Topics covered: Tie to Employment & Consumer Spending, Risky Valuations of Macau-Centric Stocks, Pickup in Las Vegas Convention Bookings, Modest Increase in Slots Replacement Demand, Market Opportunities in New Gaming States, Las Vegas Vs. Regional Gaming Trends, Gaming Opportunities in China, Depressed Room Rate Trends, Competition Among Gaming Equipment Suppliers, Churchill Downs Acquisition of Youbet.com
Companies covered: MGP Ingredients, Inc. (NASDAQ:MGPI), Churchill Downs, Incorporated (NASDAQ:CHDN), Advanced Drainage Systems, Inc. (NYSE:WMS), Pinnacle Entertainment, Inc. (NYSE:PNK), Penn National Gaming, Inc. (NASDAQ:PENN), Multimedia Games Inc., International Game Technology (NYSE:IGT), Bally Technologies, Inc., Ameristar Casinos Inc., Varian Medical Systems, Inc. (NYSE:VAR), Thoratec Corporation (NASDAQ:THOR), Medtronic, Inc. (NYSE:MDT), Heartware International, Inc. (NASDAQ:HTWR), Endologix, Inc. (NASDAQ:ELGX), Covidien Ltd. (NYSE:COV), Boston Scientific Corporation (NYSE:BSX), Allergan, Inc. (NYSE:AGN), Simmons First National Corporation (NASDAQ:SFNC), Dynatronics Corporation (NASDAQ:DYNT)
Topics covered: Relative Value Investing, Quality Growth Equity Portfolios, Large And Mid-Cap Dividend-Paying Companies, Higher Valuation Ratios, Growth-Oriented Positions And Aggressive Positions, Global Macroeconomic Discipline, Fixed Income Markets, Fixed Income, Combining A Stock Portfolio With A Short Index Call Portfolio, Buying Into The Negativity That Surrounds A Company, Anchor Positions, Above-Average Current Dividend Yields
Companies covered: ABIOMED, Inc. (NASDAQ:ABMD), Zimmer Holdings, Inc. (NYSE:ZMH), Thoratec Corporation (NASDAQ:THOR), Stryker Corporation (NYSE:SYK), The Spectranetics Corporation (NASDAQ:SPNC), Micrus Endovascular Corp., Medtronic, Inc. (NYSE:MDT), Inverness Medical Innovations, Hologic, Inc. (NASDAQ:HOLX), ev3, Inc., Edwards Lifesciences Corporation (NYSE:EW), Conceptus, Inc., Covidien Ltd. (NYSE:COV), Boston Scientific Corporation (NYSE:BSX), C.R. Bard, Inc. (NYSE:BCR), ATS Medical Inc., Exxon Mobil Corporation (NYSE:XOM), Walmart Inc. (NYSE:WMT), Universal Corporation (NYSE:UVV), Ruby Tuesday, Inc. (NYSE:RT), Hormel Foods Corporation (NYSE:HRL), Genuine Parts Company (NYSE:GPC), General Mills, Inc. (NYSE:GIS), Duke Energy Corporation (NYSE:DUK), E.I. du Pont de Nemours and Company (NYSE:DD), Apollo Education Group, Inc. (NASDAQ:APOL), United Technologies Corporation (NYSE:UTX), Toyota Motor Corp Ltd Ord (NYSE:TM), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Quality Systems, Inc. (NASDAQ:QSII), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Procter & Gamble Company (The) (NYSE:PG), Monsanto Company (NYSE:MON), Massey Energy Co., Kinetic Concepts Inc., Johnson & Johnson (NYSE:JNJ), Intuitive Surgical, Inc. (NASDAQ:ISRG), Alphabet Inc (NASDAQ:GOOG), First Solar, Inc. (NASDAQ:FSLR), Core Laboratories N.V. (NYSE:CLB), Chesapeake Energy Corporation (NYSE:CHK), Caterpillar, Inc. (NYSE:CAT), America Movil, S.A.B. de C.V. (NYSE:AMX), Cisco Systems, Inc. (NASDAQ:CSCO), Royal Caribbean Cruises Ltd. (NYSE:RCL), International Business Machines Corporation (NYSE:IBM), Amazon.com, Inc. (NASDAQ:AMZN), Scripps Networks Interactive, Inc (NYSE:SNI), Rio Tinto plc, QUALCOMM Incorporated (NASDAQ:QCOM), PMI Group Inc., Lowe's Companies, Inc. (NYSE:LOW), Lincoln Educational Services Corporation (NASDAQ:LINC), Home Depot, Inc. (The) (NYSE:HD), Deere & Company (NYSE:DE), Citigroup Inc. (NYSE:C), Bristol-Myers Squibb Company (NYSE:BMY), Best Buy Co., Inc. (NYSE:BBY), American International Group, Inc. (NYSE:AIG), SunTrust Banks, Inc. (NYSE:STI), Regions Financial Corporation (NYSE:RF), Praxair, Inc. (NYSE:PX), KeyCorp (NYSE:KEY), Foot Locker, Inc. (NYSE:FL), Expedia, Inc. (NASDAQ:EXPE), Brunswick Corporation (NYSE:BC), Tyco International plc (NYSE:TYC), Teleflex Incorporated (NYSE:TFX), Macy's Inc (NYSE:M), Jo-Ann Stores Inc., Hospira Inc (NYSE:HSP), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Cardinal Health, Inc. (NYSE:CAH), Abbott Laboratories (NYSE:ABT)
