Topics covered: Water Infrastructure Development, Water Industry Consolidation, Irrigation and Metering Technology
Companies covered: Tyson Foods, Inc. (NYSE:TSN), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), PetMed Express, Inc. (NASDAQ:PETS), PetSmart, Inc (NASDAQ:PETM), Costco Wholesale Corporation (NASDAQ:COST), Smithfield Foods Inc., HJ Heinz Co., Flowers Foods, Inc. (NYSE:FLO), Corn Products International In, Tractor Supply Company (NASDAQ:TSCO), Tiffany & Co. (NYSE:TIF), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Williams-Sonoma, Inc. (NYSE:WSM), Sanofi (NYSE:SNY), Martha Stewart Living Omnimedia, Inc. (NYSE:MSO), Colgate-Palmolive Company (NYSE:CL), Waste Connections, Inc. (NYSE:WCN), Veolia Environnement SA, Republic Services, Inc. (NYSE:RSG), Covanta Holding Corporation (NYSE:CVA), Clean Harbors, Inc. (NYSE:CLH), Blackstone Inc. (NYSE:BX), Smart Balance, Inc, California Water Service Group Holding (NYSE:CWT), American States Water Company (NYSE:AWR), Stantec Inc (NYSE:STN), Cisco Systems, Inc. (NASDAQ:CSCO), Nalco Holding Co., Itron, Inc. (NASDAQ:ITRI), Heckmann Corporation, Badger Meter, Inc. (NYSE:BMI), ITT Corporation (NYSE:ITT), Danaher Corporation (NYSE:DHR), AECOM (NYSE:ACM)
Topics covered: Improving Pet Acquisitions, Heightened Competition Among Medication Providers
Companies covered: Aqua America, Inc. (NYSE:WTR), Veolia Environnement SA, SJW Corporation (NYSE:SJW), California Water Service Group Holding (NYSE:CWT), American States Water Company (NYSE:AWR), American Water Works (NYSE:AWK), The York Water Company (NASDAQ:YORW), UIL Holdings Corporation (NYSE:UIL), Pennichuck Corp., Middlesex Water Company (NASDAQ:MSEX), J P Morgan Chase & Co (NYSE:JPM), Connecticut Water Service, Inc. (NASDAQ:CTWS), Valmont Industries, Inc. (NYSE:VMI), Lindsay Corporation (NYSE:LNN), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), Deere & Company (NYSE:DE), Watts Water Technologies, Inc. (NYSE:WTS), Pentair plc. (NYSE:PNR), Pall Corporation (NYSE:PLL), Nalco Holding Co., ITT Corporation (NYSE:ITT), Insituform Technologies Inc., Heckmann Corporation, General Electric Company (NYSE:GE), Flowserve Corporation (NYSE:FLS), Energy Recovery, Inc. (NASDAQ:ERII), Danaher Corporation (NYSE:DHR), Calgon Carbon Corporation (NYSE:CCC)
Topics covered: Global and Overseas Investing, Deep-Value Investing
Companies covered: Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Syntel, Inc. (NASDAQ:SYNT), ExlService Holdings, Inc. (NASDAQ:EXLS), Accenture plc. (NYSE:ACN), China Yuchai International Limited (NYSE:CYD)
Topics covered: Increased R&D, Higher Input Costs, Focus on Brand Equity
Companies covered: Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Walmart Inc. (NYSE:WMT), Safeway Inc. (NYSE:SWY), Ralcorp Holdings Inc., McCormick & Company, Incorporated (NYSE:MKC), Kraft Foods Inc., Kellogg Company (NYSE:K), Hershey Company (The) (NYSE:HSY), HJ Heinz Co., General Mills, Inc. (NYSE:GIS), Dean Foods Company (NYSE:DF), Campbell Soup Company (NYSE:CPB), Costco Wholesale Corporation (NASDAQ:COST), Conagra Brands Inc. (NYSE:CAG), Tractor Supply Company (NASDAQ:TSCO), Target Corporation (NYSE:TGT), PetSmart, Inc (NASDAQ:PETM), Inventure Foods, Inc. (NASDAQ:SNAK)
Topics covered: Wireless Data Capacity Constraints, Mobile Trends in Emerging Markets, Mobile Network Mergers
Companies covered: TrueBlue, Inc. (NYSE:TBI), Stifel Financial Corporation (NYSE:SFN), Robert Half International Inc. (NYSE:RHI), ManpowerGroup (NYSE:MAN), Kforce, Inc. (NASDAQ:KFRC), Kelly Services, Inc. (NASDAQ:KELYA), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), Nokia Corporation (NYSE:NOK), Microsoft Corporation (NASDAQ:MSFT), Juniper Networks, Inc. (NYSE:JNPR), Alphabet Inc (NASDAQ:GOOG), Alcatel Lucent (NYSE:ALU), Verizon Communications Inc. (NYSE:VZ), Vodafone Group Plc (NASDAQ:VOD), AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), MetroPCS Communications Inc., Leap Wireless International In, TeleTech Holdings, Inc. (NASDAQ:TTEC), Sykes Enterprises, Incorporated (NASDAQ:SYKE), Iron Mountain Incorporated (NYSE:IRM), Convergys Corporation (NYSE:CVG), TELUS Corporation (NYSE:TU), Thomson Reuters Corp (NYSE:TRI), Shaw Communications Inc. (NYSE:SJR), Rogers Communication, Inc. (NYSE:RCI), Netflix, Inc. (NASDAQ:NFLX), BCE, Inc. (NYSE:BCE), Grupo Televisa S.A. (NYSE:TV), Telefonica SA (NYSE:TEF), NII Holdings Inc., America Movil, S.A.B. de C.V. (NYSE:AMX), Dice Holdings, Inc. (NYSE:DHX), Phazar Corp., Mobile TeleSystems OJSC (NYSE:MBT), AMN Healthcare Services Inc (NYSE:AMN), Maxcom Telecomunicaciones S.A.
