Topics covered: The auto sector, Non-performings, M&A Activity, Lowering interest rates, Increased regulatory costs, Fill-in acquisitions, Fee income, Credit Quality, Branching activity, Bank earning cycles
Topics covered: Telecommunications rollouts, Sell discipline strategy, New Orleans regional banks, Homebuilding market, ETFs, Equity investing, Energy stocks, Capital goods
Topics covered: Volume projections, Refinancings, Pricing pressures, Net interest margin (NIM) transactions, Mortgage REITs, Moderating home prices, Credit cycle, Capacity excess, Auto finance market
Topics covered: Sarbanes-Oxley overhead, Pricing decline, NAND flash memory, Memory devices, Inventory issues, Industry fundamentals, Consolidation, Capital spending budgets, Capacity build
Topics covered: Volatility, Technology, Tax efficiency, Quantitative Investing, Portfolio risk, Portfolio construction, Mid-cap stocks, Health Care, Consumer discretionary stocks, Changes to sector weights
