Topics covered: Oil company exploration projects, Impact of Iraq and war, Impact of economic recovery, Hydrocarbon sector, Homeland security spending, Highway construction expectations, Federal government markets, DoD and DoE budgeting, Chemical sector, Acquisitions
Topics covered: The IT Channel, Specialization of distribution, Secular growth, Product diversity, Manufacturing and supply glitches, Management disruption, IT distribution, Institutional investor attitude, Increasing cyclicality, Growth rates, Fragmentation, Flexible cost structure, Emerging technologies, Direct models, Consolidation in Europe, Average selling price trends, Attraction of the "one-stop-shop"
Topics covered: Supply situation, Steel import protection, Pricing momentum, Ocean freight rates, Industrialization in China, Import availability, Demand in China, Automotive production
Topics covered: US industrial and manufacturing base, Tax efficiency, Stock picks, RFID trends, Proliferation of hedge funds, Medicare Drug Benefit bill, Japanese economic recovery, International valuation metrics, International investing outlook, Hospitals and HMOs, Healthcare sector, Growth management, Gas pricing and energy companies, Eastern Europe, Defense stocks, Corporate spending and IT budgeting, Asset Allocation
Topics covered: Wireless data growth, Wi-Fi and WiMAX technologies, Voice over IP, Upgrade cycle for infrastructure, Stocks to avoid., Stock picks, Relative valuations, Market share gain, Long term growth projections, IT spending budgets, Investor concerns, Industry consolidation, Inclusive package solutions, Hardware vs. software spending, Content management companies, Competitive pricing pressures, Cable and pricing issues, Best management teams
