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
Topics covered: South Africa, Scrap market, Money laundering, Middle Eastern petrodollars, Gold bull theories, Gold and silver prices trends, ETF products, Demand in China, Dehedging activity, Collapse of the dollar
Topics covered: Publicly traded REITs, Management assessment, Mall development, Interest rate environment, Hedging against inflation, Geopolitical factors, GARP, Buy and hold strategy, Apartments sector, American consumption
Topics covered: The generic segment, Share price growth, Product exclusives, Pharmaceutical companies, Medicare-Medicaid, Investor interest, FDA trials, Drug patent trends, Branded marketing space
Topics covered: The Middle East, M&A Activity, Investing in China, Hurricane season pickup, High feedstock costs, Ethylene, Energy prices, Commodity cycle, Capacity utilization rate
