Topics covered: Small Cap and Mid-cap Value, Slow Growth Companies, NestEgg Funds, ETFs, Actively Managed Portfolios
Companies covered: Career Education Corporation (NASDAQ:CECO), Capella Education Company (NASDAQ:CPLA), Apollo Education Group, Inc. (NASDAQ:APOL), American Public Education, Inc. (NASDAQ:APEI), Walmart Inc. (NYSE:WMT), Strayer Education, Inc. (NASDAQ:STRA), Grand Canyon Education, Inc. (NASDAQ:LOPE), ITT Educational Services, Inc. (NYSE:ESI), DeVry Education Group Inc. (NYSE:DV), Corinthian Colleges, Inc. (NASDAQ:COCO), Bridgepoint Education, Inc. (NYSE:BPI), Tempur Sealy International, Inc. (NYSE:TPX), Sirona Dental Systems, Inc. (NASDAQ:SIRO), Mettler-Toledo International, Inc. (NYSE:MTD), Visa Inc. (NYSE:V), Mindspeed Technologies Inc., Entropic Communications, Inc. (NASDAQ:ENTR), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC), Xerox Corporation (NYSE:XRX), Timken Company (The) (NYSE:TKR), IMS Health Inc., Pitney Bowes Inc. (NYSE:PBI), Southwest Airlines Company (NYSE:LUV), HP Inc (NYSE:HPQ), Dean Foods Company (NYSE:DF), Continental Airlines, Inc., BP p.l.c. (NYSE:BP), Atwood Oceanics, Inc. (NYSE:ATW), Raymond James Financial, Inc. (NYSE:RJF), MetLife, Inc. (NYSE:MET)
Topics covered: Student Quality Over Quantity, Regulatory Risks, Innovation in Programming and Student Development, Growth Drivers in Chinese Education Sector, Great Buying Opportunities Among Weak Stocks, Economic Recovery and Enrollment Trends
Companies covered: ATA Inc. (NASDAQ:ATAI), Student Loan Corp., Career Education Corporation (NASDAQ:CECO), Capella Education Company (NASDAQ:CPLA), Apollo Education Group, Inc. (NASDAQ:APOL), American Public Education, Inc. (NASDAQ:APEI), Strayer Education, Inc. (NASDAQ:STRA), Grand Canyon Education, Inc. (NASDAQ:LOPE), ITT Educational Services, Inc. (NYSE:ESI), DeVry Education Group Inc. (NYSE:DV), Corinthian Colleges, Inc. (NASDAQ:COCO), Walmart Inc. (NYSE:WMT), K12 Inc (NYSE:LRN), Bridgepoint Education, Inc. (NYSE:BPI), Blackboard Inc., Children's Place, Inc. (NASDAQ:PLCE), Zumiez Inc. (NASDAQ:ZUMZ), Urban Outfitters, Inc. (NASDAQ:URBN), Men's Wearhouse, Inc. (The) (NYSE:MW), J. Crew Group, Inc., Gymboree Corp., Gap, Inc. (The) (NYSE:GPS), Guess?, Inc. (NYSE:GES), Chico's FAS, Inc. (NYSE:CHS), Aeropostale Inc (NYSE:ARO), Abercrombie & Fitch Company (NYSE:ANF), American Eagle Outfitters, Inc. (NYSE:AEO), New Oriental Education & Technology Group, Inc. (NYSE:EDU), ChinaEdu Corporation, Beyond Inc. (NYSE:BYON)
Topics covered: Small and Mid-cap Growth Stock Investing, Long-only Strategy, Growth at a Reasonable Price, Domestic and International Equities, Blue-chip Companies
