Topics covered: Volume Growth, Value and Momentum, Undervalued High Quality Companies, Stretched Balance Sheets, Multi-Cap Approach, Macro Outlook, Lower Volatility Growth, Investor Demand for Transparency, Inexpensive Valuation, High-Liquidity Environment, High Returns on Capital, Extreme Value Discipline, Areas with Risks
Topics covered: Upscale Casual and Fast Casual Restaurants, U-Shaped Recovery in Restaurant Sector, Restaurant Industry Stability, Near-Term Risk in Hotel Space, Low-Cost and Network Airlines, Increased Consolidation in Airline Industry, Improvement in Transportation Sector, Hotel Occupancy Rates, Fuel Prices a Universal Concern, Firming of Traffic Trends in Restaurant Space, Consumer Traveler Spending, Airline Carriers and Online Travel Agencies
Topics covered: Value Investing, US-listed Chinese Companies, Turnaround Situations, Strategic Buying, Sovereign Bonds, Small-Cap Value, Risk Limitation, Precious Metals, Micro-Cap Companies, Long-Term Value, Industry-Diversified Portfolios, Fundamental Analysis, Companies with International Exposure, Capital Preservation
Topics covered: Upgrade To 4G, Unlimited Pay-In-Advance Segment Is Fastest-Growing In Wireless, Telecom Carriers VS. Telecom Equipment Vendors, Significant Deceleration In Wireless Subscriber Growth, Secular Decline In RLEC Sector, Rural Local Exchange Carriers, Regulatory Environment, New Telecom Players Apple & Google, Net Neutrality Battle, Increased Competition Hurts Profitability Among Telecom Carriers, High-Growth Opportunity In Latin American Market, Fierce Wireless Competition
Topics covered: Traditional Chinese Medicine VS. Western Medicine In Chinese Pharma, Stem Cell-Based Technology, Small-Cap Specialty Pharma, Pending Health Care Reform, Patent Expiration, Indian Pharma VS. U.S. Pharma, FDA Approval Process, Expansion Into Asian Markets, Cultivating And Expanding R&D Pipelines, Competition From Generics, Clinical Research Outsourcing Market, Chinese Drug Manufacturers, Cancer Radiation Therapy, Brisk M&A Activity
