Topics covered: Production Shift to Emerging Markets, International Consumption Growth, Capital Equipment Technology Investing, Aircraft Manufacturing Supply Chain
Companies covered: United Technologies Corporation (NYSE:UTX), Raytheon Company (NYSE:RTN), Northrop Grumman Corporation (NYSE:NOC), Lockheed Martin Corporation (NYSE:LMT), L-3 Communications Holdings, Inc. (NYSE:LLL), General Dynamics Corporation (NYSE:GD), Boeing Company (The) (NYSE:BA), Alliant Techsystems Inc. (NYSE:ATK), Tyco International plc (NYSE:TYC), Siemens AG (OTCMKTS:SIEGY), Pentair plc. (NYSE:PNR), Manitowoc Company, Inc. (The) (NYSE:MTW), Halliburton Company (NYSE:HAL), General Electric Company (NYSE:GE), Emerson Electric Company (NYSE:EMR), Caterpillar, Inc. (NYSE:CAT), ABB Ltd (NYSE:ABB), TriMas Corporation (NASDAQ:TRS), Highpower International Inc (NASDAQ:HPJ), Enersys (NYSE:ENS), Timken Company (The) (NYSE:TKR)
Topics covered: SaaS and PaaS, Desktop and Server Virtualization, Cloud Computing, Application Software Consolidation Activity, Advertisement and Carrier Spending
Companies covered: GSE Systems, Inc. (NASDAQ:GVP), Concurrent Computer Corporation (NASDAQ:CCUR), Unilever NV (NYSE:UL), Rentrak Corporation (NASDAQ:RENT), Procter & Gamble Company (The) (NYSE:PG), Monster Worldwide, Inc. (NYSE:MWW), Meredith Corporation (NYSE:MDP), Alphabet Inc (NASDAQ:GOOG), ClickSoftware Technologies Ltd. (NASDAQ:CKSW), Amdocs Limited (NASDAQ:DOX), Allot Communications Ltd. (NASDAQ:ALLT), TeleCommunication Systems, Inc. (NASDAQ:TSYS), AT&T Inc. (NYSE:T), Oracle Corporation (NYSE:ORCL), Neustar, Inc. (NYSE:NSR), NICE Limited (NASDAQ:NICE), International Business Machines Corporation (NYSE:IBM), EZchip Semiconductor Limited (NASDAQ:EZCH), CSG Systems International, Inc. (NASDAQ:CSGS), Citrix Systems, Inc. (NASDAQ:CTXS), CA Inc. (NASDAQ:CA), Apple Inc. (NASDAQ:AAPL), Adobe Systems Incorporated (NASDAQ:ADBE), Vmware, Inc. (NYSE:VMW), SAP SE (NYSE:SAP), Microsoft Corporation (NASDAQ:MSFT), Salesforce.com Inc (NYSE:CRM), Asure Software Inc (NASDAQ:ASUR), Datawatch Corporation (NASDAQ:DWCH), Bottomline Technologies, Inc. (NASDAQ:EPAY), ACI Worldwide, Inc. (NASDAQ:ACIW), Western Union Company (The) (NYSE:WU), Visa Inc. (NYSE:V), Total System Services, Inc. (NYSE:TSS), Verifone Systems, Inc. (NYSE:PAY), Online Resources Corp., Mastercard Incorporated (NYSE:MA), Intuit Inc. (NASDAQ:INTU), Heartland Payment Systems, Inc. (NYSE:HPY), Global Payments Inc. (NYSE:GPN), Fidelity National Information Services, Inc. (NYSE:FIS), Alliance Data Systems Corporation (NYSE:ADS), Robert Half International Inc. (NYSE:RHI), Navigant Consulting, Inc. (NYSE:NCI), ICF International, Inc. (NASDAQ:ICFI), Huron Consulting Group Inc. (NASDAQ:HURN), FTI Consulting, Inc. (NYSE:FCN), Corporate Executive Board Co., EPIQ Systems, Inc. (NASDAQ:EPIQ), Dice Holdings, Inc. (NYSE:DHX), On Assignment, Inc. (NYSE:ASGN)
Topics covered: Semiconductor Capital Equipment Spending, New Computing Platform Demand, Improvement from Cyclical Bottom, Chip Manufacturing Technology.
