Topics covered: Weather conditions, Utility consolidation, Tightening supply/demand balance, Stock repurchase programs, State commissions, Power prices, Expectation of tight reserves, Electric earnings growth, Combined cycle gas plants, Coal plants, CO2 emissions, Carbon policy
Topics covered: The Canadian space, Tax services, Strong balance sheets and cash flow, Specialty niche companies, Route services, Rental services, Quality of management, Professional or consulting services, Payment processors, M&A Activity, International diversification, Increased use of credit cards
Topics covered: Value-oriented investment approach, Traditional water utilities, Technology & telecommunications large cap growth stocks, Strong cash generating companies, Sector flexibility, Rental rate growth, REIT structure, Purification businesses, Next generation processing, Multi-Manager investment strategies, Desalination companies, Commercial global real estate
Topics covered: The human capital or talent management space, Subscription models, Strategic acquisitions, Small cap software companies, Recurring revenue models, Opportunistic software stocks, ERP companies, Enterprise software companies, Customer support, CRM companies, Consolidation
Topics covered: Yield-based investors, The Maritimes and Northeast Pipeline, Regulatory issues, Performance key metrics, Mergers & acquisitions, Lower service costs, Junior oil sand players, Investor misperception, Infrastructure & logistics, ETF investing, Cheaper drilling wells, Canadian E&P companies, Availability & cost factors, Albanian heavy oil
