Topics covered: Stock performance, Slowing housing market, Restructuring opportunities, Restaurant margins, Private equity deals, Home cooking, Higher labor costs and minimum wages, High gas prices, Decreasing size of the household, Consumer discretionary spending, Commodity prices, Activist investors
Topics covered: Water supply in China, Value traps, Telephony, Risk Management, Market neutral trading, Inflation trends, Fixed income management, Federal government subsidies, Absolute return strategies (ARS)
Topics covered: Rising corn prices, Restaurant usage trends, Product pipeline, Packaging cost environment, Full-year numbers analysis, CPG space, Cost pressures, Agricultural ingredients
Topics covered: Rising corn prices, Restaurant usage trends, Product pipeline, Packaging cost environment, Full-year numbers analysis, CPG space, Cost pressures, Agricultural ingredients
Topics covered: S&P sectors, Revenue growth potential, Market caps, Market capitalization, Long-term secular changes, Investment portfolio management, International holdings, Intangible assets, Information and services-based economy, Growth and value investment styles, Financial planning, Earnings growth expectation, Competitiveness, Business cycle positioning