Companies covered: China Unicom (Hong Kong) Ltd (NYSE:CHU), China Mobile (Hong Kong) Ltd. (NYSE:CHL), China Telecom Corp Ltd (NYSE:CHA), Ladish Co. Inc., Kaiser Aluminum Corporation (NASDAQ:KALU), Eagle Materials Inc (NYSE:EXP), CIT Group Inc (NYSE:CIT), Ventas, Inc. (NYSE:VTR), Vornado Realty Trust (NYSE:VNO), Simon Property Group, Inc. (NYSE:SPG), Morgan Stanley (NYSE:MS), J P Morgan Chase & Co (NYSE:JPM), Citigroup Inc. (NYSE:C), Boston Properties, Inc. (NYSE:BXP), Bank of America Corporation (NYSE:BAC), Alexandria Real Estate Equities, Inc. (NYSE:ARE), Public Storage (NYSE:PSA), ProLogis, Inc. (NYSE:PLD), Kilroy Realty Corporation (NYSE:KRC)
Topics covered: Supply Chain Dynamics, Smartphones As Major Trend, Secular Shift To Mobility, Post-Snapback Valuations, Inventory Replenishment and Corporate Upgrade Cycles, China and Consumer Electronics Demand, 3G/4G Buildout
Companies covered: Entropic Communications, Inc. (NASDAQ:ENTR), Essex Property Trust, Inc. (NYSE:ESS), Equity Residential (NYSE:EQR), Education Realty Trust Inc. (NYSE:EDR), Camden Property Trust (NYSE:CPT), BRE Properties Inc., AvalonBay Communities, Inc. (NYSE:AVB), Apartment Investment and Management Company (NYSE:AIV), American Campus Communities Inc (NYSE:ACC), Atmel Corporation (NASDAQ:ATML), Apple Inc. (NASDAQ:AAPL), Synaptics Incorporated (NASDAQ:SYNA), Silicon Image, Inc. (NASDAQ:SIMG), OmniVision Technologies, Inc. (NASDAQ:OVTI), NVIDIA Corporation (NASDAQ:NVDA), Nokia Corporation (NYSE:NOK), Intel Corporation (NASDAQ:INTC), HP Inc (NYSE:HPQ), Dell Inc. (NASDAQ:DELL), Cypress Semiconductor Corporation (NASDAQ:CY), Broadcom Corporation (NASDAQ:BRCM), ARM Holdings plc (NASDAQ:ARM), Altera Corporation (NASDAQ:ALTR), Xilinx, Inc. (NASDAQ:XLNX), Texas Instruments Incorporated (NASDAQ:TXN), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Marvell Technology Group Ltd. (NASDAQ:MRVL), Linear Technology Corporation (NASDAQ:LLTC), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Power Integrations, Inc. (NASDAQ:POWI), Nationstar Mortgage Holdings Inc. (NYSE:NSM), Alphabet Inc (NASDAQ:GOOG), Atheros Communications Inc., Silicon Laboratories, Inc. (NASDAQ:SLAB), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Cisco Systems, Inc. (NASDAQ:CSCO), Cirrus Logic, Inc. (NASDAQ:CRUS), Rambus, Inc. (NASDAQ:RMBS), Micron Technology, Inc. (NASDAQ:MU), Juniper Networks, Inc. (NYSE:JNPR), Itron, Inc. (NASDAQ:ITRI), EZchip Semiconductor Limited (NASDAQ:EZCH), Advanced Micro Devices, Inc. (NASDAQ:AMD), Cavium, Inc. (NASDAQ:CAVM), Verizon Communications Inc. (NYSE:VZ), TriQuint Semiconductor, Inc., NetLogic Microsystems Inc., Hittite Microwave Corporation, U-Store-It Trust, United Dominion Realty Trust, Inc. (NYSE:UDR), Sovran Self Storage, Inc. (NYSE:SSS), Public Storage (NYSE:PSA), Marriott International (NASDAQ:MAR), Starwood Hotels & Resorts Worldwide, Inc. (NYSE:HOT), Home Properties, Inc. (NYSE:HME), Extra Space Storage Inc (NYSE:EXR), Skyworks Solutions, Inc. (NASDAQ:SWKS), QUALCOMM Incorporated (NASDAQ:QCOM), Best Buy Co., Inc. (NYSE:BBY), New York Community Bancorp Inc, ParkerVision, Inc. (NASDAQ:PRKR), LaSalle Hotel Properties (NYSE:LHO), Rudolph Technologies, Inc. (NYSE:RTEC), Mattson Technology, Inc. (NASDAQ:MTSN), Semtech Corporation (NASDAQ:SMTC), Mindspeed Technologies Inc.