Topics covered: Risk Of W-Shaped Recovery, Return Of M&A Activity In 2011, Overall Sector Uncertainty, Outlook For Credit Legislation & Consumer Oversight, Optimism In Tracking Commercial Real Estate, Industrywide Lower ROE & Leverage, Increased Regulatory Pressure, Impact Of Overdraft Fee Restrictions, Emphasis On FDIC-Assisted Transactions, Adequate Access To Capital
Companies covered: Celldex Therapeutics, Inc. (NASDAQ:CLDX), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), United Therapeutics Corporation (NASDAQ:UTHR), Ardea Biosciences, Inc., Pozen, Inc. (NASDAQ:POZN), Pfizer, Inc. (NYSE:PFE), Nektar Therapeutics (NASDAQ:NKTR), Merck & Company, Inc. (NYSE:MRK), Medivation, Inc. (NASDAQ:MDVN), Keryx Biopharmaceuticals, Inc. (NASDAQ:KERX), GlaxoSmithKline PLC (NYSE:GSK), Dendreon Corp., AstraZeneca PLC (NASDAQ:AZN), Auxilium Pharmaceuticals Inc., Depomed, Inc. (NASDAQ:DEPO), Schiff Nutrition International, Citizens Republic Bancorp, Inc, Home Bancorp, Inc. (NASDAQ:HBCP), Eastern Virginia Bankshares, Inc. (NASDAQ:EVBS), Integra Bank Corp., German American Bancorp, Inc. (NASDAQ:GABC), Target Corporation (NYSE:TGT), Staples, Inc. (NASDAQ:SPLS), Saks Incorporated, Ralph Lauren Corporation (NYSE:RL), OfficeMax Inc., Office Depot, Inc. (NASDAQ:ODP), Kohl's Corporation (NYSE:KSS), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Zions Bancorporation (NASDAQ:ZION), Wintrust Financial Corporation (NASDAQ:WTFC), MB Financial Inc. (NASDAQ:MBFI), J P Morgan Chase & Co (NYSE:JPM), IBERIABANK Corporation (NASDAQ:IBKC), FirstMerit Corporation (NASDAQ:FMER), Bank of America Corporation (NYSE:BAC), American International Group, Inc. (NYSE:AIG)
Topics covered: Unique Global Deep-Value Opportunities, Tax-Managed Equity Portfolio, Management Of A Benchmarked, Long-Only Portfolios, Europe And Emerging Asia, Diversified Stock Income Portfolio, Core/Relative Value Style, Consistent Growth In Sales And Earnings
Companies covered: WSFS Financial Corporation (NASDAQ:WSFS), Wilmington Trust Corporation, Texas Capital Bancshares, Inc. (NASDAQ:TCBI), Southern National Bancorp of Virginia, Inc. (NASDAQ:SONA), Synovus Financial Corp. (NYSE:SNV), Peoples Financial Corporation (NASDAQ:PFBX), Old Point Financial Corporation (NASDAQ:OPOF), IBERIABANK Corporation (NASDAQ:IBKC), HF Financial Corp. (NASDAQ:HFFC), Hancock Holding Company (NASDAQ:HBHC), Yahoo! Inc. (NASDAQ:YHOO), IAC/InterActiveCorp (NASDAQ:IAC), Alphabet Inc (NASDAQ:GOOG), eBay Inc. (NASDAQ:EBAY), Central Fund of Canada Limited (AMEX:CEF), Amazon.com, Inc. (NASDAQ:AMZN), Visa Inc. (NYSE:V), Urban Outfitters, Inc. (NASDAQ:URBN), Staples, Inc. (NASDAQ:SPLS), Ralcorp Holdings Inc., Nordstrom, Inc. (NYSE:JWN), J P Morgan Chase & Co (NYSE:JPM), HJ Heinz Co., Goldman Sachs Group, Inc. (The) (NYSE:GS), Family Dollar Stores, Inc. (NYSE:FDO), Ford Motor Company (NYSE:F), Estee Lauder Companies, Inc. (The) (NYSE:EL), Cree, Inc. (NASDAQ:CREE), Corinthian Colleges, Inc. (NASDAQ:COCO), State Street Corporation (NYSE:STT)
Topics covered: Therapeutic Cardiovascular Plays, Small- & Mid-Cap M&A Rally, Managing Inherent Volatility, Investable Trend In Antibody Technology, Impact Of Health Care Reform, Financial & Regulatory Risks To Drug Development, FDA Approval Process, Easing Capital Markets, Clinical, Basket Investment Approach
Companies covered: TCF Financial Corporation (NYSE:TCF), Royal Bank Of Canada (NYSE:RY), KeyCorp (NYSE:KEY), J P Morgan Chase & Co (NYSE:JPM), Fifth Third Bancorp (NASDAQ:FITB), First Horizon National Corporation (NYSE:FHN), Capital One Financial Corporation (NYSE:COF), Comerica Incorporated (NYSE:CMA), Citigroup Inc. (NYSE:C), Brunswick Corporation (NYSE:BC), Celgene Corporation (NASDAQ:CELG), Biogen Inc. (NASDAQ:BIIB), Seattle Genetics, Inc. (NASDAQ:SGEN), Pharmacyclics, Inc. (NASDAQ:PCYC), OSI Pharmaceuticals Inc., ImmunoGen, Inc. (NASDAQ:IMGN), Gilead Sciences, Inc. (NASDAQ:GILD), Facet Biotech Corporation, Celera Corporation, Cubist Pharmaceuticals Inc., Systemax Inc. (NYSE:SYX), Appalachian Bancshares Inc., Corcept Therapeutics Incorporated (NASDAQ:CORT), Ligand Pharmaceuticals Incorporated (NASDAQ:LGND), NBTY, Inc., AEterna Zentaris Inc. (NASDAQ:AEZS)
