Topics covered: Shift Toward Healthier Food Options, Millennials and U.S. Hispanic Preferences, Emerging Market Expansion, Consumer Spending Patterns Polarize, Baby Boomers
Companies covered: Sara Lee Corp., Raytheon Company (NYSE:RTN), Gap, Inc. (The) (NYSE:GPS), DIRECTV (NASDAQ:DTV), Chubb Corporation (The) (NYSE:CB), GRUMA, S.A. de C.V. (NYSE:GMK), BJ's Restaurants, Inc. (NASDAQ:BJRI), Sonic Corp. (NASDAQ:SONC), Starbucks Corporation (NASDAQ:SBUX), PF Chang's China Bistro Inc., McDonald's Corporation (NYSE:MCD), Chipotle Mexican Grill, Inc. (NYSE:CMG), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), Texas Roadhouse, Inc. (NASDAQ:TXRH), Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB), Panera Bread Company (NASDAQ:PNRA), Domino's Pizza Inc (NYSE:DPZ), Jack In The Box Inc. (NASDAQ:JACK), Darden Restaurants, Inc. (NYSE:DRI), Einstein Noah Restaurant Group, Molson Coors Brewing Company (NYSE:TAP), Coca-Cola Company (The) (NYSE:KO), Dr Pepper Snapple Group, Inc (NYSE:DPS), Cott Corporation (NYSE:COT), Coca-Cola Enterprises, Inc. (NYSE:CCE), Brown-Forman Corporation (NYSE:BF.A), ZOLL Medical Corp., WellPoint Inc., Tyco International plc (NYSE:TYC), Stryker Corporation (NYSE:SYK), St. Jude Medical, Inc. (NYSE:STJ), Koninklijke Philips N.V. (NYSE:PHG), Medtronic, Inc. (NYSE:MDT), Johnson & Johnson (NYSE:JNJ), General Electric Company (NYSE:GE), Edwards Lifesciences Corporation (NYSE:EW), Covidien Ltd. (NYSE:COV), Cantel Medical Corp. (NYSE:CMN), Boston Scientific Corporation (NYSE:BSX), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), United Natural Foods, Inc. (NASDAQ:UNFI), Treehouse Foods, Inc. (NYSE:THS), Target Corporation (NYSE:TGT), Safeway Inc. (NYSE:SWY), SuperValu Inc. (NYSE:SVU), Susser Holdings Corporation, Ralcorp Holdings Inc., Snyder's-Lance, Inc. (NASDAQ:LNCE), Kraft Foods Inc., Kellogg Company (NYSE:K), The Hain Celestial Group, Inc. (NASDAQ:HAIN), General Mills, Inc. (NYSE:GIS), Fresh Del Monte Produce, Inc. (NYSE:FDP), Chiquita Brands International, Campbell Soup Company (NYSE:CPB), Costco Wholesale Corporation (NASDAQ:COST), Conagra Brands Inc. (NYSE:CAG), Jones Soda Co.
Topics covered: Stable Utilization and Personal Health Expenditures, Multinational Penetration in Emerging Markets, Medical Device Excise Tax, Continued Pricing Pressure
Companies covered: Unilever NV (NYSE:UL), Tyson Foods, Inc. (NYSE:TSN), Sara Lee Corp., J.M. Smucker Company (The) (NYSE:SJM), Smithfield Foods Inc., Ralcorp Holdings Inc., Pepsico, Inc. (NASDAQ:PEP), McCormick & Company, Incorporated (NYSE:MKC), Kraft Foods Inc., Kellogg Company (NYSE:K), Hershey Company (The) (NYSE:HSY), Hormel Foods Corporation (NYSE:HRL), HJ Heinz Co., Hanesbrands Inc. (NYSE:HBI), General Mills, Inc. (NYSE:GIS), Dean Foods Company (NYSE:DF), Campbell Soup Company (NYSE:CPB), Conagra Brands Inc. (NYSE:CAG), ABIOMED, Inc. (NASDAQ:ABMD), Volcano Corporation (NASDAQ:VOLC), Thoratec Corporation (NASDAQ:THOR), St. Jude Medical, Inc. (NYSE:STJ), Medtronic, Inc. (NYSE:MDT), Heartware International, Inc. (NASDAQ:HTWR), Edwards Lifesciences Corporation (NYSE:EW), DexCom, Inc. (NASDAQ:DXCM), Cyberonics, Inc. (NASDAQ:CYBX), Boston Scientific Corporation (NYSE:BSX), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Walgreen Co., United Natural Foods, Inc. (NASDAQ:UNFI), Sysco Corporation (NYSE:SYY), Safeway Inc. (NYSE:SWY), Smart Balance, Inc, Ruth's Hospitality Group, Inc. (NASDAQ:RUTH), Ruddick Corp., MedcoHealth Solutions Inc., Kroger Company (The) (NYSE:KR), The Hain Celestial Group, Inc. (NASDAQ:HAIN), Express Scripts Holding Company (NASDAQ:ESRX), CVS Health Corporation (NYSE:CVS), Costco Wholesale Corporation (NASDAQ:COST), Stryker Corporation (NYSE:SYK), General Electric Company (NYSE:GE), Covidien Ltd. (NYSE:COV), Becton, Dickinson and Company (NYSE:BDX), C.R. Bard, Inc. (NYSE:BCR), Baxter International Inc. (NYSE:BAX), Tyco International plc (NYSE:TYC), Johnson & Johnson (NYSE:JNJ), Cardinal Health, Inc. (NYSE:CAH), Mindray Medical International Limited (NYSE:MR), Craft Brewers Alliance, Inc., Synutra International, Inc. (NASDAQ:SYUT), EDAP TMS S.A. (NASDAQ:EDAP), Dynatronics Corporation (NASDAQ:DYNT), PhotoMedex, Inc. (NASDAQ:PHMD), Natus Medical Incorporated (NASDAQ:BABY)
Topics covered: Quality in Large-Cap Investing, Protecting Capital During Difficult Times, Large-Cap, Deep-Value, Client-Oriented Culture
Companies covered: Exxon Mobil Corporation (NYSE:XOM), Transocean Ltd. (NYSE:RIG), Oil States International, Inc. (NYSE:OIS), National Oilwell Varco, Inc. (NYSE:NOV), Hercules Offshore, Inc. (NASDAQ:HERO), FMC Technologies, Inc. (NYSE:FTI), ENSCO plc (NYSE:ESV), Cameron International Corporation (NYSE:CAM), Comcast Corporation (NASDAQ:CMCSA), Walmart Inc. (NYSE:WMT), Wells Fargo & Company (NYSE:WFC), Wisconsin Energy Corporation (NYSE:WEC), United Parcel Service, Inc. (NYSE:UPS), Time Warner Inc. (NYSE:TWX), National Grid plc (NYSE:NGG), Microsoft Corporation (NASDAQ:MSFT), 3M Company (NYSE:MMM), MetLife, Inc. (NYSE:MET), J P Morgan Chase & Co (NYSE:JPM), CenterPoint Energy, Inc. (NYSE:CNP), Pfizer, Inc. (NYSE:PFE), Netflix, Inc. (NASDAQ:NFLX), Citigroup Inc. (NYSE:C), BP p.l.c. (NYSE:BP), Apple Inc. (NASDAQ:AAPL), QUALCOMM Incorporated (NASDAQ:QCOM)
Topics covered: West Coast Banking Consolidation, Regulatory Compliance Costs, Pockets of Growth in Western Banking, Interest Rates and Loan-Growth Strategies
Companies covered: Natural Gas Services Group, Inc. (NYSE:NGS), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Zions Bancorporation (NASDAQ:ZION), Wells Fargo & Company (NYSE:WFC), City National Corporation (NYSE:CYN), Bank of America Corporation (NYSE:BAC), Columbia Banking System, Inc. (NASDAQ:COLB), BBCN Bancorp, Inc. (NASDAQ:BBCN), Wilshire Bancorp, Inc. (NASDAQ:WIBC), Westamerica Bancorporation (NASDAQ:WABC), SVB Financial Group (NASDAQ:SIVB), Preferred Bank (NASDAQ:PFBC), CVB Financial Corporation (NASDAQ:CVBF), CPB Inc. (NYSE:CPF), Bank of Hawaii Corporation (NYSE:BOH), Weatherford International plc (NYSE:WFT), National Oilwell Varco, Inc. (NYSE:NOV), Halliburton Company (NYSE:HAL), Cameron International Corporation (NYSE:CAM), BP p.l.c. (NYSE:BP), Baker Hughes (NYSE:BKR), U.S. Bancorp (NYSE:USB), East West Bancorp, Inc. (NASDAQ:EWBC), Synthesis Energy Systems, Inc. (NASDAQ:SYMX)
Topics covered: Strong Demand for Higher-Specification Rigs, Shale Drilling Dynamics, Offshore Deepwater Oil Discoveries, Drilling Shift From Gas to Liquids
Companies covered: 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), BP p.l.c. (NYSE:BP), Anadarko Petroleum Corporation (NYSE:APC), Summit State Bank (NASDAQ:SSBI), Zion Oil & Gas Inc (NASDAQ:ZN)
