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
Topics covered: Service-oriented architecture, Security software vendors, SAP installations, Open source, Corporate demand levels, Consumer Internet threat, Call centers
Topics covered: Supply materials and products, Inventory levels, Highway construction, Gypsum wallboard, Gulf Coast rebuilding, Construction demand, Consolidation Opportunities, Cement production, Capacity outlook
