Topics covered: Wireless infrastructure space, Stock picks, Solid waste space, Semiconductor industry recovery, RFID, RBOCs, Move to broadband, Killer apps, Intrusion prevention, High-yield markets, Enterprise software spending patterns, Engineering and construction, Customer consolidation, Corporate spending environment in network security, Cable operators
Topics covered: Tax efficiency, Sustainable Growth Companies, Stock picks, Setting perfomance benchmarks, Sector Neutrality, Portfolio turnover, Multi-year holding periods, Investor confidence, Intrinsic value vs. market price, Interest rate increases, Identifying industry subsectors, Emerging growth situations, Controlling investment risk, Consumer stocks, Commodity-type businesses, Biotechnology
Topics covered: West African market, Valuations, Top stock picks, Technology developments, Stocks to avoid., Stocks and cyclicality, Southeast Asia markets, Role of natural gas, Rig count and the drilling outlook, North Sea outlook, Mature domestic markets, LNG technology, Land rig activity, Investor concerns, Gulf of Mexico outlook, Growth opportunities in the eastern hemisphere, Geopolitical risks, Gas production costs, E&P companies and returns on capital, China and demand for oil
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
