Topics covered: International Enterprise and Consumer Demand, Health Care Transition to ICD-10, Cloud Computing Secular Trends, Cloud Computing and SaaS Trends, Application Software Consolidation Activity
Companies covered: Advent Software, Inc. (NASDAQ:ADVS), Adobe Systems Incorporated (NASDAQ:ADBE), The Ultimate Software Group, Inc. (NASDAQ:ULTI), SAP SE (NYSE:SAP), Salesforce.com Inc (NYSE:CRM), Asure Software Inc (NASDAQ:ASUR), Tibco Software Inc., Citrix Systems, Inc. (NASDAQ:CTXS), Cisco Systems, Inc. (NASDAQ:CSCO), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Red Hat, Inc. (NYSE:RHT), Oracle Corporation (NYSE:ORCL), NICE Limited (NASDAQ:NICE), International Business Machines Corporation (NYSE:IBM), Sourcefire, Inc., EMC Corporation (NYSE:EMC), Tableau Software, Inc. (NYSE:DATA), Bottomline Technologies, Inc. (NASDAQ:EPAY), Acxiom Corporation (NASDAQ:ACXM), ACI Worldwide, Inc. (NASDAQ:ACIW), Heartland Payment Systems, Inc. (NYSE:HPY), Fidelity National Information Services, Inc. (NYSE:FIS), Perficient, Inc. (NASDAQ:PRFT)
Topics covered: Self-Storage and Office REITs, REIT Access to Capital, Pricing Power Outlook, Lodging, Consolidation Activity, Apartment, Acquisition and Financing Costs
Companies covered: Pennsylvania Real Estate Investment Trust (NYSE:PEI), Alexandria Real Estate Equities, Inc. (NYSE:ARE), Walter Investment Management Corp. (NYSE:WAC), Redwood Trust, Inc. (NYSE:RWT), Ocwen Financial Corporation (NYSE:OCN), Nationstar Mortgage Holdings Inc. (NYSE:NSM), Sunstone Hotel Investors, Inc. (NYSE:SHO), Marriott International (NASDAQ:MAR), LaSalle Hotel Properties (NYSE:LHO), Hersha Hospitality Trust (NYSE:HT), Host Hotels & Resorts, Inc. (NYSE:HST), FelCor Lodging Trust Incorporated (NYSE:FCH), Diamondrock Hospitality Company (NYSE:DRH), Blackstone Inc. (NYSE:BX), American International Group, Inc. (NYSE:AIG), American Realty Capital Properties, Inc. (NASDAQ:ARCP), Walgreen Co., Realty Income Corporation (NYSE:O), Home Properties, Inc. (NYSE:HME), Equity Residential (NYSE:EQR), AvalonBay Communities, Inc. (NYSE:AVB), Wyndham Worldwide Corp (NYSE:WYN), Starwood Hotels & Resorts Worldwide, Inc. (NYSE:HOT), Choice Hotels International, Inc. (NYSE:CHH), Strategic Hotels & Resorts Inc (NYSE:BEE)
Topics covered: Value Oriented Strategy, Value Investing, Long-Term Investing, Large-Cap Investing, Large-Cap, Investment Strategies, Global Economy, Exposure to Emerging Markets, Deep-Value
Companies covered: Celgene Corporation (NASDAQ:CELG), Micron Technology, Inc. (NASDAQ:MU), Best Buy Co., Inc. (NYSE:BBY), Automatic Data Processing, Inc. (NASDAQ:ADP), Apple Inc. (NASDAQ:AAPL), Exxon Mobil Corporation (NYSE:XOM), Walmart Inc. (NYSE:WMT), Winnebago Industries, Inc. (NYSE:WGO), Visa Inc. (NYSE:V), Teradyne, Inc. (NYSE:TER), QUALCOMM Incorporated (NASDAQ:QCOM), Nike, Inc. (NYSE:NKE), Leapfrog Enterprises Inc (NYSE:LF), Coca-Cola Company (The) (NYSE:KO), International Business Machines Corporation (NYSE:IBM), Hologic, Inc. (NASDAQ:HOLX), Alphabet Inc (NASDAQ:GOOG), Costco Wholesale Corporation (NASDAQ:COST), Clorox Company (The) (NYSE:CLX), Advantest Corporation (Kabushiki Kaisha Advantest) ADS (NYSE:ATE)
Topics covered: HIT Consolidation Activity, Healthcare IT Consolidation Trends, Electronic Health Records Implementation, Affordable Care Act
Companies covered: Omnicell, Inc. (NASDAQ:OMCL), Streamline Health Solutions, Inc. (NASDAQ:STRM), Cerner Corporation (NASDAQ:CERN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Tenet Healthcare Corporation (NYSE:THC), Quality Systems, Inc. (NASDAQ:QSII), MedAssets, Inc. (NASDAQ:MDAS), Health Management Associates I, Community Health Systems, Inc. (NYSE:CYH), Merge Healthcare Incorporated. (NASDAQ:MRGE), UnitedHealth Group Incorporated (NYSE:UNH), Siemens AG (OTCMKTS:SIEGY), McKesson Corporation (NYSE:MCK), General Electric Company (NYSE:GE), Aetna Inc. (NYSE:AET), Accenture plc. (NYSE:ACN), HMS Holdings Corp (NASDAQ:HMSY), International Business Machines Corporation (NYSE:IBM)
Topics covered: Value Oriented Strategy, Value Investing, Top-Down and Bottom-Up Investing, Global Economy, Exposure to Emerging Markets, Disciplined Growth Approach, Deep-Value, Bottom-Up Stock Selection
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Visa Inc. (NYSE:V), Nike, Inc. (NYSE:NKE), 3M Company (NYSE:MMM), lululemon athletica inc. (NASDAQ:LULU), Johnson & Johnson (NYSE:JNJ), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Goldman Sachs Group, Inc. (The) (NYSE:GS), Alphabet Inc (NASDAQ:GOOG), Ford Motor Company (NYSE:F), 3D Systems Corporation (NYSE:DDD), Core Laboratories N.V. (NYSE:CLB), Bank of America Corporation (NYSE:BAC), Akamai Technologies, Inc. (NASDAQ:AKAM), Windstream Holdings, Inc. (NASDAQ:WIN), VimpelCom Ltd. (NASDAQ:VIP), CenturyLink, Inc. (NYSE:CTL), Trinity Biotech plc (NASDAQ:TRIB), Siemens AG (OTCMKTS:SIEGY), Primoris Services Corporation (NASDAQ:PRIM), Powell Industries, Inc. (NASDAQ:POWL), Invacare Corporation (NYSE:IVC), Governor and Company of the Bank of Ireland (The) (NYSE:IRE), Hillenbrand Inc (NYSE:HI), Heico Corporation (NYSE:HEI), General Electric Company (NYSE:GE), FTI Consulting, Inc. (NYSE:FCN), ESCO Technologies Inc. (NYSE:ESE), Deutsche Bank AG (NYSE:DB), Apple Inc. (NASDAQ:AAPL), Suncor Energy Inc. (NYSE:SU), Och-Ziff Capital Management Group LLC (NYSE:OZM), McDonald's Corporation (NYSE:MCD), Caterpillar, Inc. (NYSE:CAT)
