Topics covered: Supply/demand equation, Reserve margins, Regulatory Environment, Oil Price Impact, Nuclear power, Liquidity concerns, Federal Energy Regulatory Commission, Dividends, Coal prices, Capacity construction
Topics covered: Volatility, Pulmonary segment, Product pipeline, PBA, Oncology, New Drug Applications at FDA, Investor concerns, HIV treatment, Hedge fund interest, ASCO, Approval strategy, Alzheimers treatment
Topics covered: Valuations, Using safety data, Specialty pharma, Role of R&D, Regulatory approval standards, Product development, Offsetting production costs, Investor interest, Growth rate expectations, Generics sector
Topics covered: Turnover strategy, Tax efficiency, Steel in China, REITs, Price to sales ratios, Oil pricing, Nesbitt Burns Small Cap Index, IPOs in Canada, GAAP pension accounting, Fixed income management, Diabetic testing supplies space, Department of Justice activity, Contrarian investing, Consumer discretionary, Arbitrage
Topics covered: Rating agencies, Rate increase pace, Pricing expectations, M&A Activity, Loss-mitigation techniques, Impact of litigation, Hurricane activity, Excess and surplus lines, Capacity restriction, Bermuda, Asbestos and environmental liabilities
