Topics covered: Increased Commercial Aircraft Production Rate, Emerging Markets Air Travel Growth Rates, Defense Budget Uncertainty, Aftermarket Service Growth Deceleration
Companies covered: United Technologies Corporation (NYSE:UTX), Oshkosh Corporation (NYSE:OSK), Navistar International Corporation (NYSE:NAV), Honeywell International Inc. (NYSE:HON), Goodrich Corp., General Electric Company (NYSE:GE), Eaton Corporation, PLC (NYSE:ETN), Boeing Company (The) (NYSE:BA), ABB Ltd (NYSE:ABB), BioMarin Pharmaceutical Inc. (NASDAQ:BMRN), Biogen Inc. (NASDAQ:BIIB), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), Sanofi (NYSE:SNY), Incyte Corporation (NASDAQ:INCY), Human Genome Sciences Inc., GlaxoSmithKline PLC (NYSE:GSK), Dendreon Corp., Targacept, Inc. (NASDAQ:TRGT), Pfizer, Inc. (NYSE:PFE), Neurocrine Biosciences, Inc. (NASDAQ:NBIX), Merck & Company, Inc. (NYSE:MRK), Eli Lilly and Company (NYSE:LLY), Bristol-Myers Squibb Company (NYSE:BMY), AstraZeneca PLC (NASDAQ:AZN), Abbott Laboratories (NYSE:ABT), Textron Inc. (NYSE:TXT), Teledyne Technologies Incorporated (NYSE:TDY), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Northrop Grumman Corporation (NYSE:NOC), Lockheed Martin Corporation (NYSE:LMT), L-3 Communications Holdings, Inc. (NYSE:LLL), Kaman Corporation (NYSE:KAMN), Harris Corporation (NYSE:HRS), General Dynamics Corporation (NYSE:GD), Freshpet, Inc. (NASDAQ:FRPT), FLIR Systems, Inc. (NASDAQ:FLIR), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), Alliant Techsystems Inc. (NYSE:ATK), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Astronics Corporation (NASDAQ:ATRO), Esterline Technologies Corporation (NYSE:ESL), Marshall Edwards Inc.
Topics covered: Obvious Competitive Advantages, Finding Values Where Others Miss It, Attractive Emerging Opportunities
Companies covered: Apple Inc. (NASDAQ:AAPL), Amgen Inc. (NASDAQ:AMGN), Amazon.com, Inc. (NASDAQ:AMZN), Wells Fargo & Company (NYSE:WFC), Walgreen Co., U.S. Bancorp (NYSE:USB), Pfizer, Inc. (NYSE:PFE), Merck & Company, Inc. (NYSE:MRK), MedcoHealth Solutions Inc., Medtronic, Inc. (NYSE:MDT), Nordstrom, Inc. (NYSE:JWN), H&R Block, Inc. (NYSE:HRB), Alphabet Inc (NASDAQ:GOOG), General Motors Company (NYSE:GM), Express Scripts Holding Company (NASDAQ:ESRX), eBay Inc. (NASDAQ:EBAY), Walt Disney Company (The) (NYSE:DIS), Cabela's Inc (NYSE:CAB), BP p.l.c. (NYSE:BP), Bristol-Myers Squibb Company (NYSE:BMY), Franklin Resources, Inc. (NYSE:BEN), American Express Company (NYSE:AXP), Aflac Incorporated (NYSE:AFL), Cisco Systems, Inc. (NASDAQ:CSCO), Pepsico, Inc. (NASDAQ:PEP), Microsoft Corporation (NASDAQ:MSFT), Lowe's Companies, Inc. (NYSE:LOW), Johnson & Johnson (NYSE:JNJ), Abbott Laboratories (NYSE:ABT), Baidu, Inc. (NASDAQ:BIDU), Sina Corporation (NASDAQ:SINA), Automatic Data Processing, Inc. (NASDAQ:ADP), Adobe Systems Incorporated (NASDAQ:ADBE), Exxon Mobil Corporation (NYSE:XOM), Walmart Inc. (NYSE:WMT), United Parcel Service, Inc. (NYSE:UPS), Paychex, Inc. (NASDAQ:PAYX), Newmont Corporation (NYSE:NEM), Lincoln National Corporation (NYSE:LNC), Coca-Cola Company (The) (NYSE:KO), Juniper Networks, Inc. (NYSE:JNPR), HP Inc (NYSE:HPQ), Gap, Inc. (The) (NYSE:GPS), FedEx Corporation (NYSE:FDX), Expeditors International of Washington, Inc. (NASDAQ:EXPD), Eldorado Gold Corporation (NYSE:EGO), New Oriental Education & Technology Group, Inc. (NYSE:EDU), Costco Wholesale Corporation (NASDAQ:COST), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), C.R. Bard, Inc. (NYSE:BCR), Bank of America Corporation (NYSE:BAC), Barrick Gold Corporation (NYSE:GOLD)
Topics covered: Marketing Budgets Increase, Luxury Item Retail Trends, International Paid Television Growth, Global Premium Theater Expansion, Cable Subscription Rates
Companies covered: Comcast Corporation (NASDAQ:CMCSA), Charter Communications, Inc. (NASDAQ:CHTR), ViaSat, Inc. (NASDAQ:VSAT), Time Warner Cable Inc (NYSE:TWC), EchoStar Corporation (NASDAQ:SATS), GeoEye, Inc., DIRECTV (NASDAQ:DTV), DISH Network Corporation (NASDAQ:DISH), Cablevision Systems Corporation (NYSE:CVC), Carmike Cinemas, Inc. (NASDAQ:CKEC), Regal Entertainment Group (NYSE:RGC), Netflix, Inc. (NASDAQ:NFLX), Coca-Cola Company (The) (NYSE:KO), IMAX Corporation (NYSE:IMAX), Dreamworks Animation SKG, Inc. (NASDAQ:DWA), Walt Disney Company (The) (NYSE:DIS), Cinemark Holdings Inc (NYSE:CNK), CBS Corporation (NYSE:CBS), Central European Media Enterprises Ltd. (NASDAQ:CETV), Apple Inc. (NASDAQ:AAPL), AMC Networks Inc. (NASDAQ:AMCX), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Time Warner Inc. (NYSE:TWX), Grupo Televisa S.A. (NYSE:TV), Scripps Networks Interactive, Inc (NYSE:SNI), Live Nation Entertainment, Inc. (NYSE:LYV), Liberty Global plc (NASDAQ:LBTYA), Knology, Inc., Entravision Communications Corporation (NYSE:EVC), Discovery Communications, Inc. (NASDAQ:DISCA), Clear Channel Outdoor Holdings, Inc. (NYSE:CCO), Blackstone Inc. (NYSE:BX), Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Quality Systems, Inc. (NASDAQ:QSII), MedAssets, Inc. (NASDAQ:MDAS), McKesson Corporation (NYSE:MCK), Siemens AG (OTCMKTS:SIEGY), Oracle Corporation (NYSE:ORCL), Omnicell, Inc. (NASDAQ:OMCL), Microsoft Corporation (NASDAQ:MSFT), International Business Machines Corporation (NYSE:IBM), Healthways, Inc. (NASDAQ:HWAY), General Electric Company (NYSE:GE), Computer Programs and Systems, Inc. (NASDAQ:CPSI), The Advisory Board Company (NASDAQ:ABCO), SXC Health Solutions, Corp., Seven Arts Pictures plc, Toll Brothers Inc. (NYSE:TOL), Nexstar Media Group (NASDAQ:NXST), Post Properties, Inc. (NYSE:PPS)
Topics covered: P/E Multiple Expansion for Health Care IT, Health Care IT Consolidation, Electronic Health Records Implementation, EHR Bookings Growth Rate, Analytics for Evidence-Based Care Protocols
