Topics covered: Volatility Management, Small-Cap Alternative Investing, Long-Term Growth, Growth-value Relationship, Disciplined Investing
Companies covered: Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Visa Inc. (NYSE:V), U.S. Bancorp (NYSE:USB), Mastercard Incorporated (NYSE:MA), Goldman Sachs Group, Inc. (The) (NYSE:GS), Gilead Sciences, Inc. (NASDAQ:GILD), BB&T Corporation (NYSE:BBT), Procter & Gamble Company (The) (NYSE:PG), J P Morgan Chase & Co (NYSE:JPM), Webster Financial Corporation (NYSE:WBS), ValueClick Inc., Universal Health Services, Inc. (NYSE:UHS), Under Armour, Inc. (NYSE:UA), Coca-Cola Company (The) (NYSE:KO), Caterpillar, Inc. (NYSE:CAT), The Advisory Board Company (NASDAQ:ABCO), IBERIABANK Corporation (NASDAQ:IBKC), Hologic, Inc. (NASDAQ:HOLX), Equinix, Inc. (NASDAQ:EQIX), VeriSign, Inc. (NASDAQ:VRSN), Tiffany & Co. (NYSE:TIF), The Priceline Group Inc. (NASDAQ:PCLN), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Las Vegas Sands Corp. (NYSE:LVS), Liberty Media Interactive, CarMax Inc (NYSE:KMX), F5 Networks, Inc. (NASDAQ:FFIV), Riverbed Technology, Inc. (NASDAQ:RVBD), HP Inc (NYSE:HPQ), HMS Holdings Corp (NASDAQ:HMSY), Dollar Tree, Inc. (NASDAQ:DLTR)
Topics covered: Virtual Gaming Trends, Social Networks And Microblogs, Social Media And The Internet, Demand Drivers For Software As A Service, Asia Vs. US Gaming Growth
Companies covered: Market Leader, Inc., Wynn Resorts, Limited (NASDAQ:WYNN), Pinnacle Entertainment, Inc. (NYSE:PNK), Penn National Gaming, Inc. (NASDAQ:PENN), MGM Resorts International (NYSE:MGM), Marriott International (NASDAQ:MAR), Las Vegas Sands Corp. (NYSE:LVS), Boyd Gaming Corporation (NYSE:BYD), Ameristar Casinos Inc., Taleo Corp., Siemens AG (OTCMKTS:SIEGY), SuccessFactors, Inc., SAP SE (NYSE:SAP), Rightnow Technologies Inc., Rackspace Hosting, Inc (NYSE:RAX), Oracle Corporation (NYSE:ORCL), Netsuite Inc (NYSE:N), General Electric Company (NYSE:GE), eBay Inc. (NASDAQ:EBAY), Constant Contact, Inc. (NASDAQ:CTCT), Salesforce.com Inc (NYSE:CRM), Concur Technologies, Inc., Ariba Inc., Changyou.com Limited (NASDAQ:CYOU), Baidu, Inc. (NASDAQ:BIDU), Activision Blizzard, Inc (NASDAQ:ATVI), Take-Two Interactive Software, Inc. (NASDAQ:TTWO), THQ Inc., Sohu.com Inc. (NASDAQ:SOHU), Sina Corporation (NASDAQ:SINA), Alphabet Inc (NASDAQ:GOOG), Giant Interactive Group, Inc., Cogent Communications Holdings, Inc. (NASDAQ:CCOI), Alaska Communications Systems Group, Inc. (NASDAQ:ALSK), Verizon Communications Inc. (NYSE:VZ), tw telecom inc., AT&T Inc. (NYSE:T), SBA Communications Corporation (NASDAQ:SBAC), General Communication, Inc. (NASDAQ:GNCMA), Frontier Communications Corporation (NASDAQ:FTR), CenturyLink, Inc. (NYSE:CTL), Crown Castle International (NYSE:CCI), American Tower Corporation (REIT) (NYSE:AMT), Lakes Entertainment, Inc. (NASDAQ:LACO), NIC Inc. (NASDAQ:EGOV), Travelzoo Inc. (NASDAQ:TZOO), ClickSoftware Technologies Ltd. (NASDAQ:CKSW), iPass Inc. (NASDAQ:IPAS), VirnetX Holding Corp (AMEX:VHC)
Topics covered: Stabilized Visitor Volumes But Weak Volumes, RevPAR Improvements From Convention Bookings, New Markets For Equipment Suppliers, Las Vegas Vs. Regional Trends, Gaming Opportunities In Asian Markets, Capital Structure Improvements
Companies covered: Wynn Resorts, Limited (NASDAQ:WYNN), Advanced Drainage Systems, Inc. (NYSE:WMS), Sunstone Hotel Investors, Inc. (NYSE:SHO), Shuffle Master Inc., Pinnacle Entertainment, Inc. (NYSE:PNK), Penn National Gaming, Inc. (NASDAQ:PENN), Las Vegas Sands Corp. (NYSE:LVS), LaSalle Hotel Properties (NYSE:LHO), International Game Technology (NYSE:IGT), Diamondrock Hospitality Company (NYSE:DRH), Churchill Downs, Incorporated (NASDAQ:CHDN), Monarch Casino & Resort, Inc. (NASDAQ:MCRI), Isle of Capri Casinos, Inc. (NASDAQ:ISLE), Bally Technologies, Inc., Boyd Gaming Corporation (NYSE:BYD), Ameristar Casinos Inc., Achillion Pharmaceuticals, Inc. (NASDAQ:ACHN), Newtek Business Services Corp. (NASDAQ:NEWT), Red Lion Hotels Corporation (NYSE:RLH), PokerTek, Inc., Entertainment Gaming Asia Incorporated (NASDAQ:EGT), MHI Hospitality Corp., Wyndham Worldwide Corp (NYSE:WYN)
Topics covered: Value-driven, Undervalued Assets With Potential, Top-down Approach, MLP Investing Strategies, Long-only Strategy
Companies covered: ProLogis, Inc. (NYSE:PLD), Multi-Fineline Electronix, Inc. (NASDAQ:MFLX), Citigroup Inc. (NYSE:C), AXA, Watson Pharmaceuticals Inc., Teva Pharmaceutical Industries Limited (NYSE:TEVA), Johnson & Johnson (NYSE:JNJ), Human Genome Sciences Inc., NutriSystem Inc (NASDAQ:NTRI), Cubist Pharmaceuticals Inc., BP p.l.c. (NYSE:BP), Baxter International Inc. (NYSE:BAX), Bank of America Corporation (NYSE:BAC), American International Group, Inc. (NYSE:AIG), Abbott Laboratories (NYSE:ABT), Wilmington Trust Corporation, Stryker Corporation (NYSE:SYK), Quintiles Transitional Holdings Inc. (NYSE:Q), Pepsico, Inc. (NASDAQ:PEP), Medtronic, Inc. (NYSE:MDT), Coca-Cola Company (The) (NYSE:KO), Interpublic Group of Companies, Inc. (The) (NYSE:IPG), Becton, Dickinson and Company (NYSE:BDX), C.R. Bard, Inc. (NYSE:BCR)
