Topics covered: Value-Oriented Investing, Telecommunications, Risk-adjusted returns, Low valuation stocks, High dividend-paying stocks, GARP investment approach, Downside risk, Dividend yield, Diversification, Distressed debt, Capital loss protection, Bounded Rationality Concepts, Behavioral economics
Topics covered: Supply and demand factors, Stock picks, Risk factors, Private equity interest, Pricing gains, Outlook for RevPAR, Margin improvement outlook, M&A Activity, Lodging REITs, Labor, Investor interest, Inventory levels, Impact of the Internet, Growth in luxury segment, energy and insurance costs, Construction costs, Brand companies, Better availability of data, Attracting consumers competitive drivers
Topics covered: Tax efficiency strategies, Servicing tax-exempt investors, Managing endowment funds, Impact of political elections, Generating outperformance, Fixed income positioning, FDA drug approvals, Consumer spending drivers, Chinese Economy
Topics covered: Well productivity improvements, Weather effects, The Gulf of Mexico, Taxing excess profits, Supply growth in North America, Pressure pumping horsepower bottleneck, Natural gas volatility, Inventory levels, F&D cost expectations, Effects of LNG and oil sands, Drilling activity
Topics covered: Superior absolute and relative investment, Streamlined operation, Near-monopoly business model, Large one time dividend, Large cash dividend, Good long-term growth prospects, Emotional investment, Detection and diagnostics products, Competitive algorithm
