Topics covered: PCIe Storage, Managed Hosting and Cloud Computing, Internet Infrastructure Build, Flash Memory, Data Hosting Centers, Data Center REITS, Data Center Expansion, Colocation, Cloud Computing Secular Trends, Cloud Computing and the Virtual Desktop, Big Data
Companies covered: Brocade Communications Systems, Inc. (NASDAQ:BRCD), Apple Inc. (NASDAQ:AAPL), Vmware, Inc. (NYSE:VMW), AT&T Inc. (NYSE:T), QLogic Corporation (NASDAQ:QLGC), NetApp, Inc. (NASDAQ:NTAP), Mellanox Technologies, Ltd. (NASDAQ:MLNX), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), EMC Corporation (NYSE:EMC), Emulex Corporation (NYSE:ELX), Dell Inc. (NASDAQ:DELL), CommVault Systems, Inc. (NASDAQ:CVLT), Coherent, Inc. (NASDAQ:COHR), ASML Holding N.V. (NASDAQ:ASML), Western Digital Corporation (NASDAQ:WDC), Seagate Technology. (NASDAQ:STX), STEC, Inc., Synnex Corporation (NYSE:SNX), SanDisk Corporation (NASDAQ:SNDK), Rofin-Sinar Technologies, Inc. (NASDAQ:RSTI), Newport Corporation (NASDAQ:NEWP), 3M Company (NYSE:MMM), Intevac, Inc. (NASDAQ:IVAC), IPG Photonics Corporation (NASDAQ:IPGP), Intel Corporation (NASDAQ:INTC), Imation Corporation (NYSE:IMN), Hutchinson Technology Incorporated (NASDAQ:HTCH), Cymer Inc., Comcast Corporation (NASDAQ:CMCSA), Time Warner Cable Inc (NYSE:TWC), Internap Corporation (NASDAQ:INAP), Equinix, Inc. (NASDAQ:EQIX), DIRECTV (NASDAQ:DTV), Digital Realty Trust, Inc. (NYSE:DLR), DISH Network Corporation (NASDAQ:DISH), Dupont Fabros Technology, Inc. (NYSE:DFT), CoreSite Realty Corporation (NYSE:COR), Amazon.com, Inc. (NASDAQ:AMZN), Molex Inc., Jabil Circuit, Inc. (NYSE:JBL), Amphenol Corporation (NYSE:APH), Tech Data Corporation (NASDAQ:TECD), Teradata Corporation (NYSE:TDC), Rackspace Hosting, Inc (NYSE:RAX), Plexus Corp. (NASDAQ:PLXS), Oracle Corporation (NYSE:ORCL), Lexmark International, Inc. (NYSE:LXK), Ingram Micro Inc. (NYSE:IM), Flextronics International Ltd. (NASDAQ:FLEX), Avnet, Inc. (NYSE:AVT), Arrow Electronics, Inc. (NYSE:ARW), Salesforce.com Inc (NYSE:CRM), Cincinnati Bell Inc (NYSE:CBB), Cogent Communications Holdings, Inc. (NASDAQ:CCOI), 8x8 Inc (NASDAQ:EGHT), Windstream Holdings, Inc. (NASDAQ:WIN), tw telecom inc., ShoreTel, Inc. (NASDAQ:SHOR), Premiere Global Services, Inc. (NYSE:PGI), Level 3 Communications, Inc. (NYSE:LVLT), EarthLink Holdings Corp. (NASDAQ:ELNK), Cbeyond, Inc.
Topics covered: Rise of Commercial and Industrial Lending, Regulatory Obstacles and Fee Income Replacement, Heightened M&A Activity, Growth in U.S. Midwest, Consolidation in Regional Banking
Companies covered: Taylor Capital Group Inc., SunTrust Banks, Inc. (NYSE:STI), Regions Financial Corporation (NYSE:RF), Pinnacle Financial Partners, Inc. (NASDAQ:PNFP), MB Financial Inc. (NASDAQ:MBFI), KeyCorp (NYSE:KEY), Fifth Third Bancorp (NASDAQ:FITB), Eagle Bancorp, Inc. (NASDAQ:EGBN), BB&T Corporation (NYSE:BBT), Bank of America Corporation (NYSE:BAC), Zions Bancorporation (NASDAQ:ZION), Wells Fargo & Company (NYSE:WFC), U.S. Bancorp (NYSE:USB), State Street Corporation (NYSE:STT), PNC Financial Services Group, Inc. (The) (NYSE:PNC), Northern Trust Corporation (NASDAQ:NTRS), M&T Bank Corporation (NYSE:MTB), J P Morgan Chase & Co (NYSE:JPM), Huntington Bancshares Incorporated (NASDAQ:HBAN), First Horizon National Corporation (NYSE:FHN), Citigroup Inc. (NYSE:C), Bank Of New York Mellon Corporation (The) (NYSE:BK), iStar Financial Inc., Moody's Corporation (NYSE:MCO), MBIA, Inc. (NYSE:MBI), H&R Block, Inc. (NYSE:HRB), Genworth Financial Inc (NYSE:GNW), First Niagara Financial Group Inc. (NASDAQ:FNFG), FactSet Research Systems Inc. (NYSE:FDS), CNO Financial Group, Inc. (NYSE:CNO), Comerica Incorporated (NYSE:CMA), CIT Group Inc (NYSE:CIT), Bank Of Montreal (NYSE:BMO), Assured Guaranty Ltd. (NYSE:AGO), LaPorte Bancorp, Inc. (NASDAQ:LPSB), First Midwest Bancorp, Inc. (NASDAQ:FMBI), FirstMerit Corporation (NASDAQ:FMER), Citizens Republic Bancorp, Inc, Capital One Financial Corporation (NYSE:COF), CFS Bancorp Inc., Baylake Corp (NASDAQ:BYLK)
