Topics covered: Technology and medical product companies, Stock buyback, Small cap stock cycle, Risk management techniques, Retirement demographic, Growth of globalization, Energy consumption, Endowment-style investing, Dividend growth, Consumer confidence, Capital Preservation, Alternative Investments
Topics covered: Titanium, Surplus of imported products, Structural products, Scrap in the global market, Production shortages, Iron ore, Inventory overhang, Industry acquisitions, Environmental technology, End-market developments, Commercial construction activity, Carbon steel
Topics covered: Valuation fluctuation, Real estate market privatization, Office and industrial sector outperformance, Multi-family property sectors, Manufactured home industry, M&A Activity, Historically low cap rates, Health care demand fundamentals, Domestic and international market activity, Development pipeline expansion, Competition barriers, Coastal market growth
Topics covered: Tougher environment for footwear vendors, Sourcing, Relatively inexpensive valuations, Maximized scale, Improved operations, High quality brands and operators, Free Cash Flow, Fashion-driven players, Experienced management teams, Consolidation among department stores, Conglomeration of mid and small cap growth companies, Better gross margins
Topics covered: Value-Aligned Investing, Undervalued EVA companies, Organizational incentives, Optimizing returns on capital, National oil companies, Mispriced stock, Minimizing risk, Mid-cap companies, Growth in shareholder value, Fixed income & equity strategies, Economic value added principles (EVA), Alternative Energy, "Wide moat" businesses
