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)
Topics covered: Preferred Securities, Growing Dividends, Closed-End Convertible Funds -, Canadian Convertible Bond Fund
Companies covered: PNC Financial Services Group, Inc. (The) (NYSE:PNC), Microsoft Corporation (NASDAQ:MSFT), EMC Corporation (NYSE:EMC), Coca-Cola Company (The) (NYSE:KO), Federal Agricultural Mortgage Corporation (NYSE:AGM), Wells Fargo & Company (NYSE:WFC), The Travelers Companies, Inc. (NYSE:TRV), Banco Santander, S.A., RenaissanceRe Holdings Ltd. (NYSE:RNR), Regency Centers Corporation (NYSE:REG), Public Storage (NYSE:PSA), Prudential Financial, Inc. (NYSE:PRU), ProLogis, Inc. (NYSE:PLD), Progressive Corporation (The) (NYSE:PGR), MetLife, Inc. (NYSE:MET), Deutsche Bank AG (NYSE:DB), CBS Corporation (NYSE:CBS), Citigroup Inc. (NYSE:C), Burlington Northern Santa Fe C, Barclays PLC (NYSE:BCS), Bank of America Corporation (NYSE:BAC)
Topics covered: Data Storage, Cloud Computing, and Data Networks
Topics covered: Regulatory Hurdles and Health Care Reform, Pricing Pressures in the Medtech Industry, New Product Cycles in the Cardiovascular Space, Life Science Tools' Outperformance in Industrial End Markets, Investment in Genomics Research
Companies covered: Tenneco Inc. (NYSE:TEN), Santarus Inc., Alphatec Holdings, Inc. (NASDAQ:ATEC), ZOLL Medical Corp., Zimmer Holdings, Inc. (NYSE:ZMH), Stryker Corporation (NYSE:SYK), St. Jude Medical, Inc. (NYSE:STJ), Insulet Corporation (NASDAQ:PODD), Orthofix International N.V. (NASDAQ:OFIX), NxStage Medical, Inc. (NASDAQ:NXTM), NuVasive, Inc. (NASDAQ:NUVA), Medtronic, Inc. (NYSE:MDT), Boston Scientific Corporation (NYSE:BSX), Alimera Sciences, Inc. (NASDAQ:ALIM), Waters Corporation (NYSE:WAT), Varian Medical Systems, Inc. (NYSE:VAR), Thermo Fisher Scientific Inc (NYSE:TMO), Illumina, Inc. (NASDAQ:ILMN), Hologic, Inc. (NASDAQ:HOLX), Edwards Lifesciences Corporation (NYSE:EW), Dionex Corp., Baxter International Inc. (NYSE:BAX), Penske Automotive Group, Inc. (NYSE:PAG), Palomar Medical Technologies I, Dynatronics Corporation (NASDAQ:DYNT), Accuray Incorporated (NASDAQ:ARAY)
Topics covered: Value-Oriented Investing, Structured Investments in China, Overview of the Chinese Market, China's Emerging Markets
Companies covered: WESCO International, Inc. (NYSE:WCC), Pall Corporation (NYSE:PLL), W.W. Grainger, Inc. (NYSE:GWW), General Electric Company (NYSE:GE), Flowserve Corporation (NYSE:FLS), Fastenal Company (NASDAQ:FAST), Eaton Corporation, PLC (NYSE:ETN), Dresser-Rand Group Inc. (NYSE:DRC), Donaldson Company, Inc. (NYSE:DCI), Baldor Electric Co., Anixter International Inc. (NYSE:AXE), Smith (A.O.) Corporation (NYSE:AOS), Acorn Energy, Inc. (NASDAQ:ACFN), Exxon Mobil Corporation (NYSE:XOM), Vulcan Materials Company (NYSE:VMC), Questar Corporation (NYSE:STR), Plum Creek Timber Company, Inc. (NYSE:PCL), Potlatch Corporation (NASDAQ:PCH), Novo Nordisk A/S (NYSE:NVO), Martin Marietta Materials, Inc. (NYSE:MLM), MDU Resources Group, Inc. (NYSE:MDU), Leucadia National Corporation (NYSE:LUK), Heico Corporation (NYSE:HEI), FirstEnergy Corporation (NYSE:FE), Entergy Corporation (NYSE:ETR), Comstock Resources, Inc. (NYSE:CRK), Compass Diversified Holdings (NYSE:CODI), AGL Resources Inc., Baidu, Inc. (NASDAQ:BIDU), HP Inc (NYSE:HPQ), General Motors Company (NYSE:GM)
