Topics covered: Trucking Pricing & Capacity Dynamics, Second Leg Of Auto Recovery, Rising-Tide Effect Among Asset-Light Transport Names, Real Growth In Intermodal Transport, Pent-Up Demand For Vehicle Sales, Outsourcing Trends In Transportation Management, Oil Prices & Hybrid Growth, Increased Consolidation In Auto Sector, Full Truckload Vs. Less-Than-Truckload Performance, Emphasis On Auto Stock Valuations, Economies-Of-Density Effect In Railroads, Consolidation Among Airlines, Chinese Investment In Transport Infrastructure
Companies covered: TRW Automotive Holdings Corporation (NYSE:TRW), Toyota Motor Corp Ltd Ord (NYSE:TM), Magna International, Inc. (NYSE:MGA), Johnson Controls, Inc. (NYSE:JCI), Honda Motor Company, Ltd. (NYSE:HMC), Group 1 Automotive, Inc. (NYSE:GPI), Genuine Parts Company (NYSE:GPC), Gentex Corporation (NASDAQ:GNTX), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), Daimler AG, AutoZone, Inc. (NYSE:AZO), AutoNation, Inc. (NYSE:AN), C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), Walmart Inc. (NYSE:WMT), United Parcel Service, Inc. (NYSE:UPS), Norfolk Southern Corporation (NYSE:NSC), Landstar System, Inc. (NASDAQ:LSTR), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Home Depot, Inc. (The) (NYSE:HD), Forward Air Corporation (NASDAQ:FWRD), FedEx Corporation (NYSE:FDX), CSX Corporation (NYSE:CSX), Atlas Air Worldwide Holdings (NASDAQ:AAWW), UTi Worldwide Inc. (NASDAQ:UTIW), Union Pacific Corporation (NYSE:UNP), Ryder System, Inc. (NYSE:R), Quality Distribution, Inc. (NASDAQ:QLTY), Pacer International Inc., Kirby Corporation (NYSE:KEX), Hub Group, Inc. (NASDAQ:HUBG), Hertz Global Holdings, Inc (OTCMKTS:HTZGQ), Expeditors International of Washington, Inc. (NASDAQ:EXPD), Diana Shipping inc. (NYSE:DSX), Boeing Company (The) (NYSE:BA), Aegean Marine Petroleum Network Inc. (NYSE:ANW), American Commercial Lines Inc., Amerigon Inc., YRC Worldwide, Inc. (NASDAQ:YRCW), Con-way Inc. (NYSE:CNW), Digital Power Corporation (AMEX:DPW), Burlington Northern Santa Fe C, Sonic Automotive, Inc. (NYSE:SAH), Lear Corporation (NYSE:LEA), Honeywell International Inc. (NYSE:HON), BorgWarner Inc. (NYSE:BWA), Knight Transportation, Inc. (NYSE:KNX), Air Transport Services Group, Inc (NASDAQ:ATSG), UAL Corporation, Southwest Airlines Company (NYSE:LUV), US Airways Group, Inc., JetBlue Airways Corporation (NASDAQ:JBLU), Hawaiian Holdings, Inc. (NASDAQ:HA), Delta Air Lines, Inc. (NYSE:DAL), Continental Airlines, Inc., Alaska Air Group, Inc. (NYSE:ALK), TAL International Group, Inc. (NYSE:TAL), GATX Corporation (NYSE:GMT), Alliant Energy Corporation (NYSE:LNT), Solera Holdings, Inc. (NYSE:SLH), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), Wonder Auto Technology, Inc., Federal-Mogul Holdings Corporation (NASDAQ:FDML), China TransInfo Technology Cor, Commercial Vehicle Group, Inc. (NASDAQ:CVGI), SORL Auto Parts, Inc. (NASDAQ:SORL), O'Reilly Automotive, Inc. (NASDAQ:ORLY)
Topics covered: Tax Rate and Interest Rate Uncertainty, Renewable Energy Initiatives, Renewable Energy Build-outs, Regulated vs. Unregulated Utilities, Electricity Prices, Effects of Environmental Legislation, Demand Deficits and Long-term Effects, Current Merger & Acquisition Activity, Cap-and-Trade and Carbon Restrictions, Attractive Valuations in Regulated Utilities
