Topics covered: Water supply area, Water industry assesment, US water and wastewater infrastructure, Solid waste industry recovery, Pricing and volume in the waste segment, National regulatory developments, M&, Infrastructure replacement and upgrade anticipations, Fuel surcharges, Filtration stocks, EPA air filter regulations, Demand from semiconductors and petrochemicals, CSO rule, Consolidation in solid waste, A market
Topics covered: Unconventional gas, Structural limitations, Rig fleet replacement issues, Reserve guidelines, Refining bottlenecks in the US, P stocks, Oil Patch importance, natural gas pricing, Institutional investor attitude, Hedge fund impact, Growth of Chinese demand, Geopolitical factors, Exploration plays, E&, Drilling activity projections, Crude oil &, Consolidation Activity
Topics covered: Volatility and the Fed, Using regression to forecast returns, Using independant vs. Wall Street research, Turnover strategy, The changing economic and monetary landscape, Technology stock outlook, Tax efficiency, Stocks to avoid., Stock picks, Restaurant stocks, Macro economic analysis as a selection point, Khodorkovsky, Interest rate sensitive stocks, Hong Kong, Global telecom, Forecasting structural political change, Emphasis of free cash flow, Asset allocation strategy, Asian market
Topics covered: Sun care category, Restructuring programs, Product innovation, Pricing flexibility, Liability insurance issues, International developing markets, Institutional investor attitude, Impact of raw materials costs, Impact of litigation, Fragrance space, Distribution options in China, Diaper price war, Currency translation estimates, Barbie strategy
