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)
Topics covered: Value-Creating Opportunities, Non-directional Investing, Long-Term Approach For Deeper Value
Companies covered: Exxon Mobil Corporation (NYSE:XOM), Strayer Education, Inc. (NASDAQ:STRA), Olin Corporation (NYSE:OLN), International Business Machines Corporation (NYSE:IBM), Eastman Kodak Co., Amazon.com, Inc. (NASDAQ:AMZN), Wells Fargo & Company (NYSE:WFC), Toyota Motor Corp Ltd Ord (NYSE:TM), Netflix, Inc. (NASDAQ:NFLX), J P Morgan Chase & Co (NYSE:JPM), Intel Corporation (NASDAQ:INTC), Alphabet Inc (NASDAQ:GOOG), General Motors Company (NYSE:GM), Citigroup Inc. (NYSE:C), American International Group, Inc. (NYSE:AIG)
Topics covered: Meaningful Use Implementation Delays, HITECH Act Incentives, Healthcare IT Consolidation Trends, Electronic Health Records Adoption
Companies covered: W&T Offshore, Inc. (NYSE:WTI), Orange 21 Inc., Cerner Corporation (NASDAQ:CERN), Bio-Reference Laboratories, Inc. (NASDAQ:BRLI), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Quality Systems, Inc. (NASDAQ:QSII), MedAssets, Inc. (NASDAQ:MDAS), Siemens AG (OTCMKTS:SIEGY), McKesson Corporation (NYSE:MCK), HMS Holdings Corp (NASDAQ:HMSY), General Electric Company (NYSE:GE), Computer Programs and Systems, Inc. (NASDAQ:CPSI), Weatherford International plc (NYSE:WFT), Tetra Technologies, Inc. (NYSE:TTI), Schlumberger N.V. (NYSE:SLB), Transocean Ltd. (NYSE:RIG), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), National Oilwell Varco, Inc. (NYSE:NOV), Helmerich & Payne, Inc. (NYSE:HP), Halliburton Company (NYSE:HAL), FMC Technologies, Inc. (NYSE:FTI), Cameron International Corporation (NYSE:CAM), BP p.l.c. (NYSE:BP), Baker Hughes (NYSE:BKR), Oracle Corporation (NYSE:ORCL), Arrowhead Research Corporation (NASDAQ:ARWR), NCR Corporation (NYSE:NCR), SAP SE (NYSE:SAP), Merge Healthcare Incorporated. (NASDAQ:MRGE), MGT Capital Investments Inc (AMEX:MGT), Mediware Information Systems I
Topics covered: Demand Growth In Communications And Industrial Sectors, Capital Equipment Manufacturing Consolidation, Auto Industry Semiconductor Content Increase
Companies covered: Avago Technologies Limited (NASDAQ:AVGO), Apple Inc. (NASDAQ:AAPL), Analog Devices, Inc. (NASDAQ:ADI), Altera Corporation (NASDAQ:ALTR), Xilinx, Inc. (NASDAQ:XLNX), TriQuint Semiconductor, Inc., Skyworks Solutions, Inc. (NASDAQ:SWKS), Silicon Laboratories, Inc. (NASDAQ:SLAB), RF Micro Devices Inc., Nokia Corporation (NYSE:NOK), Microchip Technology Incorporated (NASDAQ:MCHP), Linear Technology Corporation (NASDAQ:LLTC), Intel Corporation (NASDAQ:INTC), Corning Incorporated (NYSE:GLW), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Avnet, Inc. (NYSE:AVT), Arrow Electronics, Inc. (NYSE:ARW), Texas Instruments Incorporated (NASDAQ:TXN), Power Integrations, Inc. (NASDAQ:POWI), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Microsemi Corporation (NASDAQ:MSCC), Intersil Corporation (NASDAQ:ISIL), Hittite Microwave Corporation, Ford Motor Company (NYSE:F), Semtech Corporation (NASDAQ:SMTC), Nationstar Mortgage Holdings Inc. (NYSE:NSM), International Rectifier Corpor, Diodes Incorporated (NASDAQ:DIOD), Broadcom Corporation (NASDAQ:BRCM), Atmel Corporation (NASDAQ:ATML), Advanced Micro Devices, Inc. (NASDAQ:AMD), Adobe