Topics covered: Well established companies, Volatility, New products/product cycles, Management changes, Long-term valuations, Internet content media companies, Internet commerce, International exposure, Infrastructure, Improving business fundamentals, Good business conditions, Global Growth, Fixed income and equities, Communications, Accretive acquisitions
Topics covered: Well-managed companies, Weak dollars, The commodities cycle, Strong fundamental trends, Strong end markets, Short supplies, Raw materials, Non-US exposure, New geographic markets, M&A Activity, Long lead times, International business, Infrastructure investments, Industrial operating strategies, Housing markets, High inflationary pressure, Healthy cash flow, Growing US export opportunities, Great visibility, Balanced portfolios, Advances in technology
Topics covered: Under-leveraged balance sheets, The weak dollar, Supply pressures in energy and materials, Strong pricing power, Secular Growth Themes, Long-term economic, Industry-leading profitability, industrial and financial trends, High Returns on Capital, High quality businesses, Energy stocks, Developing economies, Continued global growth, Combination of strong growth and better value, Agricultural companies
Topics covered: The supply/demand balance, The global chemical industry, The domestic coatings and home building industry, The behavior of petrochemical raw material prices, Solid demand in the export market, Shift from private equity toward strategic firms, Price increases, Offshore sales and profits, Offset high oil and gas prices, M&A Activity, Ethylene and propylene production, Domestic demand, Agricultural chemical companies
Topics covered: Turbulent markets, The municipal bond market, Representativeness, Minimally invasive surgical procedures, Market anomalies that stem from the irrational behavior of investors, Generating alpha relative to performance benchmarks, Following trends, Communications providers, Buying strong stocks in strong sectors, Anchoring
