Topics covered: State of Managed Care Sector, Rising Health Care Costs, Recommendations on Leaders and Laggards in Health Care, Pressure on Managed Care Industry, Potential Impact of Health Care Legislation on the Industry, PBM Industry, Impact of Pending Health Care Reform on Home Health Care, Consumer-Driven Approach of PBMs
Topics covered: The Most Vibrant Growing Global Economies, Thai Government Key Driver for Economic Recovery in 2010, Non-Mainstream Names, Japan Equity Fund, Greater China Fund, Expectation of Strong Earnings in Singapore Companies, Chinese ADRs, China and the US, Asia Pacific Fund
Topics covered: Volume Growth, Value and Momentum, Undervalued High Quality Companies, Stretched Balance Sheets, Multi-Cap Approach, Macro Outlook, Lower Volatility Growth, Investor Demand for Transparency, Inexpensive Valuation, High-Liquidity Environment, High Returns on Capital, Extreme Value Discipline, Areas with Risks
Topics covered: Upscale Casual and Fast Casual Restaurants, U-Shaped Recovery in Restaurant Sector, Restaurant Industry Stability, Near-Term Risk in Hotel Space, Low-Cost and Network Airlines, Increased Consolidation in Airline Industry, Improvement in Transportation Sector, Hotel Occupancy Rates, Fuel Prices a Universal Concern, Firming of Traffic Trends in Restaurant Space, Consumer Traveler Spending, Airline Carriers and Online Travel Agencies
Topics covered: Value Investing, US-listed Chinese Companies, Turnaround Situations, Strategic Buying, Sovereign Bonds, Small-Cap Value, Risk Limitation, Precious Metals, Micro-Cap Companies, Long-Term Value, Industry-Diversified Portfolios, Fundamental Analysis, Companies with International Exposure, Capital Preservation
