Buy ($175)

Topics covered: Trends In Commercial Roofing, Industry Boost From Extended Highway Bill, Improving Construction Rates Into 2012, Federal Stimulus and Housing Demand, Effect of 'Tax Credit Hangover', Consolidation Among Building Products Companies, Attractive Valuations and Long-Term Fundamentals

Companies covered: Walmart Inc. (NYSE:WMT), TransCanada Corporation (NYSE:TRP), AT&T Inc. (NYSE:T), Royal Bank Of Canada (NYSE:RY), Kinder Morgan Energy Partners, Brookfield Asset Management Inc (NYSE:BAM), Owens Corning Inc (NYSE:OC), Martin Marietta Materials, Inc. (NYSE:MLM), Cemex S.A.B. de C.V. (NYSE:CX), CRH PLC (NYSE:CRH), Beacon Roofing Supply, Inc. (NASDAQ:BECN), Astec Industries, Inc. (NASDAQ:ASTE), Apple Inc. (NASDAQ:AAPL), Apogee Enterprises, Inc. (NASDAQ:APOG), Watsco, Inc. (NYSE:WSO), Target Corporation (NYSE:TGT), Pool Corporation (NASDAQ:POOL), Lowe's Companies, Inc. (NYSE:LOW), Johnson Controls, Inc. (NYSE:JCI), Home Depot, Inc. (The) (NYSE:HD), Alphabet Inc (NASDAQ:GOOG), Fastenal Company (NASDAQ:FAST), Best Buy Co., Inc. (NYSE:BBY), Weyerhaeuser Company (NYSE:WY), Republic Services, Inc. (NYSE:RSG), MSC Industrial Direct Company, Inc. (NYSE:MSM), International Paper Company (NYSE:IP), W.W. Grainger, Inc. (NYSE:GWW), General Electric Company (NYSE:GE), Flowserve Corporation (NYSE:FLS), Caterpillar, Inc. (NYSE:CAT), zipRealty Inc., Standard Pacific Corp (NYSE:SPF), Meritage Homes Corp. (NYSE:MTH), Lennar Corporation (NYSE:LEN), KB Home (NYSE:KBH), D.R. Horton, Inc. (NYSE:DHI), CoStar Group, Inc. (NASDAQ:CSGP), PulteGroup, Inc. (NYSE:PHM), M.D.C. Holdings, Inc. (NYSE:MDC), Hovnanian Enterprises Inc (NYSE:HOV), Beazer Homes USA, Inc. (NYSE:BZH), DRI Corporation, Integrated Electrical Services, Inc. (NASDAQ:IESC), China Advanced Construction Materials Group, Inc. (NASDAQ:CADC), Yum! Brands, Inc. (NYSE:YUM)

Buy ($175)

Topics covered: Tower Companies As Top Stock Picks, Smartphones and Convergence Trend, Regulatory Uncertainty, Opportunities In Latin America and Africa, Emerging Market Wireless Companies

Companies covered: Automatic Data Processing, Inc. (NASDAQ:ADP), Western Union Company (The) (NYSE:WU), Walmart Inc. (NYSE:WMT), Visa Inc. (NYSE:V), Paychex, Inc. (NASDAQ:PAYX), Mastercard Incorporated (NYSE:MA), Fiserv, Inc. (NYSE:FI), Fidelity National Information Services, Inc. (NYSE:FIS), Bank of America Corporation (NYSE:BAC), TrueBlue, Inc. (NYSE:TBI), Stifel Financial Corporation (NYSE:SFN), Robert Half International Inc. (NYSE:RHI), Monster Worldwide, Inc. (NYSE:MWW), ManpowerGroup (NYSE:MAN), Kforce, Inc. (NASDAQ:KFRC), Kelly Services, Inc. (NASDAQ:KELYA), Boeing Company (The) (NYSE:BA), MPS Group Inc., ActivIdentity Corporation, Dice Holdings, Inc. (NYSE:DHX), Wipro Limited (NYSE:WIT), Gilat Satellite Networks Ltd. (NASDAQ:GILT), FiberTower Corporation, ADC Telecommunications Inc., iPass Inc. (NASDAQ:IPAS), On Assignment, Inc. (NYSE:ASGN), Orckit Communications Ltd.

