Buy ($175)

Topics covered: Plays on the Employment Theme, Larger IT Systems Upgrades, IT and BPO Stocks Recovery, Cloud Computing and SaaS Trends

Companies covered: Automatic Data Processing, Inc. (NASDAQ:ADP), CTPartners Executive Search Inc. (AMEX:CTP), Robert Half International Inc. (NYSE:RHI), Paychex, Inc. (NASDAQ:PAYX), Navigant Consulting, Inc. (NYSE:NCI), ManpowerGroup (NYSE:MAN), Korn/Ferry International (NYSE:KFY), Huron Consulting Group Inc. (NASDAQ:HURN), Heidrick & Struggles International, Inc. (NASDAQ:HSII), FTI Consulting, Inc. (NYSE:FCN), Corporate Executive Board Co., Charles River Laboratories International, Inc. (NYSE:CRL), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Xerox Corporation (NYSE:XRX), Sapient Corporation (NASDAQ:SAPE), Perficient, Inc. (NASDAQ:PRFT), HP Inc (NYSE:HPQ), Alphabet Inc (NASDAQ:GOOG), Dell Inc. (NASDAQ:DELL), Computer Sciences Corporation (NYSE:CSC), Ciber, Inc. (NYSE:CBR), Zions Bancorporation (NASDAQ:ZION), Wells Fargo & Company (NYSE:WFC), Mitsubishi UFJ Financial Group Inc (NYSE:MTU), General Motors Company (NYSE:GM), FirstMerit Corporation (NASDAQ:FMER), Fifth Third Bancorp (NASDAQ:FITB), East West Bancorp, Inc. (NASDAQ:EWBC), City National Corporation (NYSE:CYN), Vmware, Inc. (NYSE:VMW), Tech Data Corporation (NASDAQ:TECD), Synnex Corporation (NYSE:SNX), Pitney Bowes Inc. (NYSE:PBI), NetApp, Inc. (NASDAQ:NTAP), Ingram Micro Inc. (NYSE:IM), International Business Machines Corporation (NYSE:IBM), EMC Corporation (NYSE:EMC), Eastman Kodak Co., Avnet, Inc. (NYSE:AVT), Arrow Electronics, Inc. (NYSE:ARW), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Amazon.com, Inc. (NASDAQ:AMZN), Adobe Systems Incorporated (NASDAQ:ADBE), Websense, Inc., Tibco Software Inc., Teradata Corporation (NYSE:TDC), Symantec Corporation (NASDAQ:SYMC), SAP SE (NYSE:SAP), Red Hat, Inc. (NYSE:RHT), Pepsico, Inc. (NASDAQ:PEP), Oracle Corporation (NYSE:ORCL), Novell Inc., Microsoft Corporation (NASDAQ:MSFT), McAfee, Inc., Intuit Inc. (NASDAQ:INTU), Salesforce.com Inc (NYSE:CRM), Viewpoint Financial Group, Citrix Systems, Inc. (NASDAQ:CTXS), Cisco Systems, Inc. (NASDAQ:CSCO), Riverbed Technology, Inc. (NASDAQ:RVBD), Juniper Networks, Inc. (NYSE:JNPR), Intel Corporation (NASDAQ:INTC), F5 Networks, Inc. (NASDAQ:FFIV), Blue Coat Systems Inc., Pacific Continental Corporation (Ore) (NASDAQ:PCBK), Pansoft Company Limited, Jack Henry & Associates, Inc. (NASDAQ:JKHY), Telestone Technologies Corp., Advent Software, Inc. (NASDAQ:ADVS), iGo, Inc., Omnicell, Inc. (NASDAQ:OMCL), eFuture Information Technology Inc. (NASDAQ:EFUT), Lionbridge Technologies, Inc. (NASDAQ:LIOX)

Buy ($175)

Topics covered: Technology Adoption and Infrastructure Investments, Shift to Intermodal and Air Freight, Regulatory Issues in the Trucking Industry, Improved Margins Among Freight Carriers

