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
Topics covered: The traditional brokerage model, The current difficult environment, The basis of the process, Operating conditions, New tools, Market cycle, Management, Good businesses, Future cash flows, Fast Growing Companies, Emerging market countries, Diversification, Bargain stocks
Topics covered: Wind energy outlook, US subsidies for solar technology, Structure of carbon markets, Stock recommendations, Solar infrastructure, Smart meters in California, Shortage of polysilicon, Opportunities in utilities, Manufacturing costs of solar technologies, M&A outlook, Investor interest, Impact of ITC legislation, Grid parity in developed nations, Free cash flow companies, Energy efficiency and conservation, Energy costs and link to renewables, Credit and capital issues, Advanced metering
Topics covered: The impact of the credit crisis, The current economic downturn, Renewable generation, Positive earnings, M&A activities, Lower gas prices, Long-term valuations, Higher coal prices, Commodity sensitivity, Capital requirements, Attractive opportunities
Topics covered: Unprecedented market volatility, The investing landscape, The current market environment, Systematic risk, Sector-specific risk, Return expectations, Reduced Equity exposures, Predictability, Portfolio performance, Company-specific characteristics, Alternative asset classes, Absolute/relative performance
