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
Topics covered: Unemployment impact on breakfast/lunch fare, Strongest brands, Store level margins under pressure, Stocks to worry about, Stock picks, Stock buybacks, Outlook for commodity prices, M&A Activity, Investor interest, Good and bad concepts, Generation Y consumers, Food inflation, Focus on value, Fast food growth, Demographic trends, Decline in casual dining demand, Debt covenant ratios, Bar & grill operators, Aggressive promotions
