Topics covered: Technological substitution, Share buybacks, Risk control strategy, Railroad companies, Quantitative Investing, Mutual fund scandals, MSCI EAFE Index, Macroeconomic reporting, Investing in foreign debt, Futures markets, Fixed income securities, Emerging franchises, Consumer stocks, Chinese currency
Topics covered: US commodity usage, Production increases, Nickel exposure, M&A Activity, German industrial production, Demand growth in China, Canadian dollar pricing impact
Topics covered: Volatility in resource stocks, Supply/demand, Price expectations, Macroeconomic drivers, International Markets, Gold-forex relationships, Gold as a hard asset, Fabrication, Exploration, ETFs, Corporate hedging
Topics covered: US election impact, Technology valuations, Tax efficiency discipline, Oil services industry, Macro analysis strategy, Equity market capitalization, Energy sector, Energy cost predictions, Contrarian investing, Consumer discretionary stocks, Avoiding value traps
Topics covered: Sustainable technology, Sarbanes-Oxley, Regulatory issues, Pricing pressures, Orthopedics, M&A Activity, Hospital budgets, FDA screening, Cardiovascular space, Automated external defibrillators (AEDs)