Topics covered: Shale Drilling Dynamics, Shale Drilling Capital Expenditures, Shale, Refining Crude Price Differentials, Oil Price Expectations, Oil and Gas Transportation Infrastructure Demand, Offshore and Deepwater Drilling, Frontier Exploration and Development, Capital Expenditures and Consolidation Activity
Companies covered: Total SA (ADR) (NYSE:TOT), SM Energy Company (NYSE:SM), Pioneer Natural Resources Company (NYSE:PXD), Noble Corporation (NYSE:NE), McMoRan Exploration Co., EOG Resources, Inc. (NYSE:EOG), ENI S.p.A. (NYSE:E), Devon Energy Corporation (NYSE:DVN), Anadarko Petroleum Corporation (NYSE:APC), Apache Corporation (NASDAQ:APA), Emerald Oil, Inc. (AMEX:EOX), BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), Approach Resources Inc. (NASDAQ:AREX), Cimarex Energy Co (NYSE:XEC), W&T Offshore, Inc. (NYSE:WTI), Whiting Petroleum Corporation (NYSE:WLL), Sunoco Logistics Partners LP (NYSE:SXL), Magellan Midstream Partners L.P. (NYSE:MMP), Kodiak Oil & Gas Corp., Concho Resources Inc. (NYSE:CXO), ConocoPhillips (NYSE:COP), Continental Resources, Inc. (NYSE:CLR), Transatlantic Petroleum Ltd (AMEX:TAT), Transocean Ltd. (NYSE:RIG), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Hercules Offshore, Inc. (NASDAQ:HERO), ENSCO plc (NYSE:ESV), Diamond Offshore Drilling, Inc. (OTCMKTS:DOFSQ), BP p.l.c. (NYSE:BP), ENSERVCO Corporation (NYSEAMERICAN:ENSV), Exxon Mobil Corporation (NYSE:XOM), Sandridge Energy Inc. (NYSE:SD), Gulfport Energy Corporation (NASDAQ:GPOR), Goodrich Petroleum Corporation (NYSE:GDP), Superior Energy Services, Inc. (NYSE:SPN), Schlumberger N.V. (NYSE:SLB), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Oceaneering International, Inc. (NYSE:OII), McDermott International, Inc. (NYSE:MDR), Helmerich & Payne, Inc. (NYSE:HP), Hornbeck Offshore Services (NYSE:HOS), Helix Energy Solutions Group, Inc. (NYSE:HLX), Halliburton Company (NYSE:HAL), Chevron Corporation (NYSE:CVX), Basic Energy Services, Inc. (NYSE:BAS), Atwood Oceanics, Inc. (NYSE:ATW)
Topics covered: Value Investing, Long-Term Investing, Investing in Canada, Canadian Dollar Investing
Companies covered: Toronto Dominion Bank (The) (NYSE:TD), Suncor Energy Inc. (NYSE:SU), CGI Group, Inc. (NYSE:GIB), Canadian Natural Resources Limited (NYSE:CNQ), Bank of Nova Scotia (The) (NYSE:BNS), Norfolk Southern Corporation (NYSE:NSC), Family Dollar Stores, Inc. (NYSE:FDO), Canadian National Railway Company (NYSE:CNI), Chubb Corporation (The) (NYSE:CB), Shaw Communications Inc. (NYSE:SJR), Rogers Communication, Inc. (NYSE:RCI), BCE, Inc. (NYSE:BCE), Talisman Energy Inc. (NYSE:TLM), Sun Life Financial Inc. (NYSE:SLF), Manulife Financial Corp (NYSE:MFC), Encana Corporation (NYSE:ECA), Boeing Company (The) (NYSE:BA), Walmart Inc. (NYSE:WMT), Royal Bank Of Canada (NYSE:RY), Baytex Energy Corp (NYSE:BTE), Bank Of Montreal (NYSE:BMO)
Topics covered: Telco Dividend Yields, Smartphone Operating Systems, Mobile Trends in Emerging Markets, Global Wireless Spectrum Allocation
Companies covered: B.O.S. Better Online Solutions (NASDAQ:BOSC), Comcast Corporation (NASDAQ:CMCSA), Atlantic Tele-Network, Inc. (NASDAQ:ATNI), Windstream Holdings, Inc. (NASDAQ:WIN), Verizon Communications Inc. (NYSE:VZ), Telefonica Brasil S.A. (NYSE:VIV), United States Cellular Corporation (NYSE:USM), Time Warner Inc. (NYSE:TWX), TIM Participacoes S.A. (NYSE:TSU), Telephone and Data Systems, Inc. (NYSE:TDS), AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), MetroPCS Communications Inc., NII Holdings Inc., Leap Wireless International In, Liberty Global plc (NASDAQ:LBTYA), Frontier Communications Corporation (NASDAQ:FTR), FairPoint Communications, Inc. (NASDAQ:FRP), DISH Network Corporation (NASDAQ:DISH), CenturyLink, Inc. (NYSE:CTL), Clearwire Corporation, America Movil, S.A.B. de C.V. (NYSE:AMX), Semtech Corporation (NASDAQ:SMTC), BSQUARE Corporation (NASDAQ:BSQR), inContact, Inc. (NASDAQ:SAAS)
