Topics covered: Valuation, Undervalued Opportunities, The true worth of businesses, The growth of Asia, The Canadian economy, Strong global economy, Microeconomics of a business, Marketability, Liquidity, Investor behaviors, High quality global franchises, Global investment solutions, Financial flexibility, Energy prices, Commodity prices, Bargains, Active Management
Topics covered: Strong management, Restructuring actions, New products, Market positions, M&A activities, Layoffs, Growth strategies, Geographic and market expansion, Facility rationalization, Capital allocation
Topics covered: Visibility into the business, The economic downturn, Stable and positive pricing environment, Reasonable earnings growth, Preventative Medicine, Personalized medicine, Pay-for-performance initiatives, Health plans, Government price increase, Flexibility, Esoteric testing
Topics covered: Volatility, The current market dislocation, New business opportunities, International stocks, Historically attractive valuations, High-Quality Companies, Free Cash Flow, Diversification, Different time periods, Consistent earning power, Commodity prices, Capital gains taxes
Topics covered: Visibility, The recent government bailout bill, The overall defense budget, The military modernization effort, Technology driven product lines, Security initiatives, Margin expansion, Economically sensitive markets, Biometric technology, Balance sheets
