Topics covered: Workforce Flexibility Requirements, Strong Demand for IT Staffing, Secular Trend Toward Temporary Staffing, Growth in Temporary Staffing Demand, Growth in Equipment Leasing Adoption Rates, Consolidation Potential in Fragmented Industry
Companies covered: TrueBlue, Inc. (NYSE:TBI), Robert Half International Inc. (NYSE:RHI), ManpowerGroup (NYSE:MAN), Kforce, Inc. (NASDAQ:KFRC), Kelly Services, Inc. (NASDAQ:KELYA), Textainer Group Holdings Limited (NYSE:TGH), TAL International Group, Inc. (NYSE:TAL), Fly Leasing Limited (NYSE:FLY), Cai International, Inc. (NYSE:CAP), Aircastle Limited (NYSE:AYR), Aercap Holdings N.V. (NYSE:AER), On Assignment, Inc. (NYSE:ASGN), Resources Connection, Inc. (NASDAQ:RECN), Ryder System, Inc. (NYSE:R), General Electric Company (NYSE:GE), CIT Group Inc (NYSE:CIT), Werner Enterprises, Inc. (NASDAQ:WERN), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), Landstar System, Inc. (NASDAQ:LSTR), Atlas Air Worldwide Holdings (NASDAQ:AAWW), UTi Worldwide Inc. (NASDAQ:UTIW), United Parcel Service, Inc. (NYSE:UPS), Rand Logistics, Inc. (NASDAQ:RLOG), Pacer International Inc., Kirby Corporation (NYSE:KEX), Hub Group, Inc. (NASDAQ:HUBG), FedEx Corporation (NYSE:FDX), Expeditors International of Washington, Inc. (NASDAQ:EXPD), Automatic Data Processing, Inc. (NASDAQ:ADP), Paychex, Inc. (NASDAQ:PAYX), Monster Worldwide, Inc. (NYSE:MWW), Dice Holdings, Inc. (NYSE:DHX), AMN Healthcare Services Inc (NYSE:AMN), Western Union Company (The) (NYSE:WU), Visa Inc. (NYSE:V), Total System Services, Inc. (NYSE:TSS), Mastercard Incorporated (NYSE:MA), Lender Processing Services, In, Iron Mountain Incorporated (NYSE:IRM), Heidrick & Struggles International, Inc. (NASDAQ:HSII), Global Payments Inc. (NYSE:GPN), Geo Group Inc (The) (NYSE:GEO), FTI Consulting, Inc. (NYSE:FCN), Corrections Corporation of America (NYSE:CXW), Alliance Data Systems Corporation (NYSE:ADS)
Topics covered: Longer-Term Investing, Investing in Asia, Growth at a Reasonable Price, Asia Pacific Investment Theses
Companies covered: Wells Fargo & Company (NYSE:WFC), USG Corporation (NYSE:USG), St. Joe Company (The) (NYSE:JOE), Jefferies Group Inc., Goldman Sachs Group, Inc. (The) (NYSE:GS), Gildan Activewear, Inc. (NYSE:GIL), Cemex S.A.B. de C.V. (NYSE:CX), Brookfield Residential Properties Inc. (NYSE:BRP), Bank Of New York Mellon Corporation (The) (NYSE:BK), American International Group, Inc. (NYSE:AIG), Verizon Communications Inc. (NYSE:VZ), Vodafone Group Plc (NASDAQ:VOD), Philip Morris International Inc (NYSE:PM), Procter & Gamble Company (The) (NYSE:PG), McDonald's Corporation (NYSE:MCD), Sprint Corporation (NYSE:S)
Topics covered: Shale Drilling Capital Expenditures, Refining Crude Price Differentials, Oil Price Expectations, Oil and Gas Price Divergence, LNG Global Pricing Differentials, Frontier Exploration and Development, Capital Expenditures and Consolidation Activity
