Topics covered: SaaS and PaaS, Cloud Computing and SaaS Trends, Cloud Computing, Application Software Consolidation Activity
Companies covered: Callidus Software, Inc. (NASDAQ:CALD), Alteva (D/B/A) (AMEX:ALTV), Catamaran Corporation (NASDAQ:CTRX), Monotype Imaging Holdings Inc. (NASDAQ:TYPE), Dot Hill Systems Corporation (NASDAQ:HILL), ACI Worldwide, Inc. (NASDAQ:ACIW), Total System Services, Inc. (NYSE:TSS), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Heartland Payment Systems, Inc. (NYSE:HPY), Global Payments Inc. (NYSE:GPN), Fiserv, Inc. (NYSE:FI), Fidelity National Information Services, Inc. (NYSE:FIS), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Toyota Motor Corp Ltd Ord (NYSE:TM), SAP SE (NYSE:SAP), Oracle Corporation (NYSE:ORCL), Netsuite Inc (NYSE:N), Coca-Cola Company (The) (NYSE:KO), International Business Machines Corporation (NYSE:IBM), General Motors Company (NYSE:GM), Salesforce.com Inc (NYSE:CRM), Citrix Systems, Inc. (NASDAQ:CTXS), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Verizon Communications Inc. (NYSE:VZ), Vmware, Inc. (NYSE:VMW), AT&T Inc. (NYSE:T), Symantec Corporation (NASDAQ:SYMC), Synchronoss Technologies, Inc. (NASDAQ:SNCR), Nuance Communications, Inc. (NASDAQ:NUAN), NICE Limited (NASDAQ:NICE), j2 Global, Inc. (NASDAQ:JCOM), Sourcefire, Inc., EMC Corporation (NYSE:EMC)
Topics covered: Semiconductor Inventory Burnoff, Semiconductor Capital Equipment Spending, Semiconductor Capital Equipment, New Computing Platform Demand, Mobile Device Consumer Demand, Improvement from Cyclical Bottom, Cloud Computing
Companies covered: Broadcom Corporation (NASDAQ:BRCM), Avago Technologies Limited (NASDAQ:AVGO), Apple Inc. (NASDAQ:AAPL), Analog Devices, Inc. (NASDAQ:ADI), Altera Corporation (NASDAQ:ALTR), Texas Instruments Incorporated (NASDAQ:TXN), SanDisk Corporation (NASDAQ:SNDK), NVIDIA Corporation (NASDAQ:NVDA), Micron Technology, Inc. (NASDAQ:MU), Marvell Technology Group Ltd. (NASDAQ:MRVL), Intel Corporation (NASDAQ:INTC), China Mobile (Hong Kong) Ltd. (NYSE:CHL), Atmel Corporation (NASDAQ:ATML), Netlist, Inc. (NASDAQ:NLST), LSI Corporation, Semiconductor Manufacturing International Corporation (NYSE:SMI), Microchip Technology Incorporated (NASDAQ:MCHP), Tower Semiconductor Ltd. (NASDAQ:TSEM), Xilinx, Inc. (NASDAQ:XLNX), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Linear Technology Corporation (NASDAQ:LLTC), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Semtech Corporation (NASDAQ:SMTC), Sprint Corporation (NYSE:S), ON Semiconductor Corporation (NASDAQ:ON), Mindspeed Technologies Inc., Monolithic Power Systems, Inc. (NASDAQ:MPWR), Diodes Incorporated (NASDAQ:DIOD), TriQuint Semiconductor, Inc., International Rectifier Corpor, STMicroelectronics N.V. (NYSE:STM), Lattice Semiconductor Corporation (NASDAQ:LSCC), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Advanced Semiconductor Engineering, Inc. (NYSE:ASX), Cisco Systems, Inc. (NASDAQ:CSCO), ARM Holdings plc (NASDAQ:ARM), QUALCOMM Incorporated (NASDAQ:QCOM), HJ Heinz Co., Cypress Semiconductor Corporation (NASDAQ:CY), Volterra Semiconductor Corpora, Silicon Laboratories, Inc. (NASDAQ:SLAB), Intersil Corporation (NASDAQ:ISIL), Hittite Microwave Corporation, Exar Corporation (NYSE:EXAR), Skyworks Solutions, Inc. (NASDAQ:SWKS), RF Micro Devices Inc., Microsemi Corporation (NASDAQ:MSCC), Cree, Inc. (NASDAQ:CREE), Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), JDS Uniphase Corporation (NASDAQ:JDSU), Finisar Corporation (NASDAQ:FNSR), ASML Holding N.V. (NASDAQ:ASML), Applied Materials, Inc. (NASDAQ:AMAT), Nova Measuring Instruments Ltd. (NASDAQ:NVMI), Nanometrics Incorporated (NASDAQ:NANO), Lam Research Corporation (NASDAQ:LRCX), KLA-Tencor Corporation (NASDAQ:KLAC)
