Topics covered: Two steps to successful investing, Top-Down with technicals, The growing healthcare industry, The GARP Focus (Growth at a Reasonable Price), Small caps and M&A, Risk management through Detailed research, Focus on free cash-flow, Alternative Investing, Across the board with Healthcare
Topics covered: Stabilizing debt market, Softening in the sales market, Long term increase in transaction volumes, Highly levered buyers, Expectations of a volatile economic environment., Dependence on debt financing and loan packages, Commercial real estate, - Underwriting standards
Topics covered: The aggregate business, Taking action in a weak economy, Restoring Consumer Confidence, Potential Sector Deals, Possible commercial downturn, New opportunities in the international market, Industry consolidation, Industry Adjusts to New Trends, Focusing on growth through acquisitions, Effects of Homebuilders
Topics covered: Valuation techniques, Turnover, Trailing three-year growth statistics, Systematic Valuation Discipline, Stock selection process, Sellside consensus earnings estimates, Risk Management, Projected growth, PEG-ratio analysis, Multi-cap growth, Intrinsic value, Holding periods, Fundamental research, Earnings transparency, Earnings and revenue growth momentum, Competent management, Collaborative investment approach, Cash flows, Absolute and relative return disciplines
Topics covered: Takeover candidates in a buyers market, Stocks to sell, Stock picks, Rising non-performing assets and charge-offs, Overstaffing of middle management in banks, Outlook for the Fed and interest rates, Outlook for industry consolidation, Misleading FICO scores and subprime mortgages, Management performance, Investor interest, Hedge funds removed from the market, Difficulties with bank foreclosures, Declining reserve allocations, Declining private equity investment, Cost cutting programs, Consumer debt burden, Competition with de novo branches, Collateralized debt obligations, - The subprime market collapse and its impact