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)
Topics covered: Biotechnology and Pharmaceutical Investing
Companies covered: WellPoint Inc., WellCare Health Plans, Inc. (NYSE:WCG), UnitedHealth Group Incorporated (NYSE:UNH), Molina Healthcare Inc (NYSE:MOH), Healthways, Inc. (NASDAQ:HWAY), Humana Inc. (NYSE:HUM), Coventry Health Care Inc., Centene Corporation (NYSE:CNC), Cigna Corporation (NYSE:CI), AMERIGROUP Corp., Aetna Inc. (NYSE:AET), Trinity Biotech plc (NASDAQ:TRIB), Enzo Biochem, Inc. (NYSE:ENZ), Community Health Systems, Inc. (NYSE:CYH), Celgene Corporation (NASDAQ:CELG), Biogen Inc. (NASDAQ:BIIB), Amgen Inc. (NASDAQ:AMGN), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Seattle Genetics, Inc. (NASDAQ:SGEN), Pfizer, Inc. (NYSE:PFE), Pharmacyclics, Inc. (NASDAQ:PCYC), Merck & Company, Inc. (NYSE:MRK), Incyte Corporation (NASDAQ:INCY), Idenix Pharmaceuticals Inc., Gilead Sciences, Inc. (NASDAQ:GILD), Bristol-Myers Squibb Company (NYSE:BMY), Celldex Therapeutics, Inc. (NASDAQ:CLDX), Pluristem Therapeutics, Inc. (NASDAQ:PSTI), ImmunoGen, Inc. (NASDAQ:IMGN), Curis, Inc. (NASDAQ:CRIS), ARIAD Pharmaceuticals, Inc. (NASDAQ:ARIA), United Therapeutics Corporation (NASDAQ:UTHR), Synta Pharmaceuticals Corp. (NASDAQ:SNTA), Rigel Pharmaceuticals, Inc. (NASDAQ:RIGL), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Onyx Pharmaceuticals Inc., Isis Pharmaceuticals, Inc. (NASDAQ:ISIS), Thermo Fisher Scientific Inc (NYSE:TMO), Medtronic, Inc. (NYSE:MDT), Life Technologies Corporation, Illumina, Inc. (NASDAQ:ILMN), Hologic, Inc. (NASDAQ:HOLX), Edwards Lifesciences Corporation (NYSE:EW), Agilent Technologies, Inc. (NYSE:A), Siemens AG (OTCMKTS:SIEGY), Koninklijke Philips N.V. (NYSE:PHG), Mindray Medical International Limited (NYSE:MR), Johnson & Johnson (NYSE:JNJ), General Electric Company (NYSE:GE), FedEx Corporation (NYSE:FDX), Universal Health Services, Inc. (NYSE:UHS), HealthSouth Corporation (NYSE:HLS), Amsurg Corp. (NASDAQ:AMSG), NxStage Medical, Inc. (NASDAQ:NXTM), MWI Veterinary Supply, Inc. (NASDAQ:MWIV), Mednax, Inc (NYSE:MD), Laboratory Corporation of America Holdings (NYSE:LH), DaVita healthCare Partners Inc. (NYSE:DVA), Quest Diagnostics Incorporated (NYSE:DGX)
Topics covered: Oil and Gas Investing
Companies covered: Triangle Petroleum Corporation (AMEX:TPLM), Exxon Mobil Corporation (NYSE:XOM), Valero Energy Corporation (NYSE:VLO), Total SA (ADR) (NYSE:TOT), China Petroleum & Chemical Corporation (NYSE:SNP), PetroChina Company Limited (NYSE:PTR), Helix Energy Solutions Group, Inc. (NYSE:HLX), Enersis S A (NYSE:ENI), Chevron Corporation (NYSE:CVX), CNOOC Limited (NYSE:CEO), Cameco Corporation (NYSE:CCJ), Peabody Energy Corporation (NYSE:BTU), 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), TransCanada Corporation (NYSE:TRP), Spectra Energy Corp (NYSE:SE), Williams Partners LP (NYSE:WPZ), Williams Companies, Inc. (The) (NYSE:WMB), Western Gas Partners, LP (NYSE:WES), Sunoco LP (NYSE:SUN), ONEOK Partners, L.P. (NYSE:OKS), ONEOK, Inc. (NYSE:OKE), Noble Corporation (NYSE:NE), Kinder Morgan Energy Partners, ENERGY TRANSFER PARTNERS (NYSE:ETP), Enbridge Inc (NYSE:ENB), Anadarko Petroleum Corporation (NYSE:APC), Southern Company (The) (NYSE:SO), Scana Corporation (NYSE:SCG), Pacific Gas & Electric Co. (NYSE:PCG), Northeast Utilities (NYSE:NU), NRG Energy, Inc. (NYSE:NRG), Exelon Corporation (NYSE:EXC), Duke Energy Corporation (NYSE:DUK), Dominion Energy, Inc. (NYSE:D), CH Energy Group Inc.
Topics covered: Industrial Restructuring, Increased Commercial Aircraft Production Rate, Heightened M&A Activity, Growth Opportunities in Data Security, Future Growth and Market Share Gains, Emerging Markets Penetration, Defense Budget Uncertainty, Commercial Aviation and Energy Expenditures
Companies covered: Molex Inc., Enersys (NYSE:ENS), Allegiant Travel Company (NASDAQ:ALGT), SkyWest, Inc. (NASDAQ:SKYW), Republic Airways Holdings, Inc. (NASDAQ:RJET), Southwest Airlines Company (NYSE:LUV), LATAM Airlines Group S.A. (NYSE:LFL), US Airways Group, Inc., JetBlue Airways Corporation (NASDAQ:JBLU), Hawaiian Holdings, Inc. (NASDAQ:HA), Gol Linhas Aereas Inteligentes S.A. (NYSE:GOL), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), Copa Holdings, S.A. (NYSE:CPA), Boeing Company (The) (NYSE:BA), Alaska Air Group, Inc. (NYSE:ALK), Edac Technologies Corp., B/E Aerospace, Inc. (NASDAQ:BEAV), Triumph Group, Inc. (NYSE:TGI), Transdigm Group Incorporated (NYSE:TDG), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Raytheon Company (NYSE:RTN), Precision Castparts Corporation (NYSE:PCP), Northrop Grumman Corporation (NYSE:NOC), Lockheed Martin Corporation (NYSE:LMT), LMI Aerospace, Inc. (NASDAQ:LMIA), Hexcel Corporation (NYSE:HXL), General Dynamics Corporation (NYSE:GD), Esterline Technologies Corporation (NYSE:ESL), Curtiss-Wright Corporation (NYSE:CW), Rockwell Collins, Inc. (NYSE:COL), Graham Corporation (NYSE:GHM), Arotech Corporation (NASDAQ:ARTX)
