Companies covered: H. B. Fuller Company (NYSE:FUL), Valspar Corporation (The) (NYSE:VAL), Syngenta AG (NYSE:SYT), Sherwin-Williams Company (The) (NYSE:SHW), PPG Industries, Inc. (NYSE:PPG), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Monsanto Company (NYSE:MON), E.I. du Pont de Nemours and Company (NYSE:DD), CF Industries Holdings, Inc. (NYSE:CF), Agrium Inc. (NYSE:AGU), RPM International Inc. (NYSE:RPM), OM Group, Inc. (NYSE:OMG), Mosaic Company (The) (NYSE:MOS), Koppers Holdings Inc. (NYSE:KOP), Intrepid Potash, Inc (NYSE:IPI), Huntsman Corporation (NYSE:HUN), Compass Minerals International, Inc. (NYSE:CMP), Cabot Corporation (NYSE:CBT), American Vanguard Corporation (NYSE:AVD)
Companies covered: Multi-Fineline Electronix, Inc. (NASDAQ:MFLX), Zumiez Inc. (NASDAQ:ZUMZ), W.W. Grainger, Inc. (NYSE:GWW), Novartis AG (NYSE:NVS), Caterpillar, Inc. (NYSE:CAT), BP p.l.c. (NYSE:BP), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Procter & Gamble Company (The) (NYSE:PG), CNOOC Limited (NYSE:CEO), China Yuchai International Limited (NYSE:CYD)
Topics covered: Low Profitability and Low Interest Rates, Life and Property/Casualty Insurers, Insurance Reserves Adequacy, Commercial Line Brokers and Underwriters
Companies covered: The Travelers Companies, Inc. (NYSE:TRV), RenaissanceRe Holdings Ltd. (NYSE:RNR), Progressive Corporation (The) (NYSE:PGR), Chubb Corporation (The) (NYSE:CB), American International Group, Inc. (NYSE:AIG), Ace Limited (NYSE:ACE), Employers Holdings Inc (NYSE:EIG), Arch Capital Group Ltd. (NASDAQ:ACGL), W.R. Berkley Corporation (NYSE:WRB), Tower Group Inc., ProAssurance Corporation (NYSE:PRA), Markel Corporation (NYSE:MKL), Maiden Holdings, Ltd. (NASDAQ:MHLD), HCC Insurance Holdings, Inc. (NYSE:HCC), Brown & Brown, Inc. (NYSE:BRO), Arthur J. Gallagher & Co. (NYSE:AJG), Fidelity National Financial, Inc. (NYSE:FNF), First American Corporation (The) (NYSE:FAF), Unum Group (NYSE:UNM), Reinsurance Group of America, Incorporated (NYSE:RGA), Prudential Financial, Inc. (NYSE:PRU), Protective Life Corp., Principal Financial Group Inc (NYSE:PFG), MetLife, Inc. (NYSE:MET), Lincoln National Corporation (NYSE:LNC), General Electric Company (NYSE:GE), CNO Financial Group, Inc. (NYSE:CNO), Assurant, Inc. (NYSE:AIZ), Aflac Incorporated (NYSE:AFL), XL Group plc (NYSE:XL), Meadowbrook Insurance Group, Inc. (NYSE:MIG), Hartford Financial Services Group, Inc. (The) (NYSE:HIG), Allstate Corporation (The) (NYSE:ALL), Allied World Assurance Company Holdings, AG (NYSE:AWH), Coca-Cola Bottling Co. Consolidated (NASDAQ:COKE), Tata Motors Ltd (NYSE:TTM), TRW Automotive Holdings Corporation (NYSE:TRW), Sanofi (NYSE:SNY), Reed Elsevier PLC (NYSE:RUK), Moody's Corporation (NYSE:MCO), Walt Disney Company (The) (NYSE:DIS), American Express Company (NYSE:AXP), Autoliv, Inc. (NYSE:ALV), Willis Group Holdings Limited (NYSE:WSH), Marsh & McLennan Companies, Inc. (NYSE:MMC), The Navigators Group, Inc. (NASDAQ:NAVG), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Yum! Brands, Inc. (NYSE:YUM), Exxon Mobil Corporation (NYSE:XOM), Eli Lilly and Company (NYSE:LLY), Home Depot, Inc. (The) (NYSE:HD), Devon Energy Corporation (NYSE:DVN), DIRECTV (NASDAQ:DTV), Chevron Corporation (NYSE:CVX), Coach, Inc. (NYSE:COH), CBS Corporation (NYSE:CBS), Endurance Specialty Holdings Ltd (NYSE:ENH)
