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
Topics covered: Upgrade To 4G, Unlimited Pay-In-Advance Segment Is Fastest-Growing In Wireless, Telecom Carriers VS. Telecom Equipment Vendors, Significant Deceleration In Wireless Subscriber Growth, Secular Decline In RLEC Sector, Rural Local Exchange Carriers, Regulatory Environment, New Telecom Players Apple & Google, Net Neutrality Battle, Increased Competition Hurts Profitability Among Telecom Carriers, High-Growth Opportunity In Latin American Market, Fierce Wireless Competition
Topics covered: Traditional Chinese Medicine VS. Western Medicine In Chinese Pharma, Stem Cell-Based Technology, Small-Cap Specialty Pharma, Pending Health Care Reform, Patent Expiration, Indian Pharma VS. U.S. Pharma, FDA Approval Process, Expansion Into Asian Markets, Cultivating And Expanding R&D Pipelines, Competition From Generics, Clinical Research Outsourcing Market, Chinese Drug Manufacturers, Cancer Radiation Therapy, Brisk M&A Activity
Topics covered: Uptick In Internet Commerce, Social Networking To Drive Brand Awareness, Secular Shift In Market Share To Internet Retailers, Post-Crunch Consumer Confidence, Possible Consolidation Of HSN, Online Traffic Conversion Rates, Online Sales Holiday Outlook, Online Retailer Profit Margins Vs. Bricks-And-Mortar Retailers, Online Marketing Vs. In-Store Marketing, Maximized Markdowns, Inc., Growing Market Share For Online Travel Agents, E-Commerce As A Path To International Expansion, Amazon As The "Wal-Mart Of The Internet"
