Topics covered: Value Investing, Long-Term Investing, Large-Cap Investing, Investing in Financial Services, Investing in Emerging Markets, High-Quality Companies, Bottom-Up Investing, All-Cap Growth Investing
Companies covered: KKR Financial Holdings LLC, HJ Heinz Co., Blackstone Inc. (NYSE:BX), Franklin Resources, Inc. (NYSE:BEN), Apollo Global Management, LLC (NYSE:APO), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Mastercard Incorporated (NYSE:MA), Alphabet Inc (NASDAQ:GOOG), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Tetra Tech, Inc. (NASDAQ:TTEK), Target Corporation (NYSE:TGT), Ralph Lauren Corporation (NYSE:RL), Pfizer, Inc. (NYSE:PFE), Oshkosh Corporation (NYSE:OSK), Novartis AG (NYSE:NVS), Mednax, Inc (NYSE:MD), Hasbro, Inc. (NASDAQ:HAS), Emerson Electric Company (NYSE:EMR), Chevron Corporation (NYSE:CVX), CSX Corporation (NYSE:CSX), Accenture plc. (NYSE:ACN), 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), Goldman Sachs Group, Inc. (The) (NYSE:GS), 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), Time Warner Inc. (NYSE:TWX), Sinclair Broadcast Group, Inc. (NASDAQ:SBGI), Gamestop Corporation (NYSE:GME)
Topics covered: Social Networking Economics, Internet Infrastructure and Services Consolidation, Increased Mobile Content Traffic, Chinese Online Monetization Trends
Companies covered: support.com, Inc. (NASDAQ:SPRT), Amazon.com, Inc. (NASDAQ:AMZN), Vmware, Inc. (NYSE:VMW), Tibco Software Inc., Rackspace Hosting, Inc (NYSE:RAX), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), International Business Machines Corporation (NYSE:IBM), F5 Networks, Inc. (NASDAQ:FFIV), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), CoreSite Realty Corporation (NYSE:COR), Baidu, Inc. (NASDAQ:BIDU), Sina Corporation (NASDAQ:SINA), Alphabet Inc (NASDAQ:GOOG), Apple Inc. (NASDAQ:AAPL), Activision Blizzard, Inc (NASDAQ:ATVI), Yahoo! Inc. (NASDAQ:YHOO), Sony Corp Ord (NYSE:SNE), Nordstrom, Inc. (NYSE:JWN), eBay Inc. (NASDAQ:EBAY), Cisco Systems, Inc. (NASDAQ:CSCO), Juniper Networks, Inc. (NYSE:JNPR), FLIR Systems, Inc. (NASDAQ:FLIR), Sourcefire, Inc.
Topics covered: U.S. Energy Infrastructure Build Out, Oil and Gas Transportation Infrastructure Demand, Master Limited Partnerships Distribution Growth, Low Treasury Yields and MLP Dividends, Increasing Demand for Midstream Assets
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), Plains All American Pipeline, L.P. (NYSE:PAA), Targa Resources Partners LP (NYSE:NGLS-A), Kinder Morgan Energy Partners, Enterprise Products Partners L.P. (NYSE:EPD), CenterPoint Energy, Inc. (NYSE:CNP), 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, Copano Energy LLC, Berry Petroleum Corporation (NASDAQ:BRY), AmeriGas Partners, L.P. (NYSE:APU), Magellan Midstream Partners L.P. (NYSE:MMP), Genesis Energy, L.P. (NYSE:GEL)
Topics covered: Regulatory Outlook Gains Clarity, Longer-Term Investing, Long-Term Investing, Large-Cap Investing, Investing in Financial Services, Interest Rates and Loan-Growth Strategies
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)
Topics covered: Orphan Drug and Biologics Manufacturing, Health Care, Executive Officer Interviews, Biotechnology and Pharmaceuticals, Biotechnology and Pharmaceutical Investing, Biotechnology and Pharmaceutical Companies Valuation
Companies covered: Celgene Corporation (NASDAQ:CELG), Biogen Inc. (NASDAQ:BIIB), Amgen Inc. (NASDAQ:AMGN), Seattle Genetics, Inc. (NASDAQ:SGEN), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Pharmacyclics, Inc. (NASDAQ:PCYC), Merck & Company, Inc. (NYSE:MRK), The Medicines Company (NASDAQ:MDCO), Johnson & Johnson (NYSE:JNJ), Infinity Pharmaceuticals, Inc. (NASDAQ:INFI), ImmunoGen, Inc. (NASDAQ:IMGN), Gilead Sciences, Inc. (NASDAQ:GILD), Cubist Pharmaceuticals Inc., Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), Achillion Pharmaceuticals, Inc. (NASDAQ:ACHN), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Theravance, Inc. (NASDAQ:THRX), Optimer Pharmaceuticals, Inc., Eli Lilly and Company (NYSE:LLY), InterMune Inc., Idenix Pharmaceuticals Inc., GlaxoSmithKline PLC (NYSE:GSK), ARIAD Pharmaceuticals, Inc. (NASDAQ:ARIA), YM BioSciences Inc., Life Technologies Corporation, Illumina, Inc. (NASDAQ:ILMN), Bristol-Myers Squibb Company (NYSE:BMY), Abbott Laboratories (NYSE:ABT), Celldex Therapeutics, Inc. (NASDAQ:CLDX), Arena Pharmaceuticals, Inc. (NASDAQ:ARNA), Pluristem Therapeutics, Inc. (NASDAQ:PSTI), Aastrom Biosciences, Inc., NovaBay Pharmaceuticals, Inc. (AMEX:NBY), Akorn, Inc. (NASDAQ:AKRX), Valeant Pharmaceuticals International, Inc. (NYSE:VRX), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Salix Pharmaceuticals, Ltd. (NASDAQ:SLXP), Mylan Inc. (NASDAQ:MYL), Jazz Pharmaceuticals plc (NASDAQ:JAZZ), Forest Laboratories Inc., Endo International plc (NASDAQ:ENDP), Allergan, Inc. (NYSE:AGN), Neurocrine Biosciences, Inc. (NASDAQ:NBIX), Incyte Corporation (NASDAQ:INCY), AstraZeneca PLC (NASDAQ:AZN)