Companies covered: Brooks Automation, Inc. (NASDAQ:BRKS), ASML Holding N.V. (NASDAQ:ASML), Applied Materials, Inc. (NASDAQ:AMAT), Apple Inc. (NASDAQ:AAPL), Amkor Technology, Inc. (NASDAQ:AMKR), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Teradyne, Inc. (NYSE:TER), SanDisk Corporation (NASDAQ:SNDK), Rudolph Technologies, Inc. (NYSE:RTEC), QUALCOMM Incorporated (NASDAQ:QCOM), Novellus Systems, Inc., Lam Research Corporation (NASDAQ:LRCX), KLA-Tencor Corporation (NASDAQ:KLAC), Intel Corporation (NASDAQ:INTC), Cymer Inc., Cisco Systems, Inc. (NASDAQ:CSCO), CEVA, Inc. (NASDAQ:CEVA), Cavium, Inc. (NASDAQ:CAVM), Broadcom Corporation (NASDAQ:BRCM), Altera Corporation (NASDAQ:ALTR), Advanced Micro Devices, Inc. (NASDAQ:AMD), Xilinx, Inc. (NASDAQ:XLNX), Analog Devices, Inc. (NASDAQ:ADI), Vishay Intertechnology, Inc. (NYSE:VSH), Semtech Corporation (NASDAQ:SMTC), ON Semiconductor Corporation (NASDAQ:ON), Microsemi Corporation (NASDAQ:MSCC), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Linear Technology Corporation (NASDAQ:LLTC), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Diodes Incorporated (NASDAQ:DIOD), TriQuint Semiconductor, Inc., Texas Instruments Incorporated (NASDAQ:TXN), Microsoft Corporation (NASDAQ:MSFT), Micron Technology, Inc. (NASDAQ:MU), Photronics, Inc. (NASDAQ:PLAB), Nanometrics Incorporated (NASDAQ:NANO), LTX-Credence Corporation, FormFactor, Inc. (NASDAQ:FORM), inTest Corporation (NYSEAMERICAN:INTT), Exar Corporation (NYSE:EXAR), ARM Holdings plc (NASDAQ:ARM), United Microelectronics Corporation (NYSE:UMC), Oracle Corporation (NYSE:ORCL), NVIDIA Corporation (NASDAQ:NVDA), LSI Corporation, International Business Machines Corporation (NYSE:IBM), EMC Corporation (NYSE:EMC)
Companies covered: Central Garden & Pet Company (NASDAQ:CENT), Approach Resources Inc. (NASDAQ:AREX), White Mountains Insurance Group, Ltd. (NYSE:WTM), Scotts Miracle-Gro Company (The) (NYSE:SMG), Coca-Cola Company (The) (NYSE:KO), Apple Inc. (NASDAQ:AAPL), Western Union Company (The) (NYSE:WU), Walmart Inc. (NYSE:WMT), Starbucks Corporation (NASDAQ:SBUX), McDonald's Corporation (NYSE:MCD), First Cash Financial Services, Inc. (NASDAQ:FCFS), Eaton Corporation, PLC (NYSE:ETN), Exxon Mobil Corporation (NYSE:XOM), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Nokia Corporation (NYSE:NOK), Lowe's Companies, Inc. (NYSE:LOW), J P Morgan Chase & Co (NYSE:JPM), Intel Corporation (NASDAQ:INTC), Home Depot, Inc. (The) (NYSE:HD), Goldman Sachs Group, Inc. (The) (NYSE:GS), Chevron Corporation (NYSE:CVX), Chipotle Mexican Grill, Inc. (NYSE:CMG), Citigroup Inc. (NYSE:C)
Companies covered: Cubic Corporation (NYSE:CUB), Raytheon Company (NYSE:RTN), Northrop Grumman Corporation (NYSE:NOC), Lockheed Martin Corporation (NYSE:LMT), L-3 Communications Holdings, Inc. (NYSE:LLL), General Dynamics Corporation (NYSE:GD), Boeing Company (The) (NYSE:BA), AeroVironment, Inc. (NASDAQ:AVAV), Teledyne Technologies Incorporated (NYSE:TDY), FLIR Systems, Inc. (NASDAQ:FLIR), Ducommun Incorporated (NYSE:DCO)
