Topics covered: Valuation, The economic downturn, The cash flow generation, The business models, Strong long-term growth, Patent protection, New trends, New products, M&A activities, Generic competition, Drug discovery and development, Differentiated and novel assets, Aesthetic medicine
Topics covered: Uncertainty, The lack of visibility in the macroenvironment, The global recession, The company shutdowns and the layoffs, Sustained volatility, Semiconductor demands, R&D activity, Pricing pressure, Marketing campaigns, Longer-term investments, Industrial markets, Growth rates
Topics covered: The product cycle, The industry structure, The difficult economic environment, The challenges from Taiwan, Solid balance sheets, Purpose-built products, Pure hardware vendors, Liquidity issues, Innovative technologies, Global services, Expense management
Topics covered: The strong and stable banking system in Canada, The importance of the balance sheet, The evolvement of developing countries, Opportunities, Management, Low prices, Involvement with the companies, Global economies, End-user demands, Crisis situations, Cost structure, Capital flows, Auto production
Topics covered: Title IV program and the 90-10 rule, Strong cash flow and balance sheets, Stocks to worry about, Stock picks, State & community colleges under pressure, Stafford loan increases, Risk factors, Regulatory outlook, Postsecondary companies, New managements changing the face of business, Marketing costs, M&A Activity, K-12 companies, International Markets, International acquisitions, Impact of the Obama Administration, For-profit schools & funding student loans, Enrollment trends, Demand environment, Credit-driven issues, Compliance issues, Bad debt levels
