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)
Topics covered: Managed Hosting and Cloud Computing, Internet Infrastructure Build, Increased Mobile Content Traffic, Enterprise Adoption of Cloud Computing, Data Hosting Centers, Colocation, Cloud Computing Secular Trends, Chinese Online Monetization Trends
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Rackspace Hosting, Inc (NYSE:RAX), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), CenturyLink, Inc. (NYSE:CTL), Salesforce.com Inc (NYSE:CRM), Baidu, Inc. (NASDAQ:BIDU), Sina Corporation (NASDAQ:SINA), Angie's List, Inc. (NASDAQ:ANGI), Travelzoo Inc. (NASDAQ:TZOO), The Priceline Group Inc. (NASDAQ:PCLN), Orbitz Worldwide, Inc. (NYSE:OWW), Local Corporation (NASDAQ:LOCM), Expedia, Inc. (NASDAQ:EXPE), Ctrip.com International, Ltd. (NASDAQ:CTRP), Automatic Data Processing, Inc. (NASDAQ:ADP), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Robert Half International Inc. (NYSE:RHI), Paychex, Inc. (NASDAQ:PAYX), Monster Worldwide, Inc. (NYSE:MWW), ManpowerGroup (NYSE:MAN), Korn/Ferry International (NYSE:KFY), Dice Holdings, Inc. (NYSE:DHX), On Assignment, Inc. (NYSE:ASGN), Accenture plc. (NYSE:ACN)
Topics covered: Smartphone Operating Systems, Outsourcing and Offshoring Trends, Mobile Trends in Emerging Markets, Mobile Device Consumer Demand, Electronics Manufacturing Supply Chain, Data Center and Mobile Spending, Automotive
Companies covered: Littelfuse, Inc. (NASDAQ:LFUS), Universal Electronics Inc. (NASDAQ:UEIC), Adept Technology, Inc. (NASDAQ:ADEP), Cisco Systems, Inc. (NASDAQ:CSCO), Broadcom Corporation (NASDAQ:BRCM), ARM Holdings plc (NASDAQ:ARM), Apple Inc. (NASDAQ:AAPL), Advanced Micro Devices, Inc. (NASDAQ:AMD), Texas Instruments Incorporated (NASDAQ:TXN), NVIDIA Corporation (NASDAQ:NVDA), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Intel Corporation (NASDAQ:INTC), Coherent, Inc. (NASDAQ:COHR), ASML Holding N.V. (NASDAQ:ASML), Rofin-Sinar Technologies, Inc. (NASDAQ:RSTI), Newport Corporation (NASDAQ:NEWP), IPG Photonics Corporation (NASDAQ:IPGP), BlackBerry Limited (NASDAQ:BBRY), TE Connectivity Ltd. (NYSE:TEL), Microsoft Corporation (NASDAQ:MSFT), Molex Inc., Jabil Circuit, Inc. (NYSE:JBL), Alphabet Inc (NASDAQ:GOOG), Flextronics International Ltd. (NASDAQ:FLEX), Amphenol Corporation (NYSE:APH)
Topics covered: Truckload, Trucking Pricing & Capacity Dynamics, Technology Adoption and Infrastructure Investments, Regulatory Issues in the Trucking Industry, Rail and Intermodal, Parcel, LTL
Companies covered: C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), Werner Enterprises, Inc. (NASDAQ:WERN), UTi Worldwide Inc. (NASDAQ:UTIW), United Parcel Service, Inc. (NYSE:UPS), Union Pacific Corporation (NYSE:UNP), Ryder System, Inc. (NYSE:R), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), Norfolk Southern Corporation (NYSE:NSC), Landstar System, Inc. (NASDAQ:LSTR), Knight Transportation, Inc. (NYSE:KNX), FedEx Corporation (NYSE:FDX), Expeditors International of Washington, Inc. (NASDAQ:EXPD), CSX Corporation (NYSE:CSX), Con-way Inc. (NYSE:CNW), Pacer International