Topics covered: Social Networking Economics, Internet Infrastructure and Services Consolidation, Growing Cybersecurity Demand, Enterprise Adoption of Cloud Computing
Companies covered: Equity One, Inc. (NYSE:EQY), Cisco Systems, Inc. (NASDAQ:CSCO), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Websense, Inc., VeriSign, Inc. (NASDAQ:VRSN), Vmware, Inc. (NYSE:VMW), Symantec Corporation (NASDAQ:SYMC), Juniper Networks, Inc. (NYSE:JNPR), Intel Corporation (NASDAQ:INTC), HP Inc (NYSE:HPQ), Sourcefire, Inc., Equinix, Inc. (NASDAQ:EQIX), EMC Corporation (NYSE:EMC), Dell Inc. (NASDAQ:DELL), Blue Coat Systems Inc., Celgene Corporation (NASDAQ:CELG), Amgen Inc. (NASDAQ:AMGN), Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY), Sanofi (NYSE:SNY), NPS Pharmaceuticals, Inc. (NASDAQ:NPSP), Neurocrine Biosciences, Inc. (NASDAQ:NBIX), Gilead Sciences, Inc. (NASDAQ:GILD), Roper Industries, Inc. (NYSE:ROP), PerkinElmer, Inc. (NYSE:PKI), IDEX Corporation (NYSE:IEX), Danaher Corporation (NYSE:DHR), AMTEK, Inc. (NYSE:AME), Agilent Technologies, Inc. (NYSE:A), General Finance Corporation (NASDAQ:GFN), NanoViricides, Inc. (NYSEAMERICAN:NNVC)
Topics covered: Valuations Before Investing, Qualitative and Quantitative Analyses, Investing in Emerging Markets, Global Urbanization and Infrastructure Investing
Companies covered: Union Pacific Corporation (NYSE:UNP), Digital Realty Trust, Inc. (NYSE:DLR), Alexandria Real Estate Equities, Inc. (NYSE:ARE), American Campus Communities Inc (NYSE:ACC), Verizon Communications Inc. (NYSE:VZ), Rogers Communication, Inc. (NYSE:RCI), Occidental Petroleum Corporation (NYSE:OXY), Norfolk Southern Corporation (NYSE:NSC), Netflix, Inc. (NASDAQ:NFLX), Marvell Technology Group Ltd. (NASDAQ:MRVL), Merck & Company, Inc. (NYSE:MRK), Johnson Controls, Inc. (NYSE:JCI), Emerson Electric Company (NYSE:EMR), Canadian National Railway Company (NYSE:CNI), BHP Billiton Limited (NYSE:BHP), TAM S.A., LATAM Airlines Group S.A. (NYSE:LFL), Credicorp Ltd. (NYSE:BAP), Wynn Resorts, Limited (NASDAQ:WYNN), Oracle Corporation (NYSE:ORCL), MercadoLibre, Inc. (NASDAQ:MELI), Coca-Cola Company (The) (NYSE:KO), Colgate-Palmolive Company (NYSE:CL)
Topics covered: Undervalued Assets, Non-Exchange-Traded Physical Commodities, Market Volatility as an Opportunity for Growth, "Markets Work" Mentality
Companies covered: Rock-Tenn Company (NYSE:RKT), Monster Worldwide, Inc. (NYSE:MWW), Denison Mine Corp (AMEX:DNN), Thompson Creek Metals Company Inc. (NYSE:TC), Cameco Corporation (NYSE:CCJ), Coca-Cola Bottling Co. Consolidated (NASDAQ:COKE), UBS AG (NYSE:UBS), The Talbots Inc., PrivateBancorp, Inc. (NASDAQ:PVTB), Coca-Cola Company (The) (NYSE:KO), Coca-Cola Enterprises, Inc. (NYSE:CCE), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC)
Topics covered: Skilled Nursing and Alternative Site Care, Medicare and Medicaid Reimbursements, Health Care REITs, Consolidation Activity
Companies covered: Ventas, Inc. (NYSE:VTR), Sunrise Senior Living Inc., Omega Healthcare Investors, Inc. (NYSE:OHI), Healthcare Realty Trust Incorporated (NYSE:HR), Cogdell Spencer Inc., Amsurg Corp. (NASDAQ:AMSG), WellPoint Inc., UnitedHealth Group Incorporated (NYSE:UNH), Sanofi (NYSE:SNY), Mednax, Inc (NYSE:MD), Laboratory Corporation of America Holdings (NYSE:LH), DaVita healthCare Partners Inc. (NYSE:DVA), Quest Diagnostics Incorporated (NYSE:DGX), Cigna Corporation (NYSE:CI), Aetna Inc. (NYSE:AET), TriMas Corporation (NASDAQ:TRS), National Health Investors, Inc. (NYSE:NHI), Kindred Healthcare, Inc. (NYSE:KND)
Topics covered: Uneven Growth Across End Markets, Performance Correlation with Macroeconomic Data, Industrial Restructuring, Commercial Aviation and Energy Expenditures
Companies covered: Ventas, Inc. (NYSE:VTR), Vornado Realty Trust (NYSE:VNO), Senior Housing Properties Trust (NYSE:SNH), Prudential Financial, Inc. (NYSE:PRU), Post Properties, Inc. (NYSE:PPS), LTC Properties, Inc. (NYSE:LTC), Healthcare Realty Trust Incorporated (NYSE:HR), Health Care REIT, Inc. (NYSE:HCN), HCP, Inc. (NYSE:HCP), Federal Realty Investment Trust (NYSE:FRT), Comcast Corporation (NASDAQ:CMCSA), Wabco Holdings Inc. (NYSE:WBC), United Technologies Corporation (NYSE:UTX), Siemens AG (OTCMKTS:SIEGY), Goodrich Corp., General Electric Company (NYSE:GE), Eaton Corporation, PLC (NYSE:ETN), Cummins Inc. (NYSE:CMI), Cameco Corporation (NYSE:CCJ), Boeing Company (The) (NYSE:BA), ABB Ltd (NYSE:ABB), Tyco International plc (NYSE:TYC), SPX Corporation (NYSE:SPW), Illinois Tool Works Inc. (NYSE:ITW), Honeywell International Inc. (NYSE:HON), Emerson Electric Company (NYSE:EMR), Danaher Corporation (NYSE:DHR), Crane Company (NYSE:CR), Textron Inc. (NYSE:TXT), Raytheon Company (NYSE:RTN), Procter & Gamble Company (The) (NYSE:PG), Precision Castparts Corporation (NYSE:PCP), Northrop Grumman Corporation (NYSE:NOC), Lockheed Martin Corporation (NYSE:LMT), General Dynamics Corporation (NYSE:GD), Rockwell Collins, Inc. (NYSE:COL), AMR Corporation, Internap Corporation (NASDAQ:INAP), U.S. Physical Therapy, Inc. (NYSE:USPH), Anixter International Inc. (NYSE:AXE)
