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)
Topics covered: PCIe Storage, Infrastructure Upgrades and Consolidation Activity, Data Storage Spending Trends, Data Center REITS, Cloud Computing and the Virtual Desktop, Big Data
Companies covered: Apple Inc. (NASDAQ:AAPL), Procter & Gamble Company (The) (NYSE:PG), Microsoft Corporation (NASDAQ:MSFT), MetLife, Inc. (NYSE:MET), McDonald's Corporation (NYSE:MCD), Coca-Cola Company (The) (NYSE:KO), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Alphabet Inc (NASDAQ:GOOG), Clorox Company (The) (NYSE:CLX), Bank of America Corporation (NYSE:BAC), Alpha Natural Resources, Inc. (OTCMKTS:ANRZQ), Rackspace Hosting, Inc (NYSE:RAX), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), CoreSite Realty Corporation (NYSE:COR), Cisco Systems, Inc. (NASDAQ:CSCO), Brocade Communications Systems, Inc. (NASDAQ:BRCD), Aruba Networks, Inc. (NASDAQ:ARUN), Advanced Micro Devices, Inc. (NASDAQ:AMD), Yahoo! Inc. (NASDAQ:YHOO), Western Digital Corporation (NASDAQ:WDC), Vmware, Inc. (NYSE:VMW), Seagate Technology. (NASDAQ:STX), Super Micro Computer, Inc. (NASDAQ:SMCI), QLogic Corporation (NASDAQ:QLGC), NetApp, Inc. (NASDAQ:NTAP), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Juniper Networks, Inc. (NYSE:JNPR), Intel Corporation (NASDAQ:INTC), Hitachi Ltd., EMC Corporation (NYSE:EMC), Emulex Corporation (NYSE:ELX), CommVault Systems, Inc. (NASDAQ:CVLT), Dell Inc. (NASDAQ:DELL), Old National Bancorp (NASDAQ:ONB)
Topics covered: Regulatory Headwinds for U.S. Utilities, Outlook for Biofuels and Biochemicals, Grid Parity Timelines for Alternative Energy, Asia Pacific Demand for Solar Energy
Companies covered: Brocade Communications Systems, Inc. (NASDAQ:BRCD), Western Digital Corporation (NASDAQ:WDC), Vmware, Inc. (NYSE:VMW), Seagate Technology. (NASDAQ:STX), QLogic Corporation (NASDAQ:QLGC), NetApp, Inc. (NASDAQ:NTAP), Microsoft Corporation (NASDAQ:MSFT), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), EMC Corporation (NYSE:EMC), Emulex Corporation (NYSE:ELX), Dell Inc. (NASDAQ:DELL), Clean Energy Fuels Corp. (NASDAQ:CLNE), American Superconductor Corporation (NASDAQ:AMSC), Unilever NV (NYSE:UL), Siemens AG (OTCMKTS:SIEGY), Rentech, Inc. (NASDAQ:RTK), Real Goods Solar, Inc., Power-One Inc., General Electric Company (NYSE:GE), Ecopetrol S.A. (NYSE:EC), Chevron Corporation (NYSE:CVX), Chesapeake Energy Corporation (NYSE:CHK), Bunge Limited (NYSE:BG), Trina Solar Limited (NYSE:TSL), Total SA (ADR) (NYSE:TOT), Suntech Power Holdings Co. Ltd, LDK Solar Co.Ltd., First Solar, Inc. (NASDAQ:FSLR), Codexis, Inc. (NASDAQ:CDXS), Sasol Ltd. (NYSE:SSL), Maxwell Technologies, Inc. (NASDAQ:MXWL), Itron, Inc. (NASDAQ:ITRI), EnerNOC, Inc. (NASDAQ:ENOC), Covanta Holding Corporation (NYSE:CVA), Comverge, Inc., Calgon Carbon Corporation (NYSE:CCC), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Gas Natural Inc. (AMEX:EGAS), Plug Power, Inc. (NASDAQ:PLUG), American DG Energy Inc. (AMEX:ADGE), Xcel Energy Inc. (NYSE:XEL)
Topics covered: Regulatory Outlook Gains Clarity, Growth in U.S. Midwest, Consolidation in Regional Banking
Companies covered: Weatherford International plc (NYSE:WFT), Tidewater Inc. (NYSE:TDW), Schlumberger N.V. (NYSE:SLB), Transocean Ltd. (NYSE:RIG), National Oilwell Varco, Inc. (NYSE:NOV), Noble Corporation (NYSE:NE), Hornbeck Offshore Services (NYSE:HOS), Halliburton Company (NYSE:HAL), ENSCO plc (NYSE:ESV), Cameron International Corporation (NYSE:CAM), Baker Hughes (NYSE:BKR), Cathay General Bancorp (NASDAQ:CATY), BBCN Bancorp, Inc. (NASDAQ:BBCN), Zions Bancorporation (NASDAQ:ZION), Comerica Incorporated (NYSE:CMA), Exxon Mobil Corporation (NYSE:XOM), Rowan Companies plc (NYSE:RDC), FMC Technologies, Inc. (NYSE:FTI), Dresser-Rand Group Inc. (NYSE:DRC), Chevron Corporation (NYSE:CVX), BP p.l.c. (NYSE:BP), Anadarko Petroleum Corporation (NYSE:APC), Dejour Energy Inc. (AMEX:DEJ), Farmers Capital Bank Corporation (NASDAQ:FFKT), CenterState Banks, Inc. (NASDAQ:CSFL), EnerJex Resources, Inc. (AMEX:ENRJ)
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.
