Topics covered: What to Look for in Companies, Weakness in Construction and Real Estate Lending, Stabilization, Shape of the Recovery, Relative Earnings Growth, Portfolio Diversification, Opportunities in Oil, Marketplace Valuation, Market Recovery, Investing in REITs and ETFs, Investing in Emerging Markets, International Markets, Health Care System, Government Stimulus, Federal Regulation, Fast Growing Companies, Deleveraging, Cutting Costs, Capital Markets, Buying Trends, Banking Industry