Topics covered: Sustainable Investing, Social Responsible Investment Decisions, High Long-term Investment Returns, Absolute-Return Approach
Companies covered: Total SA (ADR) (NYSE:TOT), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Johnson & Johnson (NYSE:JNJ), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Chevron Corporation (NYSE:CVX), Bristol-Myers Squibb Company (NYSE:BMY), Abbott Laboratories (NYSE:ABT), Walmart Inc. (NYSE:WMT), Whole Foods Market, Inc., Tiffany & Co. (NYSE:TIF), Home Depot, Inc. (The) (NYSE:HD), Halliburton Company (NYSE:HAL), General Electric Company (NYSE:GE), BP p.l.c. (NYSE:BP), American Water Works (NYSE:AWK), John B. Sanfilippo & Son, Inc. (NASDAQ:JBSS), Gaiam, Inc. (NASDAQ:GAIA), Comcast Corporation (NASDAQ:CMCSA), Charter Communications, Inc. (NASDAQ:CHTR), Williams Companies, Inc. (The) (NYSE:WMB), Time Warner Cable Inc (NYSE:TWC), Atlas Pipeline Partners, L.P. (NYSE:APL), Atlas Pipeline Holdings LP, Procter & Gamble Company (The) (NYSE:PG), Canadian National Railway Company (NYSE:CNI), Church & Dwight Company, Inc. (NYSE:CHD), Apple Inc. (NASDAQ:AAPL), Yahoo! Inc. (NASDAQ:YHOO), LendingTree, Inc. (NASDAQ:TREE), Sony Corp Ord (NYSE:SNE), QUALCOMM Incorporated (NASDAQ:QCOM), Nokia Corporation (NYSE:NOK), Live Nation Entertainment, Inc. (NYSE:LYV), LG Display Co., Ltd. (NYSE:LPL), Kaman Corporation (NYSE:KAMN), ITT Corporation (NYSE:ITT), Interval Leisure Group, Inc. (NASDAQ:IILG), InterDigital, Inc. (NASDAQ:IDCC), IAC/InterActiveCorp (NASDAQ:IAC), HSN, Inc. (NASDAQ:HSNI), Genuine Parts Company (NYSE:GPC), Alphabet Inc (NASDAQ:GOOG), DG FastChannel, Inc., Boeing Company (The) (NYSE:BA), Applied Industrial Technologies, Inc. (NYSE:AIT)
Topics covered: Internet Advertising Trend To Personalization, E-Commerce Valuations and the Impact of Social Networking, Chinese Internet Company Valuation Growth and Fundamentals
Companies covered: International Absorbents Inc., Baidu, Inc. (NASDAQ:BIDU), Sina Corporation (NASDAQ:SINA), Perfect World Co., Ltd. (NASDAQ:PWRD), Alphabet Inc (NASDAQ:GOOG), Celgene Corporation (NASDAQ:CELG), Biogen Inc. (NASDAQ:BIIB), Amgen Inc. (NASDAQ:AMGN), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), United Therapeutics Corporation (NASDAQ:UTHR), Sanofi (NYSE:SNY), Novartis AG (NYSE:NVS), Johnson & Johnson (NYSE:JNJ), Human Genome Sciences Inc., Gilead Sciences, Inc. (NASDAQ:GILD), Genzyme Corp., Dendreon Corp., Bristol-Myers Squibb Company (NYSE:BMY), Apple Inc. (NASDAQ:AAPL), Akamai Technologies, Inc. (NASDAQ:AKAM), Yahoo! Inc. (NASDAQ:YHOO), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), GSI Commerce Inc., Dolby Laboratories (NYSE:DLB), Teva Pharmaceutical Industries Limited (NYSE:TEVA), SIGA Technologies Inc. (NASDAQ:SIGA), Seattle Genetics, Inc. (NASDAQ:SGEN), PDL BioPharma, Inc. (NASDAQ:PDLI), Pharmacyclics, Inc. (NASDAQ:PCYC), Cubist Pharmaceuticals Inc., AstraZeneca PLC (NASDAQ:AZN), Pacific Ethanol, Inc. (NASDAQ:PEIX), Telik Inc., Commtouch Software Ltd., Sify Technologies Limited (NASDAQ:SIFY), HSW International, Inc.
