Topics covered: Weak dollars, Valuation, The tradable commodities, The top-down and bottom-up investment approach, The balance sheet, The asset allocation, The accelerating cash flow, Stock index futures, Recession, Mediocre returns and performance, Global markets, Energy trading, Earnings models, Currencies, Bottom-line earnings
Topics covered: The weak dollar, The return on invested capital, The quantitative bottom-up approach, The earnings growth potential, The dividend history, The credit risk, Temporary hard times, Risk-adjusted returns, Qualified retirement plans, Product lines, Operating margins, Low historic valuations, Inflationary developments, Growth cycles, Global cyclical stocks, Depressed valuations, Core-structured portfolios, Convertible markets, Advanced portfolio construction techniques
Topics covered: Underinvestment in gold mining, Stock recommendations, Political risk profiles, M&A Activity, Joint venture partnerships, Investor concerns, Indian jewelry buying, Increased costs of building new mines, Increased cash flows, Impact of gold ETFs, Hedging and gold, Gold price outlook, Exploration money sources, Energy cost increases, Declines in South African production, Declines in global supply, Cost containment and preserving margins, Chinese gold reserves, Chinese gold production, Central bank sales
Topics covered: The weak dollar, The non-financial sectors, Tactical asset allocation strategy, Solid earnings, Secular bear market, Robust global growth, Quality, Mitigating Risk, Maturity funds, Market Share, Market returns, Market conditions, Managed Futures, Liquidity, Life cycle funds, International sales, Fixed-income exposure, Financial services, Expertise and Value
Topics covered: Urology companies and latest developments, Technology platform companies, Stocks to worry about, Stock recommendations, Safety concerns, Public and private funding, PIPES and structured financing, Outsourcing trends & CRO, Outlook for oncology companies, Late-stage product companies, FDA Approval Process, Failures in oncology trials, Development stage companies, Big Pharma partnerships