Companies covered: Boyd Gaming Corporation (NYSE:BYD), C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), YRC Worldwide, Inc. (NASDAQ:YRCW), United Parcel Service, Inc. (NYSE:UPS), Universal Truckload Services, Inc. (NASDAQ:UACL), Saia, Inc. (NASDAQ:SAIA), Landstar System, Inc. (NASDAQ:LSTR), Heartland Express, Inc. (NASDAQ:HTLD), FedEx Corporation (NYSE:FDX), Arkansas Best Corp., Werner Enterprises, Inc. (NASDAQ:WERN), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Amazon.com, Inc. (NASDAQ:AMZN), Norfolk Southern Corporation (NYSE:NSC), Kirby Corporation (NYSE:KEX), Hub Group, Inc. (NASDAQ:HUBG), Canadian Solar Inc. (NASDAQ:CSIQ), Yingli Green Energy Holding Company Limited (NYSE:YGE), Trina Solar Limited (NYSE:TSL), Suntech Power Holdings Co. Ltd, SunPower Corporation, Solar Power, Inc., LDK Solar Co.Ltd., JA Solar Holdings, Co., Ltd. (NASDAQ:JASO), First Solar, Inc. (NASDAQ:FSLR), USA Truck, Inc. (NASDAQ:USAK), Union Pacific Corporation (NYSE:UNP), Pacer International Inc., CSX Corporation (NYSE:CSX), Canadian Pacific Railway Limited (NYSE:CP), Canadian National Railway Company (NYSE:CNI), Burlington Northern Santa Fe C, Atlas Air Worldwide Holdings (NASDAQ:AAWW), Genesee & Wyoming, Inc. (NYSE:GWR), Expeditors International of Washington, Inc. (NASDAQ:EXPD), Con-way Inc. (NYSE:CNW), Old National Bancorp (NASDAQ:ONB), Ship Finance International Limited (NYSE:SFL), StealthGas, Inc. (NASDAQ:GASS), Air Transport Services Group, Inc (NASDAQ:ATSG), Clean Diesel Technologies, Inc. (NASDAQ:CDTI)

Buy ($175)

Topics covered: Undervalued Asian Companies, Investing in Brazil, Focusing on Real Assets, China's Domestic Markets

Companies covered: Procter & Gamble Company (The) (NYSE:PG), Huntington Bancshares Incorporated (NASDAQ:HBAN), FirstMerit Corporation (NASDAQ:FMER), Fifth Third Bancorp (NASDAQ:FITB), City National Corporation (NYSE:CYN), Bank Of Montreal (NYSE:BMO), Ralph Lauren Corporation (NYSE:RL)

Buy ($175)

Topics covered: The Rise of the Energy Efficiency Market, Solar Growth Drivers and Headwinds, Long-Term Opportunities in Emerging Markets, LED Adoption in Large-Scale Projects

Companies covered: TAM S.A., Gol Linhas Aereas Inteligentes S.A. (NYSE:GOL), Copa Holdings, S.A. (NYSE:CPA), Grupo Aeroportuario del Sureste, S.A. de C.V. (NYSE:ASR), Atlas Air Worldwide Holdings (NASDAQ:AAWW), United Parcel Service, Inc. (NYSE:UPS), Union Pacific Corporation (NYSE:UNP), Pacer International Inc., Norfolk Southern Corporation (NYSE:NSC), Hub Group, Inc. (NASDAQ:HUBG), FedEx Corporation (NYSE:FDX), Broadcom Corporation (NASDAQ:BRCM), Aixtron SE (NASDAQ:AIXG), Zoran Corp., Veeco Instruments Inc. (NASDAQ:VECO), Synaptics Incorporated (NASDAQ:SYNA), SanDisk Corporation (NASDAQ:SNDK), Sigma Designs, Inc. (NASDAQ:SIGM), Rubicon Technology, Inc. (NASDAQ:RBCN), Micron Technology, Inc. (NASDAQ:MU), Marvell Technology Group Ltd. (NASDAQ:MRVL), LSI Corporation, Intel Corporation (NASDAQ:INTC), Entropic Communications, Inc. (NASDAQ:ENTR), DSP Group, Inc. (NASDAQ:DSPG), Cree, Inc. (NASDAQ:CREE), Atheros Communications Inc., Yingli Green Energy Holding Company Limited (NYSE:YGE), Trina Solar Limited (NYSE:TSL), Telvent Git S.A., Suntech Power Holdings Co. Ltd, SunPower Corporation, Siemens AG (OTCMKTS:SIEGY), Paragon Offshore plc (NYSE:PGN), First Solar, Inc. (NASDAQ:FSLR), Duke Energy Corporation (NYSE:DUK), Cisco Systems, Inc. (NASDAQ:CSCO), Cavium, Inc. (NASDAQ:CAVM), Apple Inc. (NASDAQ:AAPL), Advanced Micro Devices, Inc. (NASDAQ:AMD), Volterra Semiconductor Corpora, Texas Instruments Incorporated (NASDAQ:TXN), Silicon Laboratories, Inc. (NASDAQ:SLAB), Research In Motion Ltd., QUALCOMM Incorporated (NASDAQ:QCOM), Power Integrations, Inc. (NASDAQ:POWI), NVIDIA Corporation (NASDAQ:NVDA), NetLogic Microsystems Inc., Microsoft Corporation (NASDAQ:MSFT), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Juniper Networks, Inc. (NYSE:JNPR), HP Inc (NYSE:HPQ), Alphabet Inc (NASDAQ:GOOG), Dell Inc. (NASDAQ:DELL), Alcatel Lucent (NYSE:ALU), Altera Corporation (NASDAQ:ALTR), Xilinx, Inc. (NASDAQ:XLNX), Seagate Technology. (NASDAQ:STX), International Business Machines Corporation (NYSE:IBM), Ener1, Inc., Ford Motor Company (NYSE:F), Active Power, Inc. (NASDAQ:ACPW)

