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)
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)
