Topics covered: Shale, Rising Costs of Equipment and Services, Offshore and Deepwater Drilling, International Increase in Capital Expenditures, Consolidation to Achieve Economies of Scale
Companies covered: 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), Kraft Foods Inc., Schlumberger N.V. (NYSE:SLB), Noble Corporation (NYSE:NE), Halliburton Company (NYSE:HAL), ENSCO plc (NYSE:ESV), Baker Hughes (NYSE:BKR), Microsoft Corporation (NASDAQ:MSFT), Huntington Bancshares Incorporated (NASDAQ:HBAN), FirstMerit Corporation (NASDAQ:FMER), Fifth Third Bancorp (NASDAQ:FITB), Citigroup Inc. (NYSE:C), Globecomm Systems Inc.
Topics covered: MLPs, Latin American Strategy, Exposure to Emerging Markets, Asia Pacific Investment
Companies covered: Verizon Communications Inc. (NYSE:VZ), United States Cellular Corporation (NYSE:USM), tw telecom inc., AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), QUALCOMM Incorporated (NASDAQ:QCOM), MetroPCS Communications Inc., Level 3 Communications, Inc. (NYSE:LVLT), Leap Wireless International In, DISH Network Corporation (NASDAQ:DISH), CenturyLink, Inc. (NYSE:CTL), Clearwire Corporation, Cincinnati Bell Inc (NYSE:CBB), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Nike, Inc. (NYSE:NKE), Banco Latinoamericano de Comercio Exterior, S.A. (NYSE:BLX), Targa Resources Partners LP (NYSE:NGLS-A), Kinder Morgan Management LLC, El Paso Corp.
Topics covered: Wireless Carriers Compete for Spectrum, Smartphone Operating Systems, Emerging Markets Growth Shifts to Data ARPU, 4G LTE and 3G Infrastructure Upgrades
Companies covered: United Rentals, Inc. (NYSE:URI), RSC Holdings, Inc., Hertz Global Holdings, Inc (OTCMKTS:HTZGQ), H&E Equipment Services, Inc. (NASDAQ:HEES), Caterpillar, Inc. (NYSE:CAT), Apple Inc. (NASDAQ:AAPL), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Research In Motion Ltd., QUALCOMM Incorporated (NASDAQ:QCOM), Nokia Corporation (NYSE:NOK), Boingo Wireless, Inc. (NASDAQ:WIFI), Vodafone Group Plc (NASDAQ:VOD), Telefonica SA (NYSE:TEF), Sprint Corporation (NYSE:S), Rackspace Hosting, Inc (NYSE:RAX), MetroPCS Communications Inc., NII Holdings Inc., Leap Wireless International In, Alphabet Inc (NASDAQ:GOOG), Equinix, Inc. (NASDAQ:EQIX), America Movil, S.A.B. de C.V. (NYSE:AMX), Cisco Systems, Inc. (NASDAQ:CSCO), Cavium, Inc. (NASDAQ:CAVM), Broadcom Corporation (NASDAQ:BRCM), Atmel Corporation (NASDAQ:ATML), Texas Instruments Incorporated (NASDAQ:TXN), TriQuint Semiconductor, Inc., Skyworks Solutions, Inc. (NASDAQ:SWKS), STMicroelectronics N.V. (NYSE:STM), RF Micro Devices Inc., NVIDIA Corporation (NASDAQ:NVDA), NetLogic Microsystems Inc., Maxim Integrated Products, Inc. (NASDAQ:MXIM), Marvell Technology Group Ltd. (NASDAQ:MRVL), LSI Corporation, Juniper Networks, Inc. (NYSE:JNPR), Intel Corporation (NASDAQ:INTC), On Assignment, Inc. (NYSE:ASGN), Loral Space and Communications, Inc. (NASDAQ:LORL), Warwick Valley Telephone Co., Ryder System, Inc. (NYSE:R)
Topics covered: Workforce Flexibility Requirements, Stalwarts Look to Acquire Small Caps, Rich Industry Leaders to Acquire Small Cap Competitors, BPO & IT Outsourcing Reduce Labor Costs
Companies covered: Sunoco Logistics Partners LP (NYSE:SXL), Plains All American Pipeline, L.P. (NYSE:PAA), Magellan Midstream Partners L.P. (NYSE:MMP), EV Energy Partners, L.P. (NASDAQ:EVEP), Enterprise Products Partners L.P. (NYSE:EPD), ConocoPhillips (NYSE:COP), Chesapeake Energy Corporation (NYSE:CHK), BP p.l.c. (NYSE:BP), Visa Inc. (NYSE:V), TeleTech Holdings, Inc. (NASDAQ:TTEC), Sykes Enterprises, Incorporated (NASDAQ:SYKE), Robert Half International Inc. (NYSE:RHI), Resources Connection, Inc. (NASDAQ:RECN), ManpowerGroup (NYSE:MAN), Mastercard Incorporated (NYSE:MA), Lender Processing Services, In, Kforce, Inc. (NASDAQ:KFRC), Convergys Corporation (NYSE:CVG), Alliance Data Systems Corporation (NYSE:ADS), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Virtusa Corporation (NASDAQ:VRTU), VanceInfo Technologies Inc., Syntel, Inc. (NASDAQ:SYNT), International Business Machines Corporation (NYSE:IBM), Genpact Limited (NYSE:G), ExlService Holdings, Inc. (NASDAQ:EXLS), Computer Sciences Corporation (NYSE:CSC), Accenture plc. (NYSE:ACN), Ryder System, Inc. (NYSE:R), Penske Automotive Group, Inc. (NYSE:PAG), Ford Motor Company (NYSE:F), Sun Bancorp, Inc. (NASDAQ:SNBC), Cross Country Healthcare, Inc. (NASDAQ:CCRN), Dice Holdings, Inc. (NYSE:DHX), Ritchie Bros. Auctioneers Incorporated (NYSE:RBA), CGI Group, Inc. (NYSE:GIB)
Topics covered: Investing in Energy in the Current Market, Global Economic Themes and Trends, Companies with Low or No Debt, An Upbeat Picture of MLPs
Companies covered: Exxon Mobil Corporation (NYSE:XOM), Schlumberger N.V. (NYSE:SLB), Transocean Ltd. (NYSE:RIG), Occidental Petroleum Corporation (NYSE:OXY), Noble Corporation (NYSE:NE), Halliburton Company (NYSE:HAL), Devon Energy Corporation (NYSE:DVN), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), Chesapeake Energy Corporation (NYSE:CHK), BP p.l.c. (NYSE:BP), Anadarko Petroleum Corporation (NYSE:APC), Apache Corporation (NASDAQ:APA), USG Corporation (NYSE:USG), TRW Automotive Holdings Corporation (NYSE:TRW), Penske Automotive Group, Inc. (NYSE:PAG), Magna International, Inc. (NYSE:MGA), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), American Axle & Manufacturing Holdings, Inc. (NYSE:AXL), Buckeye Partners L.P. (NYSE:BPL)
