Topics covered: Semiconductors, Outsourcing trends, Operating leverage, Municipal spending, Multi-industry companies, Margin improvement predictions, Institutional investor attitude, Housing Market, Diversification, Commodity shortages, Capital goods sector, Bullishness in Industrials, Acquisition growth
Topics covered: Wireless market, Testing costs, Sustainability, Pricing strategies, Outsourcing, Manufacturing climate, Killer apps, Equipment demands, Demand trends, Cost of electronic devices, Capacity expectations
Topics covered: Valuation screening, Taxable municipal bonds, Seismic sensor companies, Management performance assessment, M&A Activity, Latin America, International telecoms, Interest rate cycle, Housing Market, Healthcare, Geopolitical factors, Cyclical stocks, Consumer staples, Bond Market, ADRs
Topics covered: Volume Growth, Technology as an industry driver, Stock picks and avoidances, Problems in raw materials, Pricing dynamics, Petroleum-intensive formulations, General economic outlook, Equity markets as financing source, Consolidation
Topics covered: Volatility, Trading volumes, Retail vs. office, REIT Improvement Act, Regulatory and legislative events, Property sector, Pension funds, NAREIT US indexes, Industrial space, IBM's REIT Fund, Hedge fund activity, Effect of interest rates, Earnings expectations, Dividend predictions
