Topics covered: Semiconductor Manufacturer Consolidation, Semiconductor Content Increase Across Verticals, Energy Efficiency, Cloud Computing and Telecommunications
Companies covered: Wyndham Worldwide Corp (NYSE:WYN), Marriott International (NASDAQ:MAR), Intercontinental Hotels Group (NYSE:IHG), Host Hotels & Resorts, Inc. (NYSE:HST), Starwood Hotels & Resorts Worldwide, Inc. (NYSE:HOT), Choice Hotels International, Inc. (NYSE:CHH), Cisco Systems, Inc. (NASDAQ:CSCO), Cavium, Inc. (NASDAQ:CAVM), Broadcom Corporation (NASDAQ:BRCM), Apple Inc. (NASDAQ:AAPL), Advanced Micro Devices, Inc. (NASDAQ:AMD), Texas Instruments Incorporated (NASDAQ:TXN), AT&T Inc. (NYSE:T), Synaptics Incorporated (NASDAQ:SYNA), SanDisk Corporation (NASDAQ:SNDK), Oracle Corporation (NYSE:ORCL), NetLogic Microsystems Inc., Micron Technology, Inc. (NASDAQ:MU), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Microchip Technology Incorporated (NASDAQ:MCHP), Juniper Networks, Inc. (NYSE:JNPR), Intel Corporation (NASDAQ:INTC), International Business Machines Corporation (NYSE:IBM), Alphabet Inc (NASDAQ:GOOG), China Mobile (Hong Kong) Ltd. (NYSE:CHL), Alcatel Lucent (NYSE:ALU), Avago Technologies Limited (NASDAQ:AVGO), Altera Corporation (NASDAQ:ALTR), Xilinx, Inc. (NASDAQ:XLNX), STMicroelectronics N.V. (NYSE:STM), QUALCOMM Incorporated (NASDAQ:QCOM), PMC - Sierra, Inc. (NASDAQ:PMCS), NVIDIA Corporation (NASDAQ:NVDA), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Amazon.com, Inc. (NASDAQ:AMZN), Verizon Communications Inc. (NYSE:VZ), Lattice Semiconductor Corporation (NASDAQ:LSCC), EZchip Semiconductor Limited (NASDAQ:EZCH), Linear Technology Corporation (NASDAQ:LLTC), Hittite Microwave Corporation, Allegiant Travel Company (NASDAQ:ALGT), Wynn Resorts, Limited (NASDAQ:WYNN), Pinnacle Entertainment, Inc. (NYSE:PNK), Penn National Gaming, Inc. (NASDAQ:PENN), Orbitz Worldwide, Inc. (NYSE:OWW), Orient-Express Hotels Ltd., MGM Resorts International (NYSE:MGM), McDonald's Corporation (NYSE:MCD), Las Vegas Sands Corp. (NYSE:LVS), Isle of Capri Casinos, Inc. (NASDAQ:ISLE), Expedia, Inc. (NASDAQ:EXPE), Carnival Corporation (NYSE:CCL), Boyd Gaming Corporation (NYSE:BYD), Ameristar Casinos Inc., MHI Hospitality Corp., Cabot Microelectronics Corporation (NASDAQ:CCMP), Atmel Corporation (NASDAQ:ATML)
Topics covered: Share Buybacks and Dividends, Long-Term Time Frame, Impact of European Economic Troubles, High-Quality Blue-Chip Companies, Combining a Broad Range of Asset Classes
Companies covered: Cardtronics, Inc. (NASDAQ:CATM), Treehouse Foods, Inc. (NYSE:THS), Rackspace Hosting, Inc (NYSE:RAX), Monro Muffler Brake, Inc. (NASDAQ:MNRO), Gulfport Energy Corporation (NASDAQ:GPOR), Equinix, Inc. (NASDAQ:EQIX), Sysco Corporation (NYSE:SYY), Sears Holdings Corporation (OTCMKTS:SHLDQ), Philip Morris International Inc (NYSE:PM), Netflix, Inc. (NASDAQ:NFLX), Altria Group (NYSE:MO), International Business Machines Corporation (NYSE:IBM), Keurig Green Mountain, Inc. (NASDAQ:GMCR), Danaher Corporation (NYSE:DHR), American Electric Power Company, Inc. (NYSE:AEP), Walmart Inc. (NYSE:WMT), Procter & Gamble Company (The) (NYSE:PG), Intel Corporation (NASDAQ:INTC), Chevron Corporation (NYSE:CVX), Ross Stores, Inc. (NASDAQ:ROST), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), Marten Transport, Ltd. (NASDAQ:MRTN), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT)
Topics covered: U.S. Regional and Emerging Market Hospitality, Rates and RevPAR Trend Upward, Las Vegas Conventions and Casinos, Increased Corporate Ancillary Spending, Hotel Occupancy
