Topics covered: Value Investment, Value and Growth Investing, Upside in Small-Cap Stocks, Small-Cap Investing, Secular Growth Themes, Global Growth Equities, Balanced Investment Approach, All-Cap Investing
Companies covered: Biogen Inc. (NASDAQ:BIIB), Amgen Inc. (NASDAQ:AMGN), ACADIA Pharmaceuticals Inc. (NASDAQ:ACAD), Neurocrine Biosciences, Inc. (NASDAQ:NBIX), Alphabet Inc (NASDAQ:GOOG), Gilead Sciences, Inc. (NASDAQ:GILD), CBS Corporation (NYSE:CBS), Orion Energy Systems, Inc. (NASDAQ:OESX), Wendy's Company (The) (NASDAQ:WEN), Freightcar America, Inc. (NASDAQ:RAIL), McDermott International, Inc. (NYSE:MDR), Freeport-McMoran, Inc. (NYSE:FCX), Deckers Outdoor Corporation (NYSE:DECK), CSX Corporation (NYSE:CSX), Amazon.com, Inc. (NASDAQ:AMZN), Internap Corporation (NASDAQ:INAP), Geo Group Inc (The) (NYSE:GEO), eBay Inc. (NASDAQ:EBAY), Apple Inc. (NASDAQ:AAPL), Sempra Energy (NYSE:SRE), IHS Inc. (NYSE:IHS), FactSet Research Systems Inc. (NYSE:FDS), Stericycle, Inc. (NASDAQ:SRCL), Illumina, Inc. (NASDAQ:ILMN)
Topics covered: Regulatory Outlook Gains Clarity, Recovery in the Pacific Northwest, Prolonged Interest Rate Environment Challenges, Pockets of Growth in Western Banking, Investing in Regional Banks, Interest Rates and Loan-Growth Strategies, Heightened M&A Activity, Consolidation in Regional Banking
Companies covered: Columbia Banking System, Inc. (NASDAQ:COLB), Washington Banking Co., Heritage Financial Corporation (NASDAQ:HFWA), Umpqua Holdings Corporation (NASDAQ:UMPQ), Texas Capital Bancshares, Inc. (NASDAQ:TCBI), Zions Bancorporation (NASDAQ:ZION), City National Corporation (NYSE:CYN), BofI Holding, Inc. (NASDAQ:BOFI), Summit State Bank (NASDAQ:SSBI), Southwest Bancorp, Inc. (NASDAQ:OKSB), BBCN Bancorp, Inc. (NASDAQ:BBCN), Wilshire Bancorp, Inc. (NASDAQ:WIBC), SVB Financial Group (NASDAQ:SIVB), Preferred Bank (NASDAQ:PFBC), PacWest Bancorp (NASDAQ:PACW), East West Bancorp, Inc. (NASDAQ:EWBC), CapitalSource Inc., Bank of Hawaii Corporation (NYSE:BOH), Western Alliance Bancorporation (NYSE:WAL), Glacier Bancorp, Inc. (NASDAQ:GBCI)
Topics covered: Unconventional Resources, Shale Drilling Capital Expenditures, Oil Price Expectations, Oil and Gas, Independent E&P Opportunities, Emerging Shale Plays, Capital Expenditures and Consolidation Activity
Companies covered: United Parcel Service, Inc. (NYSE:UPS), Pioneer Natural Resources Company (NYSE:PXD), Newfield Exploration Company (NYSE:NFX), Goodrich Petroleum Corporation (NYSE:GDP), FedEx Corporation (NYSE:FDX), EOG Resources, Inc. (NYSE:EOG), Cheniere Energy, Inc. (NYSEAMERICAN:LNG), Exxon Mobil Corporation (NYSE:XOM), Total SA (ADR) (NYSE:TOT), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Occidental Petroleum Corporation (NYSE:OXY), Murphy Oil Corporation (NYSE:MUR), Marathon Oil Corporation (NYSE:MRO), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), BP p.l.c. (NYSE:BP), Anadarko Petroleum Corporation (NYSE:APC), Apache Corporation (NASDAQ:APA)
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)
