Investing Strategies

February 28, 2014

Buy ($175)

Topics covered: Secular Growth Themes, Midcap Growth Strategy, High-Quality Companies, Dividend-Paying Stocks, Bottom-Up Stock Selection

Companies covered: Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Copart, Inc. (NASDAQ:CPRT), Biogen Inc. (NASDAQ:BIIB), Amazon.com, Inc. (NASDAQ:AMZN), Rackspace Hosting, Inc (NYSE:RAX), Pfizer, Inc. (NYSE:PFE), NII Holdings Inc., Merck & Company, Inc. (NYSE:MRK), Intuitive Surgical, Inc. (NASDAQ:ISRG), Illumina, Inc. (NASDAQ:ILMN), Alphabet Inc (NASDAQ:GOOG), Gilead Sciences, Inc. (NASDAQ:GILD), Catamaran Corporation (NASDAQ:CTRX), The Priceline Group Inc. (NASDAQ:PCLN), Netflix, Inc. (NASDAQ:NFLX), Monster Worldwide, Inc. (NYSE:MWW), The Middleby Corporation (NASDAQ:MIDD), Canadian Pacific Railway Limited (NYSE:CP), Canadian National Railway Company (NYSE:CNI), Alliance Data Systems Corporation (NYSE:ADS), Walgreen Co., QUALCOMM Incorporated (NASDAQ:QCOM), Medtronic, Inc. (NYSE:MDT), Johnson & Johnson (NYSE:JNJ), International Business Machines Corporation (NYSE:IBM), Eaton Corporation, PLC (NYSE:ETN), Walt Disney Company (The) (NYSE:DIS), Chevron Corporation (NYSE:CVX), CVS Health Corporation (NYSE:CVS), BlackRock, Inc. (NYSE:BLK)

Investing Strategies

February 14, 2014

Buy ($175)

Topics covered: Upside in Small-Cap Stocks, Small-Cap Investing, Portfolio Managers, Lowered Risk, Large-Cap Growth, Investing Strategies, Capital Appreciation, Bottom-Up Stock Selection

Companies covered: Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), QUALCOMM Incorporated (NASDAQ:QCOM), Netflix, Inc. (NASDAQ:NFLX), lululemon athletica inc. (NASDAQ:LULU), Alphabet Inc (NASDAQ:GOOG), Chipotle Mexican Grill, Inc. (NYSE:CMG), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), Valspar Corporation (The) (NYSE:VAL), Titan Machinery Inc. (NASDAQ:TITN), Loews Corporation (NYSE:L), Badger Meter, Inc. (NYSE:BMI), McDonald's Corporation (NYSE:MCD), Coca-Cola Company (The) (NYSE:KO), Johnson & Johnson (NYSE:JNJ), Federated Investors, Inc. (NYSE:FII), Cliffs Natural Resources Inc. (NYSE:CLF), Best Buy Co., Inc. (NYSE:BBY), Starbucks Corporation (NASDAQ:SBUX), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Merck & Company, Inc. (NYSE:MRK), Intuitive Surgical, Inc. (NASDAQ:ISRG), Chicago Bridge & Iron Company N.V. (NYSE:CBI)

Data Hosting Centers and Data Storage

February 14, 2014

Buy ($175)

Topics covered: Mobile Computing, Managed Hosting and Cloud Computing, International Enterprise and Consumer Demand, Infrastructure Upgrades and Consolidation Activity, Flash Memory, Data Hosting Centers, Data Center REITS, Colocation, Cloud Computing Secular Trends

Companies covered: Brocade Communications Systems, Inc. (NASDAQ:BRCD), Amazon.com, Inc. (NASDAQ:AMZN), Xyratex Ltd., Western Digital Corporation (NASDAQ:WDC), Seagate Technology. (NASDAQ:STX), STEC, Inc., Rackspace Hosting, Inc (NYSE:RAX), QLogic Corporation (NASDAQ:QLGC), NetApp, Inc. (NASDAQ:NTAP), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Gartner, Inc. (NYSE:IT), Intel Corporation (NASDAQ:INTC), International Business Machines Corporation (NYSE:IBM), Equinix, Inc. (NASDAQ:EQIX), EMC Corporation (NYSE:EMC), Emulex Corporation (NYSE:ELX), CommVault Systems, Inc. (NASDAQ:CVLT), Datalink Corporation (NASDAQ:DTLK), SanDisk Corporation (NASDAQ:SNDK), Intevac, Inc. (NASDAQ:IVAC), Hutchinson Technology Incorporated (NASDAQ:HTCH), 21Vianet Group, Inc. (NASDAQ:VNET), Vmware, Inc. (NYSE:VMW), Microsoft Corporation (NASDAQ:MSFT), Iron Mountain Incorporated (NYSE:IRM), Alphabet Inc (NASDAQ:GOOG), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), Salesforce.com Inc (NYSE:CRM), CoreSite Realty Corporation (NYSE:COR), Cogent Communications Holdings, Inc. (NASDAQ:CCOI), Akamai Technologies, Inc. (NASDAQ:AKAM), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), F5 Networks, Inc. (NASDAQ:FFIV), GlobalSCAPE, Inc. (NYSEMKT:GSB), Prudential Financial, Inc. (NYSE:PRU)

Alternative Energy & Utilities

February 13, 2014

Buy ($175)

Topics covered: Solar Growth Drivers and Headwinds, Solar Energy Pricing, Regulatory Headwinds for U.S. Utilities, Outlook for Biofuels and Biochemicals, Grid Parity Timelines for Alternative Energy, Government Subsidies and Regulation, Asia Pacific Demand for Solar Energy

Companies covered: Plug Power, Inc. (NASDAQ:PLUG), Gas Natural Inc. (AMEX:EGAS), El Paso Electric Company (NYSE:EE), CMS Energy Corporation (NYSE:CMS), Integrys Energy Group (NYSE:TEG), Southern Company (The) (NYSE:SO), ITC Holdings Corp. (NYSE:ITC), Dominion Energy, Inc. (NYSE:D), American Water Works (NYSE:AWK), Ballard Power Systems, Inc. (NASDAQ:BLDP), Toyota Motor Corp Ltd Ord (NYSE:TM), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), Advanced Energy Industries, Inc. (NASDAQ:AEIS), Trina Solar Limited (NYSE:TSL), LDK Solar Co.Ltd., JA Solar Holdings, Co., Ltd. (NASDAQ:JASO), First Solar, Inc. (NASDAQ:FSLR), Total SA (ADR) (NYSE:TOT), NRG Energy, Inc. (NYSE:NRG), EnerNOC, Inc. (NASDAQ:ENOC), Pacific Gas & Electric Co. (NYSE:PCG), FirstEnergy Corporation (NYSE:FE), Exelon Corporation (NYSE:EXC), Edison International (NYSE:EIX), Dynegy Inc. (NYSE:DYN), Duke Energy Corporation (NYSE:DUK), Calpine Corporation (NYSE:CPN), American Electric Power Company, Inc. (NYSE:AEP), Ameren Corporation (NYSE:AEE), Chart Industries, Inc. (NASDAQ:GTLS), PetroChina Company Limited (NYSE:PTR), Real Goods Solar, Inc.

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