Data Hosting Centers & Data Storage Report

September 19, 2011

Buy ($175)

Topics covered: Strong Quarterly Earnings Reports, Managed Hosting and Cloud Computing, International Enterprise and Consumer Demand, Increasing Secular Digitization, Data Center Expansion, Colocation

Companies covered: Microsoft Corporation (NASDAQ:MSFT), Itron, Inc. (NASDAQ:ITRI), Honeywell International Inc. (NYSE:HON), Alphabet Inc (NASDAQ:GOOG), General Electric Company (NYSE:GE), ESCO Technologies Inc. (NYSE:ESE), EnerNOC, Inc. (NASDAQ:ENOC), Comverge, Inc., Amazon.com, Inc. (NASDAQ:AMZN), 21Vianet Group, Inc. (NASDAQ:VNET), Yahoo! Inc. (NASDAQ:YHOO), Rackspace Hosting, Inc (NYSE:RAX), Netflix, Inc. (NASDAQ:NFLX), International Business Machines Corporation (NYSE:IBM), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), Salesforce.com Inc (NYSE:CRM), CoreSite Realty Corporation (NYSE:COR), Caterpillar, Inc. (NYSE:CAT), Cogent Communications Holdings, Inc. (NASDAQ:CCOI), Apple Inc. (NASDAQ:AAPL), Verizon Communications Inc. (NYSE:VZ), tw telecom inc., AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), MetroPCS Communications Inc., NII Holdings Inc., Leap Wireless International In, CenturyLink, Inc. (NYSE:CTL), Cbeyond, Inc., America Movil, S.A.B. de C.V. (NYSE:AMX), Cisco Systems, Inc. (NASDAQ:CSCO), Internap Corporation (NASDAQ:INAP), Cincinnati Bell Inc (NYSE:CBB), Akamai Technologies, Inc. (NASDAQ:AKAM), GlobalSCAPE, Inc. (NYSEMKT:GSB), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Oracle Corporation (NYSE:ORCL), Nuance Communications, Inc. (NASDAQ:NUAN), Limelight Networks, Inc. (NASDAQ:LLNW), BTU International Inc., FuelCell Energy, Inc. (NASDAQ:FCEL)

Alternative Energy & Utilities Report

September 19, 2011

Buy ($175)

Topics covered: Utility Infrastructure Capital Expenditures, Solar Energy Pricing, Smart Metering Adoption Trends, Government Subsidies and Regulation, Alternative Energy Generation

Companies covered: Edison International (NYSE:EIX), The AES Corporation (NYSE:AES), American Electric Power Company, Inc. (NYSE:AEP), Trina Solar Limited (NYSE:TSL), Total SA (ADR) (NYSE:TOT), Telvent Git S.A., SunPower Corporation, First Solar, Inc. (NASDAQ:FSLR), Evergreen Solar Inc., Energy Conversion Devices, Inc, Sempra Energy (NYSE:SRE), Southern Company (The) (NYSE:SO), Paragon Offshore plc (NYSE:PGN), Public Service Enterprise Group Incorporated (NYSE:PEG), Pacific Gas & Electric Co. (NYSE:PCG), FirstEnergy Corporation (NYSE:FE), Exelon Corporation (NYSE:EXC), Dynegy Inc. (NYSE:DYN), Duke Energy Corporation (NYSE:DUK), Dominion Energy, Inc. (NYSE:D), Constellation Energy Group, In, Ascent Solar Technologies, Inc. (NASDAQ:ASTI), Applied Materials, Inc. (NASDAQ:AMAT), Advanced Energy Industries, Inc. (NASDAQ:AEIS), MEMC Electronic Materials Inc., Suntech Power Holdings Co. Ltd, MKS Instruments, Inc. (NASDAQ:MKSI), Grand Canyon Education, Inc. (NASDAQ:LOPE), Power Integrations, Inc. (NASDAQ:POWI), Gas Natural Inc. (AMEX:EGAS), Plug Power, Inc. (NASDAQ:PLUG), GlobalSCAPE, Inc. (NYSEMKT:GSB), Imation Corporation (NYSE:IMN), Xilinx, Inc. (NASDAQ:XLNX), Ross Stores, Inc. (NASDAQ:ROST), Donaldson Company, Inc. (NYSE:DCI), Caterpillar, Inc. (NYSE:CAT)

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