Topics covered: Valuations, Recurring base earnings, Outsourcing, Mergers and acquisitions, Manufacturing hiring, Labor market recovery, Healthcare and pension cost impact, Employment-sensitive companies, Effect of interest rates, Effect of increased employment, Countercyclical and acyclical companies, Competitive landscape, Brand recognition, Auditing and risk consulting services
Topics covered: Transaction processing space, The labor market, Stock picks, Rate sensitivity, Population growth expectations, Market saturation concerns, Institutional interest, Impact of interest rates on the sector, Growth patterns, Expansion spending, Consumer spending, Consolidation Activity, Commercial lending, Collections space, Business services, Brand extensions, Bank performance, Acquisition strategies
Topics covered: Web-based franchises, VPN, Voice over IP, Small caps as an asset class, Sell discipline, PC upgrade cycle, Orthopedic market, Micro-cap funds, Management performance, Long-term growth estimates, IP telephony, Growth and value stocks, Dividends, Data networking, Capitalization trap, Building sustainable competitive advantage, "Big Box" concepts
Topics covered: Wireless technology, Volume leverage, Upgrading to 300mm, Supply and demand, Stock recommendations, standard logic and analog, Small cap companies, Relative valuations, Mergers and acquisitions, Margin improvement, Manufacturing and headcount cuts, Killer/significant apps, IT upgrade cycle, Investor concerns, Inventory levels, Inegration, End markets outlook, DRAMs, Cycle concerns, Component and commodity semi prices, Chip segment, China as a foundry player, Capacity management, Analog companies
Topics covered: Voice automation, Stock picks, Pickup in IT spending, Network security space, Institutional investors, Importance of end-to-end solutions, Impact of restructurings, Growth patterns, Convergence of management technologies, Consolidation of customers, Consolidation, Application management space
