Companies covered: NIC Inc. (NASDAQ:EGOV), Moneysupermarket.Com Group PLC (LON:MONY), FNFV Group (NYSE:FNFV), Realogy Holdings Corp. (NYSE:RLGY), RE/MAX Holdings, Inc. (NYSE:RMAX), Ellie Mae, Inc. (NYSE:ELLI), CoreLogic, Inc. (NYSE:CLGX), Zillow, Inc. (NASDAQ:Z), QuinStreet, Inc. (NASDAQ:QNST), LendingTree, Inc. (NASDAQ:TREE), Bankrate, Inc. (NYSE:RATE), The Priceline Group Inc. (NASDAQ:PCLN), News Corporation (NASDAQ:NWSA), First American Corporation (The) (NYSE:FAF), Expedia, Inc. (NASDAQ:EXPE), DEMANDWARE, INC. (NYSE:DWRE), Speed Commerce, Inc. (NASDAQ:SPDC), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), SAP SE (NYSE:SAP), PFSweb, Inc. (NASDAQ:PFSW), Oracle Corporation (NYSE:ORCL), Netflix, Inc. (NASDAQ:NFLX), International Business Machines Corporation (NYSE:IBM), Gaiam, Inc. (NASDAQ:GAIA), eBay Inc. (NASDAQ:EBAY), Carter's, Inc. (NYSE:CRI), Costco Wholesale Corporation (NASDAQ:COST), iPass Inc. (NASDAQ:IPAS), VASCO Data Security International, Inc. (NASDAQ:VDSI), j2 Global, Inc. (NASDAQ:JCOM), GlobalSCAPE, Inc. (NYSEMKT:GSB)
Companies covered: Procter & Gamble Company (The) (NYSE:PG), Johnson & Johnson (NYSE:JNJ), ConocoPhillips (NYSE:COP), LegacyTexas Financial Group, Inc. (NASDAQ:LTXB), RBC Bearings Incorporated (NYSE:RBC), Markel Corporation (NYSE:MKL), Dover Corporation (NYSE:DOV), Verizon Communications Inc. (NYSE:VZ), Schlumberger N.V. (NYSE:SLB), Halliburton Company (NYSE:HAL), Cameron International Corporation (NYSE:CAM), Citigroup Inc. (NYSE:C), Baker Hughes (NYSE:BKR), Broadcom Corporation (NASDAQ:BRCM), Avago Technologies Limited (NASDAQ:AVGO), Unilever PLC (NYSE:UL), Masco Corporation (NYSE:MAS), Lam Research Corporation (NASDAQ:LRCX), Lowe's Companies, Inc. (NYSE:LOW), HP Inc (NYSE:HPQ), Home Depot, Inc. (The) (NYSE:HD)
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)
