Topics covered: Semiconductor Inventory Burnoff, Semiconductor Capital Equipment, Mobile Device Consumer Demand, High Computing Power Technology, Enterprise Data Storage Demand, Cloud Computing
Companies covered: Semtech Corporation (NASDAQ:SMTC), Ultra Clean Holdings, Inc. (NASDAQ:UCTT), Applied Materials, Inc. (NASDAQ:AMAT), Apple Inc. (NASDAQ:AAPL), Amkor Technology, Inc. (NASDAQ:AMKR), Avino Silver and Gold Mines Ltd. (NYSEAMERICAN:ASM), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Teradyne, Inc. (NYSE:TER), SanDisk Corporation (NASDAQ:SNDK), Lam Research Corporation (NASDAQ:LRCX), KLA-Tencor Corporation (NASDAQ:KLAC), Intel Corporation (NASDAQ:INTC), Cymer Inc., IXYS Corporation (NASDAQ:IXYS), Broadcom Corporation (NASDAQ:BRCM), Avago Technologies Limited (NASDAQ:AVGO), PMC - Sierra, Inc. (NASDAQ:PMCS), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Marvell Technology Group Ltd. (NASDAQ:MRVL), Cavium, Inc. (NASDAQ:CAVM), Atmel Corporation (NASDAQ:ATML), Advanced Micro Devices, Inc. (NASDAQ:AMD), Texas Instruments Incorporated (NASDAQ:TXN), STEC, Inc., OmniVision Technologies, Inc. (NASDAQ:OVTI), ON Semiconductor Corporation (NASDAQ:ON), NVIDIA Corporation (NASDAQ:NVDA), Micron Technology, Inc. (NASDAQ:MU), LSI Corporation, Integrated Device Technology, Inc. (NASDAQ:IDTI), Cypress Semiconductor Corporation (NASDAQ:CY), ASML Holding N.V. (NASDAQ:ASML), United Microelectronics Corporation (NYSE:UMC), Semiconductor Manufacturing International Corporation (NYSE:SMI), QUALCOMM Incorporated (NASDAQ:QCOM), Advanced Semiconductor Engineering, Inc. (NYSE:ASX), QLogic Corporation (NASDAQ:QLGC), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Microchip Technology Incorporated (NASDAQ:MCHP), Cray Inc (NASDAQ:CRAY), Advance Auto Parts Inc (NYSE:AAP), ANADIGICS, Inc. (NASDAQ:ANAD), RF Micro Devices Inc., Microsemi Corporation (NASDAQ:MSCC), Intersil Corporation (NASDAQ:ISIL), Emulex Corporation (NYSE:ELX), Ciena Corporation (NYSE:CIEN), Alcatel Lucent (NYSE:ALU), MKS Instruments, Inc. (NASDAQ:MKSI), Ultratech, Inc. (NASDAQ:UTEK), Analog Devices, Inc. (NASDAQ:ADI), Altera Corporation (NASDAQ:ALTR), Research In Motion Ltd., ARM Holdings plc (NASDAQ:ARM), Siemens AG (OTCMKTS:SIEGY), Koninklijke Philips N.V. (NYSE:PHG), Microsoft Corporation (NASDAQ:MSFT), Cree, Inc. (NASDAQ:CREE)
Topics covered: Value Investing, Oil and Gas, North American Shale Development, Investing in Technology, Investing in Energy, E&P
Companies covered: Broadwind Energy, Inc. (NASDAQ:BWEN), Activision Blizzard, Inc (NASDAQ:ATVI), American International Group, Inc. (NYSE:AIG), Apple Inc. (NASDAQ:AAPL), Exxon Mobil Corporation (NYSE:XOM), Trimble Navigation Limited (NASDAQ:TRMB), Microsoft Corporation (NASDAQ:MSFT), International Business Machines Corporation (NYSE:IBM), Chevron Corporation (NYSE:CVX), Southwestern Energy Company (NYSE:SWN), Linn Energy, LLC (NASDAQ:LINE), Goldman Sachs Group, Inc. (The) (NYSE:GS), Family Dollar Stores, Inc. (NYSE:FDO), Enterprise Products Partners L.P. (NYSE:EPD)
Topics covered: Truckload, Trucking Pricing & Capacity Dynamics, Retail and Industrial Transportation Demand, Regulatory Issues in the Trucking Industry, Rail and Intermodal, Parcel, LTL, FMCSA CSA Regulations, Capacity Constraints Result in Pricing Power
