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)
Topics covered: Value Investing, Longer-Term Investing, Long-Term Investing, Investment Strategies, High-Quality Companies, Global Investing, Bottom-Up Investing
Companies covered: Comcast Corporation (NASDAQ:CMCSA), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Target Corporation (NYSE:TGT), Nike, Inc. (NYSE:NKE), Netflix, Inc. (NASDAQ:NFLX), NCR Corporation (NYSE:NCR), Macy's Inc (NYSE:M), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Dick's Sporting Goods Inc (NYSE:DKS), Walt Disney Company (The) (NYSE:DIS), Best Buy Co., Inc. (NYSE:BBY), Amazon.com, Inc. (NASDAQ:AMZN), Starbucks Corporation (NASDAQ:SBUX), Rackspace Hosting, Inc (NYSE:RAX), Lockheed Martin Corporation (NYSE:LMT), HJ Heinz Co., eBay Inc. (NASDAQ:EBAY), Tiffany & Co. (NYSE:TIF), US Airways Group, Inc., Coach, Inc. (NYSE:COH), Alaska Air Group, Inc. (NYSE:ALK), Automatic Data Processing, Inc. (NASDAQ:ADP), Apple Inc. (NASDAQ:AAPL), Exxon Mobil Corporation (NYSE:XOM), Walmart Inc. (NYSE:WMT), United Parcel Service, Inc. (NYSE:UPS), Timken Company (The) (NYSE:TKR), The Charles Schwab Corporation (NYSE:SCHW), QUALCOMM Incorporated (NASDAQ:QCOM), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Paychex, Inc. (NASDAQ:PAYX), New York Times Company (The) (NYSE:NYT), NVIDIA Corporation (NASDAQ:NVDA), Nokia Corporation (NYSE:NOK), Newmont Corporation (NYSE:NEM), Martha Stewart Living Omnimedia, Inc. (NYSE:MSO), Mosaic Company (The) (NYSE:MOS), Coca-Cola Company (The) (NYSE:KO), Alphabet Inc (NASDAQ:GOOG), Corning Incorporated (NYSE:GLW), FedEx Corporation (NYSE:FDX), Family Dollar Stores, Inc. (NYSE:FDO), Expeditors International of Washington, Inc. (NASDAQ:EXPD), Dupont Fabros Technology, Inc. (NYSE:DFT), Chevron Corporation (NYSE:CVX), Costco Wholesale Corporation (NASDAQ:COST), Clean Harbors, Inc. (NYSE:CLH), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), CBS Corporation (NYSE:CBS), BP p.l.c. (NYSE:BP), Bank of America Corporation (NYSE:BAC), Cisco Systems, Inc. (NASDAQ:CSCO), Norfolk Southern Corporation (NYSE:NSC), Eli Lilly and Company (NYSE:LLY), Intel Corporation (NASDAQ:INTC), Becton, Dickinson and Company (NYSE:BDX)
Topics covered: Store Sales Growth Trends, Shift Toward Healthier Food Options, Focus on Brand Equity, Emerging Market Expansion, Cautious Consumer Spending
Companies covered: Chuy's Holdings, Inc. (NASDAQ:CHUY), Carrols Restaurant Group, Inc. (NASDAQ:TAST), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), BJ's Restaurants, Inc. (NASDAQ:BJRI), Panera Bread Company (NASDAQ:PNRA), McDonald's Corporation (NYSE:MCD), Krispy Kreme Doughnuts, Inc. (NYSE:KKD), Chipotle Mexican Grill, Inc. (NYSE:CMG), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB), Dine Brands Global (NYSE:DIN), Bloomin' Brands, Inc. (NASDAQ:BLMN), Sonic Corp. (NASDAQ:SONC), Starbucks Corporation (NASDAQ:SBUX), Bravo Brio Restaurant Group, Inc. (NASDAQ:BBRG), Bob Evans Farms, Inc. (NASDAQ:BOBE), Yum! Brands, Inc. (NYSE:YUM), Brinker International, Inc. (NYSE:EAT), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), Wendy's Company (The) (NASDAQ:WEN), Darden Restaurants, Inc. (NYSE:DRI)
Topics covered: Regulatory Outlook Gains Clarity, Regulatory Obstacles and Fee Income Replacement, Pockets of Growth in Western Banking, Interest Rates and Loan-Growth Strategies, Heightened M&A Activity
Companies covered: Viewpoint Financial Group, Texas Capital Bancshares, Inc. (NASDAQ:TCBI), Southside Bancshares, Inc. (NASDAQ:SBSI), First Financial Bankshares, Inc. (NASDAQ:FFIN), Cullen/Frost Bankers, Inc. (NYSE:CFR), Pacific Continental Corporation (Ore) (NASDAQ:PCBK), Sterling Financial Corp., Heritage Financial Corporation (NASDAQ:HFWA), SVB Financial Group (NASDAQ:SIVB), East West Bancorp, Inc. (NASDAQ:EWBC), City National Corporation (NYSE:CYN), CapitalSource Inc., Bank of Hawaii Corporation (NYSE:BOH), Western Alliance Bancorporation (NYSE:WAL), Hilltop Holdings Inc. (NYSE:HTH), Flagstar Bancorp, Inc. (NYSE:FBC), Comerica Incorporated (NYSE:CMA)
