Topics covered: Rental rates, REIT Index, M&A Activity, IPO market, Global allocations, Earnings growth rates, Defensive property types, Capital sources
Topics covered: Retail consolidation, Off-price retailing, Men's shoes, Inventory levels, Industry consolidation, Fashion risks, Department Stores, Chinese manufacturing, Channels of distribution
Topics covered: Value traps, Russell 1000 Growth Index, Post-recession earnings recovery, Macroeconomic, Japanese market, Household debt, GARP companies, China, ADRs
Topics covered: Valuation of growth concepts, Population demographics, Mexican food, Labor costs, Investor interest levels, Impact of bird flu, Diet trends, Consumer spending, Commodity prices
