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
Topics covered: Treasury Inflation Protected Securities (TIPS), Total Return and Realized Return strategies, Municipal bonds, M&A expectations, Insider selling, Informed contrarianism, Impact of interest rates, Fixed income securities, Energy sector, Base metals outlook, Asset allocation strategy, Active management in risk controlled environments