Companies covered: Internet Capital Group Inc., Broadcom Corporation (NASDAQ:BRCM), Apple Inc. (NASDAQ:AAPL), Altera Corporation (NASDAQ:ALTR), SanDisk Corporation (NASDAQ:SNDK), QUALCOMM Incorporated (NASDAQ:QCOM), Marvell Technology Group Ltd. (NASDAQ:MRVL), Intel Corporation (NASDAQ:INTC), Churchill Downs, Incorporated (NASDAQ:CHDN), Multimedia Games Inc., InnSuites Hospitality Trust (NYSEMKT:IHT), Netlist, Inc. (NASDAQ:NLST), Century Casinos, Inc. (NASDAQ:CNTY), Nevada Gold & Casinos, Inc. (AMEX:UWN)
Topics covered: Nontraditional, Managing Money in the Current Economic and Political Environment, Investing in Canada, Alternative Investment Styles, "Common Sense" Investing
Companies covered: Tiffany & Co. (NYSE:TIF), Pool Corporation (NASDAQ:POOL), Northrop Grumman Corporation (NYSE:NOC), Men's Wearhouse, Inc. (The) (NYSE:MW), Luminex Corporation (NASDAQ:LMNX), Jos. A Bank Clothiers Inc., HP Inc (NYSE:HPQ), Garmin Ltd. (NASDAQ:GRMN), Dell Inc. (NASDAQ:DELL), Sotheby's (NYSE:BID), Bank of America Corporation (NYSE:BAC), Apple Inc. (NASDAQ:AAPL), TELUS Corporation (NYSE:TU), Tim Hortons Inc., Toronto Dominion Bank (The) (NYSE:TD), Teck Resources Ltd. (NYSE:TECK), Suncor Energy Inc. (NYSE:SU), Royal Bank Of Canada (NYSE:RY), Rogers Communication, Inc. (NYSE:RCI), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Open Text Corporation (NASDAQ:OTEX), McDonald's Corporation (NYSE:MCD), Kraft Foods Inc., International Business Machines Corporation (NYSE:IBM), Canadian Pacific Railway Limited (NYSE:CP), Canadian Natural Resources Limited (NYSE:CNQ), Canadian National Railway Company (NYSE:CNI), Corus Entertainment Inc., Bank of Nova Scotia (The) (NYSE:BNS), Cisco Systems, Inc. (NASDAQ:CSCO), Celgene Corporation (NASDAQ:CELG), Amazon.com, Inc. (NASDAQ:AMZN), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), Walgreen Co., Vmware, Inc. (NYSE:VMW), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), MedcoHealth Solutions Inc., J P Morgan Chase & Co (NYSE:JPM), F5 Networks, Inc. (NASDAQ:FFIV), Express Scripts Holding Company (NASDAQ:ESRX), EMC Corporation (NYSE:EMC), BlackRock, Inc. (NYSE:BLK)
Topics covered: U.S. and European Drug Pricing, Orphan Drug and Biologics Manufacturing, Domestic Regulatory Uncertainty, Biotechnology and Pharmaceutical Companies Valuation
Companies covered: B/E Aerospace, Inc. (NASDAQ:BEAV), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Lockheed Martin Corporation (NYSE:LMT), Rockwell Collins, Inc. (NYSE:COL), China Eastern Airlines Corporation Ltd. (NYSE:CEA), Boeing Company (The) (NYSE:BA), AMR Corporation, AeroVironment, Inc. (NASDAQ:AVAV), United Technologies Corporation (NYSE:UTX), Triumph Group, Inc. (NYSE:TGI), Transdigm Group Incorporated (NYSE:TDG), Raytheon Company (NYSE:RTN), Orbital Sciences Corporation (NYSE:ORB), Mercury Systems Inc (NASDAQ:MRCY), L-3 Communications Holdings, Inc. (NYSE:LLL), Heico Corporation (NYSE:HEI), Goodrich Corp., General Dynamics Corporation (NYSE:GD), Freshpet, Inc. (NASDAQ:FRPT), FLIR Systems, Inc. (NASDAQ:FLIR), Esterline Technologies Corporation (NYSE:ESL), Alliant Techsystems Inc. (NYSE:ATK), Sanofi (NYSE:SNY), Pfizer, Inc. (NYSE:PFE), Novartis AG (NYSE:NVS), Johnson & Johnson (NYSE:JNJ), GlaxoSmithKline PLC (NYSE:GSK), AstraZeneca PLC (NASDAQ:AZN), Abbott Laboratories (NYSE:ABT), Precision Castparts Corporation (NYSE:PCP), Northrop Grumman Corporation (NYSE:NOC), Hexcel Corporation (NYSE:HXL), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), Ducommun Incorporated (NYSE:DCO), Curtiss-Wright Corporation (NYSE:CW), AAR Corp. (NYSE:AIR), Cubic Corporation (NYSE:CUB), Smith & Wesson Holding Corporation (NASDAQ:SWHC), Acura Pharmaceuticals, Inc. (NASDAQ:ACUR)
