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Human Capital Management

September 13, 2004

Buy ($175)

Topics covered: US election impact, Stock picks, Sarbanes-Oxley Act, Revenue trends, Outsourcing, M&A Activity, Billing rates, Accounting and finance space

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SECTOR ROUNDTABLES
Natural Gas Weighs Heavy On E&P Near-Term Prospects
Roundtable Forum:optimism Despite Uncertainty In For-profit Education
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MONEY MANAGER INTERVIEWS
AI Opportunities Expand to Industrial, Utilities and Energy Sectors
India Fund Manager Expects Discretionary Spending to Grow
Inefficiency in Ex-US Markets Creates Opportunity to Buy at a Discount
ANALYST INTERVIEWS
Mega Retailers Take Market Share from Traditional Grocery Stores
Movie Theater Stocks See Gains in Anticipation of 2025 Blockbusters
Positive Economic Outlook Should Spur Growth in Gaming and Travel
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