Topics covered: Tower Cell Splitting, Mobile Trends in Emerging Markets, Global Wireless Spectrum Allocation, 4G LTE and 3G Infrastructure Upgrades, 4G Infrastructure Capital Expenditures
Companies covered: EarthLink Holdings Corp. (NASDAQ:ELNK), Ceragon Networks Ltd. (NASDAQ:CRNT), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), SBA Communications Corporation (NASDAQ:SBAC), Sprint Corporation (NYSE:S), DISH Network Corporation (NASDAQ:DISH), Crown Castle International (NYSE:CCI), American Tower Corporation (REIT) (NYSE:AMT), 8x8 Inc (NASDAQ:EGHT)
Topics covered: U.S. Corn Crop, Specialty Chemicals and Fertilizer Pricing Power, Paints and Coatings, Fertilizers, Emerging Market Demand, Crop Yield Management, Chemicals Companies Pricing Power, and Petrochemicals
Companies covered: Polypore International Inc (NYSE:PPO), OM Group, Inc. (NYSE:OMG), Monsanto Company (NYSE:MON), Hexcel Corporation (NYSE:HXL), W.R. Grace & Co. (NYSE:GRA), Avery Dennison Corporation (NYSE:AVY), American Vanguard Corporation (NYSE:AVD), Albemarle Corporation (NYSE:ALB), Valspar Corporation (The) (NYSE:VAL), Sherwin-Williams Company (The) (NYSE:SHW), RPM International Inc. (NYSE:RPM), PPG Industries, Inc. (NYSE:PPG), PolyOne Corporation (NYSE:POL), NewMarket Corporation (NYSE:NEU), Koppers Holdings Inc. (NYSE:KOP), Intrepid Potash, Inc (NYSE:IPI), Innospec Inc. (NASDAQ:IOSP), Huntsman Corporation (NYSE:HUN), Cytec Industries Inc. (NYSE:CYT), Carlisle Companies Incorporated (NYSE:CSL), Compass Minerals International, Inc. (NYSE:CMP), Cabot Corporation (NYSE:CBT), OMNOVA Solutions Inc. (NYSE:OMN), Minerals Technologies Inc. (NYSE:MTX), Quaker Chemical Corporation (NYSE:KWR), H. B. Fuller Company (NYSE:FUL), Pacific Ethanol, Inc. (NASDAQ:PEIX), Cyanotech Corporation (NASDAQ:CYAN), ADA-ES Inc.
Topics covered: Resiliency To Discretionary Spending Trends, Improving Pet Acquisitions, Heightened Competition Among Medication Providers, Competition From Big-Box Retailers
Companies covered: Align Technology, Inc. (NASDAQ:ALGN), ABAXIS, Inc. (NASDAQ:ABAX), Dentsply Sirona (NASDAQ:XRAY), VCA Inc. (NASDAQ:WOOF), Walmart Inc. (NYSE:WMT), Sirona Dental Systems, Inc. (NASDAQ:SIRO), Patterson Companies, Inc. (NASDAQ:PDCO), Laboratory Corporation of America Holdings (NYSE:LH), IDEXX Laboratories, Inc. (NASDAQ:IDXX), Heska Corporation (NASDAQ:HSKA), Henry Schein, Inc. (NASDAQ:HSIC), Quest Diagnostics Incorporated (NYSE:DGX), MWI Veterinary Supply, Inc. (NASDAQ:MWIV), Abbott Laboratories (NYSE:ABT), Target Corporation (NYSE:TGT), PetSmart, Inc (NASDAQ:PETM), Walt Disney Company (The) (NYSE:DIS)
Topics covered: Value Oriented Strategy, Value Investing, Longer-Term Investing, Large-Cap, High-Quality Companies, Exposure to Emerging Markets, Deep-Value, Cyclical Sectors, Bottom-Up Stock Selection
