Topics covered: Sustainability, Renewable Energy -, Near-term Opportunities, Investing in Israeli Companies, Integration of Catholic Ethical and Social Teaching into the Investment Process, Environmental and Social Global Equity
Companies covered: Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Quality Systems, Inc. (NASDAQ:QSII), Omnicell, Inc. (NASDAQ:OMCL), Eclipsys Corp., Computer Programs and Systems, Inc. (NASDAQ:CPSI), Wells Fargo & Company (NYSE:WFC), Wainwright Bank & Trust Co., Staples, Inc. (NASDAQ:SPLS), Spectra Energy Corp (NYSE:SE), Royal Bank Of Canada (NYSE:RY), Pepsico, Inc. (NASDAQ:PEP), J P Morgan Chase & Co (NYSE:JPM), Intel Corporation (NASDAQ:INTC), Home Depot, Inc. (The) (NYSE:HD), HDFC Bank Limited (NYSE:HDB), GlaxoSmithKline PLC (NYSE:GSK), Alphabet Inc (NASDAQ:GOOG), Enbridge Inc (NYSE:ENB), BP p.l.c. (NYSE:BP), Bank of America Corporation (NYSE:BAC), American Express Company (NYSE:AXP), Apache Corporation (NASDAQ:APA), Comcast Corporation (NASDAQ:CMCSA), Safeway Inc. (NYSE:SWY), Pharmaceutical Product Develop, Omnicare, Inc. (NYSE:OCR), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Dell Inc. (NASDAQ:DELL), Capital One Financial Corporation (NYSE:COF), Citigroup Inc. (NYSE:C), Allstate Corporation (The) (NYSE:ALL), Assurant, Inc. (NYSE:AIZ), Ace Limited (NYSE:ACE), Walmart Inc. (NYSE:WMT), Newmont Corporation (NYSE:NEM), Macy's Inc (NYSE:M), Abbott Laboratories (NYSE:ABT), Whole Foods Market, Inc., Teva Pharmaceutical Industries Limited (NYSE:TEVA), Perrigo Company (NYSE:PRGO), Noble Energy Inc. (NYSE:NBL), Delek US Holdings, Inc. (NYSE:DK), Atwood Oceanics, Inc. (NYSE:ATW), Alon USA Energy, Inc. (NYSE:ALJ), McDonald's Corporation (NYSE:MCD), Deere & Company (NYSE:DE), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), United Natural Foods, Inc. (NASDAQ:UNFI), SunPower Corporation, Energy Recovery, Inc. (NASDAQ:ERII), Banco Bradesco Sa (NYSE:BBD)
Topics covered: Status Of Children's & Teen Retail Industry, Post-Recession Discount Store Concepts, Merchandising & Value Equation Adjustments, Improving Consumer Spending, Hardline & Discount Retail Trends, Emerging Trends In E-Commerce & Online Travel Agencies, Consolidation In The Jewelry Sector, Capital Allocation Strategies For 2010, Brick-And-Mortar Versus Online Retail Sales
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Akamai Technologies, Inc. (NASDAQ:AKAM), Vmware, Inc. (NYSE:VMW), Terremark Worldwide, Inc., Teradata Corporation (NYSE:TDC), SAVVIS Inc., Switch & Data Facilities Co.,, Rackspace Hosting, Inc (NYSE:RAX), PAR Technology Corporation (NYSE:PAR), NetScout Systems, Inc. (NASDAQ:NTCT), NetApp, Inc. (NASDAQ:NTAP), Limelight Networks, Inc. (NASDAQ:LLNW), HP Inc (NYSE:HPQ), Equinix, Inc. (NASDAQ:EQIX), EMC Corporation (NYSE:EMC), Dupont Fabros Technology, Inc. (NYSE:DFT), Compellent Technologies, Inc., Children's Place, Inc. (NASDAQ:PLCE), Zumiez