Topics covered: Zoning regulations, Seasonal patterns, S&P 500 Homebuilding Index, Pricing and availability cycles, New order growth rates, Impact of interest rates, Immigration levels, Housing price bubble, Flooring index, Demand variables in housing
Topics covered: Volatility in biotech, Trading volume patterns, Technology stocks, Specialty pharma, Security software growth potential, Sarbanes-Oxley, Performance in technology, Investor migration from large cap, Insurance rates, Geopolitical concerns, Gambling market, Federal Reserve policy, Domestic liquidity conditions, Cellular tower sector
Topics covered: Valuation strategy, Turnover strategy, Stock picks/avoidances, Sector allocation, Risk control, Investing in Japan, Geopolitical factors, Consumer products, Advertising industry
Topics covered: US election impact, Stock picks, Sarbanes-Oxley Act, Revenue trends, Outsourcing, M&A Activity, Billing rates, Accounting and finance space
Topics covered: Slots at race tracks, Room rate trends, Replacement demand, Northern California, IPOs, Internet gambling, International expansion, Indian casinos, Illegal offshore gambling, Governmental resistance to growth, General market perspective, Equipment manufacturing, Consolidation risks, ADW
