Topics covered: Write-downs in recent acquisitions, Stocks to avoid., Stock picks, Shifts in building mix, Order declines, Merger and acquisition activity, Land purchases, Investor interest, Inventory levels, Interest rate environment, Hot geographic markets, Catalysts for future growth, Balance sheet issues
Topics covered: Retiree benefits, Pulp producers, Paper producers, Newsprint market, Global level, Containerboard producers, Canadian costs
Topics covered: Special purpose acquisition corporations (SPACs), Sell discipline strategy, Russell 2000 Value Index, M&A in smallcap, IT services space, Investing in cyclical companies, Hedge fund issues, Contrarian positioning
Topics covered: The reimbursement component, Orthopedics, Ophthalmic space, Marketing competition, M&A Activity, FDA approval trends, Drug coating use, Cell therapy, Biomaterials, Aging diseases and demographics
Topics covered: Texas market, Startups, Problem loans, MBA (Mortgage Brokers Association), M&A Activity, Deposit pricing pressures, Continued lending, Community banks, California real estate market, Balance sheet liquidity constraints
