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)
Topics covered: Value Investing, Risk Mitigation, Large-Cap Investing, Downside Protection
Companies covered: Xerox Corporation (NYSE:XRX), Exxon Mobil Corporation (NYSE:XOM), WellPoint Inc., The Travelers Companies, Inc. (NYSE:TRV), Target Corporation (NYSE:TGT), RenaissanceRe Holdings Ltd. (NYSE:RNR), Occidental Petroleum Corporation (NYSE:OXY), Marathon Oil Corporation (NYSE:MRO), General Motors Company (NYSE:GM), ConocoPhillips (NYSE:COP), Aetna Inc. (NYSE:AET), Ace Limited (NYSE:ACE), Cisco Systems, Inc. (NASDAQ:CSCO), Norfolk Southern Corporation (NYSE:NSC), Expeditors International of Washington, Inc. (NASDAQ:EXPD), J P Morgan Chase & Co (NYSE:JPM), Goldman Sachs Group, Inc. (The) (NYSE:GS), Cummins Inc. (NYSE:CMI), Citigroup Inc. (NYSE:C), Boeing Company (The) (NYSE:BA), Bank of America Corporation (NYSE:BAC), Texas Instruments Incorporated (NASDAQ:TXN), Staples, Inc. (NASDAQ:SPLS), BB&T Corporation (NYSE:BBT), Aqua America, Inc. (NYSE:WTR), McCormick & Company, Incorporated (NYSE:MKC), Meredith Corporation (NYSE:MDP), Mattel, Inc. (NASDAQ:MAT), Wells Fargo & Company (NYSE:WFC), National Bank of Greece SA (NYSE:NBG), Capital One Financial Corporation (NYSE:COF)
Topics covered: Regulatory Risks, Online Content Distribution, For-Profit Institutions, Enrollment and Retention Trends, Chinese Education Growth Catalysts
Companies covered: ATA Inc. (NASDAQ:ATAI), New Oriental Education & Technology Group, Inc. (NYSE:EDU), China Distance Education Holdings Limited (NYSE:DL), ChinaEdu Corporation, Grand Canyon Education, Inc. (NASDAQ:LOPE), American Public Education, Inc. (NASDAQ:APEI), Noah Education Holdings, Ltd., Career Education Corporation (NASDAQ:CECO), Apollo Education Group, Inc. (NASDAQ:APOL), ITT Educational Services, Inc. (NYSE:ESI), DeVry Education Group Inc. (NYSE:DV), Strayer Education, Inc. (NASDAQ:STRA)
Topics covered: Water Infrastructure Development, Water Industry Consolidation, Outlook for Biofuels and Biochemicals, Irrigation and Metering Technology, Grid Parity Timelines for Alternative Energy, Asia Pacific Demand for Solar Energy
Companies covered: American Water Works (NYSE:AWK), American Superconductor Corporation (NASDAQ:AMSC), TransCanada Corporation (NYSE:TRP), Spectra Energy Corp (NYSE:SE), Pentair plc. (NYSE:PNR), Pall Corporation (NYSE:PLL), W.W. Grainger, Inc. (NYSE:GWW), Flowserve Corporation (NYSE:FLS), Fastenal Company (NASDAQ:FAST), Donaldson Company, Inc. (NYSE:DCI), Clean Harbors, Inc. (NYSE:CLH), American States Water Company (NYSE:AWR), Williams Partners LP (NYSE:WPZ), Williams Companies, Inc. (The) (NYSE:WMB), Western Gas Partners, LP (NYSE:WES), Sunoco LP (NYSE:SUN), ONEOK Partners, L.P. (NYSE:OKS), ONEOK, Inc. (NYSE:OKE), Noble Corporation (NYSE:NE), Kinder Morgan Energy Partners, ENERGY TRANSFER PARTNERS (NYSE:ETP), Enterprise Products Partners L.P. (NYSE:EPD), Enbridge Inc (NYSE:ENB), Anadarko Petroleum Corporation (NYSE:APC), Consolidated Water Co. Ltd. (NASDAQ:CWCO), Broadwind Energy, Inc. (NASDAQ:BWEN), MEMC Electronic Materials Inc., Veeco Instruments Inc. (NASDAQ:VECO), First Solar, Inc. (NASDAQ:FSLR), Southern Company (The) (NYSE:SO), Scana Corporation (NYSE:SCG), Pacific Gas & Electric Co. (NYSE:PCG), Northeast Utilities (NYSE:NU), NRG Energy, Inc. (NYSE:NRG), Exelon Corporation (NYSE:EXC), Duke Energy Corporation (NYSE:DUK), Dominion Energy, Inc. (NYSE:D), CH Energy Group Inc., ITC Holdings Corp. (NYSE:ITC), Codexis, Inc. (NASDAQ:CDXS), Ceres, Inc. (NASDAQ:CERE), Amyris, Inc. (NASDAQ:AMRS), Sasol Ltd. (NYSE:SSL), Siemens AG (OTCMKTS:SIEGY), Real Goods Solar, Inc., General Electric Company (NYSE:GE), Echelon Corporation (NASDAQ:ELON), Canadian Solar Inc. (NASDAQ:CSIQ), Total SA (ADR) (NYSE:TOT), Toyota Motor Corp Ltd Ord (NYSE:TM), Maxwell Technologies, Inc. (NASDAQ:MXWL), Johnson Controls, Inc. (NYSE:JCI), EnerNOC, Inc. (NASDAQ:ENOC), Dow Inc. (NYSE:DOW), Chevron Corporation (NYSE:CVX), Covanta Holding Corporation (NYSE:CVA), Albemarle Corporation (NYSE:ALB), ABB Ltd (NYSE:ABB), Valmont Industries, Inc. (NYSE:VMI), Lindsay Corporation (NYSE:LNN)
Topics covered: NIH Budget Uncertainty, Health Care Consolidation Activity, Cost Reduction and Improving Efficiencies, Chinese CRO Growth
Companies covered: Neostem, Inc. (NASDAQ:NBS), NanoViricides, Inc. (NYSEAMERICAN:NNVC), Albany Molecular Research, Inc. (NASDAQ:AMRI), Thermo Fisher Scientific Inc (NYSE:TMO), Medtronic, Inc. (NYSE:MDT), Life Technologies Corporation, Illumina, Inc. (NASDAQ:ILMN), Hologic, Inc. (NASDAQ:HOLX), Edwards Lifesciences Corporation (NYSE:EW), Agilent Technologies, Inc. (NYSE:A), CEPHEID (NASDAQ:CPHD), Danaher Corporation (NYSE:DHR), Amazon.com, Inc. (NASDAQ:AMZN), Wuxi Pharmatech (Cayman) Inc. (NYSE:WX), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), 3SBio Inc., Mindray Medical International Limited (NYSE:MR), Enzo Biochem, Inc. (NYSE:ENZ), Cleveland BioLabs, Inc. (NASDAQ:CBLI), Amgen Inc. (NASDAQ:AMGN)
