1Q:15 Earnings Calendar Takeaways from Day 1 at ISHLT Practicing Our Portuguese, We Preview 1Q EPS and Refresh Bull/Bear on Each Company The superficial debate over the trend in the euro exchange rate Central banks’ monetary policy rates will need to have been raised before the next recession Focal Points for Next Week's Earnings Highlights from Conference Call on Mexico Railroad Sector, Potential IPO of GMex Rail Assets - ALERT Class 8 Sales Up 20% YoY; Up 18% MoM 1Q15 Preview: Watching New Product Launches, Continued FX Headwinds Spring Fling Management Meetings (LOW/HD/TGT):Spring Has Sprung