Topics covered: Renewed Focus on Biotech and Pharmaceutical Acquisitions, Biotech IPOs in 2011 and Impact On Valuation, Biotech in the Midst of a New-Product Cycle
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Yahoo! Inc. (NASDAQ:YHOO), ValueClick Inc., Omnicom Group Inc. (NYSE:OMC), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), Interpublic Group of Companies, Inc. (The) (NYSE:IPG), Alphabet Inc (NASDAQ:GOOG), Walt Disney Company (The) (NYSE:DIS), Walmart Inc. (NYSE:WMT), VeriSign, Inc. (NASDAQ:VRSN), Celgene Corporation (NASDAQ:CELG), BioMarin Pharmaceutical Inc. (NASDAQ:BMRN), Biogen Inc. (NASDAQ:BIIB), Amgen Inc. (NASDAQ:AMGN), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), Theravance, Inc. (NASDAQ:THRX), Sanofi (NYSE:SNY), Human Genome Sciences Inc., GlaxoSmithKline PLC (NYSE:GSK), Gilead Sciences, Inc. (NASDAQ:GILD), Genzyme Corp., Global Sources Ltd. (NASDAQ:GSOL), Depomed, Inc. (NASDAQ:DEPO), Optimer Pharmaceuticals, Inc., OncoGenex Pharmaceuticals Inc. (NASDAQ:OGXI)
Topics covered: Increase In Investor Risk Tolerance, Capital Market Development In Emerging Economies, Asset Growth
Companies covered: Sonic Corp. (NASDAQ:SONC), Starbucks Corporation (NASDAQ:SBUX), Panera Bread Company (NASDAQ:PNRA), McDonald's Corporation (NYSE:MCD), Kraft Foods Inc., Chipotle Mexican Grill, Inc. (NYSE:CMG), The Cheesecake Factory Incorporated (NASDAQ:CAKE), CME Group Inc. (NASDAQ:CME), CBOE Holdings, Inc. (NASDAQ:CBOE), Och-Ziff Capital Management Group LLC (NYSE:OZM), Legg Mason, Inc. (NYSE:LM), Invesco Ltd. (NYSE:IVZ), Intercontinental Exchange Inc. (NYSE:ICE), Fortress Investment Group LLC (NYSE:FIG), Eaton Vance Corporation (NYSE:EV), Blackstone Inc. (NYSE:BX), Franklin Resources, Inc. (NYSE:BEN), Waddell & Reed Financial, Inc. (NYSE:WDR), T. Rowe Price Group, Inc. (NASDAQ:TROW), Affiliated Managers Group, Inc. (NYSE:AMG), Allianceberstein Holding L.P. (NYSE:AB), Janus Capital Group, Inc (NYSE:JNS), BlackRock, Inc. (NYSE:BLK), Bob Evans Farms, Inc. (NASDAQ:BOBE), Wendy's Company (The) (NASDAQ:WEN), Tim Hortons Inc., Ruby Tuesday, Inc. (NYSE:RT), Papa John's International, Inc. (NASDAQ:PZZA), Jack In The Box Inc. (NASDAQ:JACK), Brinker International, Inc. (NYSE:EAT), Domino's Pizza Inc (NYSE:DPZ), Dine Brands Global (NYSE:DIN), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), BJ's Restaurants, Inc. (NASDAQ:BJRI), Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB), PF Chang's China Bistro Inc., Darden Restaurants, Inc. (NYSE:DRI), California Pizza Kitchen Inc., CEC Entertainment Inc., Spartech Corp., PPG Industries, Inc. (NYSE:PPG), PolyOne Corporation (NYSE:POL), FMC Corporation (NYSE:FMC), Ecolab Inc. (NYSE:ECL), Albemarle Corporation (NYSE:ALB), Yum! Brands, Inc. (NYSE:YUM), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), BOK Financial Corporation (NASDAQ:BOKF), Washington Federal Inc., Sterling Bancshares Inc., International Bancshares Corporation (NASDAQ:IBOC), East West Bancorp, Inc. (NASDAQ:EWBC), Comerica Incorporated (NYSE:CMA), Meridian Bancorp, Inc. (NASDAQ:EBSB), TradeStation Group Inc., Sanders Morris Harris Group, I, Innospec Inc. (NASDAQ:IOSP), U.S. Global Investors, Inc. (NASDAQ:GROW), Beacon Federal Bancorp, Inc., BofI Holding, Inc. (NASDAQ:BOFI), Investors Bancorp, Inc. (NASDAQ:ISBC), Salisbury Bancorp, Inc. (NASDAQ:SAL), Pzena Investment Management Inc (NYSE:PZN)
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
