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)
Topics covered: Small-Cap Investing, Price Discrepancies, Investing in Technology, Bottom-Up Investing, Alternative Investing
Companies covered: Myriad Genetics, Inc. (NASDAQ:MYGN), 3M Company (NYSE:MMM), Johnson & Johnson (NYSE:JNJ), International Rectifier Corpor, General Electric Company (NYSE:GE), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Trinity Biotech plc (NASDAQ:TRIB), Enzo Biochem, Inc. (NYSE:ENZ), Community Health Systems, Inc. (NYSE:CYH), PowerSecure International, Inc (NYSE:POWR), Innovative Solutions and Support, Inc. (NASDAQ:ISSC), Furmanite Corporation (NYSE:FRM), BP p.l.c. (NYSE:BP), Boeing Company (The) (NYSE:BA), Cisco Systems, Inc. (NASDAQ:CSCO), ARM Holdings plc (NASDAQ:ARM), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Adobe Systems Incorporated (NASDAQ:ADBE), Vmware, Inc. (NYSE:VMW), Teradata Corporation (NYSE:TDC), Red Hat, Inc. (NYSE:RHT), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), HP Inc (NYSE:HPQ), Alphabet Inc (NASDAQ:GOOG), EMC Corporation (NYSE:EMC), Dell Inc. (NASDAQ:DELL), Salesforce.com Inc (NYSE:CRM), Accenture plc. (NYSE:ACN), QUALCOMM Incorporated (NASDAQ:QCOM)
Topics covered: Strong Secular Growth in E-Commerce, Specialty Hardlines and Softlines Retail, International Retail Platforms, Cautious Consumer Spending, Brick-And-Mortar Versus Online Retail Sales
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Under Armour, Inc. (NYSE:UA), Nike, Inc. (NYSE:NKE), lululemon athletica inc. (NASDAQ:LULU), Dick's Sporting Goods Inc (NYSE:DKS), U.S. Auto Parts Network, Inc. (NASDAQ:PRTS), Dover Saddlery, Inc. (NASDAQ:DOVR), Walmart Inc. (NYSE:WMT), Staples, Inc. (NASDAQ:SPLS), PetSmart, Inc (NASDAQ:PETM), OfficeMax Inc., Lowe's Companies, Inc. (NYSE:LOW), Home Depot, Inc. (The) (NYSE:HD), Costco Wholesale Corporation (NASDAQ:COST), Best Buy Co., Inc. (NYSE:BBY), TJX Companies, Inc. (The) (NYSE:TJX), Ross Stores, Inc. (NASDAQ:ROST), Apple Inc. (NASDAQ:AAPL), Target Corporation (NYSE:TGT), Safeway Inc. (NYSE:SWY), SuperValu Inc. (NYSE:SVU), Saks Incorporated, Macy's Inc (NYSE:M), Kohl's Corporation (NYSE:KSS), Kroger Company (The) (NYSE:KR), Nordstrom, Inc. (NYSE:JWN), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Family Dollar Stores, Inc. (NYSE:FDO), Dollar Tree, Inc. (NASDAQ:DLTR), Big Lots, Inc. (NYSE:BIG), Williams-Sonoma, Inc. (NYSE:WSM), Luxottica Group, S.p.A. (NYSE:LUX), Bed Bath & Beyond Inc. (NASDAQ:BBBY), RadioShack Corp., Pier 1 Imports, Inc. (NYSE:PIR)
