Topics covered: Store Sales Growth Trends, Rising Commodity Costs, Labor Market Constraints
Companies covered: Waddell & Reed Financial, Inc. (NYSE:WDR), Legg Mason, Inc. (NYSE:LM), BlackRock, Inc. (NYSE:BLK), Affiliated Managers Group, Inc. (NYSE:AMG), Wells Fargo & Company (NYSE:WFC), U.S. Bancorp (NYSE:USB), State Street Corporation (NYSE:STT), SunTrust Banks, Inc. (NYSE:STI), Regions Financial Corporation (NYSE:RF), PNC Financial Services Group, Inc. (The) (NYSE:PNC), Northern Trust Corporation (NASDAQ:NTRS), Morgan Stanley (NYSE:MS), J P Morgan Chase & Co (NYSE:JPM), Invesco Ltd. (NYSE:IVZ), Goldman Sachs Group, Inc. (The) (NYSE:GS), Fifth Third Bancorp (NASDAQ:FITB), Citigroup Inc. (NYSE:C), Bank Of New York Mellon Corporation (The) (NYSE:BK), BB&T Corporation (NYSE:BBT), Bank of America Corporation (NYSE:BAC), Wilmington Trust Corporation, Webster Financial Corporation (NYSE:WBS), Signature Bank (NASDAQ:SBNY), New York Community Bancorp Inc, National Penn Bancshares, Inc. (NASDAQ:NPBC), M&T Bank Corporation (NYSE:MTB), Hudson City Bancorp, Inc. (NASDAQ:HCBK), First Niagara Financial Group Inc. (NASDAQ:FNFG), F.N.B. Corporation (NYSE:FNB), Flushing Financial Corporation (NASDAQ:FFIC), Dime Community Bancshares, Inc. (NASDAQ:DCOM), Astoria Financial Corporation (NYSE:AF), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), Yum! Brands, Inc. (NYSE:YUM), Texas Roadhouse, Inc. (NASDAQ:TXRH), Starbucks Corporation (NASDAQ:SBUX), Panera Bread Company (NASDAQ:PNRA), PF Chang's China Bistro Inc., Peet's Coffee & Tea Inc., McDonald's Corporation (NYSE:MCD), Darden Restaurants, Inc. (NYSE:DRI), Chesapeake Utilities Corporation (NYSE:CPK), Chipotle Mexican Grill, Inc. (NYSE:CMG), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Wendy's Company (The) (NASDAQ:WEN), Kraft Foods Inc., Brinker International, Inc. (NYSE:EAT), BJ's Restaurants, Inc. (NASDAQ:BJRI), Sonic Corp. (NASDAQ:SONC), Zions Bancorporation (NASDAQ:ZION), Western Alliance Bancorporation (NYSE:WAL), People's United Financial, Inc. (NASDAQ:PBCT), Marshall & Ilsley Corporation, East West Bancorp, Inc. (NASDAQ:EWBC), Meridian Bancorp, Inc. (NASDAQ:EBSB), Susser Holdings Corporation
Topics covered: Value Investing, Middle-Market Products, Large-Cap Technology, Dividend-Growing Companies
Companies covered: Transocean Ltd. (NYSE:RIG), Alphabet Inc (NASDAQ:GOOG), Gilead Sciences, Inc. (NASDAQ:GILD), CA Inc. (NASDAQ:CA), Broadcom Corporation (NASDAQ:BRCM), Exxon Mobil Corporation (NYSE:XOM), Wisconsin Energy Corporation (NYSE:WEC), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Prudential Financial, Inc. (NYSE:PRU), Occidental Petroleum Corporation (NYSE:OXY), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), J P Morgan Chase & Co (NYSE:JPM), Intel Corporation (NASDAQ:INTC), General Electric Company (NYSE:GE), Chevron Corporation (NYSE:CVX), Bank of America Corporation (NYSE:BAC)
Topics covered: Positive Trends in End-Market Demand, Margin Preservation Despite Rising Materials Cost
