Topics covered: VoIP and the resulting IP infrastructure support, PBX sales expectations, Paid peering, Killer apps, Infrastructure as a commodity business, Fragmentation in the soft switch space, Connectivity sector, Collocation, Broadband wireless in China
Topics covered: Treasury Inflation Protected Securities (TIPS), Total Return and Realized Return strategies, Municipal bonds, M&A expectations, Insider selling, Informed contrarianism, Impact of interest rates, Fixed income securities, Energy sector, Base metals outlook, Asset allocation strategy, Active management in risk controlled environments
Topics covered: Trial design, Stocks to avoid., Role of the FDA, Relevance of PEG multiples, Potential blockbuster drugs, Partnerships, Medicare Modernizaion Act, Management team analysis, M&A Activity, IPO outlook, Industry risks, Industry fund flows, Consolidation, Cardiovascular market, Big Pharma versus biotech, ASCO
Topics covered: Valuation ranges, US dollar and pricing, The Washington Agreement, Supply-demand relationship, Stable production trends, Shareholder sentiment about hedging, Outlook for the South African rand, New project developments, Investment demand, Inflation concerns, Industry consolidation, Indian consumption, Impact of oil pricing, Gold market trends in China, Gold hedging, Forward sell incentives, Exploration spending, Exchange-traded funds
Topics covered: Trade deficits, Stock picks and avoidances, Sector allocation strategy, Recovery in Japan, Recognizing value in big technology names, Portfolio construction, Oil prices and energy, Market Volatility, Managing investor expectation, Inflation, Impact of China, Home owership rates, Healthcare expenditures, GARP equity investing, Electronic payment space, Economic productivity, Consumer discretionary space, ADRs in Latin America