Inc. (NASDAQ:ZUMZ), Urban Outfitters, Inc. (NASDAQ:URBN), Pacific Sunwear of California, Inc. (NASDAQ:PSUN), J. Crew Group, Inc., Gymboree Corp., Buckle, Inc. (The) (NYSE:BKE), Aeropostale Inc (NYSE:ARO), Abercrombie & Fitch Company (NYSE:ANF), American Eagle Outfitters, Inc. (NYSE:AEO), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Staples, Inc. (NASDAQ:SPLS), RadioShack Corp., PetSmart, Inc (NASDAQ:PETM), OfficeMax Inc., Office Depot, Inc. (NASDAQ:ODP), Lowe's Companies, Inc. (NYSE:LOW), Kohl's Corporation (NYSE:KSS), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), HHGregg, Inc. (NYSE:HGG), Home Depot, Inc. (The) (NYSE:HD), Costco Wholesale Corporation (NASDAQ:COST), Best Buy Co., Inc. (NYSE:BBY), Citi Trends, Inc. (NASDAQ:CTRN), TJX Companies, Inc. (The) (NYSE:TJX), Ross Stores, Inc. (NASDAQ:ROST), Collective Brands, Inc., 99 Cents Only Stores, Fred's, Inc. (NASDAQ:FRED), Family Dollar Stores, Inc. (NYSE:FDO), DSW Inc. (NYSE:DSW), Dollar Tree, Inc. (NASDAQ:DLTR), Big Lots, Inc. (NYSE:BIG), ANN INC. (NYSE:ANN), Blue Nile, Inc. (NASDAQ:NILE), Williams-Sonoma, Inc. (NYSE:WSM), Tiffany & Co. (NYSE:TIF), Movado Group Inc. (NYSE:MOV), Coach, Inc. (NYSE:COH), Activision Blizzard, Inc (NASDAQ:ATVI), Yahoo! Inc. (NASDAQ:YHOO), The Priceline Group Inc. (NASDAQ:PCLN), GSI Commerce Inc., Alphabet Inc (NASDAQ:GOOG), Expedia, Inc. (NASDAQ:EXPE), Electronic Arts Inc., eBay Inc. (NASDAQ:EBAY), Imation Corporation (NYSE:IMN)
Topics covered: Trend To Outsource Data To Reduce Costs, Next-Generation Technologies, Managed Hosting, M&A Activity Forecast, Increased Demand For Data Storage, Improved Virtual Security, Equinix Acquisition of Switch & Data, Colocation Data Storage, Cloud Computing
Companies covered: Windstream Holdings, Inc. (NASDAQ:WIN), tw telecom inc., Tandem Diabetes Care, Inc. (NASDAQ:TNDM), Terremark Worldwide, Inc., SAVVIS Inc., Syniverse Holdings Inc, Switch & Data Facilities Co.,, Rackspace Hosting, Inc (NYSE:RAX), Neustar, Inc. (NYSE:NSR), Knology, Inc., Iowa Telecommunications Servic, Equinix, Inc. (NASDAQ:EQIX), Cbeyond, Inc., Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Overland Storage Inc., Internap Corporation (NASDAQ:INAP), Voltaire Limited
Topics covered: Topics Covered: American Recover Reinvestment Act, Sustainable Health Care IT Demand & Revenue Growth, Stimulus Money To Physicians & Hospitals, Rising-Tide Phenomenon In Health Care IT, Potential Short-Term Volatility, Electronic Health Record Adoption, Early Activators Vs. Laggards, Accelerating Demand For Health Care IT Solutions, 2010-2011 Revenue Growth
