Topics covered: Yield curve outlook, Trophy-type franchise, Sustainable revenue source for earnings growth, Stocks to avoid., Stock picks, Retail relationships in individual communities, Non-performing assets, Near-term catalyst, Narrowing bank multiples, Margin pressure, Management performance, M&A Activity, Low-cost deposit growth, Long-term stable management team, Large transformational deals, Large securities portfolio, Investor concerns, Interest-bearing products, Interest rate outlook, Economic outlook for 2007, Disappointment in 4Q06 earnings, Difficult earnings environment, De novo expansion growth, Credit quality concerns, Competitive environment, Community bank operating model, Commercial deposits
Topics covered: Strong operating earnings growth, Speed-to-market advantage, Sound business strategy, Prospective forward-looking return on equity, Operating model, Low-cost operating model, Long-term fundamental, Large Cap Growth Stocks, Deterioration in the financial condition, Attractive valuation
Topics covered: WiMAX, Wi-Fi, Unified communication platform for voice and data, Triple play-enabled portfolio, Traditional voice network equipment, Sales visibility, Next-generation network, Multi-year spending cycle, Internet Protocol Television market, Emerging technologies, Competitive environment, Broadband power line systems
Topics covered: US power market, Underground-mined coal, Strategic Petroleum Reservce, Material cost inflation, Liquefied natural gas, Environmental controls, Coal-fired plants, Coal power plant development activity
Topics covered: The Rotating Markets Fund, Technical analysis, Risk/reward perspective, Power generation equipment, Market position standpoint, High yield market, Emerging Markets, Analytical instruments and laboratory equipment
