Topics covered: The Middle East, M&A Activity, Investing in China, Hurricane season pickup, High feedstock costs, Ethylene, Energy prices, Commodity cycle, Capacity utilization rate
Topics covered: The Russell 2000 Index, The IPO calendar, Sarbanes-Oxley, Risk control, Pharmaceutical pipeline, Mortgage re-fi activity, Modern portfolio theory, Consumer nondurables
Topics covered: The acquisition arena, Natural gas prices, ISM (Institute of Supply Management), Expansion to China and India, Demand cycles, Cost reduction strategy, Copper and plastic resins, Capacity utilization
Topics covered: Waste volumes, The water sector, Solid waste companies, Regulatory change, Maintenance productivity, Landfill pricing, Infrastructure investments, Inflation issues, Fuel surcharges and hedging programs, Commercial construction
Topics covered: Sell discipline strategy, REIT marketplace, Pricing wars, International Energy Agency, Hedge fund management, Healthcare pipeline, Energy and basic materials, Correction phases, Contrarian investing
