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)
Topics covered: Self-Storage and Office REITs, Residential and Commercial REITs, Real Estate New Supply, Pricing Power Outlook, Lodging, Inexpensive Access to Capital, Apartment, Acquisition and Financing Costs
Companies covered: W.P. Carey Inc. (NYSE:WPC), United Dominion Realty Trust, Inc. (NYSE:UDR), Simon Property Group, Inc. (NYSE:SPG), SL Green Realty Corporation (NYSE:SLG), Post Properties, Inc. (NYSE:PPS), Kimco Realty Corporation (NYSE:KIM), DDR Corp. (NYSE:DDR), Camden Property Trust (NYSE:CPT), Boston Properties, Inc. (NYSE:BXP), Brookfield Asset Management Inc (NYSE:BAM), AvalonBay Communities, Inc. (NYSE:AVB), FelCor Lodging Trust Incorporated (NYSE:FCH), Home Properties, Inc. (NYSE:HME), Equity Residential (NYSE:EQR), Duke Realty Corporation (NYSE:DRE), Apartment Investment and Management Company (NYSE:AIV), American Capital Mortgage Investment Corp. (NASDAQ:MTGE), Realty Income Corporation (NYSE:O), Forest City Enterprises Inc., Arbor Realty Trust (NYSE:ABR), Extra Space Storage Inc (NYSE:EXR)
Topics covered: Social Networking Economics, Internet Infrastructure and Services Consolidation, Increased Mobile Content Traffic, Enterprise Adoption of Cloud Computing, Chinese Online Monetization Trends
Companies covered: Ebix, Inc. (NASDAQ:EBIX), Baidu, Inc. (NASDAQ:BIDU), Sina Corporation (NASDAQ:SINA), Carbonite, Inc. (NASDAQ:CARB), Callidus Software, Inc. (NASDAQ:CALD), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Tibco Software Inc., SAP SE (NYSE:SAP), Red Hat, Inc. (NYSE:RHT), Oracle Corporation (NYSE:ORCL), LivePerson, Inc. (NASDAQ:LPSN), Kenexa Corp., Dell Inc. (NASDAQ:DELL), Constant Contact, Inc. (NASDAQ:CTCT), Salesforce.com Inc (NYSE:CRM), Concur Technologies, Inc., Acxiom Corporation (NASDAQ:ACXM), Valassis Communications Inc., Rentrak Corporation (NASDAQ:RENT), Procter & Gamble Company (The) (NYSE:PG), Monster Worldwide, Inc. (NYSE:MWW), Meredith Corporation (NYSE:MDP), Arbitron Inc.
Topics covered: U.S. Corn Crop, High Crop Prices, Emerging Market Farm Mechanization, Crop Yield Management
Companies covered: Potash Corporation of Saskatchewan Inc. (NYSE:POT), Mosaic Company (The) (NYSE:MOS), Intrepid Potash, Inc (NYSE:IPI), CF Industries Holdings, Inc. (NYSE:CF), Agrium Inc. (NYSE:AGU), AGCO Corporation (NYSE:AGCO), Art's-Way Manufacturing Co., Inc. (NASDAQ:ARTW), Syngenta AG (NYSE:SYT), Alico, Inc. (NASDAQ:ALCO), Titan International, Inc. (NYSE:TWI), Titan Machinery Inc. (NASDAQ:TITN), Deere & Company (NYSE:DE), CNH Global NV, Blount International, Inc. (NYSE:BLT)
Topics covered: Value Investing, Long-Term Investing, Large-Cap Investing
Companies covered: Wells Fargo & Company (NYSE:WFC), PulteGroup, Inc. (NYSE:PHM), Lowe's Companies, Inc. (NYSE:LOW), CF Industries Holdings, Inc. (NYSE:CF), Accuray Incorporated (NASDAQ:ARAY), Sealy Corp., Tempur Sealy International, Inc. (NYSE:TPX), Celanese Corporation (NYSE:CE), Albemarle Corporation (NYSE:ALB), Comcast Corporation (NASDAQ:CMCSA), E.W. Scripps Company (The) (NYSE:SSP), Sears Holdings Corporation (OTCMKTS:SHLDQ), Starbucks Corporation (NASDAQ:SBUX), The McGraw-Hill Companies, Inc, Media General, Inc. (NYSE:MEG), J P Morgan Chase & Co (NYSE:JPM), H&R Block, Inc. (NYSE:HRB), General Electric Company (NYSE:GE), Gannett Co., Inc. (NYSE:GCI), eBay Inc. (NASDAQ:EBAY), Darden Restaurants, Inc. (NYSE:DRI), Cabela's Inc (NYSE:CAB), Bank of America Corporation (NYSE:BAC), Aflac Incorporated (NYSE:AFL), Cisco Systems, Inc. (NASDAQ:CSCO), Western Union Company (The) (NYSE:WU), Rock-Tenn Company (NYSE:RKT), Macy's Inc (NYSE:M), Kohl's Corporation (NYSE:KSS), Ball Corporation (NYSE:BALL), Sysco Corporation (NYSE:SYY), Procter & Gamble Company (The) (NYSE:PG), Pepsico, Inc. (NASDAQ:PEP), Microsoft Corporation (NASDAQ:MSFT), Clorox Company (The) (NYSE:CLX), C.R. Bard, Inc. (NYSE:BCR)