Companies covered: Scana Corporation (NYSE:SCG), RRI Energy, Inc., Pacific Gas & Electric Co. (NYSE:PCG), Mirant Corporation, FirstEnergy Corporation (NYSE:FE), Exelon Corporation (NYSE:EXC), Entergy Corporation (NYSE:ETR), Allegheny Energy Inc., Paragon Offshore plc (NYSE:PGN), Public Service Enterprise Group Incorporated (NYSE:PEG), Constellation Energy Group, In, American Electric Power Company, Inc. (NYSE:AEP), NRG Energy, Inc. (NYSE:NRG), First Trust New Opportunities MLP & Energy Fund (NYSE:FPL), Edison International (NYSE:EIX), CMS Energy Corporation (NYSE:CMS), First Community Bank Corp. of
Topics covered: Top-down Approach, Proprietary and Non-Proprietary Investment Management, Macro and Political Developments, Low Risk Fixed Income Investments, Intermediate Duration Bond Products, High-Quality, Government Guaranteed Securities, Deep Value Equity, Asian Fixed Income Portfolios
Companies covered: Westar Energy, Inc. (NYSE:WR), Wisconsin Energy Corporation (NYSE:WEC), Unisource Energy Corp., Integrys Energy Group (NYSE:TEG), RRI Energy, Inc., PPL Corporation (NYSE:PPL), Portland General Electric Company (NYSE:POR), PEPCO Holdings, Inc. (NYSE:POM), PNM Resources, Inc. (Holding Co.) (NYSE:PNM), Public Service Enterprise Group Incorporated (NYSE:PEG), Pacific Gas & Electric Co. (NYSE:PCG), OGE Energy Corporation (NYSE:OGE), NV Energy, Inc., Northeast Utilities (NYSE:NU), NSTAR, NRG Energy, Inc. (NYSE:NRG), Mirant Corporation, Alliant Energy Corporation (NYSE:LNT), Great Plains Energy Inc (NYSE:GXP), First Trust New Opportunities MLP & Energy Fund (NYSE:FPL), FirstEnergy Corporation (NYSE:FE), Exelon Corporation (NYSE:EXC), Entergy Corporation (NYSE:ETR), Edison International (NYSE:EIX), El Paso Electric Company (NYSE:EE), Empire District Electric Company (The) (NYSE:EDE), Dynegy Inc. (NYSE:DYN), DTE Energy Company (NYSE:DTE), Dominion Energy, Inc. (NYSE:D), Allegheny Energy Inc., Allete, Inc. (NYSE:ALE), American Electric Power Company, Inc. (NYSE:AEP), Ameren Corporation (NYSE:AEE), Coca-Cola Company (The) (NYSE:KO), Johnson & Johnson (NYSE:JNJ), Johnson Controls, Inc. (NYSE:JCI), International Business Machines Corporation (NYSE:IBM), Apple Inc. (NASDAQ:AAPL), Whiting Petroleum Corporation (NYSE:WLL), Range Resources Corporation (NYSE:RRC), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), L-3 Communications Holdings, Inc. (NYSE:LLL), Goldman Sachs Group, Inc. (The) (NYSE:GS), Freddie Mac, Fannie Mae, New Oriental Education & Technology Group, Inc. (NYSE:EDU), Berry Petroleum Corporation (NASDAQ:BRY), Ball Corporation (NYSE:BALL), Boeing Company (The) (NYSE:BA), America Movil, S.A.B. de C.V. (NYSE:AMX)
Topics covered: The Case for Natural Gas, Tax Rate and Interest Rate Uncertainty, Renewable Energy Initiatives, Renewable Energy Build-outs, Regulated vs. Unregulated Utilities, Infrastructure Build-out and Clean Cities projects, Global Outlook for Alternative Energy Sectors, Energy Policy and the Climate Bill, Energy Efficiency and Demand Response, Effects of Environmental Legislation, Demand Deficits and Long-term Effects, Attractive Valuations in Regulated Utilities
