Topics covered: Vacancy rates, The lodging industry, The current economic situation, Strong balance sheets, Real estate markets, Real estate fundamentals, Positive cash flow growth, Portfolio management, Near-term debt maturities, Investment opportunity, Insolvency risk, Growth potential, Declining rental rates
Topics covered: Volatility, The service industrys cost structure, The natural gas price cycle, Stock selection, Small cap companies, Productivity rates, Operational leverage, Oil prices, Fundamentals of supply and demand, Commodities, Catalysts, Balance Sheet
Topics covered: Recommended Stocks., Homeland Security, Federal Spending Growth, Defense Procurement Process, Cyber Cecurity, C4ISR Marketplace
Topics covered: Stocks to avoid., Recommended Stocks., Management Teams, Investor interest, Franchise earning power, Credit problems, Cost of funds, Community banks, Business model transitions
