Topics covered: Wages, Urban markets, Timeshare business decline, Stocks to worry about, Stock picks, RevPAR growth trends, Private equity money, Outlook for Lodging REITs, New supply outlook, M&A Activity, Investor interest, International Markets, Hotel conversions to condos, Hilton/Blackstone deal, energy and property expenses, Economic outlook and the possibility of a recession, Debt issues, C-Corps hotels
Topics covered: Weak Caribbean markets, Snowmobiles, Rising oil prices, Promising outlook, Power sports players, Macau, Higher end consumers, Gaming revenues, Decreasing motorcycle registrations, Cruise lines earnings, Counter-cyclical gaming stocks, Boat companies, ATVs
Topics covered: The Canadian dollar, Tax increases, Slowdown in corporate profits, Russia, Moderately positive investing environment in Canada, Market leadership in the resource sector, Large cap companies with high growth potential, India and China, Growth of Brazil, GARP investment strategy, Energy and consumer discretionary stocks, Canadian retail franchises
Topics covered: Stocks to worry about, Stock recommendations, Performance outlook, M&A Activity, Investor interest, Impact of hedge funds and speculators, Drilling opportunities, Costs and margins, Cash flow, Business performance
Topics covered: Weak demand, The use of hedges, The coming winter season in the northern hemisphere, The Barnett Shale, The acceleration of LNG imports to the US, Strong supply side of the gas business, Longer term, LNG volumes, High price of oil, Gas storage levels, Gas prices, Efficient drilling and completion operations, Continuing onshore activity, Canadian oil sands