Companies covered: Occidental Petroleum Corporation (NYSE:OXY), Marathon Oil Corporation (NYSE:MRO), Chevron Corporation (NYSE:CVX), Anadarko Petroleum Corporation (NYSE:APC), Questar Corporation (NYSE:STR), Evolution Petroleum Corporation, Inc. (NYSEAMERICAN:EPM), FieldPoint Petroleum Corporation (AMEX:FPP), Carrizo Oil & Gas, Inc. (NASDAQ:CRZO), Approach Resources Inc. (NASDAQ:AREX), Range Resources Corporation (NYSE:RRC), Rosetta Resources Inc. (NASDAQ:ROSE), Rex Energy Corporation (NASDAQ:REXX), Plains Exploration & Productio, Pioneer Natural Resources Company (NYSE:PXD), Noble Energy Inc. (NYSE:NBL), McMoRan Exploration Co., Gulfport Energy Corporation (NASDAQ:GPOR), Freeport-McMoran, Inc. (NYSE:FCX), EOG Resources, Inc. (NYSE:EOG), Continental Resources, Inc. (NYSE:CLR), Apache Corporation (NASDAQ:APA), Double Eagle Petroleum Co., Cheniere Energy, Inc. (NYSEAMERICAN:LNG), Exxon Mobil Corporation (NYSE:XOM), Total SA (ADR) (NYSE:TOT), PetroChina Company Limited (NYSE:PTR), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Mariner Energy, Inc., ENI S.p.A. (NYSE:E), ConocoPhillips (NYSE:COP), Ultra Petroleum Corp. (NYSE:UPL), Southwestern Energy Company (NYSE:SWN), Petroquest Energy Inc (NYSE:PQ), Forest Oil Corp., Denbury Resources Inc. (NYSE:DNR), Clayton Williams Energy, Inc. (NYSE:CWEI), Cabot Oil & Gas Corporation (NYSE:COG), Berry Petroleum Corporation (NASDAQ:BRY), YPF Sociedad Anonima (NYSE:YPF), Ultrapar Participacoes S.A. (NYSE:UGP), Tenaris S.A. (NYSE:TS), Petrobras Argentina S.A. (NYSE:PZE), InterOil Corporation (NYSE:IOC), BP p.l.c. (NYSE:BP), Schlumberger N.V. (NYSE:SLB), Transocean Ltd. (NYSE:RIG), Hess Corporation (NYSE:HES), Chesapeake Energy Corporation (NYSE:CHK), Atlas Energy, L.P. (NYSE:ATLS)
Topics covered: Pockets of Growth in Northeastern Banking, Heightened M&A Activity, Fiscal Cliff Effects on Banking, Demutualization and MHC Conversion Opportunities
Companies covered: Sandy Spring Bancorp, Inc. (NASDAQ:SASR), Bryn Mawr Bank Corporation (NASDAQ:BMTC), TFS Financial Corporation (NASDAQ:TFSL), Susquehanna Bancshares, Inc. (NASDAQ:SUSQ), Signature Bank (NASDAQ:SBNY), Provident New York Bancorp, Oritani Financial Corp. (NASDAQ:ORIT), National Penn Bancshares, Inc. (NASDAQ:NPBC), Investors Bancorp, Inc. (NASDAQ:ISBC), Fox Chase Bancorp, Inc. (NASDAQ:FXCB), Fulton Financial Corporation (NASDAQ:FULT), First Niagara Financial Group Inc. (NASDAQ:FNFG), Eagle Bancorp, Inc. (NASDAQ:EGBN), Center Bancorp Inc., Berkshire Hills Bancorp, Inc. (NYSE:BHLB), Cardinal Financial Corporation (NASDAQ:CFNL), Webster Financial Corporation (NYSE:WBS), Valley National Bancorp (NYSE:VLY), Provident Financial Services, Inc (NYSE:PFS), American National Bankshares, Inc. (NASDAQ:AMNB), Virginia Commerce Bancorp Inc., United Bankshares, Inc. (NASDAQ:UBSI), StellarOne Corporation, First Community Bancshares, Inc. (NASDAQ:FCBC), Regions Financial Corporation (NYSE:RF), M&T Bank Corporation (NYSE:MTB), Hudson City Bancorp, Inc. (NASDAQ:HCBK), F.N.B. Corporation (NYSE:FNB)
Topics covered: Investing in Gold, Closed End Mutual Funds, Bottom-Up Investing, All-Cap Growth Investing
Companies covered: Texas Pacific Land Trust (NYSE:TPL), Krispy Kreme Doughnuts, Inc. (NYSE:KKD), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), Belo Corp., A.H. Belo Corporation (NYSE:AHC), TJX Companies, Inc. (The) (NYSE:TJX), Mindray Medical International Limited (NYSE:MR), Corning Incorporated (NYSE:GLW), Arbitron Inc., Apple Inc. (NASDAQ:AAPL), Sherwin-Williams Company (The) (NYSE:SHW), HP Inc (NYSE:HPQ), CVS Health Corporation (NYSE:CVS), Accenture plc. (NYSE:ACN), Calamos Convertible Opportunities and Income Fund (NASDAQ:CHI), Central Fund of Canada Limited (AMEX:CEF), Synovus Financial Corp. (NYSE:SNV), BlackRock, Inc. (NYSE:BLK), Interpublic Group of Companies, Inc. (The) (NYSE:IPG), Aflac Incorporated (NYSE:AFL)
