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
Topics covered: WiMAX and Wi-Fi, Royalty trusts, Pure-play banks, Proportioning stocks, Mortgage rates, Large cap pharma/biotech partnerships, International equities, Industrial sector, HMO sector, Government taxation of VoIP, Free cash flow importance, Flash memory companies, Drug approval processes, Corporate Governance, convertible securities and cash, China as a global growth driver, Biotech growth, Authorized generics, Assessing downside risk factors, ADRs
Topics covered: Tax advantage, Sector rotation, Puerto Rican housing shortage, Net migration patterns, Mortgage cycle, Mortgage business in Texas, M&, Loan growth, Loan demand, Interest rate cycle, Impact of retail deposit growth, Consolidation outlook, Commercial real esate, Commercial demand, Capitalization, A activity