Companies covered: Cheniere Energy, Inc. (NYSEAMERICAN:LNG), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), MetroPCS Communications Inc., Merck & Company, Inc. (NYSE:MRK), DISH Network Corporation (NASDAQ:DISH), Bristol-Myers Squibb Company (NYSE:BMY), Exxon Mobil Corporation (NYSE:XOM), Morgan Stanley (NYSE:MS), Citigroup Inc. (NYSE:C), Wells Fargo & Company (NYSE:WFC), Union Pacific Corporation (NYSE:UNP), Procter & Gamble Company (The) (NYSE:PG), Microsoft Corporation (NASDAQ:MSFT), Marriott International (NASDAQ:MAR), Lockheed Martin Corporation (NYSE:LMT), J P Morgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), International Business Machines Corporation (NYSE:IBM), Geo Group Inc (The) (NYSE:GEO), General Electric Company (NYSE:GE), Duke Energy Corporation (NYSE:DUK), Corrections Corporation of America (NYSE:CXW), Chevron Corporation (NYSE:CVX), CenterPoint Energy, Inc. (NYSE:CNP), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), Boeing Company (The) (NYSE:BA), Amazon.com, Inc. (NASDAQ:AMZN), Intel Corporation (NASDAQ:INTC), BlackBerry Limited (NASDAQ:BBRY), General Motors Company (NYSE:GM), Apple Inc. (NASDAQ:AAPL), Amgen Inc. (NASDAQ:AMGN), Whirlpool Corporation (NYSE:WHR), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Toll Brothers Inc. (NYSE:TOL), TJX Companies, Inc. (The) (NYSE:TJX), Syngenta AG (NYSE:SYT), Novartis AG (NYSE:NVS), Illumina, Inc. (NASDAQ:ILMN), Alphabet Inc (NASDAQ:GOOG), Ross Stores, Inc. (NASDAQ:ROST), Valeant Pharmaceuticals International, Inc. (NYSE:VRX), Schlumberger N.V. (NYSE:SLB), Philip Morris International Inc (NYSE:PM), Halliburton Company (NYSE:HAL), Baker Hughes (NYSE:BKR)
Topics covered: U.S. Banking Review 2013
Companies covered: Capital One Financial Corporation (NYSE:COF), Blackstone Inc. (NYSE:BX), American International Group, Inc. (NYSE:AIG), Exxon Mobil Corporation (NYSE:XOM), The Travelers Companies, Inc. (NYSE:TRV), Torchmark Corporation (NYSE:TMK), SunTrust Banks, Inc. (NYSE:STI), NYSE Euronext, Inc., Netflix, Inc. (NASDAQ:NFLX), Marsh & McLennan Companies, Inc. (NYSE:MMC), Moody's Corporation (NYSE:MCO), Johnson & Johnson (NYSE:JNJ), Goldman Sachs Group, Inc. (The) (NYSE:GS), Genworth Financial Inc (NYSE:GNW), Chubb Corporation (The) (NYSE:CB), Citigroup Inc. (NYSE:C), American Financial Group, Inc. (NYSE:AFG), Allied World Assurance Company Holdings, AG (NYSE:AWH), Wells Fargo & Company (NYSE:WFC), General Electric Company (NYSE:GE), Apollo Education Group, Inc. (NASDAQ:APOL), T. Rowe Price Group, Inc. (NASDAQ:TROW), State Street Corporation (NYSE:STT), Stifel Financial Corporation (NYSE:SFN), Northern Trust Corporation (NASDAQ:NTRS), Federated Investors, Inc. (NYSE:FII), TD Ameritrade Holding Corporation (NYSE:AMTD), Allianceberstein Holding L.P. (NYSE:AB), Banco Latinoamericano de Comercio Exterior, S.A. (NYSE:BLX), KeyCorp (NYSE:KEY), OFG Bancorp (NYSE:OFG), Gamco Investors, Inc. (NYSE:GBL), Capital Southwest Corporation (NASDAQ:CSWC), Visa Inc. (NYSE:V), U.S. Bancorp (NYSE:USB), PNC Financial Services Group, Inc. (The) (NYSE:PNC), Mastercard Incorporated (NYSE:MA), J P Morgan Chase & Co (NYSE:JPM), Discover Financial Services (NYSE:DFS), Bank of America Corporation (NYSE:BAC), American Express Company (NYSE:AXP), Regions Financial Corporation (NYSE:RF), Morgan Stanley (NYSE:MS), Toronto Dominion