Companies covered: Wisconsin Energy Corporation (NYSE:WEC), Southwest Water Co., Scana Corporation (NYSE:SCG), RRI Energy, Inc., Paragon Offshore plc (NYSE:PGN), Northeast Utilities (NYSE:NU), NSTAR, National Fuel Gas Company (NYSE:NFG), Mirant Corporation, Maine & Maritimes Corp., J P Morgan Chase & Co (NYSE:JPM), First Trust New Opportunities MLP & Energy Fund (NYSE:FPL), FirstEnergy Corporation (NYSE:FE), Exelon Corporation (NYSE:EXC), Entergy Corporation (NYSE:ETR), Dynegy Inc. (NYSE:DYN), Calpine Corporation (NYSE:CPN), Chesapeake Utilities Corporation (NYSE:CPK), Constellation Energy Group, In, Allegheny Energy Inc., Orion Energy Systems, Inc. (NASDAQ:OESX), GSE Systems, Inc. (NASDAQ:GVP), Telvent Git S.A., Maxwell Technologies, Inc. (NASDAQ:MXWL), Lsb Industries Inc. (NYSE:LXU), Lime Energy Co. (NASDAQ:LIME), Echelon Corporation (NASDAQ:ELON), Duke Energy Corporation (NYSE:DUK), Comverge, Inc., American Superconductor Corporation (NASDAQ:AMSC), Trina Solar Limited (NYSE:TSL), Ormat Technologies, Inc. (NYSE:ORA), FuelCell Energy, Inc. (NASDAQ:FCEL), Clean Energy Fuels Corp. (NASDAQ:CLNE), Chart Industries, Inc. (NASDAQ:GTLS), Westport Innovations Inc (NASDAQ:WPRT), Verizon Communications Inc. (NYSE:VZ), United Parcel Service, Inc. (NYSE:UPS), AT&T Inc. (NYSE:T), Ryder System, Inc. (NYSE:R), Insituform Technologies Inc., Flow International Corp., Encana Corporation (NYSE:ECA), Badger Meter, Inc. (NYSE:BMI), PhotoMedex, Inc. (NASDAQ:PHMD), Plug Power, Inc. (NASDAQ:PLUG), PEPCO Holdings, Inc. (NYSE:POM), Rentech, Inc. (NASDAQ:RTK), Renesola Ltd. (NYSE:SOL)
Topics covered: Stabilized Hospital Spending, Repercussions of 2010 Medical Device Tax, Pricing Pressure from Hospitals, Physician Employment Trends, Orthopedic & Spine Companies as Beneficiaries of Health Care Reform, Link Between the Economy & Elective Procedures, Increased Consolidation Through Mergers & Acquisitions, FDA Approval Process, Effects of Health Care Reform, Demographic Market Opportunities with Baby Boomers
Companies covered: Advanced Drainage Systems, Inc. (NYSE:WMS), Shuffle Master Inc., Pinnacle Entertainment, Inc. (NYSE:PNK), Multimedia Games Inc., Konami Corporation (NYSE:KNM), International Game Technology (NYSE:IGT), Bally Technologies, Inc., Zimmer Holdings, Inc. (NYSE:ZMH), Wright Medical Group, Inc. (NASDAQ:WMGI), Stryker Corporation (NYSE:SYK), NuVasive, Inc. (NASDAQ:NUVA), Medtronic, Inc. (NYSE:MDT), Johnson & Johnson (NYSE:JNJ), Integra LifeSciences Holdings Corporation (NASDAQ:IART), Baxter International Inc. (NYSE:BAX), Wynn Resorts, Limited (NASDAQ:WYNN), Penn National Gaming, Inc. (NASDAQ:PENN), MGM Resorts International (NYSE:MGM), Las Vegas Sands Corp. (NYSE:LVS), Boyd Gaming Corporation (NYSE:BYD), Ameristar Casinos Inc., AngioDynamics, Inc. (NASDAQ:ANGO), St. Jude Medical, Inc. (NYSE:STJ), Edwards Lifesciences Corporation (NYSE:EW), Boston Scientific Corporation (NYSE:BSX), American Medical Systems Holdi, Abbott Laboratories (NYSE:ABT), Covidien Ltd. (NYSE:COV), C.R. Bard, Inc. (NYSE:BCR), Smith & Nephew SNATS, Inc. (NYSE:SNN), Kinetic Concepts Inc., Genoptix, Inc., Full House Resorts, Inc. (NASDAQ:FLL), EDAP TMS S.A. (NASDAQ:EDAP), Churchill Downs, Incorporated (NASDAQ:CHDN), Carmike Cinemas, Inc. (NASDAQ:CKEC), Allegiant Travel Company (NASDAQ:ALGT), Great Wolf Resorts Inc., Steiner Leisure Limited (NASDAQ:STNR), Regal Entertainment Group (NYSE:RGC), Royal Caribbean Cruises Ltd. (NYSE:RCL), Vail Resorts, Inc. (NYSE:MTN), Morgans Hotel Group Co. (NASDAQ:MHGC), Life Time Fitness (NYSE:LTM), Cinemark Holdings Inc (NYSE:CNK), Carnival Corporation (NYSE:CCL), Allstate Corporation (The) (NYSE:ALL)