Topics covered: Secular Connector Demand Growth, Electronics Manufacturing Supply Chain, Data Center and Mobile Spending, Component Price Erosion, Automotive
Companies covered: Nova Measuring Instruments Ltd. (NASDAQ:NVMI), Universal Electronics Inc. (NASDAQ:UEIC), RELM Wireless Corporation (AMEX:RWC), Apple Inc. (NASDAQ:AAPL), Vishay Intertechnology, Inc. (NYSE:VSH), TTM Technologies, Inc. (NASDAQ:TTMI), TE Connectivity Ltd. (NYSE:TEL), Research In Motion Ltd., Molex Inc., Jabil Circuit, Inc. (NYSE:JBL), Flextronics International Ltd. (NASDAQ:FLEX), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Celestica, Inc. (NYSE:CLS), Avnet, Inc. (NYSE:AVT), Arrow Electronics, Inc. (NYSE:ARW), Amphenol Corporation (NYSE:APH), Littelfuse, Inc. (NASDAQ:LFUS), Belden Inc (NYSE:BDC), AVX Corporation (NYSE:AVX), Plexus Corp. (NASDAQ:PLXS), Tata Motors Ltd (NYSE:TTM), SanDisk Corporation (NASDAQ:SNDK), Sanmina Corporation (NASDAQ:SANM), Multi-Fineline Electronix, Inc. (NASDAQ:MFLX), Corning Incorporated (NYSE:GLW), Anixter International Inc. (NYSE:AXE), Nordson Corporation (NASDAQ:NDSN), Cisco Systems, Inc. (NASDAQ:CSCO), NetApp, Inc. (NASDAQ:NTAP), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), EMC Corporation (NYSE:EMC), Dell Inc. (NASDAQ:DELL)
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Unilever PLC (NYSE:UL), Staples, Inc. (NASDAQ:SPLS), Sanofi (NYSE:SNY), Nokia Corporation (NYSE:NOK), Murphy Oil Corporation (NYSE:MUR), Microsoft Corporation (NASDAQ:MSFT), Kraft Foods Inc., Alphabet Inc (NASDAQ:GOOG), Cheniere Energy, Inc. (NYSEAMERICAN:LNG), Cheniere Energy Partners, LP (NYSEAMERICAN:CQP), Western Gas Partners, LP (NYSE:WES), Vanguard Natural Resources LLC (NASDAQ:VNR), Teekay LNG Partners L.P. (NYSE:TGP), Sunoco Logistics Partners LP (NYSE:SXL), Southern Union Co., Sandridge Energy Inc. (NYSE:SD), Plains All American Pipeline, L.P. (NYSE:PAA), Inergy LP, Linn Energy, LLC (NASDAQ:LINE), EV Energy Partners, L.P. (NASDAQ:EVEP), ENERGY TRANSFER PARTNERS (NYSE:ETP), Energy Transfer Equity, L.P. (NYSE:ETE), Chesapeake Energy Corporation (NYSE:CHK), Blackstone Inc. (NYSE:BX), BP p.l.c. (NYSE:BP), Anadarko Petroleum Corporation (NYSE:APC), Valley National Bancorp (NYSE:VLY), Provident New York Bancorp, People's United Financial, Inc. (NASDAQ:PBCT), Oritani Financial Corp. (NASDAQ:ORIT), New York Community Bancorp Inc, M&T Bank Corporation (NYSE:MTB), Fulton Financial Corporation (NASDAQ:FULT), Dime Community Bancshares, Inc. (NASDAQ:DCOM), First Defiance Financial Corp. (NASDAQ:FDEF), Investors Bancorp, Inc. (NASDAQ:ISBC), Nustar Energy L.P. (NYSE:NS), Bridge Capital Holdings (NASDAQ:BBNK), SVB Financial Group (NASDAQ:SIVB), Heritage Commerce Corp (NASDAQ:HTBK), Weatherford International plc (NYSE:WFT), Schlumberger N.V. (NYSE:SLB), Oceaneering International, Inc. (NYSE:OII), National Oilwell Varco, Inc. (NYSE:NOV), Halliburton