Topics covered: Valuation stock cycles, Technology as a growth driver, Spending expectations, Orders anticipation, Inventory correction, Handset segment, DRAM manufacturers, Discounting process, Device shrinkage, Consolidation, Chip unit growth
Topics covered: US-VISIT program, Physical security technologies, Government funding, Department of Homeland Security, Chip-based cards, Cargo inspection market, Biometrics
Topics covered: US election impact, Revenue expectations, National Missile Defense program, National defense budget, Foreign policy and national security issues, Dow Jones Aerospace Index, Backlog
Topics covered: Valuation metrics, Small cap outlook, REITs, Regional allocation issues, Portfolio customization, Performance benchmarking, Moderating risk in technology, Healthcare space, Growth in Southeast Asia, Foreign equities, Exit strategy, Emerging Markets, Discretionary area
Topics covered: Underwriting guidelines, Sales traffic, Repossessions, Overproduction, Matching demand, Lending practices, Lender Best Practices Program (LBP), Impact of hurricanes, GSEs, Fraud control, Consumer awareness efforts
