Topics covered: Tower Cell Splitting, Next Phase of 4G Buildout, New Site Leasing Activity, Integrated Wireless Platforms, Increased Competition in Wireless Space, Global Wireless Spectrum Allocation, Consolidation of Components, 4G Infrastructure Capital Expenditures
Companies covered: Broadcom Corporation (NASDAQ:BRCM), Avago Technologies Limited (NASDAQ:AVGO), Atmel Corporation (NASDAQ:ATML), Texas Instruments Incorporated (NASDAQ:TXN), QUALCOMM Incorporated (NASDAQ:QCOM), NVIDIA Corporation (NASDAQ:NVDA), Marvell Technology Group Ltd. (NASDAQ:MRVL), LSI Corporation, Intel Corporation (NASDAQ:INTC), America Movil, S.A.B. de C.V. (NYSE:AMX), AT&T Inc. (NYSE:T), SBA Communications Corporation (NASDAQ:SBAC), Sprint Corporation (NYSE:S), Crown Castle International (NYSE:CCI), American Tower Corporation (REIT) (NYSE:AMT), magicJack VocalTec Ltd (NASDAQ:CALL)
Topics covered: Value Oriented Strategy, Upside in Small-Cap Stocks, Small-Cap Investing, Sector Rotation Investing, Portfolio Diversification with Closed-End Mutual Funds, High-Quality Companies, High-Grade Fixed Income Securities, Bottom-Up Stock Selection
Companies covered: Apple Inc. (NASDAQ:AAPL), Ultra Petroleum Corp. (NYSE:UPL), Merck & Company, Inc. (NYSE:MRK), First Acceptance Corporation (NYSE:FAC), Dell Inc. (NASDAQ:DELL), Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Arch Capital Group Ltd. (NASDAQ:ACGL), Amazon.com, Inc. (NASDAQ:AMZN), Exxon Mobil Corporation (NYSE:XOM), Vodafone Group Plc (NASDAQ:VOD), United Technologies Corporation (NYSE:UTX), TJX Companies, Inc. (The) (NYSE:TJX), Synovus Financial Corp. (NYSE:SNV), QUALCOMM Incorporated (NASDAQ:QCOM), Novartis AG (NYSE:NVS), Coca-Cola Company (The) (NYSE:KO), J P Morgan Chase & Co (NYSE:JPM), Halliburton Company (NYSE:HAL), Alphabet Inc (NASDAQ:GOOG), General Electric Company (NYSE:GE), Dril-Quip, Inc. (NYSE:DRQ), Salesforce.com Inc (NYSE:CRM), Costco Wholesale Corporation (NASDAQ:COST), American International Group, Inc. (NYSE:AIG), Carrols Restaurant Group, Inc. (NASDAQ:TAST), World Wrestling Entertainment, Inc. (NYSE:WWE), Walter Energy, Inc. (NYSE:WLT), Walter Investment Management Corp. (NYSE:WAC), Pfizer, Inc. (NYSE:PFE), Lender Processing Services, In, Fidelity National Financial, Inc. (NYSE:FNF), EOG Resources, Inc. (NYSE:EOG), Dover Corporation (NYSE:DOV), Cablevision Systems Corporation (NYSE:CVC), BancorpSouth, Inc. (NYSE:BXS), American Equity Investment Life Holding Company (NYSE:AEL), Nu Skin Enterprises, Inc. (NYSE:NUS), Herbalife LTD. (NYSE:HLF)
Topics covered: Upside Potential in Staffing Sector, Strong Demand for IT Staffing, Steady Growth in Labor Market, Secular Trend Toward Temporary Staffing, Healthy Demand in BPO Space, Growth in Temporary Staffing Demand, Cost-Cutting Measures, BPO Market Trends
