Topics covered: Technology Sector, Tax efficiency, Sector weighting, ROE/DuPont breakdown, Portfolio turnover strategy, Portfolio risk management, Leverage reduction, Large cap opportunities, Cyclical stocks, Brokerage businesses
Topics covered: Stock repurchasing, Stock picks, Revenue growth patterns, Newsprint costs, M&A Activity, Industry credibility, Circulation issues, Ad recovery
Topics covered: Seasonal patterns, Rebound in banner advertising, Proprietary data for tracking, Paid search, Online content demand, Leisure travel market, IPO pipeline, International market, Content verticals, Ad content format
Topics covered: Texas market, Stock picks and avoidances, Regional and community bank patterns, M&A Activity, Interest rate expectations, Focusing on middle market, Florida market, Fixed-rate lending, EPS estimates
