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)
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)
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)
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)
Topics covered: Pickup in 2011 IPOs and Acquisitions, Limited Residential Supply and Competition, Industrial Build-to-Suit Trends, High Productivity Mall REITs
Companies covered: Whitney Holding Corp., Wells Fargo & Company (NYSE:WFC), U.S. Bancorp (NYSE:USB), United Community Banks, Inc. (NASDAQ:UCBI), Trustmark Corporation (NASDAQ:TRMK), SunTrust Banks, Inc. (NYSE:STI), Synovus Financial Corp. (NYSE:SNV), Regions Financial Corporation (NYSE:RF), J P Morgan Chase & Co (NYSE:JPM), Hancock Holding Company (NASDAQ:HBHC), Citigroup Inc. (NYSE:C), BancorpSouth, Inc. (NYSE:BXS), BB&T Corporation (NYSE:BBT), Bank of America Corporation (NYSE:BAC), U-Store-It Trust, Sovran Self Storage, Inc. (NYSE:SSS), Public Storage (NYSE:PSA), Mid-America Apartment Communities, Inc. (NYSE:MAA), Home Properties, Inc. (NYSE:HME), Extra Space Storage Inc (NYSE:EXR), Essex Property Trust, Inc. (NYSE:ESS), Education Realty Trust Inc. (NYSE:EDR), Camden Property Trust (NYSE:CPT), AvalonBay Communities, Inc. (NYSE:AVB), American Campus Communities Inc (NYSE:ACC), W.P. Carey Inc. (NYSE:WPC), Realty Income Corporation (NYSE:O), National Retail Properties (NYSE:NNN), Federal Realty Investment Trust (NYSE:FRT), EPR Properties (NYSE:EPR), Acadia Realty Trust (NYSE:AKR), Agree Realty Corporation (NYSE:ADC), Commerce Bancshares, Inc. (NASDAQ:CBSH), Associated Banc-Corp, Walmart Inc. (NYSE:WMT), ProLogis, Inc. (NYSE:PLD), FedEx Corporation (NYSE:FDX), Duke Realty Corporation (NYSE:DRE), Digital Realty Trust, Inc. (NYSE:DLR), Park National Corporation (AMEX:PRK)
