Topics covered: Student loan legislation, Stocks to avoid., Stock picks, Special situation stocks, Slowing growth in card loans, Residential lenders, Purchase market, Potential for spread compression, Non-prime and subprime segments, Mergers and acquisitions, Merchant fees issue, Investor concerns, International card loans, Impact of rising interest rates and inflation, GSE regulatory reform, Effect of job growth on credit costs, Diversification strategies, Credit Quality, Consolidation of Puerto Rican banks, Conforming vs. non-conforming lenders, Cards as a payment vehicle, Auto-lending business
Topics covered: Video game industry, Toy sector, Recreational Vehicle stocks, Recovery of the ad market, Large cap media stocks, Institutional interest, Impact of weather, Impact of Disney, Duopoly, Demand trends, Consumer demand in cruising, Consolidation Trends, Capacity utilization in cruising
Topics covered: US Treasury curve, US fixed income market, TIPS, Telecomm and number portability, SMAs, Risk-adjusted return, Materials sector, Management in small cap, Industry diversification strategy, Icelandic bond market, Financial services stocks, Emerging Markets, Domestic growth in Japan
Topics covered: Truckload and LTL, Supply chain management, Stock performance, Sector and company data as benchmarks, RFIDs, Outlook for railroads, Market Share, Mail security, M&, Labor costs, Labor contracts, Investor interest, Insurance levels, Increase in operating costs, Impact of fuel costs, Growth in outsourcing, Economic recovery outlook, Cost cutting in logistics, Asset-based vs. non-asset-based players, Airfreight and logistics, A activity
Topics covered: VoIP and the resulting IP infrastructure support, PBX sales expectations, Paid peering, Killer apps, Infrastructure as a commodity business, Fragmentation in the soft switch space, Connectivity sector, Collocation, Broadband wireless in China
