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"
Topics covered: Trend Toward Orphan Disease Drug Development, Ownership Ego Preventing Shareholder Returns, IPO And Secondary Offering Window Opening, Impact Of Health Care Reform, Heightened M&A Activity, Generic Drug Competition, Gene Delivery Technology, Easier Credit For Small Cap Biotech Companies, Developments In Cancer Chemotherapeutics, Decreased Clinical Development Risk, Current Length Of FDA Approval Process, Convergence Of Large-Cap Biotech And Pharmaceutical Companies, Big Pharma R&D Pipeline
Topics covered: Valuations, Unit Volume, Undervalued Stocks, Technologies, Tax Rate, Sustainability and Predictability of Earnings Growth, Surge in Consumer Spending, Source of Earnings, Relative Opportunity &, Recovering Economy, Quality Control, Opportunity Cost, Innovation, Increasing Production, Increasing Dividend, Increase in Viewership, High Volatility, Growth, Growing Earnings, Foreign Income, Equity Research Capabilities, Effects of Healthcare Reform, Downside Protection, Domestic and Global Recovery, Divident Cuts, Discretionary Stocks, Development of New Products, Demand for Steel, Concentrated Portfolios, Coal Mining Operations, Canadian Banking, Bullish on Growth, Acquisitions
Topics covered: Valuation Opportunity, Sustained Economic Growth, Survival of the Fittest, Retrogression in Consumption, Reflation Trade, Rebounding, Raising Dividends, Market Stress Issue, Limited Partnership Units, Less Available Credit, Investing in ETFs, Gold and Silver Exports, Global Growth, Equity Exposure, Emerging Markets, Emerging Countries versus Developed Countries, Effects of a Global Credit Crisis, Educating Clients, Depressed Units, Credit Quality, Chinese Economy
Topics covered: Wage Concessions, VLCC Traffic Flow, US Import/Export Traffic, Terminating Markets, Tanker Companies Versus Dry Bulk Companies, Restructuring and Consolidation, Regional Market Balance, Real Demand Versus Stimulus Demand, Railroad Expansion, Pricing Margins, Pickups in Infrastructure Spending, Overcapacity in the Shipping Industry, Navigating the Downturn, Monitoring Potential Acquisitions, Improvement in Volumes, Growth of Fleets, Future Oversupply, Falling Demand, Distressed Shipping Balance Sheets, Demand in Emerging Countries, Chinese Infrastructure Stimulus, Chinese Government Ship Building Infrastructure Growth, Chinese Cell Phones Market Growth, China Export Tax, Capacity of Passenger Aircraft, Automobile Industry Demand Forecasts, Asia-Pacific Region Transportation Growth, Affects of Declines in Passenger Flights
