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
Topics covered: Regulatory hurdles, Obesity, Interventional cardiology, International pricing, HIV testing, EPS growth, Cost expectations, Cardiac rhythm management
Topics covered: Volatile asset classes, Technology companies, Russia, Royalty trusts, Moderating market volatility, Future cash flow projection, Exit strategy, Energy space, Emerging Markets, Building risk-controlled portfolios
Topics covered: Valuation stock cycles, Technology as a growth driver, Spending expectations, Orders anticipation, Inventory correction, Handset segment, DRAM manufacturers, Discounting process, Device shrinkage, Consolidation, Chip unit growth
