Topics covered: Terrorism and the investment landscape, Tax efficiency, Supplier/consumer relationships, Sell stategies, R&, Microanalysis and economic direction, LBO (leveraged buyout) values, Identifying value management, Hedge funds, Gambling sector, Fighting government regulators, Dividend evaluation, D spending control, Credit quality and credit risks, Cost control, Corporate news coverage, Avoiding the "value trap", Analyst cutbacks in small cap, "Natural demand" and product consumption