Topics covered: US Treasury curve, US fixed income market, TIPS, Telecomm and number portability, SMAs, Risk-adjusted return, Materials sector, Management in small cap, Industry diversification strategy, Icelandic bond market, Financial services stocks, Emerging Markets, Domestic growth in Japan
Topics covered: Truckload and LTL, Supply chain management, Stock performance, Sector and company data as benchmarks, RFIDs, Outlook for railroads, Market Share, Mail security, M&, Labor costs, Labor contracts, Investor interest, Insurance levels, Increase in operating costs, Impact of fuel costs, Growth in outsourcing, Economic recovery outlook, Cost cutting in logistics, Asset-based vs. non-asset-based players, Airfreight and logistics, A activity
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
