Topics covered: Threat of shortage, Regulatory issues, Pricing correction, Outlook for exploration, Drilling opportunity, Demand, Crude oil vs. gas, Commodity pricing, Bitumin market, Asian market
Topics covered: Unit investment trusts (UITs), Telecom, REIT sectors, Real estate strategy, NAREIT Equity REIT Index, Market timing, Energy ETF, Dividends, Coastal markets, Capital demand in biotech/healthcare, Biotech prospectus strategy, Asset allocation strategy
Topics covered: Slowdown in refi market, Sarbanes-Oxley, Real estate losses, Net interest income growth, Mortgage activity, Miscellaneous fee income, M&A Activity, Growth in community banks, Credit Quality, Credit costs, Competition in commercial and retail banking, Commercial loans, Check 21, Branch expansion
Topics covered: Value stocks, Steel demand in China, Sell discipline, Reducing volatility, Oil in Asia, Homebuilders, Globalization, Demographic trends, Consumer cyclicals, ADRs
Topics covered: TiVo, Tiered storage, Terabyte growth, Storage over IP, Serial Attached SCSI, Sarbanes-Oxley requirements, Pricing issues, M&A Activity, IT spending metrics, Federal sector, DVR space, Communications market, Check 21, Capital spending expectations
