Topics covered: Increased Pricing Power in Employment Services, Growth in Temporary Staffing Demand, BPO Market Trends
Companies covered: Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Sykes Enterprises, Incorporated (NASDAQ:SYKE), Pearson, Plc (NYSE:PSO), Perficient, Inc. (NASDAQ:PRFT), Alphabet Inc (NASDAQ:GOOG), Genpact Limited (NYSE:G), Ford Motor Company (NYSE:F), Dun & Bradstreet Corporation (The) (NYSE:DNB), Convergys Corporation (NYSE:CVG), Ciber, Inc. (NYSE:CBR), Cincinnati Bell Inc (NYSE:CBB), Bank of America Corporation (NYSE:BAC), Accenture plc. (NYSE:ACN), TrueBlue, Inc. (NYSE:TBI), Stifel Financial Corporation (NYSE:SFN), Robert Half International Inc. (NYSE:RHI), Monster Worldwide, Inc. (NYSE:MWW), ManpowerGroup (NYSE:MAN), Hudson Highland Group Inc., Cross Country Healthcare, Inc. (NASDAQ:CCRN), AMN Healthcare Services Inc (NYSE:AMN), Apple Inc. (NASDAQ:AAPL), Sprint Corporation (NYSE:S), MetroPCS Communications Inc., Microsoft Corporation (NASDAQ:MSFT), Leap Wireless International In, Intel Corporation (NASDAQ:INTC), International Business Machines Corporation (NYSE:IBM), Dell Inc. (NASDAQ:DELL), Crown Castle International (NYSE:CCI), American Tower Corporation (REIT) (NYSE:AMT), 51job, Inc. (NASDAQ:JOBS), CTPartners Executive Search Inc. (AMEX:CTP), Paychex, Inc. (NASDAQ:PAYX), Korn/Ferry International (NYSE:KFY), Dice Holdings, Inc. (NYSE:DHX), CoreSite Realty Corporation (NYSE:COR), Clearfield, Inc. (NASDAQ:CLFD)
Topics covered: The Singapore Fund, Thai Capital Fund, Contrarian Value Strategy Across the
Companies covered: CME Group Inc. (NASDAQ:CME), Cisco Systems, Inc. (NASDAQ:CSCO), Universal Corporation (NYSE:UVV), McCormick & Company, Incorporated (NYSE:MKC), Hormel Foods Corporation (NYSE:HRL), Genuine Parts Company (NYSE:GPC), General Motors Company (NYSE:GM), Dean Foods Company (NYSE:DF), Bemis Company, Inc. (NYSE:BMS)
Topics covered: Undercovered Small-cap Stocks, Deep-value Philosophy, Conservative Long/Short Investing
Companies covered: International Business Machines Corporation (NYSE:IBM), General Motors Company (NYSE:GM), Verizon Communications Inc. (NYSE:VZ), PowerSecure International, Inc (NYSE:POWR), OGE Energy Corporation (NYSE:OGE), Frontier Communications Corporation (NASDAQ:FTR), Caterpillar, Inc. (NYSE:CAT)
Topics covered: Enterprise Social Software Adoption, Data Center Network Convergence, Cloud Computing Trends
Companies covered: Wabco Holdings Inc. (NYSE:WBC), United Technologies Corporation (NYSE:UTX), Siemens AG (OTCMKTS:SIEGY), Cummins Inc. (NYSE:CMI), Cisco Systems, Inc. (NASDAQ:CSCO), Brocade Communications Systems, Inc. (NASDAQ:BRCD), Broadcom Corporation (NASDAQ:BRCM), Western Digital Corporation (NASDAQ:WDC), Vmware, Inc. (NYSE:VMW), Seagate Technology. (NASDAQ:STX), QLogic Corporation (NASDAQ:QLGC), Oracle Corporation (NYSE:ORCL), NetApp, Inc. (NASDAQ:NTAP), LSI Corporation, Intel