Company (NYSE:HAL), FMC Technologies, Inc. (NYSE:FTI), Cameron International Corporation (NYSE:CAM), Baker Hughes (NYSE:BKR), City National Corporation (NYSE:CYN), Comerica Incorporated (NYSE:CMA), Exxon Mobil Corporation (NYSE:XOM), Transocean Ltd. (NYSE:RIG), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Occidental Petroleum Corporation (NYSE:OXY), Noble Corporation (NYSE:NE), Nabors Industries Ltd. (NYSE:NBR), Helmerich & Payne, Inc. (NYSE:HP), Summit State Bank (NASDAQ:SSBI), Zion Oil & Gas Inc (NASDAQ:ZN), Bank of the Ozarks (NASDAQ:OZRK), Wells Fargo & Company (NYSE:WFC), SCBT Financial Corp., Signature Bank (NASDAQ:SBNY), Old National Bancorp (NASDAQ:ONB), Lakeland Financial Corporation (NASDAQ:LKFN), J P Morgan Chase & Co (NYSE:JPM), Bank of America Corporation (NYSE:BAC), Philip Morris International Inc (NYSE:PM), Pfizer, Inc. (NYSE:PFE), Altria Group (NYSE:MO), Mattel, Inc. (NASDAQ:MAT), ENSCO plc (NYSE:ESV), Huntington Bancshares Incorporated (NASDAQ:HBAN), FirstMerit Corporation (NASDAQ:FMER), Fifth Third Bancorp (NASDAQ:FITB), Citigroup Inc. (NYSE:C), Globecomm Systems Inc., General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), Bryn Mawr Bank Corporation (NASDAQ:BMTC), Webster Financial Corporation (NYSE:WBS), Cardinal Financial Corporation (NASDAQ:CFNL), Virginia Commerce Bancorp Inc., U.S. Bancorp (NYSE:USB), United Bankshares, Inc. (NASDAQ:UBSI), Sandy Spring Bancorp, Inc. (NASDAQ:SASR), PNC Financial Services Group, Inc. (The) (NYSE:PNC), Eagle Bancorp, Inc. (NASDAQ:EGBN), Capital One Financial Corporation (NYSE:COF), Popular, Inc. (NASDAQ:BPOP), Beneficial Bancorp, Inc. (NASDAQ:BNCL), Susquehanna Bancshares, Inc. (NASDAQ:SUSQ), S&T Bancorp, Inc. (NASDAQ:STBA), Provident Financial Services, Inc (NYSE:PFS), Hudson City Bancorp, Inc. (NASDAQ:HCBK), First Niagara Financial Group Inc. (NASDAQ:FNFG), First Commonwealth Financial Corporation (NYSE:FCF), Community Bank System, Inc. (NYSE:CBU), Bar Harbor Bankshares, Inc. (AMEX:BHB), Viewpoint Financial Group, United Financial Bancorp, Inc. (NASDAQ:UBNK), Tower Bancorp Inc., TFS Financial Corporation (NASDAQ:TFSL), The Bancorp, Inc. (NASDAQ:TBBK), State Bancorp Inc., Rockville Financial Inc., OceanFirst Financial Corp. (NASDAQ:OCFC), Northfield Bancorp, Inc. (NASDAQ:NFBK), Kearny Financial (NASDAQ:KRNY), Flushing Financial Corporation (NASDAQ:FFIC), Meridian Bancorp, Inc. (NASDAQ:EBSB), Bancorp Rhode Island, Inc., Talisman Energy Inc. (NYSE:TLM), Pioneer Natural Resources Company (NYSE:PXD), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Newfield Exploration Company (NYSE:NFX), Noble Energy Inc. (NYSE:NBL), Marathon Oil Corporation (NYSE:MRO), Hess Corporation (NYSE:HES), Forest Oil Corp., EOG Resources, Inc. (NYSE:EOG), Encana Corporation (NYSE:ECA), Devon Energy Corporation (NYSE:DVN), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), Canadian Natural Resources Limited (NYSE:CNQ), Apache Corporation (NASDAQ:APA), Harmony Gold Mining Company Limited (NYSE:HMY), Camden National Corporation (NASDAQ:CAC), Evans Bancorp, Inc. (NYSEAMERICAN:EVBN)
