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)
Topics covered: The Rise of Gold ETFs, Midcap and Small-Cap Consolidation Activity, Investment and Central Bank Demand, Gold Producers vs. Gold ETF, Central Banks as Net Buyers of Gold
Companies covered: Silver Wheaton Corp (NYSE:SLW), Royal Gold, Inc. (NASDAQ:RGLD), Goldcorp Inc. (NYSE:GG), Gold Fields Limited (NYSE:GFI), Newmont Corporation (NYSE:NEM), Kinross Gold Corporation (NYSE:KGC), Iamgold Corporation (NYSE:IAG), Eldorado Gold Corporation (NYSE:EGO), Yamana Gold Inc. (NYSE:AUY), AngloGold Ashanti Limited (NYSE:AU), Agnico Eagle Mines Limited (NYSE:AEM), Barrick Gold Corporation (NYSE:GOLD)
Topics covered: Stronger Middle Market Loan Origination, Private Middle Market Funding, Low Corporate Credit Default Rate, Decreased Bank Loan Competition, Consistent BDC Dividend Yield, BDC Risk/Reward Profile
Companies covered: Ares Capital Corporation (NASDAQ:ARCC), Triangle Capital Corporation (NYSE:TCAP), Apollo Investment Corporation (NASDAQ:AINV), American Capital, Ltd. (NASDAQ:ACAS), Fifth Street Finance Corp. (NASDAQ:FSC)
Topics covered: Value Investing, Macroeconomic Trends, Large-Cap Investing, Investment Strategies, Investing in Energy, Investing in Emerging Markets, Downside Protection With Upside Participation
Companies covered: Apple Inc. (NASDAQ:AAPL), U.S. Bancorp (NYSE:USB), Thermo Fisher Scientific Inc (NYSE:TMO), QUALCOMM Incorporated (NASDAQ:QCOM), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Johnson & Johnson (NYSE:JNJ), International Business Machines Corporation (NYSE:IBM), HJ Heinz Co., Alphabet Inc (NASDAQ:GOOG), Emerson Electric Company (NYSE:EMR), Devon Energy Corporation (NYSE:DVN), Dow Inc. (NYSE:DOW), Chevron Corporation (NYSE:CVX), Anadarko Petroleum Corporation (NYSE:APC), Abbott Laboratories (NYSE:ABT), Wells Fargo & Company (NYSE:WFC), SanDisk Corporation (NASDAQ:SNDK), Genesee & Wyoming, Inc. (NYSE:GWR), Gilead Sciences, Inc. (NASDAQ:GILD), Applied Materials, Inc. (NASDAQ:AMAT), Walgreen Co., Procter & Gamble Company (The) (NYSE:PG), Intel Corporation (NASDAQ:INTC), Express Scripts Holding Company (NASDAQ:ESRX), BP p.l.c. (NYSE:BP), Southwestern Energy Company (NYSE:SWN), Linn Energy, LLC (NASDAQ:LINE), Goldman Sachs Group, Inc. (The) (NYSE:GS), Enterprise Products Partners L.P. (NYSE:EPD), Myriad Genetics, Inc. (NASDAQ:MYGN), 3M Company (NYSE:MMM), International Rectifier Corpor, General Electric Company (NYSE:GE), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), PowerSecure International, Inc (NYSE:POWR), Innovative Solutions and Support, Inc. (NASDAQ:ISSC), Furmanite Corporation (NYSE:FRM), Boeing Company (The) (NYSE:BA), Cisco Systems, Inc. (NASDAQ:CSCO), ARM Holdings plc (NASDAQ:ARM), Amazon.com, Inc. (NASDAQ:AMZN), Adobe Systems Incorporated (NASDAQ:ADBE), Vmware, Inc. (NYSE:VMW), Teradata Corporation (NYSE:TDC), Red Hat, Inc. (NYSE:RHT), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), HP Inc (NYSE:HPQ), EMC Corporation (NYSE:EMC), Dell Inc. (NASDAQ:DELL), Salesforce.com Inc (NYSE:CRM), Accenture plc. (NYSE:ACN), Walmart Inc. (NYSE:WMT), TJX Companies, Inc. (The) (NYSE:TJX), Tim Hortons Inc., PF Chang's China Bistro Inc., Magna International, Inc. (NYSE:MGA), Kohl's Corporation (NYSE:KSS), Coca-Cola Company (The) (NYSE:KO), Kraft Foods Inc., The Cheesecake Factory Incorporated (NASDAQ:CAKE), Novartis AG (NYSE:NVS), Caterpillar, Inc. (NYSE:CAT), VALE S.A. (NYSE:VALE), Freeport-McMoran, Inc. (NYSE:FCX), China Mobile (Hong Kong) Ltd. (NYSE:CHL), Tech Data Corporation (NASDAQ:TECD), Plantronics, Inc. (NYSE:PLT), Vornado Realty Trust (NYSE:VNO), Simon Property Group, Inc. (NYSE:SPG), Public Storage (NYSE:PSA), Post Properties, Inc. (NYSE:PPS), Kimco Realty Corporation (NYSE:KIM), Heritage Commerce Corp (NASDAQ:HTBK), First Potomac Realty Trust (NYSE:FPO), Boston Properties, Inc. (NYSE:BXP), Pfizer, Inc. (NYSE:PFE), Netflix, Inc. (NASDAQ:NFLX), J P Morgan Chase & Co (NYSE:JPM), Citigroup Inc. (NYSE:C), Vodafone Group Plc (NASDAQ:VOD), Pepsico, Inc. (NASDAQ:PEP), Merck & Company, Inc. (NYSE:MRK), General Mills, Inc. (NYSE:GIS), Consolidated Edison Inc (NYSE:ED), Duke Energy Corporation (NYSE:DUK), Automatic Data Processing, Inc. (NASDAQ:ADP), Yum! Brands, Inc. (NYSE:YUM), Exxon Mobil Corporation (NYSE:XOM), Southern Company (The) (NYSE:SO), McDonald's Corporation (NYSE:MCD), Ecolab Inc. (NYSE:ECL)