Buy ($175)

Topics covered: Strong Demand for IT Staffing, Secular Trend Toward Temporary Staffing, Relocation of Outsourcing Centers, Outsourcing Exposure To Europe, Economy Uncertainty and Hiring Forecasts, Cyclical Staffing Trends, Bifurcation Between Lesser- and Higher-Skilled Worker Demand

Companies covered: Automatic Data Processing, Inc. (NASDAQ:ADP), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Taleo Corp., Robert Half International Inc. (NYSE:RHI), Paychex, Inc. (NASDAQ:PAYX), ManpowerGroup (NYSE:MAN), Kforce, Inc. (NASDAQ:KFRC), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Hewitt Associates Inc., Bank of America Corporation (NYSE:BAC), Accenture plc. (NYSE:ACN), TrueBlue, Inc. (NYSE:TBI), Resources Connection, Inc. (NASDAQ:RECN), Korn/Ferry International (NYSE:KFY), Iron Mountain Incorporated (NYSE:IRM), Heidrick & Struggles International, Inc. (NASDAQ:HSII), FTI Consulting, Inc. (NYSE:FCN), Convergys Corporation (NYSE:CVG), Comcast Corporation (NASDAQ:CMCSA), Windstream Holdings, Inc. (NASDAQ:WIN), Verizon Communications Inc. (NYSE:VZ), Time Warner Cable Inc (NYSE:TWC), AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), Quintiles Transitional Holdings Inc. (NYSE:Q), NII Holdings Inc., Millicom International Cellula, Frontier Communications Corporation (NASDAQ:FTR), CenturyLink, Inc. (NYSE:CTL), Clearwire Corporation, America Movil, S.A.B. de C.V. (NYSE:AMX), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Amdocs Limited (NASDAQ:DOX), Kelly Services, Inc. (NASDAQ:KELYA), Apple Inc. (NASDAQ:AAPL), Walmart Inc. (NYSE:WMT), tw telecom inc., RRSat Global Communications Network Ltd. (NASDAQ:RRST), MetroPCS Communications Inc., PAETEC Holding Corp., Level 3 Communications, Inc. (NYSE:LVLT), Leap Wireless International In, Crown Castle International (NYSE:CCI), American Tower Corporation (REIT) (NYSE:AMT), Stifel Financial Corporation (NYSE:SFN), Atlas Resource Partners, L.P. (NYSE:ARP), Wipro Limited (NYSE:WIT), Syntel, Inc. (NASDAQ:SYNT), Patni Computer Systems Ltd., Longtop Financial Technologies, Genpact Limited (NYSE:G), ExlService Holdings, Inc. (NASDAQ:EXLS), Clearfield, Inc. (NASDAQ:CLFD)

Buy ($175)

Topics covered: Oil Service and Equipment Providers, Large Cap Equities, Global Income Investment Management, E&P Companies, Canadian Energy Market

Companies covered: Weatherford International plc (NYSE:WFT), Schlumberger N.V. (NYSE:SLB), Halliburton Company (NYSE:HAL), Apple Inc. (NASDAQ:AAPL), Western Digital Corporation (NASDAQ:WDC), Vmware, Inc. (NYSE:VMW), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Microsoft Corporation (NASDAQ:MSFT), J P Morgan Chase & Co (NYSE:JPM), Intuitive Surgical, Inc. (NASDAQ:ISRG), Intel Corporation (NASDAQ:INTC), HP Inc (NYSE:HPQ), Express Scripts Holding Company (NASDAQ:ESRX), Dell Inc. (NASDAQ:DELL), Salesforce.com Inc (NYSE:CRM), Citigroup Inc. (NYSE:C), Aeropostale Inc (NYSE:ARO), SkyWest, Inc. (NASDAQ:SKYW), Total SA (ADR) (NYSE:TOT), AT&T Inc. (NYSE:T), Suncor Energy Inc. (NYSE:SU)

