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)
Topics covered: Private Middle Market Funding, Increase In Investor Risk Tolerance, Fixed Income Bonds, Exchanges Trading Volumes and Cash Flow, Decreased Bank Loan Competition, Consistent BDC Dividend Yield, Capital Flow Into Equities, Asset Growth
Companies covered: Gamco Investors, Inc. (NYSE:GBL), Capital Southwest Corporation (NASDAQ:CSWC), Waddell & Reed Financial, Inc. (NYSE:WDR), T. Rowe Price Group, Inc. (NASDAQ:TROW), Legg Mason, Inc. (NYSE:LM), Janus Capital Group, Inc (NYSE:JNS), Epoch Holding Corporation, BlackRock, Inc. (NYSE:BLK), Franklin Resources, Inc. (NYSE:BEN), Federated Investors, Inc. (NYSE:FII), Eaton Vance Corporation (NYSE:EV), Blackstone Inc. (NYSE:BX), Triangle Capital Corporation (NYSE:TCAP), Greenhill & Co., Inc. (NYSE:GHL), CME Group Inc. (NASDAQ:CME), Wells Fargo & Company (NYSE:WFC), UBS AG (NYSE:UBS), State Street Corporation (NYSE:STT), The Charles Schwab Corporation (NYSE:SCHW), Northern Trust Corporation (NASDAQ:NTRS), Morgan Stanley (NYSE:MS), Invesco Ltd. (NYSE:IVZ), Intercontinental Exchange Inc. (NYSE:ICE), Goldman Sachs Group, Inc. (The) (NYSE:GS), Bank Of New York Mellon Corporation (The) (NYSE:BK), Bank of America Corporation (NYSE:BAC), TD Ameritrade Holding Corporation (NYSE:AMTD), GFI Group Inc. (NYSE:GFIG), Franklin Limited Duration Income Trust (AMEX:FTF)
