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)
Topics covered: Natural Resources, Investing in Emerging Markets, Investing in China, Emerging Middle Class
Companies covered: Walmart Inc. (NYSE:WMT), YPF Sociedad Anonima (NYSE:YPF), PulteGroup, Inc. (NYSE:PHM), Lennar Corporation (NYSE:LEN), Home Depot, Inc. (The) (NYSE:HD), Apple Inc. (NASDAQ:AAPL), Coca-Cola Company (The) (NYSE:KO), Companhia Brasileira de Distribuicao (NYSE:CBD)
Topics covered: Skilled Nursing and Acute Care, Senior Housing, REIT Access to Capital, Hospitals, Fragmented Real Estate Market Consolidation, Affordable Care Act and Reimbursements
Companies covered: Ventas, Inc. (NYSE:VTR), Sun Healthcare Group Inc., Senior Housing Properties Trust (NYSE:SNH), Skilled Healthcare Group, Inc., Omega Healthcare Investors, Inc. (NYSE:OHI), Kindred Healthcare, Inc. (NYSE:KND), Health Care REIT, Inc. (NYSE:HCN), HCP, Inc. (NYSE:HCP), The Ensign Group, Inc. (NASDAQ:ENSG), Capital Senior Living Corporation (NYSE:CSU), Brookdale Senior Living Inc. (NYSE:BKD), Universal Health Services, Inc. (NYSE:UHS), HealthSouth Corporation (NYSE:HLS), LTC Properties, Inc. (NYSE:LTC), Healthcare Realty Trust Incorporated (NYSE:HR), LCA-Vision Inc., Amsurg Corp. (NASDAQ:AMSG), UnitedHealth Group Incorporated (NYSE:UNH), NxStage Medical, Inc. (NASDAQ:NXTM), MWI Veterinary Supply, Inc. (NASDAQ:MWIV), Mednax, Inc (NYSE:MD), Laboratory Corporation of America Holdings (NYSE:LH), DaVita healthCare Partners Inc. (NYSE:DVA), Quest Diagnostics Incorporated (NYSE:DGX)
Topics covered: Orthopedics and Cardiovascular Medical Devices, Medtech Tax Affects Earnings, Innovation Counters Pricing Pressure, Chinese Low Penetration Rate
Companies covered: Zimmer Holdings, Inc. (NYSE:ZMH), Volcano Corporation (NASDAQ:VOLC), Stryker Corporation (NYSE:SYK), St. Jude Medical, Inc. (NYSE:STJ), Insulet Corporation (NASDAQ:PODD), Medtronic, Inc. (NYSE:MDT), Johnson & Johnson (NYSE:JNJ), Edwards Lifesciences Corporation (NYSE:EW), DexCom, Inc. (NASDAQ:DXCM), Cyberonics, Inc. (NASDAQ:CYBX), Boston Scientific Corporation (NYSE:BSX), Wright Medical Group, Inc. (NASDAQ:WMGI), Symmetry Medical, Inc., NuVasive, Inc. (NASDAQ:NUVA), MAKO Surgical Corp., Baxter International Inc. (NYSE:BAX), ABIOMED, Inc. (NASDAQ:ABMD), Cooper Companies, Inc. (The) (NYSE:COO), Covidien Ltd. (NYSE:COV), Abbott Laboratories (NYSE:ABT), NxStage Medical, Inc. (NASDAQ:NXTM), Siemens AG (OTCMKTS:SIEGY), Koninklijke Philips N.V. (NYSE:PHG), Mindray Medical International Limited (NYSE:MR), General Electric Company (NYSE:GE), FedEx Corporation (NYSE:FDX), Cardica, Inc. (NASDAQ:CRDC)
Topics covered: Investing Strategies, Investing in Canada, Downside Protection, Deep-Value
Companies covered: Gorman-Rupp Company (The) (AMEX:GRC), Span-America Medical Systems, Inc. (NASDAQ:SPAN), Sturm, Ruger & Company, Inc. (NYSE:RGR), J & J Snack Foods Corp. (NASDAQ:JJSF), Granite Construction Incorporated (NYSE:GVA), Badger Meter, Inc. (NYSE:BMI), Cisco Systems, Inc. (NASDAQ:CSCO), Wisconsin Energy Corporation (NYSE:WEC), Maxwell Technologies, Inc. (NASDAQ:MXWL), Bill Barrett Corporation (NYSE:BBG), Walmart Inc. (NYSE:WMT), TJX Companies, Inc. (The) (NYSE:TJX), Tim Hortons Inc., PF Chang's China Bistro Inc., Magna International, Inc. (NYSE:MGA), Kohl's Corporation (NYSE:KSS), Coca-Cola Company (The) (NYSE:KO), Kraft Foods Inc., Johnson & Johnson (NYSE:JNJ), The Cheesecake Factory Incorporated (NASDAQ:CAKE)
