Topics covered: MLPs, Dividend Growth Companies, Canadian Smaller-Cap Energy Companies
Companies covered: Beacon Roofing Supply, Inc. (NASDAQ:BECN), Valspar Corporation (The) (NYSE:VAL), Sherwin-Williams Company (The) (NYSE:SHW), RPM International Inc. (NYSE:RPM), PPG Industries, Inc. (NYSE:PPG), Owens Corning Inc (NYSE:OC), Masco Corporation (NYSE:MAS), Lowe's Companies, Inc. (NYSE:LOW), Carlisle Companies Incorporated (NYSE:CSL), Talisman Energy Inc. (NYSE:TLM), Suncor Energy Inc. (NYSE:SU), PartnerRe Ltd. (NYSE:PRE), BP p.l.c. (NYSE:BP), Walmart Inc. (NYSE:WMT)
Topics covered: 2010 Financial Services Outlook
Topics covered: Urbanization and Growing Middle Class Macro Themes, Post 2008 China Telecom Restructuring, Mid-Cap Growth Companies, Focus On Domestic Consumption, Consumer Growth-Oriented Strategies, China's Effect On Pacific-Asia Countries, Agriculture and Other Chinese Stimulus Plays
Companies covered: Ctrip.com International, Ltd. (NASDAQ:CTRP), Western Sizzlin Corp., Williams Partners LP (NYSE:WPZ), Sunoco Logistics Partners LP (NYSE:SXL), Regency Energy Partners LP, Procter & Gamble Company (The) (NYSE:PG), Plains All American Pipeline, L.P. (NYSE:PAA), Nustar Energy L.P. (NYSE:NS), Natural Resource Partners LP (NYSE:NRP), Magellan Midstream Partners L.P. (NYSE:MMP), McDonald's Corporation (NYSE:MCD), Linn Energy, LLC (NASDAQ:LINE), ENERGY TRANSFER PARTNERS (NYSE:ETP), Enterprise Products Partners L.P. (NYSE:EPD), Archer-Daniels-Midland Company (NYSE:ADM), Banco Santander, S.A., Sanofi (NYSE:SNY), Petrobras Argentina S.A. (NYSE:PZE), Novo Nordisk A/S (NYSE:NVO), Eli Lilly and Company (NYSE:LLY), Canadian National Railway Company (NYSE:CNI), Allergan, Inc. (NYSE:AGN)
Topics covered: Upside In Casual Dining Segment, Recent Pullback In Restaurant Stocks, Market-Expanding Opportunities In China, Emphasis On Quick-Service and High-End Restaurants, Connection To Corporate and Consumer Spending, Aversion To Discounting
Companies covered: American Woodmark Corporation (NASDAQ:AMWD), Encore Wire Corporation (NASDAQ:WIRE), Vulcan Materials Company (NYSE:VMC), Universal Forest Products, Inc. (NASDAQ:UFPI), Texas Industries Inc., Simpson Manufacturing Company, Inc. (NYSE:SSD), Owens Corning Inc (NYSE:OC), Martin Marietta Materials, Inc. (NYSE:MLM), Eagle Materials Inc (NYSE:EXP), Coleman Cable, Inc., General Cable Corporation (NYSE:BGC), Belden Inc (NYSE:BDC), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), BJ's Restaurants, Inc. (NASDAQ:BJRI), Yum! Brands, Inc. (NYSE:YUM), Starbucks Corporation (NASDAQ:SBUX), PF Chang's China Bistro Inc., McDonald's Corporation (NYSE:MCD), Luby's, Inc. (NYSE:LUB), Landry's Restaurants Inc., Brinker International, Inc. (NYSE:EAT), Darden Restaurants, Inc. (NYSE:DRI), California Pizza Kitchen Inc., Chipotle Mexican Grill, Inc. (NYSE:CMG), CEC Entertainment Inc., Texas Roadhouse, Inc. (NASDAQ:TXRH), Sonic Corp. (NASDAQ:SONC), Wendy's Company (The) (NASDAQ:WEN), Ruby Tuesday, Inc. (NYSE:RT), Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB), Dine Brands Global (NYSE:DIN), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Burger King Holdings Inc., Unilever NV (NYSE:UL), Ruth's Hospitality Group, Inc. (NASDAQ:RUTH), Panera Bread Company (NASDAQ:PNRA), McCormick & Schmick's Seafood, Morton's Restaurant Group Inc., Einstein Noah Restaurant Group, AAON, Inc. (NASDAQ:AAON)
Topics covered: Residential Real Estate Industry Themes, High-Return Potential Investment In Homebuilders, ETFs As Real Estate Investment Strategy, Demographic Indicators of Favorable Long-Term Investment, Canadian REIT Industry
Companies covered: Telestone Technologies Corp., China TransInfo Technology Cor, China Information Security Tec, China Unicom (Hong Kong) Ltd (NYSE:CHU), China Mobile (Hong Kong) Ltd. (NYSE:CHL), China Telecom Corp Ltd (NYSE:CHA), AsiaInfo Holdings Inc., Walmart Inc. (NYSE:WMT), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), MBIA, Inc. (NYSE:MBI), International Business Machines Corporation (NYSE:IBM), Ambac Financial Group, Inc., American Superconductor Corporation (NASDAQ:AMSC), Renesola Ltd. (NYSE:SOL), General Electric Company (NYSE:GE), Covanta Holding Corporation (NYSE:CVA), American International Group, Inc. (NYSE:AIG), Coca-Cola Company (The) (NYSE:KO), Denny's Corporation (NASDAQ:DENN), Weyerhaeuser Company (NYSE:WY), Owens Corning Inc (NYSE:OC), Mohawk Industries, Inc. (NYSE:MHK), Lowe's Companies, Inc. (NYSE:LOW), Jacobs Engineering Group Inc. (NYSE:JEC), Insituform Technologies Inc., Home Depot, Inc. (The) (NYSE:HD), Fluor Corporation (NYSE:FLR), D.R. Horton, Inc. (NYSE:DHI), Caterpillar, Inc. (NYSE:CAT), Smith (A.O.) Corporation (NYSE:AOS), Suncor Energy Inc. (NYSE:SU), Baytex Energy Corp (NYSE:BTE)
