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)
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)
