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
Topics covered: Terrorism and the investment landscape, Tax efficiency, Supplier/consumer relationships, Sell stategies, R&, Microanalysis and economic direction, LBO (leveraged buyout) values, Identifying value management, Hedge funds, Gambling sector, Fighting government regulators, Dividend evaluation, D spending control, Credit quality and credit risks, Cost control, Corporate news coverage, Avoiding the "value trap", Analyst cutbacks in small cap, "Natural demand" and product consumption
Topics covered: Water supply area, Water industry assesment, US water and wastewater infrastructure, Solid waste industry recovery, Pricing and volume in the waste segment, National regulatory developments, M&, Infrastructure replacement and upgrade anticipations, Fuel surcharges, Filtration stocks, EPA air filter regulations, Demand from semiconductors and petrochemicals, CSO rule, Consolidation in solid waste, A market
Topics covered: Unconventional gas, Structural limitations, Rig fleet replacement issues, Reserve guidelines, Refining bottlenecks in the US, P stocks, Oil Patch importance, natural gas pricing, Institutional investor attitude, Hedge fund impact, Growth of Chinese demand, Geopolitical factors, Exploration plays, E&, Drilling activity projections, Crude oil &, Consolidation Activity
