Topics covered: Yield component of commercial real estate, The diabetes care industry, Sustainable competitive advantage, Strong revenue growth, Reinsurance companies, Pawnshop and payday loan operators, Minimizing volatility, Large cash positions, Korean and Chinese American banks, Industry leaders, Experienced management teams, Expanding cash flows, Dynamic portfolio strategies, Companies with a defensible niche, Companies headquartered in China with substantial operations in China, Asset Allocation, Above average growth rates
Topics covered: Western Canada, Weak gas market, Value investors, Trust structure, The trust taxation announcement late in 2006, Sustainable models, Stability of distributions, Redistributing free cash flow, Production declines, Oil weighted companies vs. gas weighted companies, Natural gas reserves, Impending change in tax legislation, Cash yields, Balance sheets, Attractive commodity exposure, A recovery in the gas market
Topics covered: Supply in housing, Subprime crisis, Small cap hedge investing, Residential construction, Maintaining valuation discipline, Growth in China and India, Federal Reserve trends, Evaluating commodity volatility, ETF management, Consumer stocks, Basic materials sector
Topics covered: Universal coverage models, Uncompensated care, Regulatory developments, Real estate in healthcare, Nursing homes sector, Medicare reimbursements, Impact of bad debt, Demographics, Consumer cost awareness, Anesthesia space, Admissions trends