Companies covered: Mace Security International Inc (OTCMKTS:MACE), Capitol Federal Financial, Inc. (NASDAQ:CFFN), PrivateBancorp, Inc. (NASDAQ:PVTB), Peoples Bancorp Inc. (NASDAQ:PEBO), Old Second Bancorp, Inc. (NASDAQ:OSBC), M B T Financial Corp (NASDAQ:MBTF), Horizon Bancorp (IN) (NASDAQ:HBNC), First Place Financial Corp., First Busey Corporation (NASDAQ:BUSE), Valspar Corporation (The) (NYSE:VAL), Sherwin-Williams Company (The) (NYSE:SHW), RPM International Inc. (NYSE:RPM), Rockwood Holdings Inc., Praxair, Inc. (NYSE:PX), PPG Industries, Inc. (NYSE:PPG), Nalco Holding Co., 3M Company (NYSE:MMM), Hexcel Corporation (NYSE:HXL), Ferro Corporation (NYSE:FOE), Ecolab Inc. (NYSE:ECL), Dow Inc. (NYSE:DOW), Dupont Fabros Technology, Inc. (NYSE:DFT), Cytec Industries Inc. (NYSE:CYT), Celanese Corporation (NYSE:CE), Boeing Company (The) (NYSE:BA), Avery Dennison Corporation (NYSE:AVY), Ashland Inc. (NYSE:ASH), Airgas, Inc. (NYSE:ARG), Air Products and Chemicals, Inc. (NYSE:APD), Penson Worldwide Inc, ADA-ES Inc., Metabolix, Inc. (NASDAQ:MBLX)
Topics covered: Investing in Small-Cap Technology, Investing in Internet Stocks, Infrastructure Investment Opportunities, Canadian Blue-Chip Stocks
Companies covered: Williams Companies, Inc. (The) (NYSE:WMB), Southern Union Co., Spectra Energy Corp (NYSE:SE), Pacific Gas & Electric Co. (NYSE:PCG), ONEOK, Inc. (NYSE:OKE), NiSource, Inc (NYSE:NI), AGL Resources, Inc. (NYSE:GAS), El Paso Corp., Atmos Energy Corporation (NYSE:ATO), AGL Resources Inc., TELUS Corporation (NYSE:TU), Research In Motion Ltd., Manulife Financial Corp (NYSE:MFC), Enbridge Energy, L.P. (NYSE:EEP), Baidu, Inc. (NASDAQ:BIDU), Apple Inc. (NASDAQ:AAPL), Red Hat, Inc. (NYSE:RHT), Netflix, Inc. (NASDAQ:NFLX), Alphabet Inc (NASDAQ:GOOG), Salesforce.com Inc (NYSE:CRM)
Topics covered: Regulatory and Loan Growth Headwinds, Regionals Put Liquidity to Work, Outperformance and Heated Valuations for Texas Banking, A Surge in M&A Deals
Companies covered: Solera Holdings, Inc. (NYSE:SLH), IHS Inc. (NYSE:IHS), FactSet Research Systems Inc. (NYSE:FDS), Walmart Inc. (NYSE:WMT), Western Alliance Bancorporation (NYSE:WAL), Texas Capital Bancshares, Inc. (NASDAQ:TCBI), J P Morgan Chase & Co (NYSE:JPM), International Bancshares Corporation (NASDAQ:IBOC), Glacier Bancorp, Inc. (NASDAQ:GBCI), CVB Financial Corporation (NASDAQ:CVBF), Comerica Incorporated (NYSE:CMA), CoBiz Financial Inc. (NASDAQ:COBZ), City Holding Company (NASDAQ:CHCO), Zions Bancorporation (NASDAQ:ZION), Whitney Holding Corp., Westamerica Bancorporation (NASDAQ:WABC), United Bankshares, Inc. (NASDAQ:UBSI), SunTrust Banks, Inc. (NYSE:STI), Sterling Bancshares Inc., Pacific Premier Bancorp Inc (NASDAQ:PPBI), PacWest Bancorp (NASDAQ:PACW), Marshall & Ilsley Corporation, First Pactrust Bancorp Inc., City National Corporation (NYSE:CYN), Columbia Banking System, Inc. (NASDAQ:COLB), Washington Federal Inc., Umpqua Holdings Corporation (NASDAQ:UMPQ), Prosperity Bancshares Inc., Nara Bancorp Inc., First Financial Bancorp. (NASDAQ:FFBC), East West Bancorp, Inc. (NASDAQ:EWBC), Center Financial Corporation, Cullen/Frost Bankers, Inc. (NYSE:CFR), Bank of Hawaii Corporation (NYSE:BOH), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Automatic Data Processing, Inc. (NASDAQ:ADP), Western Union Company (The) (NYSE:WU), Robert Half International Inc. (NYSE:RHI), ManpowerGroup (NYSE:MAN), Iron Mountain Incorporated (NYSE:IRM), Genpact Limited (NYSE:G), Fiserv, Inc. (NYSE:FI), Fidelity National Information Services, Inc. (NYSE:FIS), ExlService Holdings, Inc. (NASDAQ:EXLS), Convergys Corporation (NYSE:CVG), Accenture plc. (NYSE:ACN), Wilshire Bancorp, Inc. (NASDAQ:WIBC), SVB Financial Group (NASDAQ:SIVB), Vectren Corporation (NYSE:VVC)
