Topics covered: Unknown Risks Of Financial Reform, Increased Demand From Emerging Markets' Middle Class, Improving Nonperforming Asset Flow, Improving Credit Quality Metrics, Impact Of Greece and Europe Credit Crisis, Future M&A Activity Among Asset Managers
Companies covered: Beacon Roofing Supply, Inc. (NASDAQ:BECN), Tech Data Corporation (NASDAQ:TECD), PC Connection, Inc. (NASDAQ:PCCC), MSC Industrial Direct Company, Inc. (NYSE:MSM), Ingram Micro Inc. (NYSE:IM), W.W. Grainger, Inc. (NYSE:GWW), Fastenal Company (NASDAQ:FAST), Altisource Portfolio Solutions S.A. (NASDAQ:ASPS), Radian Group Inc. (NYSE:RDN), Ocwen Financial Corporation (NYSE:OCN), MGIC Investment Corporation (NYSE:MTG), Moneygram International, Inc. (NASDAQ:MGI), Genworth Financial Inc (NYSE:GNW), Barclays PLC (NYSE:BCS), TD Ameritrade Holding Corporation (NYSE:AMTD), Alliance Data Systems Corporation (NYSE:ADS), Waddell & Reed Financial, Inc. (NYSE:WDR), Legg Mason, Inc. (NYSE:LM), Invesco Ltd. (NYSE:IVZ), Federated Investors, Inc. (NYSE:FII), Eaton Vance Corporation (NYSE:EV), BlackRock, Inc. (NYSE:BLK), Franklin Resources, Inc. (NYSE:BEN), AmTrust Financial Services, Inc. (NASDAQ:AFSI), Texas Capital Bancshares, Inc. (NASDAQ:TCBI), New York Community Bancorp Inc, KKR Financial Holdings LLC, Hudson City Bancorp, Inc. (NASDAQ:HCBK), First Niagara Financial Group Inc. (NASDAQ:FNFG), Community Bank System, Inc. (NYSE:CBU), Wilshire Bancorp, Inc. (NASDAQ:WIBC), Nara Bancorp Inc., Center Financial Corporation, SWS Group Inc., Siebert Financial Corp. (NASDAQ:SIEB)
Topics covered: Market Opportunities In China and India, Increased R&D Spending, Heightened M&A Activity, Future Growth and Market Share Gains, Emerging Markets Penetration, Early-Cycle Versus Late-Cycle Company Performance
Companies covered: San Juan Basin Royalty Trust (NYSE:SJT), Federal Signal Corporation (NYSE:FSS), Franklin Electric Co., Inc. (NASDAQ:FELE), Smith (A.O.) Corporation (NYSE:AOS), AMTEK, Inc. (NYSE:AME), ADA-ES Inc., Eaton Corporation, PLC (NYSE:ETN), Lawson Products, Inc. (NASDAQ:LAWS), Highpower International Inc (NASDAQ:HPJ)
Topics covered: Unified Managed Accounts, Top-down Approach to Large-Cap Value Investing, Sustainable High Return on Equity, Spirit of America Fund, Investing in Africa, Growth at a Reasonable Price, Global Investing, Asset Allocation
Companies covered: XTO Energy Inc., Exxon Mobil Corporation (NYSE:XOM), Occidental Petroleum Corporation (NYSE:OXY), Marathon Oil Corporation (NYSE:MRO), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), BP p.l.c. (NYSE:BP), Cisco Systems, Inc. (NASDAQ:CSCO), Verizon Communications Inc. (NYSE:VZ), Merck & Company, Inc. (NYSE:MRK), General Electric Company (NYSE:GE), CSX Corporation (NYSE:CSX), Caterpillar, Inc. (NYSE:CAT), Boeing Company (The) (NYSE:BA), Tele Norte Leste Participacoes, Turkcell Iletisim Hizmetleri AS (NYSE:TKC), Sanofi (NYSE:SNY), Penn West Petroleum Ltd (NYSE:PWE), PetroChina Company Limited (NYSE:PTR), Pfizer, Inc. (NYSE:PFE), GlaxoSmithKline PLC (NYSE:GSK), Canadian Natural Resources Limited (NYSE:CNQ), CNOOC Limited (NYSE:CEO)
Topics covered: Rising Raw Materials Costs, Outlook For Ethanol Market, Global Supply-Demand Balance, Global Ag Export Trends, European Vs. Asian Market Exposure, Equipment Value Chain, China As Net Ag Importer
