Topics covered: Value in Emerging Markets, Upside in Small-Cap Stocks, Turnaround Situations in Small and Micro Caps, Small-Cap Investing, Quality of Business, Investing in Tangible Assets, Contrarian Approach to Investing, Cash-Flow-Oriented Global Companies
Companies covered: Walmart Inc. (NYSE:WMT), Macy's Inc (NYSE:M), Krispy Kreme Doughnuts, Inc. (NYSE:KKD), Extreme Networks, Inc. (NASDAQ:EXTR), The Bon-Ton Stores, Inc. (NASDAQ:BONT), Johnson & Johnson (NYSE:JNJ), Walt Disney Company (The) (NYSE:DIS), Pitney Bowes Inc. (NYSE:PBI), Verifone Systems, Inc. (NYSE:PAY), International Business Machines Corporation (NYSE:IBM)
Topics covered: Yield Compression Issues, Internally and Externally Managed BDCs, Business Development Companies Historical Overview, BDC Risk/Reward Profile, BDC Dividend Growth
Companies covered: Capitala Finance Corp. (NASDAQ:CPTA), Triangle Capital Corporation (NYSE:TCAP), American Capital, Ltd. (NASDAQ:ACAS)
Topics covered: Top 15 CEO Interviews of 2013
Companies covered: Mentor Graphics Corporation (NASDAQ:MENT), Beyond Inc. (NYSE:BYON), Rosetta Stone (NYSE:RST), Dot Hill Systems Corporation (NASDAQ:HILL), H. B. Fuller Company (NYSE:FUL), Parkway Properties, Inc. (NYSE:PKY), Columbus McKinnon Corporation (NASDAQ:CMCO), KeyCorp (NYSE:KEY), Toronto Dominion Bank (The) (NYSE:TD), Kinder Morgan Energy Partners, BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), First Midwest Bancorp, Inc. (NASDAQ:FMBI)
Topics covered: Top Ten Portfolio Manager Interviews of 2013
Companies covered: Starbucks Corporation (NASDAQ:SBUX), Ascena Retail Group, Inc. (NASDAQ:ASNA), Thermo Fisher Scientific Inc (NYSE:TMO), Teleflex Incorporated (NYSE:TFX), Life Technologies Corporation, Conagra Brands Inc. (NYSE:CAG), ANN INC. (NYSE:ANN), Exxon Mobil Corporation (NYSE:XOM), Morgan Stanley (NYSE:MS), Citigroup Inc. (NYSE:C), KKR Financial Holdings LLC, HJ Heinz Co., Blackstone Inc. (NYSE:BX), Franklin Resources, Inc. (NYSE:BEN), Apollo Global Management, LLC (NYSE:APO), Celgene Corporation (NASDAQ:CELG), Biogen Inc. (NASDAQ:BIIB), Pfizer, Inc. (NYSE:PFE), Pharmacyclics, Inc. (NASDAQ:PCYC), Merck & Company, Inc. (NYSE:MRK), Johnson & Johnson (NYSE:JNJ), Dendreon Corp., Union Pacific Corporation (NYSE:UNP), Devon Energy Corporation (NYSE:DVN), Walt Disney Company (The) (NYSE:DIS), Chesapeake Energy Corporation (NYSE:CHK), Boeing Company (The) (NYSE:BA), American Tower Corporation (REIT) (NYSE:AMT), Walmart Inc. (NYSE:WMT), Toronto Dominion Bank (The) (NYSE:TD), Royal Bank Of Canada (NYSE:RY), Canadian Natural Resources Limited (NYSE:CNQ), Baytex Energy Corp (NYSE:BTE), Bank of Nova Scotia (The) (NYSE:BNS), Texas Pacific Land Trust (NYSE:TPL), Krispy Kreme Doughnuts, Inc. (NYSE:KKD), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), Belo Corp., A.H. Belo Corporation (NYSE:AHC), Calamos Convertible Opportunities and Income Fund (NASDAQ:CHI), Central Fund of Canada Limited (AMEX:CEF), Synovus Financial Corp. (NYSE:SNV), BlackRock, Inc. (NYSE:BLK)
Companies covered: Celgene Corporation (NASDAQ:CELG), Biogen Inc. (NASDAQ:BIIB), Array BioPharma Inc. (NASDAQ:ARRY), Arena Pharmaceuticals, Inc. (NASDAQ:ARNA), Amgen Inc. (NASDAQ:AMGN), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), VIVUS, Inc. (NASDAQ:VVUS), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Novartis AG (NYSE:NVS), GlaxoSmithKline PLC (NYSE:GSK), Gilead Sciences, Inc. (NASDAQ:GILD), Cubist Pharmaceuticals Inc., AstraZeneca PLC (NASDAQ:AZN), Celldex Therapeutics, Inc. (NASDAQ:CLDX), Pluristem Therapeutics, Inc. (NASDAQ:PSTI), Onyx Pharmaceuticals Inc., NPS Pharmaceuticals, Inc. (NASDAQ:NPSP), Coca-Cola Company (The) (NYSE:KO), Keryx Biopharmaceuticals, Inc. (NASDAQ:KERX), Immunomedics, Inc. (NASDAQ:IMMU), International Business Machines Corporation (NYSE:IBM), Cisco Systems, Inc. (NASDAQ:CSCO), Broadcom Corporation (NASDAQ:BRCM), ARM Holdings plc (NASDAQ:ARM), Apple Inc. (NASDAQ:AAPL), Analog Devices, Inc. (NASDAQ:ADI), Altera Corporation (NASDAQ:ALTR), Texas Instruments Incorporated (NASDAQ:TXN), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), SanDisk Corporation (NASDAQ:SNDK), QUALCOMM Incorporated (NASDAQ:QCOM), Micron Technology, Inc. (NASDAQ:MU), Linear Technology Corporation (NASDAQ:LLTC), Intel Corporation (NASDAQ:INTC), HJ Heinz Co., Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Cypress Semiconductor Corporation (NASDAQ:CY), Capstone Turbine Corporation (NASDAQ:CPST), BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), Sandridge Energy Inc. (NYSE:SD), Chesapeake Energy Corporation (NYSE:CHK), ARIAD Pharmaceuticals, Inc. (NASDAQ:ARIA), Achillion Pharmaceuticals, Inc. (NASDAQ:ACHN), YM BioSciences Inc., Life Technologies Corporation, Illumina, Inc. (NASDAQ:ILMN), Bristol-Myers Squibb Company (NYSE:BMY), Abbott Laboratories (NYSE:ABT), Western Gas Partners, LP (NYSE:WES), Plains All American Pipeline, L.P. (NYSE:PAA), Magellan Midstream Partners L.P. (NYSE:MMP), Kinder Morgan Energy Partners, DCP Midstream Partners, LP (NYSE:DPM), Copano Energy LLC, Anadarko Petroleum Corporation (NYSE:APC), Williams Partners LP (NYSE:WPZ), Williams Companies, Inc. (The) (NYSE:WMB), Vanguard Natural Resources LLC (NASDAQ:VNR), Spectra Energy Partners, LP (NYSE:SEP), ONEOK Partners, L.P. (NYSE:OKS), ONEOK, Inc. (NYSE:OKE), Linn Energy, LLC (NASDAQ:LINE), Legacy Reserves LP (NASDAQ:LGCY), El Paso Pipeline Partners, L.P, Berry Petroleum Corporation (NASDAQ:BRY), AmeriGas Partners, L.P. (NYSE:APU), Occidental Petroleum Corporation (NYSE:OXY), Marathon Oil Corporation (NYSE:MRO), Chevron Corporation (NYSE:CVX)
