Topics covered: Uptick in M&A Activity, Trend Toward Integrated Solutions and Consolidation, Maturation of Industry, Effect of Iraq and Afghanistan on Sector
Companies covered: athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), UnitedHealth Group Incorporated (NYSE:UNH), SAP SE (NYSE:SAP), Breeze-Eastern Corporation (AMEX:BZC)
Topics covered: Tactical Growth and Tactical Moderate Investment Strategies, Investing in MLPs, Income Exempt from Federal Tax, Fundamental Value Investing, Conservative and Flexible Portfolio Management, Absolute Performance Through Multiple Asset Classes
Companies covered: Alkermes plc (NASDAQ:ALKS), Walgreen Co., Unilever PLC (NYSE:UL), Safeway Inc. (NYSE:SWY), Sanofi (NYSE:SNY), Rite Aid Corporation (NYSE:RAD), Insulet Corporation (NASDAQ:PODD), Novo Nordisk A/S (NYSE:NVO), Novartis AG (NYSE:NVS), Merck & Company, Inc. (NYSE:MRK), Eli Lilly and Company (NYSE:LLY), Kraft Foods Inc., GlaxoSmithKline PLC (NYSE:GSK), DexCom, Inc. (NASDAQ:DXCM), CVS Health Corporation (NYSE:CVS), Bristol-Myers Squibb Company (NYSE:BMY), AstraZeneca PLC (NASDAQ:AZN), Amylin Pharmaceuticals Inc., Wendy's Company (The) (NASDAQ:WEN), Teva Pharmaceutical Industries Limited (NYSE:TEVA), AT&T Inc. (NYSE:T), Paychex, Inc. (NASDAQ:PAYX), Liberty Media Interactive, Coca-Cola Company (The) (NYSE:KO), Kinder Morgan Energy Partners, Johnson & Johnson (NYSE:JNJ), Cablevision Systems Corporation (NYSE:CVC), Clorox Company (The) (NYSE:CLX), The AES Corporation (NYSE:AES), Calamos Asset Management, Inc. (NASDAQ:CLMS), Walmart Inc. (NYSE:WMT), Washington Federal Inc., T. Rowe Price Group, Inc. (NASDAQ:TROW), CNA Surety Corp., Franklin Resources, Inc. (NYSE:BEN), American International Group, Inc. (NYSE:AIG)
Topics covered: Uncertainties Of Health Care Reform, Positive Hospital Liquidity Profiles, Medicare Reimbursement Exposure Creates Value, Medical Facilities M&A Activity Increase, Economic Effects of Reimbursement Adjustments
Companies covered: Stryker Corporation (NYSE:SYK), St. Jude Medical, Inc. (NYSE:STJ), NuVasive, Inc. (NASDAQ:NUVA), Medtronic, Inc. (NYSE:MDT), Masimo Corporation (NASDAQ:MASI), Edwards Lifesciences Corporation (NYSE:EW), Covidien Ltd. (NYSE:COV), Amgen Inc. (NASDAQ:AMGN), ABIOMED, Inc. (NASDAQ:ABMD), Varian Medical Systems, Inc. (NYSE:VAR), Thoratec Corporation (NASDAQ:THOR), Sequenom, Inc. (NASDAQ:SQNM), Johnson & Johnson (NYSE:JNJ), Intuitive Surgical, Inc. (NASDAQ:ISRG), Heartware International, Inc. (NASDAQ:HTWR), Gilead Sciences, Inc. (NASDAQ:GILD), Endologix, Inc. (NASDAQ:ELGX), Grand Canyon Education, Inc. (NASDAQ:LOPE)
Topics covered: Stock Picker's Market, Small-Cap Medical Device Equities Rally, Shifting Patient Purchasing Trends, Low Valuations Equal Low-Risk Investing, Focus On Small-Cap Companies
Companies covered: AngioDynamics, Inc. (NASDAQ:ANGO), St. Jude Medical, Inc. (NYSE:STJ), Patterson Companies, Inc. (NASDAQ:PDCO), NuVasive, Inc. (NASDAQ:NUVA), Medtronic, Inc. (NYSE:MDT), Hologic, Inc. (NASDAQ:HOLX), Conceptus, Inc., American Medical Systems Holdi, Universal Health Services, Inc. (NYSE:UHS), Tenet Healthcare Corporation (NYSE:THC), Psychiatric Solutions, Inc., LifePoint Hospitals, Inc. (NASDAQ:LPNT), Health Management Associates I, Community Health Systems, Inc. (NYSE:CYH), Sun Healthcare Group Inc., Rehabcare Group Inc., Pharmerica Corporation (NYSE:PMC), Omnicare, Inc. (NYSE:OCR), HealthSouth Corporation (NYSE:HLS), Emeritus Corp., Capital Senior Living Corporation (NYSE:CSU), Brookdale Senior Living Inc. (NYSE:BKD), AmerisourceBergen Corporation (Holding Co) (NYSE:ABC), Volcano Corporation (NASDAQ:VOLC), DexCom, Inc. (NASDAQ:DXCM), Cyberonics, Inc. (NASDAQ:CYBX), Haemonetics Corporation (NYSE:HAE), IRIS International Inc.
Topics covered: Late Fall Shopping Peak, International Retail Platforms, Discounting Pressures, Denim Price Wars, Clean Teen Inventories, Cautious Consumer Spending, Back-to-School and Holiday Inventory Levels
Companies covered: ChinaCast Education Corporatio, ATA Inc. (NASDAQ:ATAI), Apollo Education Group, Inc. (NASDAQ:APOL), New Oriental Education & Technology Group, Inc. (NYSE:EDU), DeVry Education Group Inc. (NYSE:DV), Columbia Sportswear Company (NASDAQ:COLM), Walmart Inc. (NYSE:WMT), Urban Outfitters, Inc. (NASDAQ:URBN), United Parcel Service, Inc. (NYSE:UPS), Target Corporation (NYSE:TGT), Timberland Co., Ralph Lauren Corporation (NYSE:RL), Pacific Sunwear of California, Inc. (NASDAQ:PSUN), Macy's Inc (NYSE:M), La-Z-Boy Incorporated (NYSE:LZB), Hot Topic Inc., Gap, Inc. (The) (NYSE:GPS), Guess?, Inc. (NYSE:GES), FedEx Corporation (NYSE:FDX), Costco Wholesale Corporation (NASDAQ:COST), Coach, Inc. (NYSE:COH), BJ's Wholesale Club Inc., Aeropostale Inc (NYSE:ARO), ANN INC. (NYSE:ANN), Abercrombie & Fitch Company (NYSE:ANF), American Eagle Outfitters, Inc. (NYSE:AEO), bebe stores, inc. (NASDAQ:BEBE), Wet Seal Inc., Warnaco Group Inc., PVH Corp. (NYSE:PVH), Perry Ellis International Inc. (NASDAQ:PERY), J. Crew Group, Inc., Fossil Group, Inc. (NASDAQ:FOSL), Cambium Learning Group, Inc. (NASDAQ:ABCD)