Systems Incorporated (NASDAQ:ADBE), Zoran Corp., Verizon Communications Inc. (NYSE:VZ), TranSwitch Corp., AT&T Inc. (NYSE:T), Synaptics Incorporated (NASDAQ:SYNA), Silicon Image, Inc. (NASDAQ:SIMG), QUALCOMM Incorporated (NASDAQ:QCOM), OmniVision Technologies, Inc. (NASDAQ:OVTI), NVIDIA Corporation (NASDAQ:NVDA), Entropic Communications, Inc. (NASDAQ:ENTR), Cypress Semiconductor Corporation (NASDAQ:CY), SanDisk Corporation (NASDAQ:SNDK), SMART Modular Technologies, NetLogic Microsystems Inc., Micron Technology, Inc. (NASDAQ:MU), Integrated Device Technology, Inc. (NASDAQ:IDTI), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Agilent Technologies, Inc. (NYSE:A), ARM Holdings plc (NASDAQ:ARM), BioSpecifics Technologies Corp (NASDAQ:BSTC), Biogen Inc. (NASDAQ:BIIB), Amgen Inc. (NASDAQ:AMGN), Targacept, Inc. (NASDAQ:TRGT), Savient Pharmaceuticals Inc., Sanofi (NYSE:SNY), Seattle Genetics, Inc. (NASDAQ:SGEN), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Ardea Biosciences, Inc., Human Genome Sciences Inc., GlaxoSmithKline PLC (NYSE:GSK), Gilead Sciences, Inc. (NASDAQ:GILD), Forest Laboratories Inc., Exelixis, Inc. (NASDAQ:EXEL), Dyax Corp. (NASDAQ:DYAX), Corcept Therapeutics Incorporated (NASDAQ:CORT), Bristol-Myers Squibb Company (NYSE:BMY), AstraZeneca PLC (NASDAQ:AZN), Auxilium Pharmaceuticals Inc., American Water Works (NYSE:AWK), inTest Corporation (NYSEAMERICAN:INTT), Pixelworks, Inc. (NASDAQ:PXLW), ChipMOS TECHNOLOGIES (Bermuda) LTD. (NASDAQ:IMOS), Tower Semiconductor Ltd. (NASDAQ:TSEM), ATRM Holdings, Inc. (NASDAQ:ATRM), Mattson Technology, Inc. (NASDAQ:MTSN), Magma Design Automation Inc., Ultra Clean Holdings, Inc. (NASDAQ:UCTT)
Topics covered: Health Care Growth Sectors Identified, Big Pharma Patent Cliffs, Acquisitions Increase For Late-Stage Drug Development
Companies covered: Broadcom Corporation (NASDAQ:BRCM), Applied Materials, Inc. (NASDAQ:AMAT), Apple Inc. (NASDAQ:AAPL), Yum! Brands, Inc. (NYSE:YUM), Varian Semiconductor Equipment, Texas Instruments Incorporated (NASDAQ:TXN), QUALCOMM Incorporated (NASDAQ:QCOM), Novellus Systems, Inc., NVIDIA Corporation (NASDAQ:NVDA), Nationstar Mortgage Holdings Inc. (NYSE:NSM), Lam Research Corporation (NASDAQ:LRCX), Intel Corporation (NASDAQ:INTC), Waters Corporation (NYSE:WAT), Thermo Fisher Scientific Inc (NYSE:TMO), Illumina, Inc. (NASDAQ:ILMN), United Microelectronics Corporation (NYSE:UMC), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), STMicroelectronics N.V. (NYSE:STM), Spreadtrum Communications Inc., SanDisk Corporation (NASDAQ:SNDK), Semiconductor Manufacturing International Corporation (NYSE:SMI), Micron Technology, Inc. (NASDAQ:MU), Microsoft Corporation (NASDAQ:MSFT), Advanced Semiconductor Engineering, Inc. (NYSE:ASX), Laboratory Corporation of America Holdings (NYSE:LH), Quest Diagnostics Incorporated (NYSE:DGX), CEPHEID (NASDAQ:CPHD), Sequenom, Inc. (NASDAQ:SQNM), Qiagen N.V. (NASDAQ:QGEN), Nanosphere, Inc. (NASDAQ:NSPH), Myriad Genetics, Inc. (NASDAQ:MYGN), Hologic, Inc. (NASDAQ:HOLX), GoPro, Inc. (NASDAQ:GPRO), Genomic Health, Inc. (NASDAQ:GHDX), EXACT Sciences Corporation (NASDAQ:EXAS), Immucor Inc., Beckman Coulter Inc., NanoViricides, Inc. (NYSEAMERICAN:NNVC), Luna Innovations Incorporated (NASDAQ:LUNA)
