Top Ten Portfolio Manager Interviews of 2013

December 10, 2013

Buy ($175)

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)

Top Ten Equity Analyst Interviews 2013

December 04, 2013

Buy ($175)

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)

Industrial Equipment, Aerospace and Defense

November 27, 2013

Buy ($175)

Topics covered: Professional Security Equipment, International Consumption Growth, Growth Opportunities in Data Security, Defense Budget Uncertainty, Capital Equipment Technology Investing

Companies covered: Trinity Industries, Inc. (NYSE:TRN), Ryder System, Inc. (NYSE:R), Penske Automotive Group, Inc. (NYSE:PAG), GATX Corporation (NYSE:GMT), Greenbrier Companies, Inc. (The) (NYSE:GBX), United Rentals, Inc. (NYSE:URI), Hertz Global Holdings, Inc (OTCMKTS:HTZGQ), H&E Equipment Services, Inc. (NASDAQ:HEES), TriMas Corporation (NASDAQ:TRS), TASER International, Inc. (NASDAQ:TASR), Axon Enterprise, Inc. (NASDAQ:AXON), Chart Industries, Inc. (NASDAQ:GTLS), Enersys (NYSE:ENS), Pointer Telocation Ltd. (NASDAQ:PNTR), OSI Systems, Inc. (NASDAQ:OSIS), NICE Limited (NASDAQ:NICE), Lockheed Martin Corporation (NYSE:LMT), General Dynamics Corporation (NYSE:GD)

Gold and Precious Metals

November 27, 2013

Buy ($175)

Topics covered: Precious Metals Exploration and Production, Precious Metals, Mining Safety and Environmental Concerns, Lower Gold Price Environment, Increasing Capital Expenditures, Gold Production Cost Structures, Gold Price Stabilization, Emerging Markets Silver Consumption

Companies covered: Agnico Eagle Mines Limited (NYSE:AEM), Newmont Corporation (NYSE:NEM), Goldcorp Inc. (NYSE:GG), AngloGold Ashanti Limited (NYSE:AU), Kinross Gold Corporation (NYSE:KGC), BHP Billiton Limited (NYSE:BHP), Barrick Gold Corporation (NYSE:GOLD), Silver Standard Resources Inc. (NASDAQ:SSRI), Exxon Mobil Corporation (NYSE:XOM), Eldorado Gold Corporation (NYSE:EGO), Yamana Gold Inc. (NYSE:AUY), Coeur Mining, Inc. (NYSE:CDE), Hecla Mining Company (NYSE:HL)

Gaming and Leisure

November 27, 2013

Buy ($175)

Topics covered: U.S. Regional and Emerging Market Hospitality, Timeshare Industry Recovery, Regional Casino Development, Macau VIP and Mass Market Gaming, Lodging C-Corporations, Gaming Opportunities In Asian Markets

Companies covered: Century Casinos, Inc. (NASDAQ:CNTY), Entertainment Gaming Asia Incorporated (NASDAQ:EGT), Wyndham Worldwide Corp (NYSE:WYN), Marriott International (NASDAQ:MAR), Host Hotels & Resorts, Inc. (NYSE:HST), Starwood Hotels & Resorts Worldwide, Inc. (NYSE:HOT), Goldman Sachs Group, Inc. (The) (NYSE:GS), Choice Hotels International, Inc. (NYSE:CHH), Blackstone Inc. (NYSE:BX), Wynn Resorts, Limited (NASDAQ:WYNN), Pinnacle Entertainment, Inc. (NYSE:PNK), Penn National Gaming, Inc. (NASDAQ:PENN), Orient-Express Hotels Ltd., Las Vegas Sands Corp. (NYSE:LVS), International Game Technology (NYSE:IGT), Bally Technologies, Inc., Ashford Hospitality Trust Inc (NYSE:AHT), InnSuites Hospitality Trust (NYSEMKT:IHT)

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