Topics covered: The impact of the credit crisis, The current economic downturn, Renewable generation, Positive earnings, M&A activities, Lower gas prices, Long-term valuations, Higher coal prices, Commodity sensitivity, Capital requirements, Attractive opportunities
Topics covered: Unprecedented market volatility, The investing landscape, The current market environment, Systematic risk, Sector-specific risk, Return expectations, Reduced Equity exposures, Predictability, Portfolio performance, Company-specific characteristics, Alternative asset classes, Absolute/relative performance
Topics covered: Volatility, Value strategies, Tumultuous markets, The company-specific catalyst, The asset allocation, Sustainable and normalized earnings, Shareholder value, Risk preferences, Overall equity risk, Huge uncertainty, Growth rates, Global strategies, Five value characteristics, Dividend yield
Topics covered: The uncertain economic situation, Smaller homes, Public homebuilders, Operating fundamentals, Mortgage rates, Home prices, Debt Maturities, Contract value, Cancellation rates, Borrowing costs, Asset impairments
Topics covered: The cost effective way, Technology and software spending, Strategic value, Possible layoffs, M&A activities, Low valuation, Efficiency, Credit issues, Competitiveness