Companies covered: StarTek, Inc. (NYSE:SRT), Resources Connection, Inc. (NASDAQ:RECN), On Assignment, Inc. (NYSE:ASGN), Robert Half International Inc. (NYSE:RHI), ManpowerGroup (NYSE:MAN), Korn/Ferry International (NYSE:KFY), Heidrick & Struggles International, Inc. (NASDAQ:HSII), AMN Healthcare Services Inc (NYSE:AMN), Western Union Company (The) (NYSE:WU), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Kforce, Inc. (NASDAQ:KFRC), Iron Mountain Incorporated (NYSE:IRM), Geo Group Inc (The) (NYSE:GEO), Corrections Corporation of America (NYSE:CXW), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), WNS (Holdings) Limited (NYSE:WNS), Virtusa Corporation (NASDAQ:VRTU), The Travelers Companies, Inc. (NYSE:TRV), Syntel, Inc. (NASDAQ:SYNT), Sapient Corporation (NASDAQ:SAPE), General Electric Company (NYSE:GE), Genpact Limited (NYSE:G), ExlService Holdings, Inc. (NASDAQ:EXLS)
Topics covered: Value Oriented Strategy, Small-Cap Investing, Quality of Business, Multicap Contrarian Investing, Long-Term Intrinsic Value, High-Quality Companies, Contrarian Approach to Investing, Asset-Heavy Companies
Companies covered: Starbucks Corporation (NASDAQ:SBUX), Monsanto Company (NYSE:MON), TRW Automotive Holdings Corporation (NYSE:TRW), TE Connectivity Ltd. (NYSE:TEL), Newfield Exploration Company (NYSE:NFX), Applied Materials, Inc. (NASDAQ:AMAT), Texas Instruments Incorporated (NASDAQ:TXN), State Street Corporation (NYSE:STT), Sanofi (NYSE:SNY), QUALCOMM Incorporated (NASDAQ:QCOM), Pfizer, Inc. (NYSE:PFE), Novartis AG (NYSE:NVS), Marsh & McLennan Companies, Inc. (NYSE:MMC), McKesson Corporation (NYSE:MCK), Southwest Airlines Company (NYSE:LUV), Life Technologies Corporation, Alphabet Inc (NASDAQ:GOOG), E.I. du Pont de Nemours and Company (NYSE:DD), CVS Health Corporation (NYSE:CVS), Cardinal Health, Inc. (NYSE:CAH), Citigroup Inc. (NYSE:C), AmerisourceBergen Corporation (Holding Co) (NYSE:ABC), Agilent Technologies, Inc. (NYSE:A)
Topics covered: Unconventional Resources, Shale, Oil Price Expectations, Oil and Gas Transportation Services, Offshore and Deepwater Drilling, International Energy Opportunities, Domestic Crude Prices, Dividend Yields for Energy Investors, Bundled Oil and Gas Services
Companies covered: National Oilwell Varco, Inc. (NYSE:NOV), TransCanada Corporation (NYSE:TRP), Enbridge Inc (NYSE:ENB), Canadian Pacific Railway Limited (NYSE:CP), Canadian National Railway Company (NYSE:CNI), FMC Technologies, Inc. (NYSE:FTI), Fluor Corporation (NYSE:FLR), Dresser-Rand Group Inc. (NYSE:DRC), Dow Inc. (NYSE:DOW), Weatherford International plc (NYSE:WFT), Schlumberger N.V. (NYSE:SLB), Transocean Ltd. (NYSE:RIG), Icahn Enterprises L.P. (NASDAQ:IEP), Halliburton Company (NYSE:HAL), Cameron International Corporation (NYSE:CAM), Baker Hughes (NYSE:BKR), Noble Corporation (NYSE:NE), Hornbeck Offshore Services (NYSE:HOS), Helix Energy Solutions Group, Inc. (NYSE:HLX), Diamond Offshore Drilling, Inc. (OTCMKTS:DOFSQ), Exxon Mobil Corporation (NYSE:XOM), Total SA (ADR) (NYSE:TOT), General Electric Company (NYSE:GE), ENSCO plc (NYSE:ESV), Chevron Corporation (NYSE:CVX), Rowan Companies plc (NYSE:RDC), Oceaneering International, Inc. (NYSE:OII), Noble Energy Inc. (NYSE:NBL), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR)
