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)
Topics covered: Tower Cell Splitting, Telco Dividend Yields, Global Wireless Spectrum Allocation, 4G Infrastructure Capital Expenditures
Companies covered: Gilat Satellite Networks Ltd. (NASDAQ:GILT), Broadcom Corporation (NASDAQ:BRCM), Avago Technologies Limited (NASDAQ:AVGO), Apple Inc. (NASDAQ:AAPL), Altera Corporation (NASDAQ:ALTR), Xilinx, Inc. (NASDAQ:XLNX), United Microelectronics Corporation (NYSE:UMC), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), TriQuint Semiconductor, Inc., Skyworks Solutions, Inc. (NASDAQ:SWKS), Research In Motion Ltd., RF Micro Devices Inc., QUALCOMM Incorporated (NASDAQ:QCOM), NVIDIA Corporation (NASDAQ:NVDA), Nokia Corporation (NYSE:NOK), Marvell Technology Group Ltd. (NASDAQ:MRVL), Intel Corporation (NASDAQ:INTC), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), SBA Communications Corporation (NASDAQ:SBAC), Sprint Corporation (NYSE:S), Crown Castle International (NYSE:CCI), American Tower Corporation (REIT) (NYSE:AMT), Windstream Holdings, Inc. (NASDAQ:WIN), MetroPCS Communications Inc., Leap Wireless International In, Frontier Communications Corporation (NASDAQ:FTR), CenturyLink, Inc. (NYSE:CTL), Vodafone Group Plc (NASDAQ:VOD), TIM Participacoes S.A. (NYSE:TSU), Alcatel Lucent (NYSE:ALU), ARC Group Worldwide, Inc. (NASDAQ:ARCW)
Topics covered: Value Investing, Investing in Canada, Global Macroeconomic Trends, Downside Protection, Dividend Yields
Companies covered: 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), U.S. Bancorp (NYSE:USB), CGI Group, Inc. (NYSE:GIB), Barrick Gold Corporation (NYSE:GOLD), Bank of Nova Scotia (The) (NYSE:BNS), Ross Stores, Inc. (NASDAQ:ROST), Philip Morris International Inc (NYSE:PM), Annaly Capital Management Inc (NYSE:NLY), Altria Group (NYSE:MO), Federated Investors, Inc. (NYSE:FII), TELUS Corporation (NYSE:TU), Target Corporation (NYSE:TGT), Shaw Communications Inc. (NYSE:SJR), McDonald's Corporation (NYSE:MCD), Canadian National Railway Company (NYSE:CNI), Walgreen Co., Sun Life Financial Inc. (NYSE:SLF), Royal Bank Of Canada (NYSE:RY), Research In Motion Ltd., Pfizer, Inc. (NYSE:PFE), NYSE Euronext, Inc., Microsoft Corporation (NASDAQ:MSFT), Manulife Financial Corp (NYSE:MFC), Goldcorp Inc. (NYSE:GG), CSX Corporation (NYSE:CSX), Canadian Imperial Bank of Commerce (NYSE:CM), Citigroup Inc. (NYSE:C), Bank Of Montreal (NYSE:BMO), Bank of America Corporation (NYSE:BAC)
