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
Topics covered: Volatility reduction, Underperforming funds, The valuation of biotech names, Sector-focused growth management investment style, Risk-adjusted p/e ratio, Risk Management, Near-term performance, Mutual funds, Management of client expectations, Individual security selection, ETFs, Company growth rate, Classifying funds based on risk, Asset Allocation, Alpha generation
Topics covered: Underwriting, The two-year time horizon, The reinsurance space, Short-term opportunities, Premium on the decline, Credit risk, Cheap opportunities, A combination of the rate and the policy count
Topics covered: Weaker production, The weakening economy, The soft housing market, The Chinese domestic market, Higher raw materials costs, Higher gas prices, Global Growth, Exports gaining momentum, China as the biggest automobile market in the world, A shift to less profitable vehicles, A modest recovery might occur in 2009, A decline in sales
