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)
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)