Topics covered: Recovery Fueled By Lack Of Supply, Multifamily Vs. Single-Family Lending, Job Growth As Macro Indicators, Increasing Occupancy and Rental Rates, Improving REIT Fundamentals, Fully Valued Vs. Undervalued REITs, Favorable Apartment REITs
Companies covered: Patterson-UTI Energy, Inc. (NASDAQ:PTEN), United Dominion Realty Trust, Inc. (NYSE:UDR), Public Storage (NYSE:PSA), Post Properties, Inc. (NYSE:PPS), Realty Income Corporation (NYSE:O), National Retail Properties (NYSE:NNN), Medical Properties Trust, Inc. (NYSE:MPW), Home Properties, Inc. (NYSE:HME), Essex Property Trust, Inc. (NYSE:ESS), Equity Residential (NYSE:EQR), Digital Realty Trust, Inc. (NYSE:DLR), Cogdell Spencer Inc., Colonial Properties Trust, AvalonBay Communities, Inc. (NYSE:AVB), Simon Property Group, Inc. (NYSE:SPG), Liberty Property Trust, Kimco Realty Corporation (NYSE:KIM), Federal Realty Investment Trust (NYSE:FRT), EastGroup Properties, Inc. (NYSE:EGP), DDR Corp. (NYSE:DDR), Boston Properties, Inc. (NYSE:BXP), American Campus Communities Inc (NYSE:ACC), ProLogis, Inc. (NYSE:PLD), Camden Property Trust (NYSE:CPT), AMB Property Corp., Advanced Micro Devices, Inc. (NASDAQ:AMD), SanDisk Corporation (NASDAQ:SNDK), ON Semiconductor Corporation (NASDAQ:ON), NVIDIA Corporation (NASDAQ:NVDA), Nationstar Mortgage Holdings Inc. (NYSE:NSM), Micron Technology, Inc. (NASDAQ:MU), Microchip Technology Incorporated (NASDAQ:MCHP), Intersil Corporation (NASDAQ:ISIL), Intel Corporation (NASDAQ:INTC), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Sun Communities, Inc. (NYSE:SUI), Ross Stores, Inc. (NASDAQ:ROST), Kohl's Corporation (NYSE:KSS), BRE Properties Inc., Best Buy Co., Inc. (NYSE:BBY), Apartment Investment and Management Company (NYSE:AIV), Associated Estates Realty Corporation (NYSE:AEC), Micrel, Incorporated (NASDAQ:MCRL), TriQuint Semiconductor, Inc., Apple Inc. (NASDAQ:AAPL), Wells Fargo & Company (NYSE:WFC), VistaPrint Ltd., Pfizer, Inc. (NYSE:PFE), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), McDonald's Corporation (NYSE:MCD), lululemon athletica inc. (NASDAQ:LULU), Kraft Foods Inc., Huntsman Corporation (NYSE:HUN), Alphabet Inc (NASDAQ:GOOG), dELiA*s, Inc., BP p.l.c. (NYSE:BP), American Express Company (NYSE:AXP), Cardtronics, Inc. (NASDAQ:CATM), Align Technology, Inc. (NASDAQ:ALGN), Walmart Inc. (NYSE:WMT), Varian Medical Systems, Inc. (NYSE:VAR), Target Corporation (NYSE:TGT), Oshkosh Corporation (NYSE:OSK), Sourcefire, Inc., Carter's, Inc. (NYSE:CRI), Citigroup Inc. (NYSE:C), Coca-Cola Company (The) (NYSE:KO), Johnson & Johnson (NYSE:JNJ)
