Topics covered: Traditional valuation metrics, The volatility in the market, The price of oil, The aging of the US population, Technical indicators, Stability of earnings, Recessionary pressures, Massive stimulus and spending programs, Growth Prospects, Globalization, Diversification, Defensive characteristics, Declines in portfolio and housing, Credit quality issues, Common stock
Topics covered: The reimbursement rates, The growth in health care, Reduced hospital spending, R&D expenditures, Pricing transparency, Patent protection, New product introductions, Medically necessary opportunities, Medical technologies, M&A Activity, Impact of new Administration, Cost-benefit analysis, Cost control
Topics covered: Update on major development pipelines, Technology vendors, Stock recommendations, Regional gaming markets, Owned and participation slot machines, Outlook for business travel, New slot games, Lodging occupancy rates, Labor issues, Investor attitudes, Gaming suppliers, Destination gaming markets, Depressed RevPAR, Debt burden problems, Covenants/liquidity issues, Cost-Cutting Measures, "Staycations"- M&A activity
Topics covered: Volatility, Traditionally defensive areas, The price of oil, Specialization, Risk-adjusted opportunities, Quality stocks, Patent expiration issues, Operating costs, Innovative management, In-house research, Flexibility, Development of new and improving products, Deal activity, Business models, Budgetary pressures, Asset Allocation
Topics covered: Transportation costs, The unemployment rate, The fashion component, Strong brand equity, Store closings, Social networking sites, Shopping habits, Reduced global demand, Promotions and markdowns, Profitable growth, Product diversification, Operating structure, M&A activities, Inventory levels, Different technologies, Capital expenditures, Big vacancy rates in malls, Bankruptcies
