Topics covered: Volatility and the Fed, Using regression to forecast returns, Using independant vs. Wall Street research, Turnover strategy, The changing economic and monetary landscape, Technology stock outlook, Tax efficiency, Stocks to avoid., Stock picks, Restaurant stocks, Macro economic analysis as a selection point, Khodorkovsky, Interest rate sensitive stocks, Hong Kong, Global telecom, Forecasting structural political change, Emphasis of free cash flow, Asset allocation strategy, Asian market
Topics covered: Sun care category, Restructuring programs, Product innovation, Pricing flexibility, Liability insurance issues, International developing markets, Institutional investor attitude, Impact of raw materials costs, Impact of litigation, Fragrance space, Distribution options in China, Diaper price war, Currency translation estimates, Barbie strategy
Topics covered: Title IV government loan and grant programs, Tax revenues, Sustainability of growth, Socioeconomic factors, Share price performance trends, Regulatory and legal issues, Postsecondary trends, No Child Left Behind, M&, IPO activity, International market opportunity, Impact of state fiscal health, Higher Education Act, Growth in online operations, Department of Education, Demographics, Corporate marketplace, Corporate benefits, Consolidation by private equity investors, A activity
Topics covered: Vulnerability of technology stocks, Venture capital outlook in healthcare, Stock picks and avoidances, REITs, Positioning in energy, M&, IPO trends, Impact of volatility, Impact of upcoming election, Growth companies and dividends, Genomics, Energy and natural gas, Consumer product stocks, Biotechnology and specialty pharma, A activity
Topics covered: Student loan legislation, Stocks to avoid., Stock picks, Special situation stocks, Slowing growth in card loans, Residential lenders, Purchase market, Potential for spread compression, Non-prime and subprime segments, Mergers and acquisitions, Merchant fees issue, Investor concerns, International card loans, Impact of rising interest rates and inflation, GSE regulatory reform, Effect of job growth on credit costs, Diversification strategies, Credit Quality, Consolidation of Puerto Rican banks, Conforming vs. non-conforming lenders, Cards as a payment vehicle, Auto-lending business