Topics covered: Value Investing, Large-Cap Investing, Investing in Financial Services, High-Quality Companies, Bottom-Up Investing, All-Cap Growth Investing
Companies covered: Newmont Corporation (NYSE:NEM), Caterpillar, Inc. (NYSE:CAT), Apple Inc. (NASDAQ:AAPL), Ultra Petroleum Corp. (NYSE:UPL), Tecumseh Products Company, Sears Holdings Corporation (OTCMKTS:SHLDQ), Transocean Ltd. (NYSE:RIG), Merck & Company, Inc. (NYSE:MRK), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Dell Inc. (NASDAQ:DELL), Ameris Bancorp (NASDAQ:ABCB), SCBT Financial Corp., J P Morgan Chase & Co (NYSE:JPM), First Financial Holdings Inc., Citigroup Inc. (NYSE:C), TE Connectivity Ltd. (NYSE:TEL), Molex Inc., Bank of America Corporation (NYSE:BAC), Amphenol Corporation (NYSE:APH), Aetna Inc. (NYSE:AET), Fidelity National Financial, Inc. (NYSE:FNF), First American Corporation (The) (NYSE:FAF), MetLife, Inc. (NYSE:MET), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), Genworth Financial Inc (NYSE:GNW)
Topics covered: Industrial Restructuring, Heightened M&A Activity, Emerging Markets Penetration, Defense Budget Uncertainty, Commercial Aviation and Energy Expenditures, Capital Equipment Technology Investing
Companies covered: Belden Inc (NYSE:BDC), Erickson Incorporated (NASDAQ:EAC), Hardinge, Inc. (NASDAQ:HDNG), Columbus McKinnon Corporation (NASDAQ:CMCO), Astronics Corporation (NASDAQ:ATRO), TriMas Corporation (NASDAQ:TRS), SPX Corporation (NYSE:SPW), Rockwell Automation, Inc. (NYSE:ROK), General Electric Company (NYSE:GE), Emerson Electric Company (NYSE:EMR), Caterpillar, Inc. (NYSE:CAT), Boeing Company (The) (NYSE:BA), ABB Ltd (NYSE:ABB), B/E Aerospace, Inc. (NASDAQ:BEAV), Triumph Group, Inc. (NYSE:TGI), Transdigm Group Incorporated (NYSE:TDG), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Precision Castparts Corporation (NYSE:PCP), Orbital Sciences Corporation (NYSE:ORB), Lockheed Martin Corporation (NYSE:LMT), Rockwell Collins, Inc. (NYSE:COL), Alliant Techsystems Inc. (NYSE:ATK), United Technologies Corporation (NYSE:UTX), Siemens AG (OTCMKTS:SIEGY), Honeywell International Inc. (NYSE:HON), Gardner Denver Inc., Eaton Corporation, PLC (NYSE:ETN), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), Dover Corporation (NYSE:DOV)
Topics covered: Platform Interoperability and Data Analytics, HITECH Act Incentives, Health Care, Electronic Health Record Adoption, Biotechnology and Pharmaceuticals, Biotechnology and Pharmaceutical Investing, Biotechnology and Pharmaceutical Companies Valuation, Affordable Care Act
Companies covered: Humana Inc. (NYSE:HUM), athenahealth, Inc. (NASDAQ:ATHN), Merge Healthcare Incorporated. (NASDAQ:MRGE), Celgene Corporation (NASDAQ:CELG), Biogen Inc. (NASDAQ:BIIB), Pfizer, Inc. (NYSE:PFE), Pharmacyclics, Inc. (NASDAQ:PCYC), Merck & Company, Inc. (NYSE:MRK), Johnson & Johnson (NYSE:JNJ), Dendreon Corp., Baidu, Inc. (NASDAQ:BIDU), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Yahoo! Inc. (NASDAQ:YHOO), Vmware, Inc. (NYSE:VMW), SanDisk Corporation (NASDAQ:SNDK), Sina Corporation (NASDAQ:SINA), The Charles Schwab Corporation (NYSE:SCHW), Starbucks Corporation (NASDAQ:SBUX), QUALCOMM Incorporated (NASDAQ:QCOM), Morgan Stanley (NYSE:MS), Monsanto Company (NYSE:MON), HP Inc (NYSE:HPQ), HJ Heinz Co., Goldman Sachs Group, Inc. (The) (NYSE:GS), Alphabet Inc (NASDAQ:GOOG), eBay Inc. (NASDAQ:EBAY), Dell Inc. (NASDAQ:DELL), CVS Health Corporation (NYSE:CVS), Salesforce.com Inc (NYSE:CRM), Conagra Brands Inc. (NYSE:CAG), Citigroup Inc. (NYSE:C), Boeing Company (The) (NYSE:BA), Bank of America Corporation (NYSE:BAC), American International Group, Inc. (NYSE:AIG), Becton, Dickinson and Company (NYSE:BDX), C.R. Bard, Inc. (NYSE:BCR)
