Topics covered: Slowing economy, Proprietary equity research process, Large Cap Growth Stocks, Large and small cap, Good long-term value companies, Diversification in the health care sector, Diversification across growth segments
Topics covered: Ton-mile demand scenario, The most spot exposure companies, Tanker market, Solid perfomance, Profitable environment, Oil demand growth, Long-term time charters, Dry bulk space, Buying back shares
Topics covered: Supply/demand issue, Premium valuation, Mid-tier companies, M&A front, Long-term hurdle rate, Long-term conservative number, Income trust and royalty trust issue
Topics covered: Wireless companies, Socially Responsible Investing, Semiconductor space, Pension Reform Act, Net Worth Management, Large cap stock bubble, Foreign securities, Data Security, Certificates of Deposits (CDs), 10-year Treasury notes
Topics covered: Trading services space, Sarbanes-Oxley and the Patriot Act, Regulatory outlook, Overseas opportunities, M&A Activity, Interest in REITs, Fixed income management, Exchange sector, Chinese banks
