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)
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)