Companies covered: Cisco Systems, Inc. (NASDAQ:CSCO), Amazon.com, Inc. (NASDAQ:AMZN), Vmware, Inc. (NYSE:VMW), TM Entertainment & Media, Inc., Symantec Corporation (NASDAQ:SYMC), Sybase, Inc., SAP SE (NYSE:SAP), Red Hat, Inc. (NYSE:RHT), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), McAfee, Inc., Lawson Software, Inc., JDA Software Group Inc., Intuit Inc. (NASDAQ:INTU), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Alphabet Inc (NASDAQ:GOOG), EMC Corporation (NYSE:EMC), Salesforce.com Inc (NYSE:CRM), Accenture plc. (NYSE:ACN), Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Siemens AG (OTCMKTS:SIEGY), Quality Systems, Inc. (NASDAQ:QSII), McKesson Corporation (NYSE:MCK), General Electric Company (NYSE:GE), Eclipsys Corp., Computer Programs and Systems, Inc. (NASDAQ:CPSI), Vital Images Inc., MedAssets, Inc. (NASDAQ:MDAS), Automatic Data Processing, Inc. (NASDAQ:ADP), Yahoo! Inc. (NASDAQ:YHOO), Paychex, Inc. (NASDAQ:PAYX), Monster Worldwide, Inc. (NYSE:MWW), Hewitt Associates Inc., Dice Holdings, Inc. (NYSE:DHX), CoBiz Financial Inc. (NASDAQ:COBZ), Zions Bancorporation (NASDAQ:ZION), Westamerica Bancorporation (NASDAQ:WABC), SVB Financial Group (NASDAQ:SIVB), PacWest Bancorp (NASDAQ:PACW), City National Corporation (NYSE:CYN), CVB Financial Corporation (NASDAQ:CVBF)
Topics covered: Strengthened Balance Sheets, Short-Term Volatility, Search For Sustained Profitability, Question of Commercial Real Estate Assets, Late-Stage Ramifications of TARP, Increased Consolidation, Finding Value Post Run-Up, FDIC-Assisted Acquisitions, Ethnic-Oriented Western Banks, Consequences Of Volcker-Obama Proposal, A Return To Normalized Earnings
Companies covered: Citrix Systems, Inc. (NASDAQ:CTXS), Amazon.com, Inc. (NASDAQ:AMZN), Vmware, Inc. (NYSE:VMW), SuccessFactors, Inc., SAP SE (NYSE:SAP), Red Hat, Inc. (NYSE:RHT), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), LivePerson, Inc. (NASDAQ:LPSN), Informatica Corporation (NASDAQ:INFA), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Salesforce.com Inc (NYSE:CRM), Accenture plc. (NYSE:ACN), Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Siemens AG (OTCMKTS:SIEGY), Quality Systems, Inc. (NASDAQ:QSII), McKesson Corporation (NYSE:MCK), General Electric Company (NYSE:GE), Eclipsys Corp., Computer Programs and Systems, Inc. (NASDAQ:CPSI), Cathay General Bancorp (NASDAQ:CATY), BofI Holding, Inc. (NASDAQ:BOFI), Zions Bancorporation (NASDAQ:ZION), Wilshire Bancorp, Inc. (NASDAQ:WIBC), Umpqua Holdings Corporation (NASDAQ:UMPQ), Preferred Bank (NASDAQ:PFBC), Nara Bancorp Inc., Hanmi Financial Corporation (NASDAQ:HAFC), Glacier Bancorp, Inc. (NASDAQ:GBCI), East West Bancorp, Inc. (NASDAQ:EWBC), City National Corporation (NYSE:CYN), CVB Financial Corporation (NASDAQ:CVBF), CPB Inc. (NYSE:CPF), Center Financial Corporation, Bank of Hawaii Corporation (NYSE:BOH), Apple Inc. (NASDAQ:AAPL), Tibco Software Inc., Sybase, Inc., Progress Software Corporation (NASDAQ:PRGS), Palm, Inc., Novell Inc., Netsuite Inc (NYSE:N), Alphabet Inc (NASDAQ:GOOG), Actuate Corp., Western Alliance Bancorporation (NYSE:WAL), Sapient Corporation (NASDAQ:SAPE), Bank of Marin Bancorp (NASDAQ:BMRC)
