Topics covered: Value Investing, The performance of management teams, The health industry and the political environment, The "When to Own" component, Growth at a discount, Financial Soundness, Early Vs. Late stage biotech development, Client and Porfolio risk control, Capital Preservation, Asset Allocation
Topics covered: The Telecom Meltdown, The infrastructure of internet retailing, Strength in Multi-channel marketing, Social Networks and E-Commerce, Retailing Trends, Online payments surge, Leveraging international channels, Internet traffic growth, Growth trends, Dynamic content delivery
Topics covered: The growing security industry, Part Development, Homeland security and Industrial readiness, Growth in the European Market, Demand in Asia, Defense in the long term, Commercial aerospace risks, Big Brother concerns, Alliances and Partnerships, Air traffic demand, Aerospace/Defense expectations
Topics covered: The poker craze, Promotional mediums, Pipelines, Online education platforms, New gaming technologies, Minimally invasive treatments, IPTV development, Information services and technology industries, India IT/BPO services, Hospitality/retail software, Distribution segment, Development stages, Casino gaming growth opportunities, Aging population, Aesthetics, Advertising and electronic displays
Topics covered: Top-down Approach, Texas-based stocks, Subprime market disaster, Speculative climate, Slowing economy, Secular investment trends, Risk control through sector diversification, Qualitative factors, Private equity premium, Oil services, Low relative valuation of growth versus value, Historical perspective, Contrarian approach, Bottom-up Approach
