Topics covered: US packaged food group, Stock keeping unit (SKU) reduction, Private label products, Health and wellness, Gasoline price impact, Europe and China, Confectionary area
Topics covered: Pre-revenue R&D stage companies, Phase III data usage, Partnership landscape, New drug applications, Late-stage clinical trials, IPOs, HIV and HCV space, FDA approval trends, Big Pharma sales
Topics covered: Technology growth strategy, Technical analysis outlook, Russell 1000 Growth, Reserve cash positioning, Overall macroeconomic conditions, Large cap pharma, Housing bubble, Fundamental analysis outlook
Topics covered: Regulatory outlook, Price competition for commercial loans, Mortgage banking outlook, Market share shifts, Impact of bankruptcy laws, Fee income issues, Federal interest rate hike cycle, Credit quality issues, Bank Secrecy Act/Anti-Money Laundering
Topics covered: Visa/MasterCard volumes, Outsourcing flows, M&A environment, Long term investment recommendations, Electronic bill presentment and payment services, Debit cards, Creditor card processors