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)
Topics covered: Health Care, Executive Officer Interviews, Biotechnology and Pharmaceuticals
Companies covered: Aetna Inc. (NYSE:AET), Catamaran Corporation (NASDAQ:CTRX), Cyclacel Pharmaceuticals, Inc. (NASDAQ:CYCC), PDL BioPharma, Inc. (NASDAQ:PDLI), Neostem, Inc. (NASDAQ:NBS), Healthcare Realty Trust Incorporated (NYSE:HR), SAP SE (NYSE:SAP)
Topics covered: Investment Risk Management Strategies, High-Quality Companies, Global Investing, Emerging Market Growth Dynamics
Companies covered: Apple Inc. (NASDAQ:AAPL), YPF Sociedad Anonima (NYSE:YPF), Oracle Corporation (NYSE:ORCL), Nike, Inc. (NYSE:NKE), Lowe's Companies, Inc. (NYSE:LOW), Home Depot, Inc. (The) (NYSE:HD), Enersis S A (NYSE:ENI), Air Products and Chemicals, Inc. (NYSE:APD), Toyota Motor Corp Ltd Ord (NYSE:TM), Procter & Gamble Company (The) (NYSE:PG), General Motors Company (NYSE:GM), Teradata Corporation (NYSE:TDC), Fastenal Company (NASDAQ:FAST), Dick's Sporting Goods Inc (NYSE:DKS), Continental Resources, Inc. (NYSE:CLR), Allergan, Inc. (NYSE:AGN)
Topics covered: U.S. Regional and Emerging Market Hospitality, Rates and RevPAR Trend Upward, Macau VIP and Mass Market Gaming, Hotel Occupancy, Gaming Opportunities In Asian Markets
Companies covered: Shuffle Master Inc., International Game Technology (NYSE:IGT), Penn National Gaming, Inc. (NASDAQ:PENN), Melco Crown Entertainment Limited (NASDAQ:MPEL), Las Vegas Sands Corp. (NYSE:LVS), Isle of Capri Casinos, Inc. (NASDAQ:ISLE), Marriott International (NASDAQ:MAR), Intercontinental Hotels Group (NYSE:IHG), Host Hotels & Resorts, Inc. (NYSE:HST), Starwood Hotels & Resorts Worldwide, Inc. (NYSE:HOT), Wynn Resorts, Limited (NASDAQ:WYNN), Royal Caribbean Cruises Ltd. (NYSE:RCL), MGM Resorts International (NYSE:MGM), Carnival Corporation (NYSE:CCL), Century Casinos, Inc. (NASDAQ:CNTY), Bally Technologies, Inc.
