Companies covered: Qualys, Inc. (NASDAQ:QLYS), Red Hat, Inc. (NYSE:RHT), Amazon.com, Inc. (NASDAQ:AMZN), Yahoo! Inc. (NASDAQ:YHOO), Microsoft Corporation (NASDAQ:MSFT), Internap Corporation (NASDAQ:INAP), Alphabet Inc (NASDAQ:GOOG), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), CoreSite Realty Corporation (NYSE:COR)
Companies covered: Netlist, Inc. (NASDAQ:NLST), Data I/O Corporation (NASDAQ:DAIO), Freescale Semiconductor, Ltd. (NYSE:FSL), NXP Semiconductors N.V. (NASDAQ:NXPI), Broadcom Corporation (NASDAQ:BRCM), Avago Technologies Limited (NASDAQ:AVGO), Apple Inc. (NASDAQ:AAPL), Analog Devices, Inc. (NASDAQ:ADI), Microchip Technology Incorporated (NASDAQ:MCHP), Intel Corporation (NASDAQ:INTC), SK Hynix (KRX:000660), Lenovo Group Limited (HKG:0992), LG Electronics Inc. (KRX:066570), Samsung Electronics Co Ltd (KRX:005930), Universal Display Corporation (NASDAQ:OLED), Tesla Motors, Inc. (NASDAQ:TSLA), Google Inc. (NASDAQ:GOOGL), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), SanDisk Corporation (NASDAQ:SNDK), QUALCOMM Incorporated (NASDAQ:QCOM), Nokia Corporation (NYSE:NOK), Micron Technology, Inc. (NASDAQ:MU), Microsoft Corporation (NASDAQ:MSFT), LG Display Co., Ltd. (NYSE:LPL), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), CalAmp Corp. (NASDAQ:CAMP), Mellanox Technologies, Ltd. (NASDAQ:MLNX), DSP Group, Inc. (NASDAQ:DSPG), Fitbit Inc (NYSE:FIT), Texas Instruments Incorporated (NASDAQ:TXN), NVIDIA Corporation (NASDAQ:NVDA), Altera Corporation (NASDAQ:ALTR), Pericom Semiconductor Corporation (NASDAQ:PSEM), Diodes Incorporated (NASDAQ:DIOD), Cypress Semiconductor Corporation (NASDAQ:CY), Synaptics Incorporated (NASDAQ:SYNA), Silicon Motion Technology Corporation (NASDAQ:SIMO), ON Semiconductor Corporation (NASDAQ:ON), Mentor Graphics Corporation (NASDAQ:MENT)
Topics covered: Trading in Pairs, Sustainable Competitive Advantages, International Small Caps, Generating Equity-Like Returns, Fundamental and Technical Analysis, Capitalizing on Market Disclocations, Capitalizing on Inefficiencies, All-Asset Opportunity Strategy
Companies covered: Cai International, Inc. (NYSE:CAP), Accenture plc. (NYSE:ACN), Celgene Corporation (NASDAQ:CELG), Baidu, Inc. (NASDAQ:BIDU), Amazon.com, Inc. (NASDAQ:AMZN), Visa Inc. (NYSE:V), Union Pacific Corporation (NYSE:UNP), Under Armour, Inc. (NYSE:UA), Starbucks Corporation (NASDAQ:SBUX), The Priceline Group Inc. (NASDAQ:PCLN), Nike, Inc. (NYSE:NKE), Netflix, Inc. (NASDAQ:NFLX), lululemon athletica inc. (NASDAQ:LULU), Salesforce.com Inc (NYSE:CRM), Alliance Data Systems Corporation (NYSE:ADS)
Topics covered: Shift to Natural and Organic, Product Quality Improvements, M&A Activity in Staples Sector, Emerging Markets Growth, Currency Headwinds, Conventional Supermarket Trends, Consumer Staples Companies, Bullish Outlook on Beauty
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), SuperValu Inc. (NYSE:SVU), Starbucks Corporation (NASDAQ:SBUX), Panera Bread Company (NASDAQ:PNRA), Kroger Company (The) (NYSE:KR), Costco Wholesale Corporation (NASDAQ:COST), Tractor Supply Company (NASDAQ:TSCO), O'Reilly Automotive, Inc. (NASDAQ:ORLY), Hess Corporation (NYSE:HES), ENERGY TRANSFER PARTNERS (NYSE:ETP), Core-Mark Holding Company, Inc. (NASDAQ:CORE), AutoZone, Inc. (NYSE:AZO), Allstate Corporation (The) (NYSE:ALL), Advance Auto Parts Inc (NYSE:AAP), Lifetime Brands, Inc. (NASDAQ:LCUT), Apple Inc. (NASDAQ:AAPL), Western Union Company (The) (NYSE:WU), Visa Inc. (NYSE:V), Verifone Systems, Inc. (NYSE:PAY), NCR Corporation (NYSE:NCR), Mastercard Incorporated (NYSE:MA), eBay Inc. (NASDAQ:EBAY), Diebold, Incorporated (NYSE:DBD), American Express Company (NYSE:AXP), Procter & Gamble Company (The) (NYSE:PG), Pepsico, Inc. (NASDAQ:PEP), Coca-Cola Company (The) (NYSE:KO), The Hain Celestial Group, Inc. (NASDAQ:HAIN), Estee Lauder Companies, Inc. (The) (NYSE:EL), Dr Pepper Snapple Group, Inc (NYSE:DPS), Ulta Beauty (NASDAQ:ULTA), Sally Beauty Holdings, Inc. (NYSE:SBH), Newell Rubbermaid Inc. (NYSE:NWL), Jarden Corporation (NYSE:JAH), Inter Parfums, Inc. (NASDAQ:IPAR), Clorox Company (The) (NYSE:CLX), Colgate-Palmolive Company (NYSE:CL), Tupperware Brands Corporation (NYSE:TUP)
Topics covered: Well-Diversified Global Portfolio, Value Investing, Undervalued Stocks, Predictable Operating Metrics, Multiasset Funds, High-Quality Companies, Focus on Dividends, ESG-Focused Companies
Companies covered: First Industrial Realty Trust, Inc. (NYSE:FR), Ctrip.com International, Ltd. (NASDAQ:CTRP), Exxon Mobil Corporation (NYSE:XOM), International Business Machines Corporation (NYSE:IBM), Basic Energy Services, Inc. (NYSE:BAS)