Companies covered: Astec Industries, Inc. (NASDAQ:ASTE), Vulcan Materials Company (NYSE:VMC), United Rentals, Inc. (NYSE:URI), Terex Corporation (NYSE:TEX), RSC Holdings, Inc., Ritchie Bros. Auctioneers Incorporated (NYSE:RBA), Manitowoc Company, Inc. (The) (NYSE:MTW), Morgan Stanley (NYSE:MS), Martin Marietta Materials, Inc. (NYSE:MLM), J P Morgan Chase & Co (NYSE:JPM), H&E Equipment Services, Inc. (NASDAQ:HEES), Goldman Sachs Group, Inc. (The) (NYSE:GS), Caterpillar, Inc. (NYSE:CAT), Bucyrus International Inc., Tyson Foods, Inc. (NYSE:TSN), Smithfield Foods Inc., Pepsico, Inc. (NASDAQ:PEP), Coca-Cola Company (The) (NYSE:KO), Kraft Foods Inc., Hormel Foods Corporation (NYSE:HRL), HJ Heinz Co., Fresh Del Monte Produce, Inc. (NYSE:FDP), Campbell Soup Company (NYSE:CPB), Bunge Limited (NYSE:BG), Archer-Daniels-Midland Company (NYSE:ADM), Target Corporation (NYSE:TGT), Newell Rubbermaid Inc. (NYSE:NWL), Metabolix, Inc. (NASDAQ:MBLX), Green Plains, Inc. (NASDAQ:GPRE), Corn Products International In, The Andersons, Inc. (NASDAQ:ANDE), VCA Inc. (NASDAQ:WOOF), Rural/Metro Corp., Mednax, Inc (NYSE:MD), IDEXX Laboratories, Inc. (NASDAQ:IDXX), Hanger, Inc. (NYSE:HGR), Emergency Medical Services Cor, Rockwood Holdings Inc., Hexcel Corporation (NYSE:HXL), FMC Corporation (NYSE:FMC), Dow Inc. (NYSE:DOW), Cytec Industries Inc. (NYSE:CYT), Celanese Corporation (NYSE:CE), Boeing Company (The) (NYSE:BA), Ashland Inc. (NYSE:ASH), Airgas, Inc. (NYSE:ARG), Air Products and Chemicals, Inc. (NYSE:APD), VALE S.A. (NYSE:VALE), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Mosaic Company (The) (NYSE:MOS), Intrepid Potash, Inc (NYSE:IPI), CF Industries Holdings, Inc. (NYSE:CF), BHP Billiton Limited (NYSE:BHP), Agrium Inc. (NYSE:AGU), Walmart Inc. (NYSE:WMT), Tractor Supply Company (NASDAQ:TSCO), PetSmart, Inc (NASDAQ:PETM), Lowe's Companies, Inc. (NYSE:LOW), Home Depot, Inc. (The) (NYSE:HD), Best Buy Co., Inc. (NYSE:BBY), Walgreen Co., Safeway Inc. (NYSE:SWY), J.M. Smucker Company (The) (NYSE:SJM), Kroger Company (The) (NYSE:KR), CVS Health Corporation (NYSE:CVS), Chiquita Brands International, A. Schulman, Inc. (NASDAQ:SHLM), Sigma-Aldrich Corporation (NASDAQ:SIAL), Sherwin-Williams Company (The) (NYSE:SHW), PPG Industries, Inc. (NYSE:PPG), PolyOne Corporation (NYSE:POL), Olin Corporation (NYSE:OLN), Lubrizol Corp., Ferro Corporation (NYSE:FOE), Ecolab Inc. (NYSE:ECL), E.I. du Pont de Nemours and Company (NYSE:DD), Albemarle Corporation (NYSE:ALB), Valspar Corporation (The) (NYSE:VAL), Spartech Corp., Koppers Holdings Inc. (NYSE:KOP), H. B. Fuller Company (NYSE:FUL), Entegris, Inc. (NASDAQ:ENTG), Calgon Carbon Corporation (NYSE:CCC), Alcoa Inc. (NYSE:AA), Kinder Morgan Energy Partners, AGCO Corporation (NYSE:AGCO), Columbus McKinnon Corporation (NASDAQ:CMCO), Art's-Way Manufacturing Co., Inc. (NASDAQ:ARTW), WD-40 Company (NASDAQ:WDFC)
Topics covered: Resiliency To Discretionary Spending Trends, Less Risky Investment Alternative To Health Care, Improving Hardlines Business, Greater Demand For Pet-Side Testing, Forecast For Improving Pet Adoption Numbers, Competition From Big-Box Retailers
Companies covered: Titan International, Inc. (NYSE:TWI), Terex Corporation (NYSE:TEX), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), The Goodyear Tire & Rubber Company (NASDAQ:GT), Deere & Company (NYSE:DE), CNH Global NV, Caterpillar, Inc. (NYSE:CAT), AGCO Corporation (NYSE:AGCO), Walmart Inc. (NYSE:WMT), Tractor Supply Company (NASDAQ:TSCO), Target Corporation (NYSE:TGT), PetMed Express, Inc. (NASDAQ:PETS), PetSmart, Inc (NASDAQ:PETM), Martha Stewart Living Omnimedia, Inc. (NYSE:MSO), Fred's, Inc. (NASDAQ:FRED), VCA Inc. (NASDAQ:WOOF), Virtual Radiologic Corporation, Stericycle, Inc. (NASDAQ:SRCL), MWI Veterinary Supply, Inc. (NASDAQ:MWIV), Mednax, Inc (NYSE:MD), IPC Healthcare, Inc. (NASDAQ:IPCM), IDEXX Laboratories, Inc. (NASDAQ:IDXX), Healthcare Services Group, Inc. (NASDAQ:HCSG), Tetra Technologies, Inc. (NYSE:TTI), Rockwood Holdings Inc., Praxair, Inc. (NYSE:PX), OM Group, Inc. (NYSE:OMG), Newpark Resources, Inc. (NYSE:NR), Nalco Holding Co., Ferro Corporation (NYSE:FOE), Ecolab Inc. (NYSE:ECL), BP p.l.c. (NYSE:BP), Ashland Inc. (NYSE:ASH), Airgas, Inc. (NYSE:ARG), Air Products and Chemicals, Inc. (NYSE:APD), Quaker Chemical Corporation (NYSE:KWR)
