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)
Topics covered: Macroeconomic Outlook, Long-Term Investing in Canada, Dividend Paying Canadian Stocks, Conservative Canadian Investing
Companies covered: Xcel Energy Inc. (NYSE:XEL), Pacific Gas & Electric Co. (NYSE:PCG), NRG Energy, Inc. (NYSE:NRG), ITC Holdings Corp. (NYSE:ITC), FirstEnergy Corporation (NYSE:FE), Entergy Corporation (NYSE:ETR), Edison International (NYSE:EIX), CMS Energy Corporation (NYSE:CMS), Vodafone Group Plc (NASDAQ:VOD), Pepsico, Inc. (NASDAQ:PEP), Merck & Company, Inc. (NYSE:MRK), Johnson & Johnson (NYSE:JNJ), General Mills, Inc. (NYSE:GIS), Consolidated Edison Inc (NYSE:ED), Duke Energy Corporation (NYSE:DUK), TELUS Corporation (NYSE:TU), Sun Life Financial Inc. (NYSE:SLF), Manulife Financial Corp (NYSE:MFC), Enerplus Corporation (NYSE:ERF), Enbridge Inc (NYSE:ENB), Baytex Energy Corp (NYSE:BTE), Brookfield Infrastructure Partners LP (NYSE:BIP), Brookfield Asset Management Inc (NYSE:BAM), Gran Tierra Energy Inc. (NYSEAMERICAN:GTE), Watsco, Inc. (NYSE:WSO), Honeywell International Inc. (NYSE:HON), Health Care REIT, Inc. (NYSE:HCN), W.W. Grainger, Inc. (NYSE:GWW), Genuine Parts Company (NYSE:GPC), BorgWarner Inc. (NYSE:BWA), Brookdale Senior Living Inc. (NYSE:BKD), Agrium Inc. (NYSE:AGU), TransCanada Corporation (NYSE:TRP), Teck Resources Ltd. (NYSE:TECK), Suncor Energy Inc. (NYSE:SU), Rogers Communication, Inc. (NYSE:RCI), Goldcorp Inc. (NYSE:GG), Bank of Nova Scotia (The) (NYSE:BNS), Bank Of Montreal (NYSE:BMO), BCE, Inc. (NYSE:BCE), Barrick Gold Corporation (NYSE:GOLD), Apple Inc. (NASDAQ:AAPL), Ross Stores, Inc. (NASDAQ:ROST), HP Inc (NYSE:HPQ), eBay Inc. (NASDAQ:EBAY), Coach, Inc. (NYSE:COH), Genworth Financial Inc (NYSE:GNW), Celestica, Inc. (NYSE:CLS)
Topics covered: Strategic Asset Allocation, Socially Responsible Investing, Covered Calls as a Hedge, Absolute Performance and Focused Portfolios
Companies covered: Compagnie G?n?rale de G?ophysi, Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Exxon Mobil Corporation (NYSE:XOM), Verizon Communications Inc. (NYSE:VZ), Vodafone Group Plc (NASDAQ:VOD), United Parcel Service, Inc. (NYSE:UPS), Union Pacific Corporation (NYSE:UNP), TriQuint Semiconductor, Inc., AT&T Inc. (NYSE:T), STEC, Inc., RF Micro Devices Inc., Nuance Communications, Inc. (NASDAQ:NUAN), JDS Uniphase Corporation (NASDAQ:JDSU), Alphabet Inc (NASDAQ:GOOG), General Electric Company (NYSE:GE), E.I. du Pont de Nemours and Company (NYSE:DD), Chevron Corporation (NYSE:CVX), Computer Sciences Corporation (NYSE:CSC), Canadian Pacific Railway Limited (NYSE:CP), Crown Castle International (NYSE:CCI), CACI International, Inc. (NYSE:CACI), Boeing Company (The) (NYSE:BA), American Tower Corporation (REIT) (NYSE:AMT), Illinois Tool Works Inc. (NYSE:ITW), CVS Health Corporation (NYSE:CVS), Franklin Resources, Inc. (NYSE:BEN), Accenture plc. (NYSE:ACN), United Technologies Corporation (NYSE:UTX), Procter & Gamble Company (The) (NYSE:PG), Occidental Petroleum Corporation (NYSE:OXY), Netflix, Inc. (NASDAQ:NFLX), McKesson Corporation (NYSE:MCK), Goldman Sachs Group, Inc. (The) (NYSE:GS), General Motors Company (NYSE:GM), eBay Inc. (NASDAQ:EBAY), American Express Company (NYSE:AXP), AMERIPRISE FINANCIAL SERVICES, INC. (NYSE:AMP), Aflac Incorporated (NYSE:AFL), American Electric Power Company, Inc. (NYSE:AEP), Automatic Data Processing, Inc. (NASDAQ:ADP), Yum! Brands, Inc. (NYSE:YUM), Southern Company (The) (NYSE:SO), McDonald's Corporation (NYSE:MCD), International Business Machines Corporation (NYSE:IBM), Ecolab Inc. (NYSE:ECL)
