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)
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)
