Topics covered: Volume projections, Refinancings, Pricing pressures, Net interest margin (NIM) transactions, Mortgage REITs, Moderating home prices, Credit cycle, Capacity excess, Auto finance market
Topics covered: Sarbanes-Oxley overhead, Pricing decline, NAND flash memory, Memory devices, Inventory issues, Industry fundamentals, Consolidation, Capital spending budgets, Capacity build
Topics covered: Volatility, Technology, Tax efficiency, Quantitative Investing, Portfolio risk, Portfolio construction, Mid-cap stocks, Health Care, Consumer discretionary stocks, Changes to sector weights
Topics covered: Technology and health costs, Stocks to avoid., Stock picks, Rebalancing DRGs, Pricing outlook, PPOs vs. HMOs, Labor market issues, Hospital consolidation, Hospital closures, Decoupling of employment and health insurance, Debt situation, Changing mix at hospitals, Changes in reimbursement
Topics covered: Overweight rated stocks, Mid-range storage consolidation, Highest gross margins, Double-digit pace, Core IT business, Capturing a larger portion of the outsourcing trend
