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.
Topics covered: Outsourcing and Offshoring Trends, Health Care Transition to ICD-10, Cloud Computing and SaaS Trends, Application Software Consolidation Activity
Companies covered: Advent Software, Inc. (NASDAQ:ADVS), Citrix Systems, Inc. (NASDAQ:CTXS), CA Inc. (NASDAQ:CA), Apple Inc. (NASDAQ:AAPL), Adobe Systems Incorporated (NASDAQ:ADBE), Vmware, Inc. (NYSE:VMW), SAP SE (NYSE:SAP), Microsoft Corporation (NASDAQ:MSFT), HP Inc (NYSE:HPQ), Dell Inc. (NASDAQ:DELL), Salesforce.com Inc (NYSE:CRM), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), WNS (Holdings) Limited (NYSE:WNS), Wipro Limited (NYSE:WIT), TeleTech Holdings, Inc. (NASDAQ:TTEC), Syntel, Inc. (NASDAQ:SYNT), General Electric Company (NYSE:GE), Genpact Limited (NYSE:G), ExlService Holdings, Inc. (NASDAQ:EXLS), Convergys Corporation (NYSE:CVG), Bottomline Technologies, Inc. (NASDAQ:EPAY), ACI Worldwide, Inc. (NASDAQ:ACIW), Total System Services, Inc. (NYSE:TSS), Heartland Payment Systems, Inc. (NYSE:HPY), Global Payments Inc. (NYSE:GPN), Fidelity National Information Services, Inc. (NYSE:FIS), CoStar Group, Inc. (NASDAQ:CSGP), ARI Network Services, Inc. (NASDAQ:ARIS)
Topics covered: Investing in Regional Banks
Companies covered: Williams Partners LP (NYSE:WPZ), Williams Companies, Inc. (The) (NYSE:WMB), TransCanada Corporation (NYSE:TRP), Southern Union Co., Spectra Energy Corp (NYSE:SE), ONEOK, Inc. (NYSE:OKE), National Fuel Gas Company (NYSE:NFG), Energy Transfer Equity, L.P. (NYSE:ETE), Enterprise Products Partners L.P. (NYSE:EPD), El Paso Corp., Enbridge Inc (NYSE:ENB), Crosstex Energy LP, Plains All American Pipeline, L.P. (NYSE:PAA), Targa Resources Partners LP (NYSE:NGLS-A), MarkWest Energy Partners, LP (NYSE:MWE), Kinder Morgan Management LLC, Kinder Morgan Energy Partners, EV Energy Partners, L.P. (NASDAQ:EVEP), Enbridge Energy, L.P. (NYSE:EEP), Anadarko Petroleum Corporation (NYSE:APC), People's United Financial, Inc. (NASDAQ:PBCT), F.N.B. Corporation (NYSE:FNB), Encore Bancshares, Inc., Berkshire Hills Bancorp, Inc. (NYSE:BHLB), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Zions Bancorporation (NASDAQ:ZION), Wells Fargo & Company (NYSE:WFC), City National Corporation (NYSE:CYN), Bank of America Corporation (NYSE:BAC), Weatherford International plc (NYSE:WFT), National Oilwell Varco, Inc. (NYSE:NOV), Halliburton Company (NYSE:HAL), Cameron International Corporation (NYSE:CAM), BP p.l.c. (NYSE:BP), Baker Hughes (NYSE:BKR), U.S. Bancorp (NYSE:USB), SVB Financial Group (NASDAQ:SIVB), East West Bancorp, Inc. (NASDAQ:EWBC), Cathay General Bancorp (NASDAQ:CATY), BBCN Bancorp, Inc. (NASDAQ:BBCN), Comerica Incorporated (NYSE:CMA), Exxon Mobil Corporation (NYSE:XOM), Schlumberger N.V. (NYSE:SLB), Rowan Companies plc (NYSE:RDC), Noble Corporation (NYSE:NE), FMC Technologies, Inc. (NYSE:FTI), Dresser-Rand Group Inc. (NYSE:DRC), Chevron Corporation (NYSE:CVX), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), ConocoPhillips (NYSE:COP), Atlas Energy, L.P. (NYSE:ATLS), SINOPEC Shangai Petrochemical Company, Ltd. (NYSE:SHI), EXCO Resources NL (NYSE:XCO), Southwestern Energy Company (NYSE:SWN), Statoil ASA (NYSE:STO), Sandridge Energy Inc. (NYSE:SD), Gulfport Energy Corporation (NASDAQ:GPOR), EQT Corporation (NYSE:EQT), EOG Resources, Inc. (NYSE:EOG), Comstock Resources, Inc. (NYSE:CRK), Cabot Oil & Gas Corporation (NYSE:COG), Continental Resources, Inc. (NYSE:CLR), Chesapeake Energy Corporation (NYSE:CHK), BHP Billiton Limited (NYSE:BHP)
