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)
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)
