Topics covered: US election impact, Technology valuations, Tax efficiency discipline, Oil services industry, Macro analysis strategy, Equity market capitalization, Energy sector, Energy cost predictions, Contrarian investing, Consumer discretionary stocks, Avoiding value traps
Topics covered: Sustainable technology, Sarbanes-Oxley, Regulatory issues, Pricing pressures, Orthopedics, M&A Activity, Hospital budgets, FDA screening, Cardiovascular space, Automated external defibrillators (AEDs)
Topics covered: VoIP, Tort reform, Terrorism risk impact, S&P weightings, Oil pricing, Materials stocks, Infrastructure Spending, Housing, Growth in China and India, Federal budget deficit, Consumer liquidity, Canadian royalty trusts
Topics covered: Obesity, Medical professional acceptance, Media coverage, Health care cost patterns, FTC, FDA regulation, Distribution channels, Dietary Supplement Health and Education Act (DSHEA), Demographic trends, Clinical study support
Topics covered: Verticalizing products, Utility computing, Sarbanes-Oxley, Sales force automation, Pricing pressures, Oracle/PeopleSoft integration, Open source, On-demand providers, Offshore outsourcing, M&A Activity, Growth in enterprise software, Corporate IT spending environment
