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)
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)
