Topics covered: US election impact, Revenue expectations, National Missile Defense program, National defense budget, Foreign policy and national security issues, Dow Jones Aerospace Index, Backlog
Topics covered: Valuation metrics, Small cap outlook, REITs, Regional allocation issues, Portfolio customization, Performance benchmarking, Moderating risk in technology, Healthcare space, Growth in Southeast Asia, Foreign equities, Exit strategy, Emerging Markets, Discretionary area
Topics covered: Underwriting guidelines, Sales traffic, Repossessions, Overproduction, Matching demand, Lending practices, Lender Best Practices Program (LBP), Impact of hurricanes, GSEs, Fraud control, Consumer awareness efforts
Topics covered: Spend allocations, Paid search engine space, Offshore services, Large defense contractors, Keyword bid rates, Identity management protection services, Government outsourcing, Financial services sector, Federal Government stocks, Fair and Accurate Credit Transactions (FACT) Act, Demand for services
Topics covered: Water and water treatment, Market analysis, General industrials outlook, Dividend expectations, Consolidation, Commoditization, China, Capital spending growth, Balancing labor costs, Agricultural equipment demand
