Topics covered: The traditional homebuilding model, The housing cycle, The homebuilding market, Returns on capital, Rental markets, Oversupply and underdemand, Land sales, Inventory risk and pricing, Excess land, Drivers of housing demand, Consolidation, Apartment REITs
Topics covered: Quant screens, Qualitative selection process, Oil service and drilling, Merger and acquisition activity, Market liquidity dynamics, Interest rate trends, Healthcare, Exchange-traded funds, Diversified pipelines, Diagnostics, Credit conditions, Consumer staples, Bulge bracket brokerage firms, Bubble economy, Bottom-up stock analysis, Biotechnology
Topics covered: Wire and cable, US auto manufacturers, Raw material price increases, Long-term trends, International Growth, Industrial production growth, Increased stock buybacks, Electronics supply chain, Electrical equipment space, Durable goods, Capacity utilization levels, Backlogs
Topics covered: Wide Area Network acceleration &, VOIP communications, Virtualization, Solar cells, Single-chip designs, optimization, Navigation systems and devices, Military radio systems, IPTV, GPS chips, Digital TV, Defense and diversified technology, Consumer electronics market, Commoditization and pricing pressures, Cable, Broad line semiconductors, Blast-protected vehicles
Topics covered: Valuation-sensitive stocks, Utilities stocks, Turnaround Situations, Media companies, GDP expectations, Fixed Income Markets, Energy prices, Assessing management teams
