Topics covered: Volatility, The current market dislocation, New business opportunities, International stocks, Historically attractive valuations, High-Quality Companies, Free Cash Flow, Diversification, Different time periods, Consistent earning power, Commodity prices, Capital gains taxes
Topics covered: Visibility, The recent government bailout bill, The overall defense budget, The military modernization effort, Technology driven product lines, Security initiatives, Margin expansion, Economically sensitive markets, Biometric technology, Balance sheets
Topics covered: The slowdown of global economies, The cuts in defense spending, State-of-the-art communications, Raw material prices, Militarizing space, Management Teams, Fuel prices, Domestic issues, Diversity, Commercial markets, Bill-paying programs, Acquisitions
Topics covered: Valuation, The real estate market, The long-term potential, The insulin delivery device, The consumer product model, Sustainable Investing, social and governance (ESG) criteria, Safe and effective therapies, Reasonable prices, Quality companies, Product integrity, New Opportunities, Governance practices, Future growth, Environmental, Drug interactions, Diversity, Diabetes-related issues, Chinese companies
Topics covered: Tuck-in acquisitions, Stocks to avoid., Stock recommendations, Stock price performance, Role of Big Pharma, Pharmaeconomics, PDUFA dates, Off-patent drugs, M&A outlook, Hybrid companies, Higher costs of drug development, Financing environment, FDA actions, Asset sales from small cap biotechs
