Topics covered: Value and Growth, Superdiversification, Managed Futures, Bottom-up Approach
Companies covered: Occidental Petroleum Corporation (NYSE:OXY), Holly Energy Partners, L.P. (NYSE:HEP), ENSCO plc (NYSE:ESV)
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)
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)
Topics covered: High Yield Equity Investing Strategies
Topics covered: Strong Secular Growth in E-Commerce, Specialty Hardlines and Softlines Retail, -Brazilian and Mexican Purchasing Power Growth
Companies covered: Apollo Education Group, Inc. (NASDAQ:APOL), American Public Education, Inc. (NASDAQ:APEI), Bridgepoint Education, Inc. (NYSE:BPI), Amazon.com, Inc. (NASDAQ:AMZN), TJX Companies, Inc. (The) (NYSE:TJX), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG), eBay Inc. (NASDAQ:EBAY), Best Buy Co., Inc. (NYSE:BBY), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Apple Inc. (NASDAQ:AAPL), V.F. Corporation (NYSE:VFC), Under Armour, Inc. (NYSE:UA), The Talbots Inc., Tiffany & Co. (NYSE:TIF), Staples, Inc. (NASDAQ:SPLS), Saks Incorporated, Ralph Lauren Corporation (NYSE:RL), Procter & Gamble Company (The) (NYSE:PG), O'Reilly Automotive, Inc. (NASDAQ:ORLY), OfficeMax Inc., Office Depot, Inc. (NASDAQ:ODP), Nike, Inc. (NYSE:NKE), Macy's Inc (NYSE:M), Nordstrom, Inc. (NYSE:JWN), Guess?, Inc. (NYSE:GES), Coldwater Creek Inc., Coach, Inc. (NYSE:COH), Chico's FAS, Inc. (NYSE:CHS), AutoZone, Inc. (NYSE:AZO), Abercrombie & Fitch Company (NYSE:ANF), Advance Auto Parts Inc (NYSE:AAP), Walmart Inc. (NYSE:WMT), Tractor Supply Company (NASDAQ:TSCO), Target Corporation (NYSE:TGT), PetSmart, Inc (NASDAQ:PETM), Lowe's Companies, Inc. (NYSE:LOW), Lumber Liquidators Holdings, Inc (NYSE:LL), HHGregg, Inc. (NYSE:HGG), Home Depot, Inc. (The) (NYSE:HD), Family Dollar Stores, Inc. (NYSE:FDO), Dollar Tree, Inc. (NASDAQ:DLTR), Colgate-Palmolive Company (NYSE:CL), MercadoLibre, Inc. (NASDAQ:MELI), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Companhia Brasileira de Distribuicao (NYSE:CBD), Zumiez Inc. (NASDAQ:ZUMZ), Urban Outfitters, Inc. (NASDAQ:URBN), Ross Stores, Inc. (NASDAQ:ROST), Pacific Sunwear of California, Inc. (NASDAQ:PSUN), New York & Company, Inc. (NYSE:NWY), lululemon athletica inc. (NASDAQ:LULU), Gap, Inc. (The) (NYSE:GPS), Aeropostale Inc (NYSE:ARO), ANN INC. (NYSE:ANN), American Eagle Outfitters, Inc. (NYSE:AEO), Weyerhaeuser Company (NYSE:WY), LiveDeal, Inc. (NASDAQ:LIVE), Cambium Learning Group, Inc. (NASDAQ:ABCD), Noah Education Holdings, Ltd.
