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)
Topics covered: Reimbursement Trends, Orphan Drugs, Orphan Drug and Biologics Manufacturing, Oncology Drug Development, Health Care, FDA Approval Process, Biotechnology and Pharmaceuticals, Biotechnology and Pharmaceutical Investing
Companies covered: Neostem, Inc. (NASDAQ:NBS), Provectus Biopharmaceuticals, Inc. (AMEX:PVCT), Celgene Corporation (NASDAQ:CELG), Biogen Inc. (NASDAQ:BIIB), Array BioPharma Inc. (NASDAQ:ARRY), Arena Pharmaceuticals, Inc. (NASDAQ:ARNA), Amgen Inc. (NASDAQ:AMGN), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), VIVUS, Inc. (NASDAQ:VVUS), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Novartis AG (NYSE:NVS), GlaxoSmithKline PLC (NYSE:GSK), Gilead Sciences, Inc. (NASDAQ:GILD), Cubist Pharmaceuticals Inc., AstraZeneca PLC (NASDAQ:AZN), Celldex Therapeutics, Inc. (NASDAQ:CLDX), Pluristem Therapeutics, Inc. (NASDAQ:PSTI), Onyx Pharmaceuticals Inc., NPS Pharmaceuticals, Inc. (NASDAQ:NPSP), Coca-Cola Company (The) (NYSE:KO), Keryx Biopharmaceuticals, Inc. (NASDAQ:KERX), Immunomedics, Inc. (NASDAQ:IMMU), International Business Machines Corporation (NYSE:IBM), Sanofi (NYSE:SNY), Pfizer, Inc. (NYSE:PFE), Novo Nordisk A/S (NYSE:NVO), Merck & Company, Inc. (NYSE:MRK), Bristol-Myers Squibb Company (NYSE:BMY), Abbott Laboratories (NYSE:ABT)
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)
