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
Topics covered: Volatility, True growth, The equity market, The balanced investment approach, Stock buybacks, Spin-offs, Small cap stocks, Risk-adjusted returns, Recapitalizations, Price reductions, Mid-cap stocks, Mergers and acquisitions, Management standards, Liquidations, International Markets, Intellectual property protection, Free Cash Flow, Expanding margins, Exchange offers, Corporate Governance, Consumer discretionary companies, Bankruptcies, Accounting standards
Topics covered: Traditional hardline retailers, The slowing economy, The retail sector, The macro environment, The e-commerce services, Secular retail trends, Sales tax, Positive long-term fundamentals, Outsourcing services, Online advertising, Marketing services companies, International portfolios, Consumer purchasing habits, Consumer demands, Capital-efficient business models, Ad-driven models
