Topics covered: Integrated Network Computing Security, Increased Mobile Content Traffic, Chinese Online Monetization Trends, Ad Exchanges Disruptive Model
Companies covered: Inuvo, Inc (AMEX:INUV), Quepasa Corp., Dice Holdings, Inc. (NYSE:DHX), Market Leader, Inc., Akamai Technologies, Inc. (NASDAQ:AKAM), Adobe Systems Incorporated (NASDAQ:ADBE), Yahoo! Inc. (NASDAQ:YHOO), ValueClick Inc., SAP SE (NYSE:SAP), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), LivePerson, Inc. (NASDAQ:LPSN), Limelight Networks, Inc. (NASDAQ:LLNW), Alphabet Inc (NASDAQ:GOOG), DG FastChannel, Inc., CatchMark Timber Trust, Inc. (NYSE:CTT), Cisco Systems, Inc. (NASDAQ:CSCO), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Amazon.com, Inc. (NASDAQ:AMZN), Websense, Inc., Symantec Corporation (NASDAQ:SYMC), Rackspace Hosting, Inc (NYSE:RAX), Juniper Networks, Inc. (NYSE:JNPR), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Sourcefire, Inc., Equinix, Inc. (NASDAQ:EQIX), EMC Corporation (NYSE:EMC), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), CoreSite Realty Corporation (NYSE:COR), Baidu, Inc. (NASDAQ:BIDU), Sina Corporation (NASDAQ:SINA)
Topics covered: Platform Interoperability and Data Analytics, HIT Consolidation Activity, Electronic Health Record Adoption
Companies covered: SXC Health Solutions, Corp., Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Apple Inc. (NASDAQ:AAPL), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), WellPoint Inc., UnitedHealth Group Incorporated (NYSE:UNH), Quality Systems, Inc. (NASDAQ:QSII), Omnicell, Inc. (NASDAQ:OMCL), Nuance Communications, Inc. (NASDAQ:NUAN), MedAssets, Inc. (NASDAQ:MDAS), Computer Programs and Systems, Inc. (NASDAQ:CPSI), Merge Healthcare Incorporated. (NASDAQ:MRGE), McKesson Corporation (NYSE:MCK), HMS Holdings Corp (NASDAQ:HMSY), Automatic Data Processing, Inc. (NASDAQ:ADP), General Electric Company (NYSE:GE), Aetna Inc. (NYSE:AET), Accenture plc. (NYSE:ACN), Mediware Information Systems I, SAP SE (NYSE:SAP)
Topics covered: Value Oriented Strategy, Value and Dividend, Focus on Financials, Equity, Contrarian Investing and Sell Discipline
Companies covered: ValueClick Inc., Regal Entertainment Group (NYSE:RGC), Alphabet Inc (NASDAQ:GOOG), Cinemark Holdings Inc (NYSE:CNK), Buckeye Technologies Inc., Tech Data Corporation (NASDAQ:TECD), Plantronics, Inc. (NYSE:PLT), Vornado Realty Trust (NYSE:VNO), Simon Property Group, Inc. (NYSE:SPG), Public Storage (NYSE:PSA), Post Properties, Inc. (NYSE:PPS), Kimco Realty Corporation (NYSE:KIM), Heritage Commerce Corp (NASDAQ:HTBK), First Potomac Realty Trust (NYSE:FPO), Boston Properties, Inc. (NYSE:BXP), MBIA, Inc. (NYSE:MBI), Bank of America Corporation (NYSE:BAC), TJX Companies, Inc. (The) (NYSE:TJX), Pepsico, Inc. (NASDAQ:PEP)
Topics covered: Global Iron Ore Production, Emerging Market Infrastructure Construction, Chinese Demand for Industrial Metals -Precious Metal Companies Yield Dividends
Companies covered: Tetra Tech, Inc. (NASDAQ:TTEK), Sterling Construction Company Inc (NASDAQ:STRL), Jacobs Engineering Group Inc. (NYSE:JEC), Granite Construction Incorporated (NYSE:GVA), VALE S.A. (NYSE:VALE), National Steel Company (NYSE:SID), Gerdau S.A. (NYSE:GGB), BHP Billiton Limited (NYSE:BHP), Quanta Services, Inc. (NYSE:PWR), MYR Group, Inc. (NASDAQ:MYRG), Fluor Corporation (NYSE:FLR), Dycom Industries, Inc. (NYSE:DY), New York Community Bancorp Inc, AAON, Inc. (NASDAQ:AAON)
Topics covered: Stock Rally in Homebuilding and Home Improvement, North American Electrical Transmission, Improving Domestic Building Metrics, Construction Equipment Replacement Trends
Companies covered: Tellabs Inc., AT&T Inc. (NYSE:T), Sierra Wireless, Inc. (NASDAQ:SWIR), CenturyLink, Inc. (NYSE:CTL), Boston Scientific Corporation (NYSE:BSX), Alcatel Lucent (NYSE:ALU), Terex Corporation (NYSE:TEX), Manitowoc Company, Inc. (The) (NYSE:MTW), Martin Marietta Materials, Inc. (NYSE:MLM), Deere & Company (NYSE:DE), Caterpillar, Inc. (NYSE:CAT), Apple Inc. (NASDAQ:AAPL), Newmont Corporation (NYSE:NEM), Kinross Gold Corporation (NYSE:KGC), Freeport-McMoran, Inc. (NYSE:FCX), Cliffs Natural Resources Inc. (NYSE:CLF), Coeur Mining, Inc. (NYSE:CDE), Barrick Gold Corporation (NYSE:GOLD), Stantec Inc (NYSE:STN), Ritchie Bros. Auctioneers Incorporated (NYSE:RBA), Beacon Roofing Supply, Inc. (NASDAQ:BECN), USG Corporation (NYSE:USG), Toll Brothers Inc. (NYSE:TOL), PulteGroup, Inc. (NYSE:PHM), Owens Corning Inc (NYSE:OC), Mohawk Industries, Inc. (NYSE:MHK), Masco Corporation (NYSE:MAS), Lowe's Companies, Inc. (NYSE:LOW), Lennar Corporation (NYSE:LEN), KB Home (NYSE:KBH), Home Depot, Inc. (The) (NYSE:HD), D.R. Horton, Inc. (NYSE:DHI), Armstrong World Industries Inc (NYSE:AWI), Ethan Allen Interiors Inc. (NYSE:ETH)
