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)
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)
Topics covered: Value Oriented Strategy, Ultimate Returns, Repurchase Activity, Large-Cap, Investment Risk Management Strategies, High-Quality Blue-Chip Companies, Free Cash Flow Yield, Deep-Value, Bottom-Up Stock Selection, Alternative Investing
Companies covered: Exxon Mobil Corporation (NYSE:XOM), Wells Fargo & Company (NYSE:WFC), Walgreen Co., Alphabet Inc (NASDAQ:GOOG), General Electric Company (NYSE:GE), Dow Inc. (NYSE:DOW), E.I. du Pont de Nemours and Company (NYSE:DD), Chevron Corporation (NYSE:CVX), CVS Health Corporation (NYSE:CVS), ConocoPhillips (NYSE:COP), Comstock Mining, Inc. (NYSEAMERICAN:LODE), Toll Brothers Inc. (NYSE:TOL), M.D.C. Holdings, Inc. (NYSE:MDC), Layne Christensen Company (NASDAQ:LAYN), Jacobs Engineering Group Inc. (NYSE:JEC), Intel Corporation (NASDAQ:INTC), International Business Machines Corporation (NYSE:IBM), Corning Incorporated (NYSE:GLW), CDI Corporation (NYSE:CDI), Alcoa Inc. (NYSE:AA), Celgene Corporation (NASDAQ:CELG), Amazon.com, Inc. (NASDAQ:AMZN), Philip Morris International Inc (NYSE:PM), Hershey Company (The) (NYSE:HSY), Herbalife LTD. (NYSE:HLF), Ford Motor Company (NYSE:F), Coach, Inc. (NYSE:COH), Cisco Systems, Inc. (NASDAQ:CSCO), Seagate Technology. (NASDAQ:STX), Lowe's Companies, Inc. (NYSE:LOW), Home Depot, Inc. (The) (NYSE:HD), General Motors Company (NYSE:GM), EMC Corporation (NYSE:EMC), Enbridge Energy Management LLC (NYSE:EEQ), Delta Air Lines, Inc. (NYSE:DAL), UnitedHealth Group Incorporated (NYSE:UNH), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Microsoft Corporation (NASDAQ:MSFT), Humana Inc. (NYSE:HUM)
Topics covered: Tax-Efficient Investing, Repurchase Activity, Large-Cap, Investing in Financial Services, Index-Only Investing, Disciplined Growth Approach, Deep-Value, Corporate Restructuring, Bottom-Up Stock Selection
Companies covered: J P Morgan Chase & Co (NYSE:JPM), Goldman Sachs Group, Inc. (The) (NYSE:GS), General Motors Company (NYSE:GM), General Electric Company (NYSE:GE), Citigroup Inc. (NYSE:C), TD Ameritrade Holding Corporation (NYSE:AMTD), American International Group, Inc. (NYSE:AIG), Susser Holdings Corporation, Pioneer Natural Resources Company (NYSE:PXD), Lsb Industries Inc. (NYSE:LXU), Activision Blizzard, Inc (NASDAQ:ATVI), Yum! Brands, Inc. (NYSE:YUM), Vodafone Group Plc (NASDAQ:VOD), Time Warner Cable Inc (NYSE:TWC), Tiffany & Co. (NYSE:TIF), Starbucks Corporation (NASDAQ:SBUX), McDonald's Corporation (NYSE:MCD), GlaxoSmithKline PLC (NYSE:GSK), Apple Inc. (NASDAQ:AAPL), Exxon Mobil Corporation (NYSE:XOM), NCR Corporation (NYSE:NCR), Herbalife LTD. (NYSE:HLF), Alphabet Inc (NASDAQ:GOOG), Diebold, Incorporated (NYSE:DBD)
Topics covered: Toy Company Competition, Publishing Demand, Mobile Device Gaming Prospects, International Paid Television Growth, Digital Advertisement Trends, Competition in Publishing, Cautious Consumer Spending, Brick-And-Mortar Versus Online Retail Sales
Companies covered: Time Warner Inc. (NYSE:TWX), Thomson Reuters Corp (NYSE:TRI), Reed Elsevier PLC (NYSE:RUK), Pearson, Plc (NYSE:PSO), Omnicom Group Inc. (NYSE:OMC), News Corporation (NASDAQ:NWSA), BT Group plc (NYSE:BT), Educational Development Corporation (NASDAQ:EDUC), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Mattel, Inc. (NASDAQ:MAT), Leapfrog Enterprises Inc (NYSE:LF), Hasbro, Inc. (NASDAQ:HAS), Walt Disney Company (The) (NYSE:DIS), AMC Networks Inc. (NASDAQ:AMCX), Yahoo! Inc. (NASDAQ:YHOO), Time Warner Cable Inc (NYSE:TWC), TiVo Inc. (NASDAQ:TIVO), Sirius XM Holdings Inc. (NASDAQ:SIRI), Orbital Sciences Corporation (NYSE:ORB), Netflix, Inc. (NASDAQ:NFLX), MDC Partners Inc. (NASDAQ:MDCA), Live Nation Entertainment, Inc. (NYSE:LYV), GenCorp Inc. (NYSE:GY), Alphabet Inc (NASDAQ:GOOG), Curtiss-Wright Corporation (NYSE:CW), CBS Corporation (NYSE:CBS), Boeing Company (The) (NYSE:BA), National CineMedia, Inc. (NASDAQ:NCMI), Lamar Advertising Company (NASDAQ:LAMR), Interpublic Group of Companies, Inc. (The) (NYSE:IPG), Entravision Communications Corporation (NYSE:EVC), Clear Channel Outdoor Holdings, Inc. (NYSE:CCO), Thor Industries, Inc. (NYSE:THO), Polaris Industries Inc. (NYSE:PII), JAKKS Pacific, Inc. (NASDAQ:JAKK), Harley-Davidson, Inc. (NYSE:HOG), Activision Blizzard, Inc (NASDAQ:ATVI), Take-Two Interactive Software, Inc. (NASDAQ:TTWO), Sony Corp Ord (NYSE:SNE), Microsoft Corporation (NASDAQ:MSFT), International Game Technology (NYSE:IGT), Gamestop Corporation (NYSE:GME), Lions Gate Entertainment Corporation (NYSE:LGF), IMAX Corporation (NYSE:IMAX), Dreamworks Animation SKG, Inc. (NASDAQ:DWA), Cinemark Holdings Inc (NYSE:CNK), Cumulus Media Inc. (NASDAQ:CMLS)
