Topics covered: Supply Chain Disruptions, Secular, Seasonal and Cyclical Demand Trends, Growing Electronic Component Content
Companies covered: Willis Group Holdings Limited (NYSE:WSH), W.R. Berkley Corporation (NYSE:WRB), Progressive Corporation (The) (NYSE:PGR), Marsh & McLennan Companies, Inc. (NYSE:MMC), Markel Corporation (NYSE:MKL), Chubb Corporation (The) (NYSE:CB), Allstate Corporation (The) (NYSE:ALL), Arthur J. Gallagher & Co. (NYSE:AJG), Cisco Systems, Inc. (NASDAQ:CSCO), Aruba Networks, Inc. (NASDAQ:ARUN), Analog Devices, Inc. (NASDAQ:ADI), Texas Instruments Incorporated (NASDAQ:TXN), TE Connectivity Ltd. (NYSE:TEL), Tech Data Corporation (NASDAQ:TECD), Synnex Corporation (NYSE:SNX), Sanmina Corporation (NASDAQ:SANM), Molex Inc., Jabil Circuit, Inc. (NYSE:JBL), Ingram Micro Inc. (NYSE:IM), HP Inc (NYSE:HPQ), Flextronics International Ltd. (NASDAQ:FLEX), Salesforce.com Inc (NYSE:CRM), Avnet, Inc. (NYSE:AVT), Arrow Electronics, Inc. (NYSE:ARW), Amphenol Corporation (NYSE:APH), Apple Inc. (NASDAQ:AAPL), Verizon Communications Inc. (NYSE:VZ), TTM Technologies, Inc. (NASDAQ:TTMI), AT&T Inc. (NYSE:T), Research In Motion Ltd., Oracle Corporation (NYSE:ORCL), International Business Machines Corporation (NYSE:IBM), EMC Corporation (NYSE:EMC), Boeing Company (The) (NYSE:BA), Ixia (NASDAQ:XXIA), NetScout Systems, Inc. (NASDAQ:NTCT), JDS Uniphase Corporation (NASDAQ:JDSU), Finisar Corporation (NASDAQ:FNSR), EXFO Inc (NASDAQ:EXFO), Vision-Sciences, Inc. (NASDAQ:VSCI), Presstek Inc., DTS, Inc. (NASDAQ:DTSI), Nordson Corporation (NASDAQ:NDSN), Nortech Systems Incorporated (NASDAQ:NSYS), Maxwell Technologies, Inc. (NASDAQ:MXWL)
Topics covered: Shale Drilling Capital Expenditures, Oil and Gas Price Divergence, North American Hydraulic Fracturing Legislation, Frontier Oil Exploration, Emerging Market Competition
Companies covered: Apple Inc. (NASDAQ:AAPL), Sony Corp Ord (NYSE:SNE), Nokia Corporation (NYSE:NOK), Microsoft Corporation (NASDAQ:MSFT), Expedia, Inc. (NASDAQ:EXPE), Exxon Mobil Corporation (NYSE:XOM), Total SA (ADR) (NYSE:TOT), Statoil ASA (NYSE:STO), PetroChina Company Limited (NYSE:PTR), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Murphy Oil Corporation (NYSE:MUR), Marathon Oil Corporation (NYSE:MRO), Hess Corporation (NYSE:HES), ENI S.p.A. (NYSE:E), Chevron Corporation (NYSE:CVX), CNOOC Limited (NYSE:CEO), BP p.l.c. (NYSE:BP), Occidental Petroleum Corporation (NYSE:OXY), ConocoPhillips (NYSE:COP), Anadarko Petroleum Corporation (NYSE:APC), Apache Corporation (NASDAQ:APA), Williams Companies, Inc. (The) (NYSE:WMB), Questar Corporation (NYSE:STR), Plains Exploration & Productio, Pioneer Natural Resources Company (NYSE:PXD), McMoRan Exploration Co., Forest Oil Corp., Energy XXI Ltd. (NASDAQ:EXXI), El Paso Corp., Energen Corporation (NYSE:EGN), Chesapeake Energy Corporation (NYSE:CHK), Berry Petroleum Corporation (NASDAQ:BRY), Cardica, Inc. (NASDAQ:CRDC), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Thoratec Corporation (NASDAQ:THOR), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Sanofi (NYSE:SNY), Novartis AG (NYSE:NVS), Merck & Company, Inc. (NYSE:MRK), Momenta Pharmaceuticals, Inc. (NASDAQ:MNTA), Medtronic, Inc. (NYSE:MDT), Heartware International, Inc. (NASDAQ:HTWR), GlaxoSmithKline PLC (NYSE:GSK), Endologix, Inc. (NASDAQ:ELGX), Dynavax Technologies Corporation (NASDAQ:DVAX), Crosstex Energy Inc.
