Topics covered: Strong Secular Growth in E-Commerce, Competition From Big-Box Retailers, Cautious Consumer Spending, Brick-And-Mortar Versus Online Retail Sales
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), TJX Companies, Inc. (The) (NYSE:TJX), Ross Stores, Inc. (NASDAQ:ROST), PetSmart, Inc (NASDAQ:PETM), Macy's Inc (NYSE:M), Lowe's Companies, Inc. (NYSE:LOW), Kohl's Corporation (NYSE:KSS), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Home Depot, Inc. (The) (NYSE:HD), Costco Wholesale Corporation (NASDAQ:COST), Beyond Inc. (NYSE:BYON)
Topics covered: Top-Down and Bottom-Up Investing, Investing in Financial Services, High-Quality Growth, Global Economy, Disciplined Growth Approach, All-Cap Growth Investing
Companies covered: Susser Holdings Corporation, Lumber Liquidators Holdings, Inc (NYSE:LL), UBS AG (NYSE:UBS), Starbucks Corporation (NASDAQ:SBUX), O'Reilly Automotive, Inc. (NASDAQ:ORLY), Nike, Inc. (NYSE:NKE), Liberty Global plc (NASDAQ:LBTYA), Coca-Cola Company (The) (NYSE:KO), Keurig Green Mountain, Inc. (NASDAQ:GMCR), AutoZone, Inc. (NYSE:AZO), Apple Inc. (NASDAQ:AAPL), Microsoft Corporation (NASDAQ:MSFT), Morgan Stanley (NYSE:MS), Intel Corporation (NASDAQ:INTC), HP Inc (NYSE:HPQ), Bank of America Corporation (NYSE:BAC)
Topics covered: Growth Drivers in Chinese Education Sector, Gainful Employment Clarification, Enrollment and Retention Trends, Economic Recovery and Enrollment Trends
Companies covered: ATA Inc. (NASDAQ:ATAI), New Oriental Education & Technology Group, Inc. (NYSE:EDU), China Distance Education Holdings Limited (NYSE:DL), ChinaEdu Corporation, Rosetta Stone (NYSE:RST), Career Education Corporation (NASDAQ:CECO), Capella Education Company (NASDAQ:CPLA), Blucora, Inc. (NASDAQ:BCOR), Apollo Education Group, Inc. (NASDAQ:APOL), American Public Education, Inc. (NASDAQ:APEI), Ladenburg Thalmann Financial Services Inc (AMEX:LTS), Universal Technical Institute Inc (NYSE:UTI), Strayer Education, Inc. (NASDAQ:STRA), K12 Inc (NYSE:LRN), Grand Canyon Education, Inc. (NASDAQ:LOPE), Lincoln Educational Services Corporation (NASDAQ:LINC), H&R Block, Inc. (NYSE:HRB), GP Strategies Corporation (NYSE:GPX), Franklin Covey Company (NYSE:FC), ITT Educational Services, Inc. (NYSE:ESI), DeVry Education Group Inc. (NYSE:DV), Corinthian Colleges, Inc. (NASDAQ:COCO), Bridgepoint Education, Inc. (NYSE:BPI), Moody's Corporation (NYSE:MCO), IHS Inc. (NYSE:IHS), FactSet Research Systems Inc. (NYSE:FDS)
Topics covered: Water Infrastructure Development, Water Industry Consolidation, Regulatory Headwinds for U.S. Utilities, Irrigation and Metering Technology
Companies covered: Calgon Carbon Corporation (NYSE:CCC), Aqua America, Inc. (NYSE:WTR), California Water Service Group Holding (NYSE:CWT), American States Water Company (NYSE:AWR), American Water Works (NYSE:AWK), Valmont Industries, Inc. (NYSE:VMI), Lindsay Corporation (NYSE:LNN), Deere & Company (NYSE:DE), Middlesex Water Company (NASDAQ:MSEX), Connecticut Water Service, Inc. (NASDAQ:CTWS), GreenHunter Resources, Inc. (AMEX:GRH)
Topics covered: Health Care Growth Sectors Identified, Health Care Consolidation Activity, Cost Reduction and Improving Efficiencies, Cost Reduction Amid Reimbursement Uncertainty
Companies covered: AcelRx Pharmaceuticals, Inc. (NASDAQ:ACRX), Enzo Biochem, Inc. (NYSE:ENZ), Navidea Biopharmaceuticals, Inc. (NYSEAMERICAN:NAVB), CEPHEID (NASDAQ:CPHD), Thermo Fisher Scientific Inc (NYSE:TMO), Sequenom, Inc. (NASDAQ:SQNM), Siemens AG (OTCMKTS:SIEGY), Quidel Corporation (NASDAQ:QDEL), Luminex Corporation (NASDAQ:LMNX), Life Technologies Corporation, Laboratory Corporation of America Holdings (NYSE:LH), Johnson & Johnson (NYSE:JNJ), Illumina, Inc. (NASDAQ:ILMN), Hologic, Inc. (NASDAQ:HOLX), Genomic Health, Inc. (NASDAQ:GHDX), Abbott Laboratories (NYSE:ABT), Walgreen Co., MedAssets, Inc. (NASDAQ:MDAS), ICON plc (NASDAQ:ICLR), Express Scripts Holding Company (NASDAQ:ESRX), CVS Health Corporation (NYSE:CVS), Cardinal Health, Inc. (NYSE:CAH), AmerisourceBergen Corporation (Holding Co) (NYSE:ABC), Agilent Technologies, Inc. (NYSE:A)
