Topics covered: Valuation metrics, US Presidential cycle, Turnover strategy, Tax efficiency, Shorting stocks, Reliance on Wall St. research, Oil pricing, Leverage buyout (LBO) analysis, Institutional benchmarking, Energy space
Topics covered: Volume trends, Valuations relative to history, Supply chain constraints, Sarbanes-Oxley impact, Road construction market, Profitability, Operating rates, Investment incentives, Cost increases, Consolidations
Topics covered: Volume manufacturing, Utility industry, Tax code changes, Reliability, Radio frequency technology, Powerline carrier technology, Power generation space, Penetration, PEM fuel cells, Lead acid batteries, Energy storage, Automatic meter reading (AMR)
Topics covered: Tax efficiency, Tax code changes, Spinoffs and acquisitions, Small cap strategy, Portfolio diversification strategy, Performance benchmarking, Management assessment, International oil, income management, Healthcare stocks
Topics covered: Timber REITs, Pulp and paper market, Overcapacity in wood market, Lumber supply, Inventory and pricing, Interest rate scenario, Housing demand, Containerboard, Canadian Market, Building materials recovery
