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)
Topics covered: Value Investing, Precious Metals, Longer-Term Investing, Long-Term Value Conservation, Long-Term Investing, Large-Cap Investing, Investment Strategies, Investing in Gold, High-Quality Companies, Global Investing
Companies covered: Wells Fargo & Company (NYSE:WFC), Altria Group (NYSE:MO), Total SA (ADR) (NYSE:TOT), Hawaiian Electric Industries, Inc. (NYSE:HE), U.S. Global Investors, Inc. (NASDAQ:GROW), Exxon Mobil Corporation (NYSE:XOM), Pepsico, Inc. (NASDAQ:PEP), Newmont Corporation (NYSE:NEM), Microsoft Corporation (NASDAQ:MSFT), Mercury General Corporation (NYSE:MCY), Leucadia National Corporation (NYSE:LUK), Coca-Cola Company (The) (NYSE:KO), Kinross Gold Corporation (NYSE:KGC), Johnson & Johnson (NYSE:JNJ), General Electric Company (NYSE:GE), Citigroup Inc. (NYSE:C), Barrick Gold Corporation (NYSE:GOLD), Goldcorp Inc. (NYSE:GG), Agnico Eagle Mines Limited (NYSE:AEM), CA Inc. (NASDAQ:CA), Apple Inc. (NASDAQ:AAPL), Quality Systems, Inc. (NASDAQ:QSII), International Business Machines Corporation (NYSE:IBM), H&R Block, Inc. (NYSE:HRB), Goldman Sachs Group, Inc. (The) (NYSE:GS), BMC Software Inc.
Topics covered: U.S. Energy Infrastructure Build Out, Outlook for Natural Gas Liquids, Oil and Gas Transportation Infrastructure Demand, Master Limited Partnerships Distribution Growth, Low Treasury Yields and MLP Dividends, Increasing Demand for Midstream Assets, Emerging Shale Plays
Companies covered: Union Pacific Corporation (NYSE:UNP), Devon Energy Corporation (NYSE:DVN), Walt Disney Company (The) (NYSE:DIS), Chesapeake Energy Corporation (NYSE:CHK), Boeing Company (The) (NYSE:BA), American Tower Corporation (REIT) (NYSE:AMT), Crosstex Energy LP, BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), Sandridge Energy Inc. (NYSE:SD), Plains All American Pipeline, L.P. (NYSE:PAA), Kinder Morgan Energy Partners, Enbridge Energy, L.P. (NYSE:EEP), Boardwalk Pipeline Partners L.P. (NYSE:BWP), Western Gas Partners, LP (NYSE:WES), Magellan Midstream Partners L.P. (NYSE:MMP), DCP Midstream Partners, LP (NYSE:DPM), Copano Energy LLC, Anadarko Petroleum Corporation (NYSE:APC), Eagle Rock Energy Partners, L.P. (NASDAQ:EROC), 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, Berry Petroleum Corporation (NASDAQ:BRY), AmeriGas Partners, L.P. (NYSE:APU), Targa Resources Partners LP (NYSE:NGLS-A), Genesis Energy, L.P. (NYSE:GEL), Enterprise Products Partners L.P. (NYSE:EPD), Sunoco Logistics Partners LP (NYSE:SXL), EV Energy Partners, L.P. (NASDAQ:EVEP), ENERGY TRANSFER PARTNERS (NYSE:ETP), Dow Inc. (NYSE:DOW), Atlas Pipeline Partners, L.P. (NYSE:APL)
Topics covered: Orthopedics and Cardiovascular Medical Devices, Medical Device Innovation and Consolidation Trends, Health Care, Cardiac, Affordable Care Act
Companies covered: Atossa Genetics Inc. (NASDAQ:ATOS), NeuroMetrix, Inc. (NASDAQ:NURO), Thoratec Corporation (NASDAQ:THOR), Medtronic, Inc. (NYSE:MDT), MAKO Surgical Corp., Integra LifeSciences Holdings Corporation (NASDAQ:IART), Heartware International, Inc. (NASDAQ:HTWR), Endologix, Inc. (NASDAQ:ELGX), Zimmer Holdings, Inc. (NYSE:ZMH), Wright Medical Group, Inc. (NASDAQ:WMGI), Stryker Corporation (NYSE:SYK), Smith & Nephew SNATS, Inc. (NYSE:SNN), Johnson & Johnson (NYSE:JNJ), Intuitive Surgical, Inc. (NASDAQ:ISRG), Baxter International Inc. (NYSE:BAX), Covidien Ltd. (NYSE:COV), Cooper Companies, Inc. (The) (NYSE:COO), Boston Scientific Corporation (NYSE:BSX), Abbott Laboratories (NYSE:ABT)
