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)
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)
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.
Topics covered: Regulatory Outlook Gains Clarity, Investing in Regional Banks, Interest Rates and Loan-Growth Strategies, Increased Lending Opportunities, Heightened M&A Activity, Heightened Banking Competition, Consolidation in Regional Banking, Benefits from Higher Interest Rates
Companies covered: TCF Financial Corporation (NYSE:TCF), First Horizon National Corporation (NYSE:FHN), First Defiance Financial Corp. (NASDAQ:FDEF), Zions Bancorporation (NASDAQ:ZION), Regions Financial Corporation (NYSE:RF), Huntington Bancshares Incorporated (NASDAQ:HBAN), FirstMerit Corporation (NASDAQ:FMER), Fifth Third Bancorp (NASDAQ:FITB), City National Corporation (NYSE:CYN), BB&T Corporation (NYSE:BBT), BNC Bancorp (NASDAQ:BNCN), Ameris Bancorp (NASDAQ:ABCB), SCBT Financial Corp., PacWest Bancorp (NASDAQ:PACW), Citizens Community Bancorp, Inc. (NASDAQ:CZWI), BOK Financial Corporation (NASDAQ:BOKF), Umpqua Holdings Corporation (NASDAQ:UMPQ), Texas Capital Bancshares, Inc. (NASDAQ:TCBI), Sterling Financial Corp., Hilltop Holdings Inc. (NYSE:HTH), First Financial Bankshares, Inc. (NASDAQ:FFIN), Comerica Incorporated (NYSE:CMA), Cullen/Frost Bankers, Inc. (NYSE:CFR), Citigroup Inc. (NYSE:C)
Topics covered: Unconventional Resources, Shale, Oil Price Expectations, Offshore Deepwater Oil Discoveries, Offshore Capex Growth, Offshore and Deepwater Drilling, Frontier Exploration and Development, Domestic Crude Prices, Capital Expenditures and Consolidation Activity
Companies covered: BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), YPF Sociedad Anonima (NYSE:YPF), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Chevron Corporation (NYSE:CVX), Gran Tierra Energy Inc. (NYSEAMERICAN:GTE), Exxon Mobil Corporation (NYSE:XOM), Petrobras Argentina S.A. (NYSE:PZE), Ecopetrol S.A. (NYSE:EC), ConocoPhillips (NYSE:COP), Weatherford International plc (NYSE:WFT), Superior Energy Services, Inc. (NYSE:SPN), Schlumberger N.V. (NYSE:SLB), SINOPEC Shangai Petrochemical Company, Ltd. (NYSE:SHI), PetroChina Company Limited (NYSE:PTR), Key Energy Services, Inc. (NYSE:KEG), Halliburton Company (NYSE:HAL), CNOOC Limited (NYSE:CEO), Baker Hughes (NYSE:BKR), Total SA (ADR) (NYSE:TOT), Statoil ASA (NYSE:STO), ENI S.p.A. (NYSE:E), BP p.l.c. (NYSE:BP), Transocean Ltd. (NYSE:RIG), Rowan Companies plc (NYSE:RDC), Noble Corporation (NYSE:NE), GulfMark Offshore, Inc. (NYSE:GLF)
