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
Topics covered: Wireless number portability, Wireless data services, Wi-Fi and WiMAX, W-CDMA network growth, Voice over wireless LAN with cellular, Stocks to avoid., Stock recommendations, Spectrum for different technologies, Regulatory issues, Rate plan pricing, Outlook for tower companies, Market share shifts among carriers, Market penetration rates, Industry risks, Handset incentives, Enhanced services to increase carriers' ARPU, Different technology standards, Convergence of consumer electronics and wireless communications, Carrier consolidation
Topics covered: Wastewater sector, Utility rate predictions, The situation in California, Security and interest costs, Revenue sources, Research and development, Mitigating cost increases, Mergers and acquisitions, Management performance, Infrastructure decay, Industry consolidation, Impact of density of population, Growth strategies, Government relations issues, Environmental issues, Eminent domain, Electric competition, Desalination technology, Deregulation, Decentralizing treatment, Automation
Topics covered: Volatility, Value Investing, US vs. international economic recovery, Telecom in Asia, Tax efficiency, Stock picks, Role of the European Central Bank, Real estate performance, Natural gas stocks, Major pharmeceuticals, Japanese economy, Interest rate predictions, Impact of the weak dollar, Growth in China, Global energy stocks, European healthcare and pharma outlook, Corporate misgovernance and management accountability, Asset allocation strategy