Buy ($175)

Topics covered: Small Cap Growth Companies, Preservation of Capital, Major Trends in the Macro Environment, Long/Short Hedge Strategy, High Quality Fast-Growing Smaller Cap Companies, Global Small Cap Value, Consistent Growth in Earnings, All-Weather Business Models, Absolute Return Strategies

Companies covered: IMS Health Inc., First Financial Bancorp. (NASDAQ:FFBC), Cal Dive International Inc, Dean Foods Company (NYSE:DF), Courier Corporation (NASDAQ:CRRC), China Fire & Security Group, I, AT&T Inc. (NYSE:T), Procter & Gamble Company (The) (NYSE:PG), Pepsico, Inc. (NASDAQ:PEP), Linear Technology Corporation (NASDAQ:LLTC), Alphabet Inc (NASDAQ:GOOG), General Mills, Inc. (NYSE:GIS), EMC Corporation (NYSE:EMC), CenturyLink, Inc. (NYSE:CTL), Conagra Brands Inc. (NYSE:CAG), Texas Pacific Land Trust (NYSE:TPL), Telkonet Inc., Pepsi Bottling Group Inc., Acacia Research Corporation (NASDAQ:ACTG), Walmart Inc. (NYSE:WMT), Tupperware Brands Corporation (NYSE:TUP), Saks Incorporated, Steven Madden, Ltd. (NASDAQ:SHOO), Plantronics, Inc. (NYSE:PLT), Nike, Inc. (NYSE:NKE), Maximus, Inc. (NYSE:MMS), Cirrus Logic, Inc. (NASDAQ:CRUS), BJ's Restaurants, Inc. (NASDAQ:BJRI), Apple Inc. (NASDAQ:AAPL), The Talbots Inc., Rosetta Resources Inc. (NASDAQ:ROSE), PRA Group, Inc. (NASDAQ:PRAA), Polypore International Inc (NYSE:PPO), NetLogic Microsystems Inc., lululemon athletica inc. (NASDAQ:LULU), HMS Holdings Corp (NASDAQ:HMSY), East West Bancorp, Inc. (NASDAQ:EWBC), ev3, Inc., Brigham Exploration Co., ANN INC. (NYSE:ANN), United Technologies Corporation (NYSE:UTX), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), 3M Company (NYSE:MMM), McCormick & Company, Incorporated (NYSE:MKC), Johnson & Johnson (NYSE:JNJ), International Business Machines Corporation (NYSE:IBM), Devon Energy Corporation (NYSE:DVN), Walt Disney Company (The) (NYSE:DIS), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), Cisco Systems, Inc. (NASDAQ:CSCO), Tenneco Inc. (NYSE:TEN), Questar Corporation (NYSE:STR), Nortel Inversora SA (NYSE:NTL), Nabors Industries Ltd. (NYSE:NBR), Interactive Intelligence Group, Inc. (NASDAQ:ININ), DG FastChannel, Inc., American Axle & Manufacturing Holdings, Inc. (NYSE:AXL), Cincinnati Financial Corporation (NASDAQ:CINF), Zenith National Insurance Corp, Platinum Underwriters Holdings, Ltd (NYSE:PTP), Newmont Corporation (NYSE:NEM), Church & Dwight Company, Inc. (NYSE:CHD), Alberto-Culver Co., Cavium, Inc. (NASDAQ:CAVM), Northern Oil and Gas, Inc. (NYSE:NOG), Rigel Pharmaceuticals, Inc. (NASDAQ:RIGL), Panera Bread Company (NASDAQ:PNRA), Lincoln Educational Services Corporation (NASDAQ:LINC), Keurig Green Mountain, Inc. (NASDAQ:GMCR), AstraZeneca PLC (NASDAQ:AZN)