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)
Topics covered: Mobile Device Gaming Prospects, International Paid Television Growth, Digital Advertisement Trends, Content Quality, Cable Subscription Rates
Companies covered: Scripps Networks Interactive, Inc (NYSE:SNI), Sony Corp Ord (NYSE:SNE), Panasonic Corporation (OTCMKTS:PCRFY), Live Nation Entertainment, Inc. (NYSE:LYV), Lions Gate Entertainment Corporation (NYSE:LGF), IMAX Corporation (NYSE:IMAX), Dreamworks Animation SKG, Inc. (NASDAQ:DWA), Cinemark Holdings Inc (NYSE:CNK), Nexstar Media Group (NASDAQ:NXST), Beasley Broadcast Group, Inc. (NASDAQ:BBGI), Verizon Communications Inc. (NYSE:VZ), Time Warner Inc. (NYSE:TWX), Time Warner Cable Inc (NYSE:TWC), TiVo Inc. (NASDAQ:TIVO), AT&T Inc. (NYSE:T), EchoStar Corporation (NASDAQ:SATS), Regal Entertainment Group (NYSE:RGC), Netflix, Inc. (NASDAQ:NFLX), Walt Disney Company (The) (NYSE:DIS), Discovery Communications, Inc. (NASDAQ:DISCA), CBS Corporation (NYSE:CBS), Comcast Corporation (NASDAQ:CMCSA), General Electric Company (NYSE:GE), DIRECTV (NASDAQ:DTV), DISH Network Corporation (NASDAQ:DISH), Charter Communications, Inc. (NASDAQ:CHTR), Amazon.com, Inc. (NASDAQ:AMZN), Windstream Holdings, Inc. (NASDAQ:WIN), Telephone and Data Systems, Inc. (NYSE:TDS), SBA Communications Corporation (NASDAQ:SBAC), Sprint Corporation (NYSE:S), Frontier Communications Corporation (NASDAQ:FTR), CenturyLink, Inc. (NYSE:CTL), Clearwire Corporation, American Tower Corporation (REIT) (NYSE:AMT), Activision Blizzard, Inc (NASDAQ:ATVI), Walmart Inc. (NYSE:WMT), Alphabet Inc (NASDAQ:GOOG), Gamestop Corporation (NYSE:GME), eBay Inc. (NASDAQ:EBAY), Best Buy Co., Inc. (NYSE:BBY), Carmike Cinemas, Inc. (NASDAQ:CKEC)
Topics covered: SRI Investing, Small-Cap Investing, Long-Term Investing, Focus on Fundamentals, ESG Investing
Companies covered: B/E Aerospace, Inc. (NASDAQ:BEAV), Visa Inc. (NYSE:V), Tractor Supply Company (NASDAQ:TSCO), PRA Group, Inc. (NASDAQ:PRAA), OSI Systems, Inc. (NASDAQ:OSIS), Mastercard Incorporated (NYSE:MA), HSN, Inc. (NASDAQ:HSNI), Aaron's, Inc. (NYSE:AAN), Builders FirstSource, Inc. (NASDAQ:BLDR), Allot Communications Ltd. (NASDAQ:ALLT), 8x8 Inc (NASDAQ:EGHT), Ryland Group, Inc. (The) (NYSE:RYL), PDF Solutions, Inc. (NASDAQ:PDFS), Mueller Water Products, Inc. (NYSE:MWA), Beazer Homes USA, Inc. (NYSE:BZH), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Total SA (ADR) (NYSE:TOT), Southwest Airlines Company (NYSE:LUV), Alphabet Inc (NASDAQ:GOOG), Flextronics International Ltd. (NASDAQ:FLEX), Dell Inc. (NASDAQ:DELL), Chart Industries, Inc. (NASDAQ:GTLS), Westport Innovations Inc (NASDAQ:WPRT), Ulta Beauty (NASDAQ:ULTA), Titan International, Inc. (NYSE:TWI), Stewart Information Services Corporation (NYSE:STC), PROS Holdings, Inc. (NYSE:PRO), Lindsay Corporation (NYSE:LNN), Leapfrog Enterprises Inc (NYSE:LF), Market Leader, Inc., Jamba, Inc. (NASDAQ:JMBA), HealthStream, Inc. (NASDAQ:HSTM), FedEx Corporation (NYSE:FDX), Canadian National Railway Company (NYSE:CNI), Cummins Inc. (NYSE:CMI), Celgene Corporation (NASDAQ:CELG), Amgen Inc. (NASDAQ:AMGN), Exxon Mobil Corporation (NYSE:XOM), Vmware, Inc. (NYSE:VMW), T. Rowe Price Group, Inc. (NASDAQ:TROW), Thermo Fisher Scientific Inc (NYSE:TMO), Pfizer, Inc. (NYSE:PFE), Pepsico, Inc. (NASDAQ:PEP), 3M Company (NYSE:MMM), Kinder Morgan Management LLC, Johnson & Johnson (NYSE:JNJ), International Business Machines Corporation (NYSE:IBM), Fiserv, Inc. (NYSE:FI), EMC Corporation (NYSE:EMC), Devon Energy Corporation (NYSE:DVN), Accenture plc. (NYSE:ACN), Matrix Service Company (NASDAQ:MTRX), Internet Capital Group Inc., Fresh Del Monte Produce, Inc. (NYSE:FDP), Chiquita Brands International, Unilever NV (NYSE:UL), Schnitzer Steel Industries, Inc. (NASDAQ:SCHN), SAP SE (NYSE:SAP), Covanta Holding Corporation (NYSE:CVA), Caterpillar, Inc. (NYSE:CAT)
Topics covered: Value Investing, Socially Responsible Investing, Small-Cap Investing, Risk Management, Evidence-Based Investing, Downside Protection
Companies covered: Discovery Communications, Inc. (NASDAQ:DISCA), Apple Inc. (NASDAQ:AAPL), Stryker Corporation (NYSE:SYK), Sony Corp Ord (NYSE:SNE), Rudolph Technologies, Inc. (NYSE:RTEC), PRA Group, Inc. (NASDAQ:PRAA), OmniVision Technologies, Inc. (NASDAQ:OVTI), Exactech, Inc. (NASDAQ:EXAC), Encore Capital Group Inc (NASDAQ:ECPG), CONMED Corporation (NYSE:CNMD), 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), 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)
Topics covered: Platform Interoperability and Data Analytics, HITECH Act Incentives, HIT Consolidation Activity, Electronic Health Records Implementation, Electronic Health Record Adoption, Analytics for Evidence-Based Care Protocols, Affordable Care Act
Companies covered: Cerner Corporation (NASDAQ:CERN), Catamaran Corporation (NASDAQ:CTRX), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Quality Systems, Inc. (NASDAQ:QSII), MedAssets, Inc. (NASDAQ:MDAS), Aetna Inc. (NYSE:AET), Cigna Corporation (NYSE:CI), UnitedHealth Group Incorporated (NYSE:UNH), Molina Healthcare Inc (NYSE:MOH), Health Net Inc. (NYSE:HNT), HMS Holdings Corp (NASDAQ:HMSY), Streamline Health Solutions, Inc. (NASDAQ:STRM), WellPoint Inc., WellCare Health Plans, Inc. (NYSE:WCG), Healthways, Inc. (NASDAQ:HWAY), Humana Inc. (NYSE:HUM), Coventry Health Care Inc., Centene Corporation (NYSE:CNC), AMERIGROUP Corp., Accenture plc. (NYSE:ACN)
