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)
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)
