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)
Topics covered: Regulatory Outlook Gains Clarity, Regulatory Obstacles and Fee Income Replacement, Investing in Regional Banks, Interest Rates and Loan-Growth Strategies, Increase In Investor Risk Tolerance, Fiscal Cliff Effects on Banking
Companies covered: Allied World Assurance Company Holdings, AG (NYSE:AWH), Banco Latinoamericano de Comercio Exterior, S.A. (NYSE:BLX), KeyCorp (NYSE:KEY), OFG Bancorp (NYSE:OFG), Wells Fargo & Company (NYSE:WFC), 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), Capital One Financial Corporation (NYSE:COF), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC), American Express Company (NYSE:AXP), Regions Financial Corporation (NYSE:RF), Morgan Stanley (NYSE:MS), Goldman Sachs Group, Inc. (The) (NYSE:GS), Toronto Dominion Bank (The) (NYSE:TD)
Topics covered: Precious Metals, Midcap and Small-Cap Consolidation Activity, Global Iron Ore Production, Emerging Market Infrastructure Construction
Companies covered: Comstock Mining, Inc. (NYSEAMERICAN:LODE), Worthington Industries, Inc. (NYSE:WOR), Universal Stainless & Alloy Products, Inc. (NASDAQ:USAP), Schnitzer Steel Industries, Inc. (NASDAQ:SCHN), RTI International Metals, Inc. (NYSE:RTI), Haynes International, Inc. (NASDAQ:HAYN), Carpenter Technology Corporation (NYSE:CRS), Castle (A.M.) & Co. (NYSE:CAS), Dynamic Materials Corporation (NASDAQ:BOOM), Allegheny Technologies Incorporated (NYSE:ATI), Quaterra Resources Inc., Olympic Steel, Inc. (NASDAQ:ZEUS), United States Steel Corporation (NYSE:X), Walter Energy, Inc. (NYSE:WLT), Thomson S.A., Steel Dynamics, Inc. (NASDAQ:STLD), Reliance Steel & Aluminum Co. (NYSE:RS), Nucor Corporation (NYSE:NUE), Kaiser Aluminum Corporation (NASDAQ:KALU), GrafTech International Ltd (NYSE:GTI), Commercial Metals Company (NYSE:CMC), Cliffs Natural Resources Inc. (NYSE:CLF), Peabody Energy Corporation (NYSE:BTU), National Steel Company (NYSE:SID), Boeing Company (The) (NYSE:BA), AK Steel Holding Corporation (NYSE:AKS), VALE S.A. (NYSE:VALE), Teck Resources Ltd. (NYSE:TECK), Thompson Creek Metals Company Inc. (NYSE:TC), Royal Gold, Inc. (NASDAQ:RGLD), Plains Exploration & Productio, Newmont Corporation (NYSE:NEM), McMoRan Exploration Co., Freeport-McMoran, Inc. (NYSE:FCX), Barrick Gold Corporation (NYSE:GOLD)
Topics covered: Value Investing, Oil and Gas, Long-Term Investing, Large-Cap Investing, Investment Strategies, Investing in Energy, High-Quality Companies
Companies covered: Cardinal Financial Corporation (NASDAQ:CFNL), Atlas Air Worldwide Holdings (NASDAQ:AAWW), inContact, Inc. (NASDAQ:SAAS), Oracle Corporation (NYSE:ORCL), Kaman Corporation (NYSE:KAMN), Johnson Controls, Inc. (NYSE:JCI), International Business Machines Corporation (NYSE:IBM), Hub Group, Inc. (NASDAQ:HUBG), Exterran Holdings, Inc. (NYSE:EXH), Esterline Technologies Corporation (NYSE:ESL), Community Bank System, Inc. (NYSE:CBU), Alaska Air Group, Inc. (NYSE:ALK), Bank of the Ozarks (NASDAQ:OZRK), Wells Fargo & Company (NYSE:WFC), Union Pacific Corporation (NYSE:UNP), M&T Bank Corporation (NYSE:MTB), CarMax Inc (NYSE:KMX), J P Morgan Chase & Co (NYSE:JPM), Fastenal Company (NASDAQ:FAST), Walt Disney Company (The) (NYSE:DIS), Devon Energy Corporation (NYSE:DVN), Chesapeake Energy Corporation (NYSE:CHK), 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)
Topics covered: Strong End Markets for Building Products, North American Electrical Transmission, Infrastructure Spending, Infrastructure Build in Emerging Markets, Energy Infrastructure Companies
Companies covered: Exxon Mobil Corporation (NYSE:XOM), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Halliburton Company (NYSE:HAL), Foster Wheeler AG, Dow Inc. (NYSE:DOW), Chicago Bridge & Iron Company N.V. (NYSE:CBI), Owens Corning Inc (NYSE:OC), Granite Construction Incorporated (NYSE:GVA), Great Lakes Dredge & Dock Corporation (NASDAQ:GLDD), Aegion Corp (NASDAQ:AEGN), Willbros Group, Inc. (NYSE:WG), WESCO International, Inc. (NYSE:WCC), Tetra Technologies, Inc. (NYSE:TTI), AT&T Inc. (NYSE:T), Quanta Services, Inc. (NYSE:PWR), Powell Industries, Inc. (NASDAQ:POWL), MYR Group, Inc. (NASDAQ:MYRG), MasTec, Inc. (NYSE:MTZ), Hubbell Inc., EMCOR Group, Inc. (NYSE:EME), Dycom Industries, Inc. (NYSE:DY), General Cable Corporation (NYSE:BGC), Belden Inc (NYSE:BDC), AZZ Incorporated (NYSE:AZZ), Acuity Brands Inc (NYSE:AYI), Anixter International Inc. (NYSE:AXE), Primoris Services Corporation (NASDAQ:PRIM), Jacobs Engineering Group Inc. (NYSE:JEC), Fluor Corporation (NYSE:FLR), United States Steel Corporation (NYSE:X), Steel Dynamics, Inc. (NASDAQ:STLD), Nucor Corporation (NYSE:NUE), BP p.l.c. (NYSE:BP)
