Topics covered: Sell discipline strategy, REIT marketplace, Pricing wars, International Energy Agency, Hedge fund management, Healthcare pipeline, Energy and basic materials, Correction phases, Contrarian investing
Topics covered: Service-oriented architecture, Security software vendors, SAP installations, Open source, Corporate demand levels, Consumer Internet threat, Call centers
Topics covered: Supply materials and products, Inventory levels, Highway construction, Gypsum wallboard, Gulf Coast rebuilding, Construction demand, Consolidation Opportunities, Cement production, Capacity outlook
Topics covered: US accounting standards, Technology market, S&P 500 Index, Research and development productivity, Homeland Security, Growth at a reasonable price (GARP), Global economic growth, Energy stocks, Dividends, Controlling portfolio risk
Topics covered: Reallocate advertising dollars, Raw material cost pressures, Product pipeline, Industry restructuring, Household product companies, Consolidation, Commodity prices, China and Russia
