, Mid-single digit range, Mid-cycle Environment, Mid to late-cycle demand of markets, GDP growth, EPS visibility, Double-digit sales growth, Decelerating growth rates, Cyclical exposure, Aquisition activities
Topics covered: Tax efficiency, Tactical and thematic strategies, Risk management controls, Quantitative Investing, Positive return consistency, Performance netting, Multi-strategy funds, Market neutral funds, Market exposure, Liquid securities, Index exposure, Hedge fund industry, ETF Research, Diversification, Actively managing downside risk, Absolute value investors
Topics covered: Steel prices, Organic growth, Online advertising, Incumbent publisher, Downside Protection, Dominant risk, Cash flow of the steel industry, Canadian steel, Canadian auto parts, Broad economic downturn, Biggest area of opportunity, Asian-based OEMs
Topics covered: Wind power, Solar PV technology, Scarcity of oil, M&A Activity, Hydrogen economy, Hybrid electric vehicles, Government incentives, Fuel cell market, Exchange Traded Funds (EFTs), Energy pricing, Energy independence, Clean coal technology, Biofuels, Automatic meter reading, Alternative Energy
Topics covered: The best potential, Strong top-line growth, Price-to-earnings multiple, Level of discipline, Large cap value manager, Higher comparable pure-play multiples, Fastest growing area