Corporation (NASDAQ:INTC), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Dot Hill Systems Corporation (NASDAQ:HILL), Hitachi Ltd., EMC Corporation (NYSE:EMC), Emulex Corporation (NYSE:ELX), Dell Inc. (NASDAQ:DELL), Citrix Systems, Inc. (NASDAQ:CTXS), Automatic Data Processing, Inc. (NASDAQ:ADP), Apple Inc. (NASDAQ:AAPL), Verizon Communications Inc. (NYSE:VZ), SAP SE (NYSE:SAP), QUALCOMM Incorporated (NASDAQ:QCOM), Paychex, Inc. (NASDAQ:PAYX), Microsoft Corporation (NASDAQ:MSFT), Juniper Networks, Inc. (NYSE:JNPR), CBS Corporation (NYSE:CBS), Alcatel Lucent (NYSE:ALU), USG Corporation (NYSE:USG), Toll Brothers Inc. (NYSE:TOL), PulteGroup, Inc. (NYSE:PHM), Procter & Gamble Company (The) (NYSE:PG), Owens Corning Inc (NYSE:OC), Mohawk Industries, Inc. (NYSE:MHK), Masco Corporation (NYSE:MAS), Lennar Corporation (NYSE:LEN), KB Home (NYSE:KBH), General Electric Company (NYSE:GE), D.R. Horton, Inc. (NYSE:DHI), Armstrong World Industries Inc (NYSE:AWI), RPM International Inc. (NYSE:RPM)
Topics covered: Strong End Markets for Building Products, New versus Resale Homes, Infrastructure Build in Emerging Markets
Companies covered: Western Digital Corporation (NASDAQ:WDC), Seagate Technology. (NASDAQ:STX), Hitachi Ltd., WESCO International, Inc. (NYSE:WCC), Terex Corporation (NYSE:TEX), Pentair plc. (NYSE:PNR), Pall Corporation (NYSE:PLL), MSC Industrial Direct Company, Inc. (NYSE:MSM), W.W. Grainger, Inc. (NYSE:GWW), Flowserve Corporation (NYSE:FLS), Fastenal Company (NASDAQ:FAST), Donaldson Company, Inc. (NYSE:DCI), Clean Harbors, Inc. (NYSE:CLH), Anixter International Inc. (NYSE:AXE), Cintas Corporation (NASDAQ:CTAS), Willbros Group, Inc. (NYSE:WG), Verizon Communications Inc. (NYSE:VZ), URS Corp., AT&T Inc. (NYSE:T), Quanta Services, Inc. (NYSE:PWR), MYR Group, Inc. (NASDAQ:MYRG), MasTec, Inc. (NYSE:MTZ), Jacobs Engineering Group Inc. (NYSE:JEC), Fluor Corporation (NYSE:FLR), AECOM (NYSE:ACM), Broadcom Corporation (NASDAQ:BRCM), Vmware, Inc. (NYSE:VMW), QLogic Corporation (NASDAQ:QLGC), Oracle Corporation (NYSE:ORCL), NetApp, Inc. (NASDAQ:NTAP), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), EMC Corporation (NYSE:EMC), Emulex Corporation (NYSE:ELX), Dell Inc. (NASDAQ:DELL), Astec Industries, Inc. (NASDAQ:ASTE), Vulcan Materials Company (NYSE:VMC), United Rentals, Inc. (NYSE:URI), Texas Industries Inc., Manitowoc Company, Inc. (The) (NYSE:MTW), Martin Marietta Materials, Inc. (NYSE:MLM), Joy Global, Inc., Caterpillar, Inc. (NYSE:CAT), Bucyrus International Inc., Standard Pacific Corp (NYSE:SPF), PulteGroup, Inc. (NYSE:PHM), Meritage Homes Corp. (NYSE:MTH), Lennar Corporation (NYSE:LEN), KB Home (NYSE:KBH), Federal-Mogul Holdings Corporation (NASDAQ:FDML), Beazer Homes USA, Inc. (NYSE:BZH), General Steel Holdings, Inc. (NYSE:GSI), India Globalization Capital Inc. (AMEX:IGC), Toll Brothers Inc. (NYSE:TOL), Armstrong World Industries Inc (NYSE:AWI)