Buy ($175)

Topics covered: Rise of Commercial and Industrial Lending, Regulatory Obstacles and Fee Income Replacement, Increased Traditional M&A Deals, Dividend Stock Rally

Companies covered: ProLogis, Inc. (NYSE:PLD), Kimco Realty Corporation (NYSE:KIM), Health Care REIT, Inc. (NYSE:HCN), Forest City Enterprises Inc., Equity One, Inc. (NYSE:EQY), Duke Realty Corporation (NYSE:DRE), Douglas Emmett, Inc. (NYSE:DEI), DCT Industrial Trust Inc (NYSE:DCT), Biomed Realty Trust (NYSE:BMR), AMB Property Corp., Weingarten Realty Investors (NYSE:WRI), Tiffany & Co. (NYSE:TIF), Simon Property Group, Inc. (NYSE:SPG), Saks Incorporated, Tanger Factory Outlet Centers, Inc. (NYSE:SKT), Ramco-Gershenson Properties Trust (NYSE:RPT), Regency Centers Corporation (NYSE:REG), Macerich Company (The) (NYSE:MAC), Nordstrom, Inc. (NYSE:JWN), Glimcher Realty Trust, CBL & Associates Properties, Inc. (OTCMKTS:CBLAQ), Commerce Bancshares, Inc. (NASDAQ:CBSH), U.S. Bancorp (NYSE:USB), TCF Financial Corporation (NYSE:TCF), PrivateBancorp, Inc. (NASDAQ:PVTB), Old National Bancorp (NASDAQ:ONB), MB Financial Inc. (NASDAQ:MBFI), Lakeland Financial Corporation (NASDAQ:LKFN), Indiana Community Bancorp, Huntington Bancshares Incorporated (NASDAQ:HBAN), FirstMerit Corporation (NASDAQ:FMER), First Horizon National Corporation (NYSE:FHN), Enterprise Financial Services Corporation (NASDAQ:EFSC), Comerica Incorporated (NYSE:CMA), Bank of America Corporation (NYSE:BAC), Whitney Holding Corp., Wells Fargo & Company (NYSE:WFC), Texas Capital Bancshares, Inc. (NASDAQ:TCBI), SunTrust Banks, Inc. (NYSE:STI), Regions Financial Corporation (NYSE:RF), J P Morgan Chase & Co (NYSE:JPM), IBERIABANK Corporation (NASDAQ:IBKC), Hancock Holding Company (NASDAQ:HBHC), Citigroup Inc. (NYSE:C), BB&T Corporation (NYSE:BBT), Cardinal Financial Corporation (NASDAQ:CFNL), Sterling Bancshares Inc., PNC Financial Services Group, Inc. (The) (NYSE:PNC), The Bank of Kentucky Financial Corp. (NASDAQ:BKYF), First Potomac Realty Trust (NYSE:FPO), Tower Financial Corporation, W.P. Carey Inc. (NYSE:WPC)