Bank (The) (NYSE:TD), Waddell & Reed Financial, Inc. (NYSE:WDR), Legg Mason, Inc. (NYSE:LM), Janus Capital Group, Inc (NYSE:JNS), Epoch Holding Corporation, BlackRock, Inc. (NYSE:BLK), Franklin Resources, Inc. (NYSE:BEN), Eaton Vance Corporation (NYSE:EV), Triangle Capital Corporation (NYSE:TCAP), Greenhill & Co., Inc. (NYSE:GHL), CME Group Inc. (NASDAQ:CME), UBS AG (NYSE:UBS), The Charles Schwab Corporation (NYSE:SCHW), Invesco Ltd. (NYSE:IVZ), Intercontinental Exchange Inc. (NYSE:ICE), Bank Of New York Mellon Corporation (The) (NYSE:BK), GFI Group Inc. (NYSE:GFIG), Franklin Limited Duration Income Trust (AMEX:FTF), Viewpoint Financial Group, Texas Capital Bancshares, Inc. (NASDAQ:TCBI), Southside Bancshares, Inc. (NASDAQ:SBSI), First Financial Bankshares, Inc. (NASDAQ:FFIN), Cullen/Frost Bankers, Inc. (NYSE:CFR), Pacific Continental Corporation (Ore) (NASDAQ:PCBK), Sterling Financial Corp., Heritage Financial Corporation (NASDAQ:HFWA), SVB Financial Group (NASDAQ:SIVB), East West Bancorp, Inc. (NASDAQ:EWBC), City National Corporation (NYSE:CYN), CapitalSource Inc., Bank of Hawaii Corporation (NYSE:BOH), Western Alliance Bancorporation (NYSE:WAL), Hilltop Holdings Inc. (NYSE:HTH), Flagstar Bancorp, Inc. (NYSE:FBC), Comerica Incorporated (NYSE:CMA), Taylor Capital Group Inc., Pinnacle Financial Partners, Inc. (NASDAQ:PNFP), MB Financial Inc. (NASDAQ:MBFI), Fifth Third Bancorp (NASDAQ:FITB), Eagle Bancorp, Inc. (NASDAQ:EGBN), BB&T Corporation (NYSE:BBT), Zions Bancorporation (NASDAQ:ZION), M&T Bank Corporation (NYSE:MTB), Huntington Bancshares Incorporated (NASDAQ:HBAN), First Horizon National Corporation (NYSE:FHN), iStar Financial Inc., MBIA, Inc. (NYSE:MBI), H&R Block, Inc. (NYSE:HRB), First Niagara Financial Group Inc. (NASDAQ:FNFG), FactSet Research Systems Inc. (NYSE:FDS), CNO Financial Group, Inc. (NYSE:CNO), CIT Group Inc (NYSE:CIT), Bank Of Montreal (NYSE:BMO), Assured Guaranty Ltd. (NYSE:AGO), LaPorte Bancorp, Inc. (NASDAQ:LPSB), First Midwest Bancorp, Inc. (NASDAQ:FMBI), FirstMerit Corporation (NASDAQ:FMER), Citizens Republic Bancorp, Inc, CFS Bancorp Inc., Baylake Corp (NASDAQ:BYLK), Sandy Spring Bancorp, Inc. (NASDAQ:SASR), Bryn Mawr Bank Corporation (NASDAQ:BMTC), TFS Financial Corporation (NASDAQ:TFSL), Susquehanna Bancshares, Inc. (NASDAQ:SUSQ), Signature Bank (NASDAQ:SBNY), Provident New York Bancorp, Oritani Financial Corp. (NASDAQ:ORIT), National Penn Bancshares, Inc. (NASDAQ:NPBC), Investors Bancorp, Inc. (NASDAQ:ISBC), Fox Chase Bancorp, Inc. (NASDAQ:FXCB), Fulton Financial Corporation (NASDAQ:FULT), Center Bancorp Inc., Berkshire Hills Bancorp, Inc. (NYSE:BHLB), Cardinal Financial Corporation (NASDAQ:CFNL), Webster Financial Corporation (NYSE:WBS), Valley National Bancorp (NYSE:VLY), Provident Financial Services, Inc (NYSE:PFS), American National Bankshares, Inc. (NASDAQ:AMNB), Virginia Commerce Bancorp Inc., United Bankshares, Inc. (NASDAQ:UBSI), StellarOne Corporation, First Community Bancshares, Inc. (NASDAQ:FCBC), Hudson City Bancorp, Inc. (NASDAQ:HCBK), F.N.B. Corporation (NYSE:FNB)
