Topics covered: Strong Secular Growth in E-Commerce, Specialty Hardlines and Softlines Retail, -Brazilian and Mexican Purchasing Power Growth
Companies covered: Apollo Education Group, Inc. (NASDAQ:APOL), American Public Education, Inc. (NASDAQ:APEI), Bridgepoint Education, Inc. (NYSE:BPI), Amazon.com, Inc. (NASDAQ:AMZN), TJX Companies, Inc. (The) (NYSE:TJX), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG), eBay Inc. (NASDAQ:EBAY), Best Buy Co., Inc. (NYSE:BBY), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Apple Inc. (NASDAQ:AAPL), V.F. Corporation (NYSE:VFC), Under Armour, Inc. (NYSE:UA), The Talbots Inc., Tiffany & Co. (NYSE:TIF), Staples, Inc. (NASDAQ:SPLS), Saks Incorporated, Ralph Lauren Corporation (NYSE:RL), Procter & Gamble Company (The) (NYSE:PG), O'Reilly Automotive, Inc. (NASDAQ:ORLY), OfficeMax Inc., Office Depot, Inc. (NASDAQ:ODP), Nike, Inc. (NYSE:NKE), Macy's Inc (NYSE:M), Nordstrom, Inc. (NYSE:JWN), Guess?, Inc. (NYSE:GES), Coldwater Creek Inc., Coach, Inc. (NYSE:COH), Chico's FAS, Inc. (NYSE:CHS), AutoZone, Inc. (NYSE:AZO), Abercrombie & Fitch Company (NYSE:ANF), Advance Auto Parts Inc (NYSE:AAP), Walmart Inc. (NYSE:WMT), Tractor Supply Company (NASDAQ:TSCO), Target Corporation (NYSE:TGT), PetSmart, Inc (NASDAQ:PETM), Lowe's Companies, Inc. (NYSE:LOW), Lumber Liquidators Holdings, Inc (NYSE:LL), HHGregg, Inc. (NYSE:HGG), Home Depot, Inc. (The) (NYSE:HD), Family Dollar Stores, Inc. (NYSE:FDO), Dollar Tree, Inc. (NASDAQ:DLTR), Colgate-Palmolive Company (NYSE:CL), MercadoLibre, Inc. (NASDAQ:MELI), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Companhia Brasileira de Distribuicao (NYSE:CBD), Zumiez Inc. (NASDAQ:ZUMZ), Urban Outfitters, Inc. (NASDAQ:URBN), Ross Stores, Inc. (NASDAQ:ROST), Pacific Sunwear of California, Inc. (NASDAQ:PSUN), New York & Company, Inc. (NYSE:NWY), lululemon athletica inc. (NASDAQ:LULU), Gap, Inc. (The) (NYSE:GPS), Aeropostale Inc (NYSE:ARO), ANN INC. (NYSE:ANN), American Eagle Outfitters, Inc. (NYSE:AEO), Weyerhaeuser Company (NYSE:WY), LiveDeal, Inc. (NASDAQ:LIVE), Cambium Learning Group, Inc. (NASDAQ:ABCD), Noah Education Holdings, Ltd.
