Topics covered: Volatility, Turnover rates, The fear of inflation, Risk management techniques, More defensive areas, International emerging markets, Improvements in growth rates, Growth of Asian consumers, Global industrialization, Flexibility, Diversification, Credit Availability, Cost savings, Commodity prices, Changes in company fundamentals
Topics covered: The trough in housing, The pace of sales, Product changes, Pricing pressure, New home construction, M&A activities, Low mortage rates, Inventories, Home price indices, Government programs, Credit standards, Cancellation rates, Adjustments
Topics covered: Top stock picks, Recent stock performance and valuations, Operating leverage, Interest level of investors, Headcount reductions, Growth opportunities, Consolidation outlook
Topics covered: The business model, Social networking, Reallocation of resources, R&D spending, Penetration rates, More pricing pressure, M&A activities, Location services, IT budgets, International exposure, Emerging Markets, Advertising, Adoption of data services
Topics covered: Water shortages, The water quality, The stimulus package, The regulatory environment, The recession resistant industry, The municipal budgets, Process control, Privatization, Internationalization, Infrastructure investment, Greater purification, Decent managements, Consolidation