Topics covered: The Japanese economy, Sell process, Risk management techniques, Portfolio transparency, Investment anomalies, Gold shares, Event-Driven Investment Opportunities, Emerging Markets, Diversification, Contrarian investment approach, Bottom-Up Stock Selection, Agricultural stocks
Topics covered: Weakness in Chinese online gaming, Video game hardware, Stocks to worry about, Stock recommendations, Speech-based technologies, Poor sales of DVRs, Overseas manufacturing, M&A Activity, Investor interest, Internet penetration, HD TVs, Effects of the economic downturn, Digital design, Digital cameras, Decline in DVD sales, Broadband penetration, Broadband congestion, Blu-ray pricing
Topics covered: Technology cycle, Strong market positions, Stock selection, Secular technological trends, Positive alphas, Investment climate in Taiwan, Increasing shareholder value, Growth potential, Corporate earnings growth, Conservative quantitative investment process, Asian regional markets
Topics covered: Private label growth, Price increases, Pressure on lower income consumers, Offsetting inflation, Market conditions, M&A Activity, Internal restructuring, Hurricanes in 2005, Growth in sun care segment, Gross margin expansion, Good cash flow generation, Fear of recession, Difficult cost environment, Accelerated share repurchase programs
Topics covered: Universal health care and its impact, Stock recommendations, Reimbursement issues, Regulatory outlook, Investor interest, Industry consolidation, Impact of November elections, FDA Approval Process, 510(k) applications and PMA products