Companies covered: C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), UTi Worldwide Inc. (NASDAQ:UTIW), United Parcel Service, Inc. (NYSE:UPS), Union Pacific Corporation (NYSE:UNP), Freightcar America, Inc. (NASDAQ:RAIL), Ryder System, Inc. (NYSE:R), PACCAR Inc. (NASDAQ:PCAR), Norfolk Southern Corporation (NYSE:NSC), Navistar International Corporation (NYSE:NAV), Landstar System, Inc. (NASDAQ:LSTR), Knight Transportation, Inc. (NYSE:KNX), Heartland Express, Inc. (NASDAQ:HTLD), Greenbrier Companies, Inc. (The) (NYSE:GBX), FedEx Corporation (NYSE:FDX), Expeditors International of Washington, Inc. (NASDAQ:EXPD), CSX Corporation (NYSE:CSX), Cummins Inc. (NYSE:CMI), Arkansas Best Corp., Atlas Air Worldwide Holdings (NASDAQ:AAWW), YRC Worldwide, Inc. (NASDAQ:YRCW), Werner Enterprises, Inc. (NASDAQ:WERN), Kirby Corporation (NYSE:KEX), Con-way Inc. (NYSE:CNW), Navios Maritime Holdings Inc. (NYSE:NM), American Railcar Industries, Inc. (NASDAQ:ARII), Saia, Inc. (NASDAQ:SAIA), GATX Corporation (NYSE:GMT), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Canadian Pacific Railway Limited (NYSE:CP), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), Forward Air Corporation (NASDAQ:FWRD), StealthGas, Inc. (NASDAQ:GASS), XPO Logistics, Inc. (NYSE:XPO), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Air Transport Services Group, Inc (NASDAQ:ATSG), Rand Logistics, Inc. (NASDAQ:RLOG), Quality Distribution, Inc. (NASDAQ:QLTY), Pacer International Inc., Microsoft Corporation (NASDAQ:MSFT), World Fuel Services Corporation (NYSE:INT), Hub Group, Inc. (NASDAQ:HUBG), Diana Shipping inc. (NYSE:DSX), Aegean Marine Petroleum Network Inc. (NYSE:ANW), Marten Transport, Ltd. (NASDAQ:MRTN), Walmart Inc. (NYSE:WMT), Sears Holdings Corporation (OTCMKTS:SHLDQ), Penske Automotive Group, Inc. (NYSE:PAG), Lowe's Companies, Inc. (NYSE:LOW), Kansas City Southern (NYSE:KSU), Canadian National Railway Company (NYSE:CNI)
Topics covered: Mobile Computing, IT Consolidation Activity, Internet Infrastructure Build, Flash Memory, Data Hosting Centers, Cybersecurity, Cloud Computing Secular Trends
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Rackspace Hosting, Inc (NYSE:RAX), Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG), Equinix, Inc. (NASDAQ:EQIX), CoreSite Realty Corporation (NYSE:COR), American Tower Corporation (REIT) (NYSE:AMT), Cisco Systems, Inc. (NASDAQ:CSCO), Brocade Communications Systems, Inc. (NASDAQ:BRCD), Xyratex Ltd., Vmware, Inc. (NYSE:VMW), TiVo Inc. (NASDAQ:TIVO), Riverbed Technology, Inc. (NASDAQ:RVBD), QLogic Corporation (NASDAQ:QLGC), Oracle Corporation (NYSE:ORCL), NetApp, Inc. (NASDAQ:NTAP), Juniper Networks, Inc. (NYSE:JNPR), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), F5 Networks, Inc. (NASDAQ:FFIV), EMC Corporation (NYSE:EMC), Emulex Corporation (NYSE:ELX), Datalink Corporation (NASDAQ:DTLK), Dell Inc. (NASDAQ:DELL), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Verizon Communications Inc. (NYSE:VZ), Symantec Corporation (NASDAQ:SYMC), Sourcefire, Inc., Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), CenturyLink, Inc. (NYSE:CTL), Citrix Systems, Inc. (NASDAQ:CTXS), CA Inc. (NASDAQ:CA), Autodesk, Inc. (NASDAQ:ADSK), Apple Inc. (NASDAQ:AAPL), Dealertrack Technologies, Inc. (NASDAQ:TRAK), Tibco Software Inc., Teradata Corporation (NYSE:TDC), SAP SE (NYSE:SAP), Parametric Technology Corporat, Netsuite Inc (NYSE:N), Kenexa Corp., Intuit Inc. (NASDAQ:INTU), Informatica Corporation (NASDAQ:INFA), Salesforce.com Inc (NYSE:CRM), Ariba Inc., GlobalSCAPE, Inc. (NYSEMKT:GSB), Western Digital Corporation (NASDAQ:WDC), Seagate Technology. (NASDAQ:STX)
Topics covered: Reimbursement Trends, Orphan Drugs, Oncology Drug Development, FDA Approval Process, Biotechnology and Pharmaceutical Valuations
Companies covered: Cyclacel Pharmaceuticals, Inc. (NASDAQ:CYCC), Rigel Pharmaceuticals, Inc. (NASDAQ:RIGL), PDL BioPharma, Inc. (NASDAQ:PDLI), 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), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Onyx Pharmaceuticals Inc., Isis Pharmaceuticals, Inc. (NASDAQ:ISIS)
