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)
Topics covered: Oil Price Expectations, Oil Market Supply and Demand, Master Limited Partnerships Distribution Growth, Investor Sentiment on Oil Sector, Independent E&P Opportunities, Finding Value in Oil Market Recovery, E&P Opportunities, Capital Expenditures and Consolidation Activity
Companies covered: Pioneer Natural Resources Company (NYSE:PXD), Newfield Exploration Company (NYSE:NFX), EOG Resources, Inc. (NYSE:EOG), Exxon Mobil Corporation (NYSE:XOM), Questar Corporation (NYSE:STR), BP p.l.c. (NYSE:BP), Western Gas Partners, LP (NYSE:WES), Occidental Petroleum Corporation (NYSE:OXY), Noble Energy Inc. (NYSE:NBL), Murphy Oil Corporation (NYSE:MUR), Marathon Oil Corporation (NYSE:MRO), Encana Corporation (NYSE:ECA), Devon Energy Corporation (NYSE:DVN), Chevron Corporation (NYSE:CVX), California Resources Corporation (NYSE:CRC), ConocoPhillips (NYSE:COP), Anadarko Petroleum Corporation (NYSE:APC), BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), Valero Energy Corporation (NYSE:VLO), Plains All American Pipeline, L.P. (NYSE:PAA), Linn Energy, LLC (NASDAQ:LINE), ENERGY TRANSFER PARTNERS (NYSE:ETP), EQT Corporation (NYSE:EQT), Enterprise Products Partners L.P. (NYSE:EPD), Total SA (ADR) (NYSE:TOT), Talisman Energy Inc. (NYSE:TLM), Statoil ASA (NYSE:STO), Eagle Rock Energy Partners, L.P. (NASDAQ:EROC), Evolution Petroleum Corporation, Inc. (NYSEAMERICAN:EPM), Transglobe Energy Corp (NASDAQ:TGA), InterOil Corporation (NYSE:IOC), Hess Corporation (NYSE:HES)
Topics covered: Value Investment, Portfolio Managers, Investing Strategies, Dividend Reinvestment Strategy
Companies covered: Comcast Corporation (NASDAQ:CMCSA), V.F. Corporation (NYSE:VFC), Raytheon Company (NYSE:RTN), Polaris Industries Inc. (NYSE:PII), Procter & Gamble Company (The) (NYSE:PG), 3M Company (NYSE:MMM), Coca-Cola Company (The) (NYSE:KO), Johnson & Johnson (NYSE:JNJ), Hormel Foods Corporation (NYSE:HRL), Home Depot, Inc. (The) (NYSE:HD), General Electric Company (NYSE:GE), Dover Corporation (NYSE:DOV), CenturyLink, Inc. (NYSE:CTL), Costco Wholesale Corporation (NASDAQ:COST), Caterpillar, Inc. (NYSE:CAT), Boeing Company (The) (NYSE:BA), Aflac Incorporated (NYSE:AFL), Cirrus Logic, Inc. (NASDAQ:CRUS), Apple Inc. (NASDAQ:AAPL), Sanderson Farms, Inc. (NASDAQ:SAFM), Questcor Pharmaceuticals, Inc., Cisco Systems, Inc. (NASDAQ:CSCO), Yahoo! Inc. (NASDAQ:YHOO), Wendy's Company (The) (NASDAQ:WEN), Vodafone Group Plc (NASDAQ:VOD), Unilever PLC (NYSE:UL), SeaChange International, Inc. (NASDAQ:SEAC), Novartis AG (NYSE:NVS), Microsoft Corporation (NASDAQ:MSFT), Ford Motor Company (NYSE:F), Campbell Soup Company (NYSE:CPB), The Cheesecake Factory Incorporated (NASDAQ:CAKE)
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 (OTCMKTS: FACO), 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)
