Topics covered: Value Oriented Strategy, Value Investing, Longer-Term Investing, Investing in China, Investing in Asia, High-Quality Companies, Exposure to Emerging Markets, Equity Investing Strategies, Deep-Value, China's Domestic Markets, Bottom-Up Stock Selection, Asia Pacific Investment Theses
Companies covered: Starbucks Corporation (NASDAQ:SBUX), Siemens AG (OTCMKTS:SIEGY), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), Macy's Inc (NYSE:M), Intel Corporation (NASDAQ:INTC), HP Inc (NYSE:HPQ)
Topics covered: Solar Growth Drivers and Headwinds, Solar Energy Pricing, Regulatory Headwinds for U.S. Utilities, Grid Parity Timelines for Alternative Energy, Government Subsidies and Regulation, Asia Pacific Demand for Solar Energy, Alternative Energy Generation
Companies covered: WGL Holdings Inc (NYSE:WGL), UGI Corporation (NYSE:UGI), Integrys Energy Group (NYSE:TEG), TransAlta Corporation (NYSE:TAC), Questar Corporation (NYSE:STR), Sempra Energy (NYSE:SRE), South Jersey Industries, Inc. (NYSE:SJI), Scana Corporation (NYSE:SCG), ONEOK, Inc. (NYSE:OKE), NRG Energy, Inc. (NYSE:NRG), NewJersey Resources Corporation (NYSE:NJR), NiSource, Inc (NYSE:NI), National Fuel Gas Company (NYSE:NFG), MDU Resources Group, Inc. (NYSE:MDU), Alliant Energy Corporation (NYSE:LNT), ITC Holdings Corp. (NYSE:ITC), AGL Resources, Inc. (NYSE:GAS), Entergy Corporation (NYSE:ETR), EQT Corporation (NYSE:EQT), Energen Corporation (NYSE:EGN), Duke Energy Corporation (NYSE:DUK), Dominion Energy, Inc. (NYSE:D), CenterPoint Energy, Inc. (NYSE:CNP), AmeriGas Partners, L.P. (NYSE:APU), The AES Corporation (NYSE:AES), Ormat Technologies, Inc. (NYSE:ORA), Ballard Power Systems, Inc. (NASDAQ:BLDP), Westport Innovations Inc (NASDAQ:WPRT), Lennox International, Inc. (NYSE:LII), Johnson Controls, Inc. (NYSE:JCI), First Solar, Inc. (NASDAQ:FSLR), Smith (A.O.) Corporation (NYSE:AOS), ADA-ES Inc., Synthesis Energy Systems, Inc. (NASDAQ:SYMX), W.R. Grace & Co. (NYSE:GRA), EnerNOC, Inc. (NASDAQ:ENOC), Dow Inc. (NYSE:DOW), Bunge Limited (NYSE:BG), Clean Energy Fuels Corp. (NASDAQ:CLNE), Chart Industries, Inc. (NASDAQ:GTLS), Amyris, Inc. (NASDAQ:AMRS), PetroChina Company Limited (NYSE:PTR), Echelon Corporation (NASDAQ:ELON)
Topics covered: Orthopedics and Cardiovascular Medical Devices, Medical Device Innovation and Consolidation Trends, Health Care, Continued Pricing Pressure, Cardiac, Aging U.S. Population, Affordable Care Act
Companies covered: Endologix, Inc. (NASDAQ:ELGX), BSD Medical Corporation (NASDAQ:BSDM), PhotoMedex, Inc. (NASDAQ:PHMD), CAS Medical Systems, Inc. (NASDAQ:CASM), STAAR Surgical Company (NASDAQ:STAA), NxStage Medical, Inc. (NASDAQ:NXTM), DexCom, Inc. (NASDAQ:DXCM), Zimmer Holdings, Inc. (NYSE:ZMH), Stryker Corporation (NYSE:SYK), St. Jude Medical, Inc. (NYSE:STJ), ResMed Inc. (NYSE:RMD), Insulet Corporation (NASDAQ:PODD), Medtronic, Inc. (NYSE:MDT), Edwards Lifesciences Corporation (NYSE:EW), Covidien Ltd. (NYSE:COV), Boston Scientific Corporation (NYSE:BSX), Harvard Bioscience, Inc. (NASDAQ:HBIO)
Topics covered: Value Oriented Strategy, Value Investing, Small-Cap Investing, Deep-Value, Bottom-Up Stock Selection
Companies covered: International Game Technology (NYSE:IGT), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), Atmos Energy Corporation (NYSE:ATO), V.F. Corporation (NYSE:VFC), Microsoft Corporation (NASDAQ:MSFT), Lowe's Companies, Inc. (NYSE:LOW), Home Depot, Inc. (The) (NYSE:HD), CenturyLink, Inc. (NYSE:CTL), AmTrust Financial Services, Inc. (NASDAQ:AFSI), Questcor Pharmaceuticals, Inc., Novartis AG (NYSE:NVS), Mohawk Industries, Inc. (NYSE:MHK), Ascena Retail Group, Inc. (NASDAQ:ASNA), Thermo Fisher Scientific Inc (NYSE:TMO), Teleflex Incorporated (NYSE:TFX), Life Technologies Corporation, Conagra Brands Inc. (NYSE:CAG), ANN INC. (NYSE:ANN), Amazon.com, Inc. (NASDAQ:AMZN), Willis Group Holdings Limited (NYSE:WSH), Staples, Inc. (NASDAQ:SPLS), Radian Group Inc. (NYSE:RDN), Office Depot, Inc. (NASDAQ:ODP), Southwest Airlines Company (NYSE:LUV), Juniper Networks, Inc. (NYSE:JNPR), Freeport-McMoran, Inc. (NYSE:FCX), Best Buy Co., Inc. (NYSE:BBY), American Equity Investment Life Holding Company (NYSE:AEL), Procter & Gamble Company (The) (NYSE:PG), Pepsico, Inc. (NASDAQ:PEP), Mattel, Inc. (NASDAQ:MAT), Liberty Property Trust, Coca-Cola Company (The) (NYSE:KO), Johnson & Johnson (NYSE:JNJ), Dr Pepper Snapple Group, Inc (NYSE:DPS)
Topics covered: Skilled Nursing and Acute Care, Senior Housing, REIT Access to Capital, Medicare and Medicaid Reimbursements, Hospitals, Health Care REITs, Consolidation Activity, Affordable Care Act and Reimbursements
Companies covered: Emeritus Corp., Ventas, Inc. (NYSE:VTR), Senior Housing Properties Trust (NYSE:SNH), Healthcare Realty Trust Incorporated (NYSE:HR), Health Care REIT, Inc. (NYSE:HCN), Brookdale Senior Living Inc. (NYSE:BKD), National Health Investors, Inc. (NYSE:NHI), Kindred Healthcare, Inc. (NYSE:KND), Acadia Healthcare Company, Inc. (NASDAQ:ACHC), Skilled Healthcare Group, Inc., Hanger, Inc. (NYSE:HGR), The Ensign Group, Inc. (NASDAQ:ENSG), Capital Senior Living Corporation (NYSE:CSU), Biomed Realty Trust (NYSE:BMR)
