Topics covered: Tax cut implications, Sell discipline, Sector allocation strategy, Satellite radio sector, PEG ratios, Outlook for energy, OPEC production, Oil pricing, Interest rate expectations, Insurance sector, Fixed income securities, Canadian equities
Topics covered: Valuation metrics, Property pricing, Pension funds, Morgan Stanley REIT Index (RMS), Interest rate sensitivity, Impact of job growth, Hotel sector, Gold as a hard asset, Deflationary drivers, Consolidation, Asian REITs
Topics covered: Stock picks/avoidances, Product development, Pricing expectations, Carbonated soft drink (CSD) segment, Buy ratings, Bottling systems
