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)
Topics covered: Value Investing, Socially Responsible Investing, Longer-Term Investing, Long-Term Investing, Investment Strategies
Companies covered: Toyota Motor Corp Ltd Ord (NYSE:TM), Koninklijke Philips N.V. (NYSE:PHG), NV Energy, Inc., International Business Machines Corporation (NYSE:IBM), Eaton Corporation, PLC (NYSE:ETN), BorgWarner Inc. (NYSE:BWA), American Express Company (NYSE:AXP), Exxon Mobil Corporation (NYSE:XOM), AT&T Inc. (NYSE:T), Procter & Gamble Company (The) (NYSE:PG), Merck & Company, Inc. (NYSE:MRK), Altria Group (NYSE:MO), Johnson & Johnson (NYSE:JNJ), Apple Inc. (NASDAQ:AAPL), Walmart Inc. (NYSE:WMT), QUALCOMM Incorporated (NASDAQ:QCOM), Philip Morris International Inc (NYSE:PM), Novo Nordisk A/S (NYSE:NVO), Morgan Stanley (NYSE:MS), McDonald's Corporation (NYSE:MCD), Coca-Cola Company (The) (NYSE:KO), Hertz Global Holdings, Inc (OTCMKTS:HTZGQ), HP Inc (NYSE:HPQ), Dell Inc. (NASDAQ:DELL)
Topics covered: Value Oriented Strategy, Value Investing, Large-Cap Investing, Large-Cap, Deep-Value, Bottom-Up Stock Selection
Companies covered: Apple Inc. (NASDAQ:AAPL), Walgreen Co., Verizon Communications Inc. (NYSE:VZ), Vodafone Group Plc (NASDAQ:VOD), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Macy's Inc (NYSE:M), Linn Energy, LLC (NASDAQ:LINE), Honeywell International Inc. (NYSE:HON), CVS Health Corporation (NYSE:CVS), Anadarko Petroleum Corporation (NYSE:APC), AmerisourceBergen Corporation (Holding Co) (NYSE:ABC), Ascena Retail Group, Inc. (NASDAQ:ASNA), 3M Company (NYSE:MMM), Dover Corporation (NYSE:DOV), Avery Dennison Corporation (NYSE:AVY), Nordstrom, Inc. (NYSE:JWN), J P Morgan Chase & Co (NYSE:JPM), Gap, Inc. (The) (NYSE:GPS), General Dynamics Corporation (NYSE:GD), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC), Western Union Company (The) (NYSE:WU), WW International (NASDAQ:WW), Ultra Petroleum Corp. (NYSE:UPL), Sony Corp Ord (NYSE:SNE), Verifone Systems, Inc. (NYSE:PAY), Microsoft Corporation (NASDAQ:MSFT), Corning Incorporated (NYSE:GLW), General Electric Company (NYSE:GE), Devon Energy Corporation (NYSE:DVN)
Topics covered: Managed Hosting and Cloud Computing, International Enterprise and Consumer Demand, Flash Memory, Data Hosting Centers, Data Center REITS, Colocation, Cloud Computing Secular Trends
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Western Digital Corporation (NASDAQ:WDC), Vmware, Inc. (NYSE:VMW), TE Connectivity Ltd. (NYSE:TEL), Seagate Technology. (NASDAQ:STX), STEC, Inc., Oracle Corporation (NYSE:ORCL), NetApp, Inc. (NASDAQ:NTAP), Microsoft Corporation (NASDAQ:MSFT), Jabil Circuit, Inc. (NYSE:JBL), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Flextronics International Ltd. (NASDAQ:FLEX), EMC Corporation (NYSE:EMC), Dell Inc. (NASDAQ:DELL), Amphenol Corporation (NYSE:APH), Brocade Communications Systems, Inc. (NASDAQ:BRCD), Apple Inc. (NASDAQ:AAPL), Symantec Corporation (NASDAQ:SYMC), SanDisk Corporation (NASDAQ:SNDK), Rackspace Hosting, Inc (NYSE:RAX), QLogic Corporation (NASDAQ:QLGC), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Gartner, Inc. (NYSE:IT), Alphabet Inc (NASDAQ:GOOG), Equinix, Inc. (NASDAQ:EQIX), Emulex Corporation (NYSE:ELX), CommVault Systems, Inc. (NASDAQ:CVLT), CoreSite Realty Corporation (NYSE:COR), Iron Mountain Incorporated (NYSE:IRM), Intel Corporation (NASDAQ:INTC), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), Micron Technology, Inc. (NASDAQ:MU), Intevac, Inc. (NASDAQ:IVAC), Hutchinson Technology Incorporated (NASDAQ:HTCH), Cogent Communications Holdings, Inc. (NASDAQ:CCOI), 8x8 Inc (NASDAQ:EGHT), Windstream Holdings, Inc. (NASDAQ:WIN), tw telecom inc., ShoreTel, Inc. (NASDAQ:SHOR), Level 3 Communications, Inc. (NYSE:LVLT), EarthLink Holdings Corp. (NASDAQ:ELNK), Cbeyond, Inc., Dot Hill Systems Corporation (NASDAQ:HILL)
