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)
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)
