Topics covered: Unique product or service positioning, Strong franchises, Strong business models, Relative value investment strategy, Quality control oriented technology field, Professional management, Past valuation trends, Offshore arenas, Health Care, Geopolitical events, Future industry conditions, Energy services in oil and gas, Diversification, Current income, Closed-End Funds
Topics covered: the database and data warehouse space, The data management sector, The data center consulting and middleware segments, The business intelligence players, Lower-priced, entry-level data warehousing products, Discrepancy between analyst estimates and the industry growth rate
Topics covered: The rise of biofuels and renewable fuels, Poultry stocks emerging from a negative poultry cycle, Opportunities for US agriculture to export grain and protein products, Increasing global demand for food, Higher costs, Global incomes and populations are rising, Ethanol has increased the demand for grain, and she expects the grain, Agribusiness investing, Above avergae grain prices
Topics covered: US domestic micro-cap and small cap stocks, Underweight consumer and financial sectors, Stock selection, Small to medium-size companies, Rapidly developing countries, Prospect of slowing US economic growth, Overweight energy and technology sectors, Long-term revenue growth, International companies, GARP investment strategy, Commodity-based companies, Bottom-up research
Topics covered: Transaction processing sector, The bill pay sector, Return on Invested Capital, Removal of private equity takeout premiums, Positive trends for electronic payments, Maturing credit card business, International opportunities as globalization increases, EV/FCFs, EV/EBITDA, Dramatic drop in chargeoffs and delinquencies, Consistent free cash flow generation, Benign credit environment
