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
Topics covered: Variable annuity business, Stock picks and avoidances, Spread-based life insurance groups, Shorting insurance broker stocks, Reinsurance, Recent legal activity and risks, Pricing environment, Placement Service Agreements, Organic growth models, Impact of interest rates, Financial mutual funds, Declines in premiums, Contingent commisions, Consolidation among public brokers, Cash flow underwriting, Capacity creation
Topics covered: Yields vs. capital returns, Value characteristics as an asset class, Turnover averaging, Tax efficiency, Investor concerns, Global macro, Exit strategies, Due diligence, Dollar valuation, Diversification, Consumer staples, Concentrated portfolio strategy, Bonds, Arbitrage strategies, "Core" investing