Inc., J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Hub Group, Inc. (NASDAQ:HUBG), Heartland Express, Inc. (NASDAQ:HTLD), Forward Air Corporation (NASDAQ:FWRD), Arkansas Best Corp., USA Truck, Inc. (NASDAQ:USAK), Saia, Inc. (NASDAQ:SAIA), Marten Transport, Ltd. (NASDAQ:MRTN), Covenant Transportation Group, Inc. (NASDAQ:CVTI), XPO Logistics, Inc. (NYSE:XPO), Teekay Offshore Partners L.P. (NYSE:TOO), Teekay Tankers Ltd. (NYSE:TNK), Navios Maritime Holdings Inc. (NYSE:NM), Atlas Air Worldwide Holdings (NASDAQ:AAWW), Air Transport Services Group, Inc (NASDAQ:ATSG), Rand Logistics, Inc. (NASDAQ:RLOG), Quality Distribution, Inc. (NASDAQ:QLTY), Kirby Corporation (NYSE:KEX), World Fuel Services Corporation (NYSE:INT), Diana Shipping inc. (NYSE:DSX), Dow Inc. (NYSE:DOW), Dupont Fabros Technology, Inc. (NYSE:DFT), Cai International, Inc. (NYSE:CAP), Aegean Marine Petroleum Network Inc. (NYSE:ANW)
Topics covered: Mobile Device Consumer Demand, Enterprise Data Storage Demand, Energy Efficiency, Cloud Computing and Telecommunications, Cloud Computing
Companies covered: Nanometrics Incorporated (NASDAQ:NANO), Applied Micro Circuits Corporation (NASDAQ:AMCC), Mentor Graphics Corporation (NASDAQ:MENT), CEVA, Inc. (NASDAQ:CEVA), Broadcom Corporation (NASDAQ:BRCM), Apple Inc. (NASDAQ:AAPL), Aixtron SE (NASDAQ:AIXG), Verizon Communications Inc. (NYSE:VZ), Veeco Instruments Inc. (NASDAQ:VECO), Synaptics Incorporated (NASDAQ:SYNA), STMicroelectronics N.V. (NYSE:STM), Spreadtrum Communications Inc., Rubicon Technology, Inc. (NASDAQ:RBCN), OmniVision Technologies, Inc. (NASDAQ:OVTI), Nokia Corporation (NYSE:NOK), Nike, Inc. (NYSE:NKE), Himax Technologies, Inc. (NASDAQ:HIMX), Home Depot, Inc. (The) (NYSE:HD), Alphabet Inc (NASDAQ:GOOG), Cree, Inc. (NASDAQ:CREE), SanDisk Corporation (NASDAQ:SNDK), Micron Technology, Inc. (NASDAQ:MU), Skyworks Solutions, Inc. (NASDAQ:SWKS), Semtech Corporation (NASDAQ:SMTC), RF Micro Devices Inc., QUALCOMM Incorporated (NASDAQ:QCOM), Intel Corporation (NASDAQ:INTC), Integrated Device Technology, Inc. (NASDAQ:IDTI), Evolving Systems, Inc. (NASDAQ:EVOL), Pixelworks, Inc. (NASDAQ:PXLW), Power Integrations, Inc. (NASDAQ:POWI), Avago Technologies Limited (NASDAQ:AVGO), Altera Corporation (NASDAQ:ALTR), Marvell Technology Group Ltd. (NASDAQ:MRVL), Analog Devices, Inc. (NASDAQ:ADI), Volterra Semiconductor Corpora, ON Semiconductor Corporation (NASDAQ:ON), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Diodes Incorporated (NASDAQ:DIOD), Ascent Solar Technologies, Inc. (NASDAQ:ASTI), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Intersil Corporation (NASDAQ:ISIL), Exar Corporation (NYSE:EXAR), ARM Holdings plc (NASDAQ:ARM), United Microelectronics Corporation (NYSE:UMC), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Semiconductor Manufacturing International Corporation (NYSE:SMI), Advanced Semiconductor Engineering, Inc. (NYSE:ASX), Western Digital Corporation (NASDAQ:WDC), Texas Instruments Incorporated (NASDAQ:TXN), STEC, Inc., Mellanox Technologies, Ltd. (NASDAQ:MLNX), LSI Corporation, Linear Technology Corporation (NASDAQ:LLTC)
