Topics covered: Value Propositions, Student Housing REITs, Slowed Enrollment Growth, REIT Partnerships, Positive Pre-Leasing Numbers, Modernization of Student Housing, For-Profit Colleges, Ed Tech
Companies covered: Grand Canyon Education, Inc. (NASDAQ:LOPE), Education Realty Trust Inc. (NYSE:EDR), American Campus Communities Inc (NYSE:ACC), Capella Education Company (NASDAQ:CPLA), Apollo Education Group, Inc. (NASDAQ:APOL), Amazon.com, Inc. (NASDAQ:AMZN), 2U, Inc. (NASDAQ:TWOU), K12 Inc (NYSE:LRN), Lincoln Educational Services Corporation (NASDAQ:LINC), Bridgepoint Education, Inc. (NYSE:BPI), Universal Technical Institute Inc (NYSE:UTI), Strayer Education, Inc. (NASDAQ:STRA), Scholastic Corporation (NASDAQ:SCHL), DeVry Education Group Inc. (NYSE:DV), Elron Electronic Industries Lt
Topics covered: Value Investing in Biotech and Pharmaceuticals, Regenerative Medicine, Ophthalmic Pharmaceuticals, Gene Therapies, Duchenne Muscular Dystrophy Treatments, Drugs for Liver Disease, Cancer Immunotherapy
Companies covered: Applied Genetic Technologies Corporation (NASDAQ:AGTC), Celgene Corporation (NASDAQ:CELG), Brainstorm Cell Therapeutics Inc. (NASDAQ:BCLI), bluebird bio, Inc. (NASDAQ:BLUE), Athersys, Inc. (NASDAQ:ATHX), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), Agenus Inc. (NASDAQ:AGEN), Achillion Pharmaceuticals, Inc. (NASDAQ:ACHN), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Pfizer, Inc. (NYSE:PFE), Opexa Therapeutics, Inc. (NASDAQ:OPXA), Mylan Inc. (NASDAQ:MYL), Medivation, Inc. (NASDAQ:MDVN), Eli Lilly and Company (NYSE:LLY), Keryx Biopharmaceuticals, Inc. (NASDAQ:KERX), Inovio Pharmaceuticals, Inc. (NASDAQ:INO), Gilead Sciences, Inc. (NASDAQ:GILD), Mast Therapeutics, Inc. (AMEX:MSTX)
Topics covered: Volume Weakness in Industrial End Markets, Transportation Underperformance, Strength in Asset-Based Carriers, Retail Sales Impacts, Heightened M&A Activity, Growth of Intermodalism, Freight Transportation, Asset-Light Transportation Space
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), XPO Logistics, Inc. (NYSE:XPO), Walmart Inc. (NYSE:WMT), United Parcel Service, Inc. (NYSE:UPS), Nordstrom, Inc. (NYSE:JWN), Genesee & Wyoming, Inc. (NYSE:GWR), FedEx Corporation (NYSE:FDX), CSX Corporation (NYSE:CSX), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), Werner Enterprises, Inc. (NASDAQ:WERN), UTi Worldwide Inc. (NASDAQ:UTIW), Union Pacific Corporation (NYSE:UNP), Ryder System, Inc. (NYSE:R), Norfolk Southern Corporation (NYSE:NSC), Landstar System, Inc. (NASDAQ:LSTR), Knight Transportation, Inc. (NYSE:KNX), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Hub Group, Inc. (NASDAQ:HUBG), Heartland Express, Inc. (NASDAQ:HTLD), Forward Air Corporation (NASDAQ:FWRD), Expeditors International of Washington, Inc. (NASDAQ:EXPD), Con-way Inc. (NYSE:CNW), Atlas Air Worldwide Holdings (NASDAQ:AAWW), Air Transport Services Group, Inc (NASDAQ:ATSG), Radiant Logistics, Inc. (AMEX:RLGT), Rand Logistics, Inc. (NASDAQ:RLOG), Quality Distribution, Inc. (NASDAQ:QLTY), Kirby Corporation (NYSE:KEX), World Fuel Services Corporation (NYSE:INT), Diana Shipping inc. (NYSE:DSX), Cai International, Inc. (NYSE:CAP), Aegean Marine Petroleum Network Inc. (NYSE:ANW), StealthGas, Inc. (NASDAQ:GASS)
Topics covered: Women's Health, Strong Underlying Fundamentals, Peripheral Vascular Medical Devices, Imaging in Oncology, Differentiated Technological Platforms, Cardiovascular Medical Devices, A Focus on Quality
Companies covered: Thoratec Corporation (NASDAQ:THOR), St. Jude Medical, Inc. (NYSE:STJ), The Spectranetics Corporation (NASDAQ:SPNC), Medtronic, Inc. (NYSE:MDT), Heartware International, Inc. (NASDAQ:HTWR), Edwards Lifesciences Corporation (NYSE:EW), Covidien Ltd. (NYSE:COV), Boston Scientific Corporation (NYSE:BSX), VirtualScopics, Inc. (NASDAQ:VSCP)
Topics covered: Valuation in China, Understanding the Downside, Investing in Small Caps, Investing in Asia, Identifying Temporary Underperformance, High-Quality, High-Conviction Positions, Growth at a Reasonable Price, Bottom-Up Investment Approach
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), XPO Logistics, Inc. (NYSE:XPO), United Rentals, Inc. (NYSE:URI), Netflix, Inc. (NASDAQ:NFLX), Tidewater Inc. (NYSE:TDW), Potlatch Corporation (NASDAQ:PCH), NetScout Systems, Inc. (NASDAQ:NTCT), Danaher Corporation (NYSE:DHR), Bank of Hawaii Corporation (NYSE:BOH), Affymetrix, Inc. (NASDAQ:AFFX), Radiant Logistics, Inc. (AMEX:RLGT), Illumina, Inc. (NASDAQ:ILMN), Walter Investment Management Corp. (NYSE:WAC), Microsoft Corporation (NASDAQ:MSFT), Coca-Cola Company (The) (NYSE:KO), HP Inc (NYSE:HPQ), Alphabet Inc (NASDAQ:GOOG), Walt Disney Company (The) (NYSE:DIS)