Topics covered: Orthopedic and Hepatic Devices, Medical Device Innovation and Consolidation Trends, Global Health Care Utilization Rate, Cardiac, Aging U.S. Population
Companies covered: Insulet Corporation (NASDAQ:PODD), Exxon Mobil Corporation (NYSE:XOM), Sandridge Energy Inc. (NYSE:SD), Marathon Oil Corporation (NYSE:MRO), BHP Billiton Limited (NYSE:BHP), Zimmer Holdings, Inc. (NYSE:ZMH), Stryker Corporation (NYSE:SYK), ResMed Inc. (NYSE:RMD), Koninklijke Philips N.V. (NYSE:PHG), Orthofix International N.V. (NASDAQ:OFIX), Mindray Medical International Limited (NYSE:MR), Johnson & Johnson (NYSE:JNJ), Hospira Inc (NYSE:HSP), Hologic, Inc. (NASDAQ:HOLX), General Electric Company (NYSE:GE), Edwards Lifesciences Corporation (NYSE:EW), Covidien Ltd. (NYSE:COV), Cardinal Health, Inc. (NYSE:CAH), Boston Scientific Corporation (NYSE:BSX), Baxter International Inc. (NYSE:BAX), Plains Exploration & Productio, McMoRan Exploration Co., Energy XXI Ltd. (NASDAQ:EXXI), Apache Corporation (NASDAQ:APA), St. Jude Medical, Inc. (NYSE:STJ), Medtronic, Inc. (NYSE:MDT), Blackstone Inc. (NYSE:BX), C.R. Bard, Inc. (NYSE:BCR), NxStage Medical, Inc. (NASDAQ:NXTM), DexCom, Inc. (NASDAQ:DXCM), Cyberonics, Inc. (NASDAQ:CYBX), Vascular Solutions, Inc. (NASDAQ:VASC), Given Imaging Ltd., Syneron Medical Ltd. (NASDAQ:ELOS), Carrizo Oil & Gas, Inc. (NASDAQ:CRZO), ENSERVCO Corporation (NYSEAMERICAN:ENSV)
Topics covered: Top-Down Strategy/Bottom-Up Analysis, Long-Term Value Investing, Large-Cap Value, Debt to Equity
Companies covered: WellPoint Inc., UnitedHealth Group Incorporated (NYSE:UNH), Molina Healthcare Inc (NYSE:MOH), Humana Inc. (NYSE:HUM), HealthSpring Inc., Centene Corporation (NYSE:CNC), Cigna Corporation (NYSE:CI), AMERIGROUP Corp., Aetna Inc. (NYSE:AET), Comcast Corporation (NASDAQ:CMCSA), CA Inc. (NASDAQ:CA), Occidental Petroleum Corporation (NYSE:OXY), Noble Energy Inc. (NYSE:NBL), Marathon Oil Corporation (NYSE:MRO), General Electric Company (NYSE:GE), Flextronics International Ltd. (NASDAQ:FLEX), Canadian Natural Resources Limited (NYSE:CNQ), Anadarko Petroleum Corporation (NYSE:APC), Apple Inc. (NASDAQ:AAPL), Visa Inc. (NYSE:V), TransCanada Corporation (NYSE:TRP), Research In Motion Ltd., Pfizer, Inc. (NYSE:PFE), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), Merck & Company, Inc. (NYSE:MRK), lululemon athletica inc. (NASDAQ:LULU), Alphabet Inc (NASDAQ:GOOG), Canadian Pacific Railway Limited (NYSE:CP), Bank of Nova Scotia (The) (NYSE:BNS), Wells Fargo & Company (NYSE:WFC), Walgreen Co., Vodafone Group Plc (NASDAQ:VOD), United Technologies Corporation (NYSE:UTX), Time Warner Cable Inc (NYSE:TWC), Siemens AG (OTCMKTS:SIEGY), Nokia Corporation (NYSE:NOK), Lockheed Martin Corporation (NYSE:LMT), Intel Corporation (NASDAQ:INTC), Honeywell International Inc. (NYSE:HON), Home Depot, Inc. (The) (NYSE:HD), Diageo plc (NYSE:DEO), Chevron Corporation (NYSE:CVX), Baxter International Inc. (NYSE:BAX), Aflac Incorporated (NYSE:AFL), ABB Ltd (NYSE:ABB), Seaboard Corporation (AMEX:SEB), Home Properties, Inc. (NYSE:HME)
Topics covered: Shale, North American Rig Build Cycle, Emerging Markets Oil Demand, Drilling Services Pricing Power, Basin and Offshore Drilling
Companies covered: Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Vital Images Inc., Siemens AG (OTCMKTS:SIEGY), Quality Systems, Inc. (NASDAQ:QSII), Oracle Corporation (NYSE:ORCL), Omnicell, Inc. (NASDAQ:OMCL), MedAssets, Inc. (NASDAQ:MDAS), McKesson Corporation (NYSE:MCK), General Electric Company (NYSE:GE), eHealth, Inc. (NASDAQ:EHTH), Computer Programs and Systems, Inc. (NASDAQ:CPSI), Weatherford International plc (NYSE:WFT), Schlumberger N.V. (NYSE:SLB), Oceaneering International, Inc. (NYSE:OII), National Oilwell Varco, Inc. (NYSE:NOV), Halliburton Company (NYSE:HAL), FMC Technologies, Inc. (NYSE:FTI), Cameron International Corporation (NYSE:CAM), Baker Hughes (NYSE:BKR), Exxon Mobil Corporation (NYSE:XOM), Union Drilling, Inc., Transocean Ltd. (NYSE:RIG), RPC, Inc. (NYSE:RES), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), National Fuel Gas Company (NYSE:NFG), Noble Energy Inc. (NYSE:NBL), Hess Corporation (NYSE:HES), Devon Energy Corporation (NYSE:DVN), Chevron Corporation (NYSE:CVX), CONSOL Energy Inc. (NYSE:CNX), Chesapeake Energy Corporation (NYSE:CHK), BP p.l.c. (NYSE:BP), Nabors Industries Ltd. (NYSE:NBR), Helmerich & Payne, Inc. (NYSE:HP), ENSCO plc (NYSE:ESV), Streamline Health Solutions, Inc. (NASDAQ:STRM), Atwood Oceanics, Inc. (NYSE:ATW)