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Scripps Networks Interactive, Inc (NYSE:SNI), Sirius XM Holdings Inc. (NASDAQ:SIRI), Omnicom Group Inc. (NYSE:OMC), Netflix, Inc. (NASDAQ:NFLX), Martha Stewart Living Omnimedia, Inc. (NYSE:MSO), Lions Gate Entertainment Corporation (NYSE:LGF), Interpublic Group of Companies, Inc. (The) (NYSE:IPG), DISH Network Corporation (NASDAQ:DISH), Walt Disney Company (The) (NYSE:DIS), Discovery Communications, Inc. (NASDAQ:DISCA), Procter & Gamble Company (The) (NYSE:PG), Pepsico, Inc. (NASDAQ:PEP), Coca-Cola Company (The) (NYSE:KO), Kimberly-Clark Corporation (NYSE:KMB), HSN, Inc. (NASDAQ:HSNI), Energizer Holdings, Inc. (NYSE:ENR), Estee Lauder Companies, Inc. (The) (NYSE:EL), Dr Pepper Snapple Group, Inc (NYSE:DPS), Colgate-Palmolive Company (NYSE:CL), Avon Products, Inc. (NYSE:AVP), AMC Networks Inc. (NASDAQ:AMCX), Time Warner Inc. (NYSE:TWX), Dreamworks Animation SKG, Inc. (NASDAQ:DWA), Coinstar Inc., Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), MedAssets, Inc. (NASDAQ:MDAS), International Business Machines Corporation (NYSE:IBM), HMS Holdings Corp (NASDAQ:HMSY), General Electric Company (NYSE:GE), eHealth, Inc. (NASDAQ:EHTH), Majesco Entertainment Company (NASDAQ:COOL), Cigna Corporation (NYSE:CI)
Topics covered: Volatility Along the Market-Cap Spectrum, Hospital Capital Spending and Utilization Rates, Health Care Consolidation Activity, Cost Reduction Amid Reimbursement Uncertainty
Companies covered: Cisco Systems, Inc. (NASDAQ:CSCO), Check Point Software Technologies Ltd. (NASDAQ:CHKP), TJX Companies, Inc. (The) (NYSE:TJX), Symantec Corporation (NASDAQ:SYMC), Juniper Networks, Inc. (NYSE:JNPR), Intel Corporation (NASDAQ:INTC), International Business Machines Corporation (NYSE:IBM), Heartland Payment Systems, Inc. (NYSE:HPY), HP Inc (NYSE:HPQ), Sourcefire, Inc., EMC Corporation (NYSE:EMC), Blue Coat Systems Inc., Varian Medical Systems, Inc. (NYSE:VAR), Tyco International plc (NYSE:TYC), National Instruments Corporation (NASDAQ:NATI), Molex Inc., Amphenol Corporation (NYSE:APH), Agilent Technologies, Inc. (NYSE:A), Amazon.com, Inc. (NASDAQ:AMZN), Yahoo! Inc. (NASDAQ:YHOO), Walmart Inc. (NYSE:WMT), Sears Holdings Corporation (OTCMKTS:SHLDQ), comScore, Inc. (NASDAQ:SCOR), The Priceline Group Inc. (NASDAQ:PCLN), Orbitz Worldwide, Inc. (NYSE:OWW), Alphabet Inc (NASDAQ:GOOG), Expedia, Inc. (NASDAQ:EXPE), eBay Inc. (NASDAQ:EBAY), Ctrip.com International, Ltd. (NASDAQ:CTRP), CEPHEID (NASDAQ:CPHD), Thermo Fisher Scientific Inc (NYSE:TMO), Siemens AG (OTCMKTS:SIEGY), Qiagen N.V. (NASDAQ:QGEN), Masimo Corporation (NASDAQ:MASI), Life Technologies Corporation, Illumina, Inc. (NASDAQ:ILMN), GoPro, Inc. (NASDAQ:GPRO), General Electric Company (NYSE:GE), Danaher Corporation (NYSE:DHR), Covidien Ltd. (NYSE:COV), Becton, Dickinson and Company (NYSE:BDX), EDGAR Online Inc., Vocus Inc., Internet Initiative Japan, Inc. (NASDAQ:IIJI)
