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)
Topics covered: U.S. Energy Infrastructure Build Out, Outlook for Natural Gas Liquids, Oil and Gas Transportation Infrastructure Demand, Master Limited Partnerships Distribution Growth, Low Treasury Yields and MLP Dividends, Increasing Demand for Midstream Assets, Emerging Shale Plays
Companies covered: Capstone Turbine Corporation (NASDAQ:CPST), BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), Sandridge Energy Inc. (NYSE:SD), Chesapeake Energy Corporation (NYSE:CHK), Baytex Energy Corp (NYSE:BTE), SandRidge Permian Trust (NYSE:PER), MV Oil Trust (NYSE:MVO), Union Pacific Corporation (NYSE:UNP), Devon Energy Corporation (NYSE:DVN), Walt Disney Company (The) (NYSE:DIS), Boeing Company (The) (NYSE:BA), American Tower Corporation (REIT) (NYSE:AMT), Crosstex Energy LP, Plains All American Pipeline, L.P. (NYSE:PAA), Kinder Morgan Energy Partners, Enbridge Energy, L.P. (NYSE:EEP), Boardwalk Pipeline Partners L.P. (NYSE:BWP), Western Gas Partners, LP (NYSE:WES), Magellan Midstream Partners L.P. (NYSE:MMP), DCP Midstream Partners, LP (NYSE:DPM), Copano Energy LLC, Anadarko Petroleum Corporation (NYSE:APC), Eagle Rock Energy Partners, L.P. (NASDAQ:EROC), Williams Partners LP (NYSE:WPZ), Williams Companies, Inc. (The) (NYSE:WMB), Vanguard Natural Resources LLC (NASDAQ:VNR), Spectra Energy Partners, LP (NYSE:SEP), ONEOK Partners, L.P. (NYSE:OKS), ONEOK, Inc. (NYSE:OKE), Linn Energy, LLC (NASDAQ:LINE), Legacy Reserves LP (NASDAQ:LGCY), El Paso Pipeline Partners, L.P, Berry Petroleum Corporation (NASDAQ:BRY), AmeriGas Partners, L.P. (NYSE:APU), Targa Resources Partners LP (NYSE:NGLS-A), Genesis Energy, L.P. (NYSE:GEL), Enterprise Products Partners L.P. (NYSE:EPD), Sunoco Logistics Partners LP (NYSE:SXL), EV Energy Partners, L.P. (NASDAQ:EVEP), ENERGY TRANSFER PARTNERS (NYSE:ETP), Dow Inc. (NYSE:DOW), Atlas Pipeline Partners, L.P. (NYSE:APL), Weatherford International plc (NYSE:WFT), Schlumberger N.V. (NYSE:SLB), Rowan Companies plc (NYSE:RDC), Oceaneering International, Inc. (NYSE:OII), National Oilwell Varco, Inc. (NYSE:NOV), Noble Corporation (NYSE:NE), Halliburton Company (NYSE:HAL), FMC Technologies, Inc. (NYSE:FTI), ENSCO plc (NYSE:ESV), Cameron International Corporation (NYSE:CAM), Baker Hughes (NYSE:BKR), Transocean Ltd. (NYSE:RIG), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Nabors Industries Ltd. (NYSE:NBR), Lufkin Industries Inc., Helmerich & Payne, Inc. (NYSE:HP), Hercules Offshore, Inc. (NASDAQ:HERO), Diamond Offshore Drilling, Inc. (OTCMKTS:DOFSQ), Atwood Oceanics, Inc. (NYSE:ATW), Hornbeck Offshore Services (NYSE:HOS), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Tidewater Inc. (NYSE:TDW), Key Energy Services, Inc. (NYSE:KEG), Helix Energy Solutions Group, Inc. (NYSE:HLX), GulfMark Offshore, Inc. (NYSE:GLF), General Electric Company (NYSE:GE), Cal Dive International Inc, Exxon Mobil Corporation (NYSE:XOM), Superior Energy Services, Inc. (NYSE:SPN), Oil States International, Inc. (NYSE:OIS), Natural Gas Services Group, Inc. (NYSE:NGS), Basic Energy Services, Inc. (NYSE:BAS), Total SA (ADR) (NYSE:TOT), SM Energy Company (NYSE:SM), Pioneer Natural Resources Company (NYSE:PXD), McMoRan Exploration Co., EOG Resources, Inc. (NYSE:EOG), ENI S.p.A. (NYSE:E), Apache Corporation (NASDAQ:APA), Emerald Oil, Inc. (AMEX:EOX), Approach Resources Inc. (NASDAQ:AREX), Cimarex Energy Co (NYSE:XEC), W&T Offshore, Inc. (NYSE:WTI), Whiting Petroleum Corporation (NYSE:WLL), Kodiak Oil & Gas Corp., Concho Resources Inc. (NYSE:CXO), ConocoPhillips (NYSE:COP), Continental Resources, Inc. (NYSE:CLR), Transatlantic Petroleum Ltd (AMEX:TAT), BP p.l.c. (NYSE:BP), ENSERVCO Corporation (NYSEAMERICAN:ENSV), Gulfport Energy Corporation (NASDAQ:GPOR), Goodrich Petroleum Corporation (NYSE:GDP), McDermott International, Inc. (NYSE:MDR), Chevron Corporation (NYSE:CVX), Occidental Petroleum Corporation (NYSE:OXY), Marathon Oil Corporation (NYSE:MRO), Questar Corporation (NYSE:STR), Evolution Petroleum Corporation, Inc. (NYSEAMERICAN:EPM), FieldPoint Petroleum Corporation (AMEX:FPP), Carrizo Oil & Gas, Inc. (NASDAQ:CRZO), Range Resources Corporation (NYSE:RRC), Rosetta Resources Inc. (NASDAQ:ROSE), Rex Energy Corporation (NASDAQ:REXX), Plains Exploration & Productio, Noble Energy Inc. (NYSE:NBL), Freeport-McMoran, Inc. (NYSE:FCX), Double Eagle Petroleum Co., Cheniere Energy, Inc. (NYSEAMERICAN:LNG), PetroChina Company Limited (NYSE:PTR), Mariner Energy, Inc., Ultra Petroleum Corp. (NYSE:UPL), Southwestern Energy Company (NYSE:SWN), Petroquest Energy Inc (NYSE:PQ), Forest Oil Corp., Denbury Resources Inc. (NYSE:DNR), Clayton Williams Energy, Inc. (NYSE:CWEI), Cabot Oil & Gas Corporation (NYSE:COG), YPF Sociedad Anonima (NYSE:YPF), Ultrapar Participacoes S.A. (NYSE:UGP), Tenaris S.A. (NYSE:TS), Petrobras Argentina S.A. (NYSE:PZE), InterOil Corporation (NYSE:IOC), Hess Corporation (NYSE:HES), Atlas Energy, L.P. (NYSE:ATLS)
Topics covered: Undervalued Asian Companies, Longer-Term Investing, Investing in China, Investing in Asia, Equity Investing Strategies, China's Domestic Markets, Asia Pacific Investment Theses
Companies covered: Hershey Company (The) (NYSE:HSY), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Toyota Motor Corp Ltd Ord (NYSE:TM), Apple Inc. (NASDAQ:AAPL), International Business Machines Corporation (NYSE:IBM), PetroChina Company Limited (NYSE:PTR), La-Z-Boy Incorporated (NYSE:LZB), Freeport-McMoran, Inc. (NYSE:FCX), China Mobile (Hong Kong) Ltd. (NYSE:CHL), Caterpillar, Inc. (NYSE:CAT), BHP Billiton Limited (NYSE:BHP)
