Topics covered: Tax cut implications, Sell discipline, Sector allocation strategy, Satellite radio sector, PEG ratios, Outlook for energy, OPEC production, Oil pricing, Interest rate expectations, Insurance sector, Fixed income securities, Canadian equities
Topics covered: Valuation metrics, Property pricing, Pension funds, Morgan Stanley REIT Index (RMS), Interest rate sensitivity, Impact of job growth, Hotel sector, Gold as a hard asset, Deflationary drivers, Consolidation, Asian REITs
Topics covered: Stock picks/avoidances, Product development, Pricing expectations, Carbonated soft drink (CSD) segment, Buy ratings, Bottling systems
Topics covered: Technological substitution, Share buybacks, Risk control strategy, Railroad companies, Quantitative Investing, Mutual fund scandals, MSCI EAFE Index, Macroeconomic reporting, Investing in foreign debt, Futures markets, Fixed income securities, Emerging franchises, Consumer stocks, Chinese currency
Topics covered: US commodity usage, Production increases, Nickel exposure, M&A Activity, German industrial production, Demand growth in China, Canadian dollar pricing impact
