Topics covered: Volatility in energy, Risk-adjusted loans, Regulatory changes, FICO scores, Dividend growth expectations, Commercial real estate sector, CDO market, Buy-here/pay-here (BHPH)
Topics covered: Sarbanes-Oxley regulations, Processor speeds, Plant closings, Inventory issues, Infrastructure in China, Flash memory market, DRAM, Competitive environment, Chip architecture problems
Topics covered: The currency arena, Regulating hedge funds, MSCI World Index, Long/short equity markets, Inflationary outlook, GARP discipline, Fixed income investing, ETFs, Contrarian picks, BBB bonds
Topics covered: Trends in demographics, Resurfacing technologies, Reimbursement Trends, Regulatory investigations, Product life and launch cycles, Orthopedics space, Hip and knee market, DOJ investigations, Biologics
Topics covered: Valuations in small cap Biotech, Toll-like receptor (TLR) space, Therapeutic drug companies, Special Protocol Assessment (SPA) process, Reimbursement, Pipeline projects, Patent expirations, Oncology space, M&A expectations, Generic biologics, FDA environment
