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)
Topics covered: Value Investing, Long-Term Investing, Large-Cap Investing, Investment Strategies, High-Quality Companies, Global Investing, Bottom-Up Investing
Companies covered: Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Time Warner Inc. (NYSE:TWX), Tootsie Roll Industries, Inc. (NYSE:TR), Scotts Miracle-Gro Company (The) (NYSE:SMG), Pfizer, Inc. (NYSE:PFE), Microsoft Corporation (NASDAQ:MSFT), Lennar Corporation (NYSE:LEN), Genuine Parts Company (NYSE:GPC), Dr Pepper Snapple Group, Inc (NYSE:DPS), Discovery Communications, Inc. (NASDAQ:DISCA), Dell Inc. (NASDAQ:DELL), Crown Media Holdings, Inc. (NASDAQ:CRWN), Symantec Corporation (NASDAQ:SYMC), PPG Industries, Inc. (NYSE:PPG), Kohl's Corporation (NYSE:KSS), Honda Motor Company, Ltd. (NYSE:HMC), Coach, Inc. (NYSE:COH), Conagra Brands Inc. (NYSE:CAG), Home Depot, Inc. (The) (NYSE:HD), Alphabet Inc (NASDAQ:GOOG), eBay Inc. (NASDAQ:EBAY), Denny's Corporation (NASDAQ:DENN), Apollo Education Group, Inc. (NASDAQ:APOL), Marvell Technology Group Ltd. (NASDAQ:MRVL), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Corning Incorporated (NYSE:GLW), DeVry Education Group Inc. (NYSE:DV), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC), Walmart Inc. (NYSE:WMT), Molson Coors Brewing Company (NYSE:TAP), Hospira Inc (NYSE:HSP), Costco Wholesale Corporation (NASDAQ:COST), Bank Of New York Mellon Corporation (The) (NYSE:BK), Allergan, Inc. (NYSE:AGN), Abbott Laboratories (NYSE:ABT), Viewpoint Financial Group, Valero Energy Corporation (NYSE:VLO), Sunoco Logistics Partners LP (NYSE:SXL), Precision Castparts Corporation (NYSE:PCP), ENERGY TRANSFER PARTNERS (NYSE:ETP)
Topics covered: Shale Drilling Dynamics, Shale Drilling Capital Expenditures, Shale, Oil Price Expectations, Oil and Gas Price Divergence, Offshore Deepwater Oil Discoveries, Offshore and Deepwater Drilling, Frontier Exploration and Development, Capital Expenditures and Consolidation Activity
Companies covered: Weatherford International plc (NYSE:WFT), Schlumberger N.V. (NYSE:SLB), Rowan Companies plc (NYSE:RDC), Oceaneering International, Inc. (NYSE:OII), National Oilwell Varco, Inc. (NYSE:NOV), Noble Corporation (NYSE:NE), Halliburton Company (NYSE:HAL), FMC Technologies, Inc. (NYSE:FTI), ENSCO plc (NYSE:ESV), Cameron International Corporation (NYSE:CAM), Baker Hughes (NYSE:BKR), Transocean Ltd. (NYSE:RIG), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Nabors Industries Ltd. (NYSE:NBR), Lufkin Industries Inc., Helmerich & Payne, Inc. (NYSE:HP), Hercules Offshore, Inc. (NASDAQ:HERO), Diamond Offshore Drilling, Inc. (OTCMKTS:DOFSQ), Chesapeake Energy Corporation (NYSE:CHK), Atwood Oceanics, Inc. (NYSE:ATW), Hornbeck Offshore Services (NYSE:HOS), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Tidewater Inc. (NYSE:TDW), Key Energy Services, Inc. (NYSE:KEG), Helix Energy Solutions Group, Inc. (NYSE:HLX), GulfMark Offshore, Inc. (NYSE:GLF), General Electric Company (NYSE:GE), Cal Dive International Inc, Exxon Mobil Corporation (NYSE:XOM), Superior Energy Services, Inc. (NYSE:SPN), Oil States International, Inc. (NYSE:OIS), Natural Gas Services Group, Inc. (NYSE:NGS), Basic Energy Services, Inc. (NYSE:BAS)
Topics covered: Value Investing, Longer-Term Investing, Long-Term Investing, Investment Strategies, Investing in Emerging Markets, High-Quality Companies, Global Investing, Emerging Market Growth Dynamics, Bottom-Up Investing, All-Cap Growth Investing
Companies covered: Procter & Gamble Company (The) (NYSE:PG), Lowe's Companies, Inc. (NYSE:LOW), Home Depot, Inc. (The) (NYSE:HD), Apple Inc. (NASDAQ:AAPL), MetLife, Inc. (NYSE:MET), Herbalife LTD. (NYSE:HLF), Walmart Inc. (NYSE:WMT), Markel Corporation (NYSE:MKL), Costco Wholesale Corporation (NASDAQ:COST), Brookfield Asset Management Inc (NYSE:BAM), Exxon Mobil Corporation (NYSE:XOM), Valero Energy Corporation (NYSE:VLO), QUALCOMM Incorporated (NASDAQ:QCOM), Morgan Stanley (NYSE:MS), J P Morgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Goldman Sachs Group, Inc. (The) (NYSE:GS), Enbridge Inc (NYSE:ENB), Boeing Company (The) (NYSE:BA), Sealy Corp., Tempur Sealy International, Inc. (NYSE:TPX), Caterpillar, Inc. (NYSE:CAT)
Topics covered: The Rise of the Energy Efficiency Market, Solar Growth Drivers and Headwinds, Solar Energy Pricing, Long-Term Opportunities in Emerging Markets, LED Adoption in Large-Scale Projects, Grid Parity Timelines for Alternative Energy, Government Subsidies and Regulation, Asia Pacific Demand for Solar Energy, Alternative Energy Generation
Companies covered: EMCORE Corporation (NASDAQ:EMKR), DayStar Technologies Inc., First Solar, Inc. (NASDAQ:FSLR), EnerNOC, Inc. (NASDAQ:ENOC), Covanta Holding Corporation (NYSE:CVA), Canadian Solar Inc. (NASDAQ:CSIQ), Apple Inc. (NASDAQ:AAPL), American Superconductor Corporation (NASDAQ:AMSC), Trina Solar Limited (NYSE:TSL), Suntech Power Holdings Co. Ltd, Siemens AG (OTCMKTS:SIEGY), Koninklijke Philips N.V. (NYSE:PHG), LDK Solar Co.Ltd., General Electric Company (NYSE:GE), Emerson Electric Company (NYSE:EMR), Cree, Inc. (NASDAQ:CREE), Colgate-Palmolive Company (NYSE:CL), Acuity Brands Inc (NYSE:AYI), Ascent Solar Technologies, Inc. (NASDAQ:ASTI), Clean Energy Fuels Corp. (NASDAQ:CLNE), Broadwind Energy, Inc. (NASDAQ:BWEN)
