Topics covered: US labor statistics, Suite building through M&A, PEO space, Payroll applications, Outsourcing trends, Investor interest levels, HR costs, BPO engagements, Best-of-breed market
Topics covered: Tax rates, Licensing hurdle, Impact of gas prices, Hedge fund interest, Gulf Coast market, Cross-marketing, Consolidation trend, Casino-specific trends, Atlantic City market
Topics covered: Wide-band CDMA technology (WCDMA), Vista operating system, Russell 1000 Growth arena, Pharmaceutical stocks, Oil prices, Junk bonds, Impact of globalization, Anti-inflation strategy, 10 year Treasury bond yields
Topics covered: Sector trial failures, M&A Activity, Infectious diseases, HCV space, FDA approval trends, European Union regulations, Equity financing models, Cancer drugs
Topics covered: Value traps, The ASP model, Sell discipline strategy, PEG ratios, Large Cap Growth Index, Earnings qualities, Corporate Governance, Chinese opportunities, Basic materials and commodities
