Telnor on the watch list (if we can get data from Baseline)
ITRI:
-DS looking into it, very expensive presently. Concerns that competition is catching up and the premium could be uncalled for. ENOC is a competitor, as is Silver Spring.
Inflation/deflation: how to position portfolios.
-Sean sent a GE bond, inflation linked. Priced at par. In a year, resets to 3 month libor plus 75 bp. 1% floor, resets each quarter.
China:
-Tough ahead. More internal competition with Chinese manufacturers.
-Next year some pundits see it as slowing
-Hard to know what will happen since the gov't can control so much
-Chinese more likely to buy RE than equities
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