Topics covered: Yieldcos in Solar, Strong Regulated Utility Fundamentals, Reasonable Valuation in Water Utilities, Positive Sentiment on Utility Space, New England Power Supply, Marcellus Gas, Electric and Gas Utilities Trends, Continued Consolidation in Utilities
Companies covered: American Water Works (NYSE:AWK), Gas Natural Inc. (AMEX:EGAS), Aqua America, Inc. (NYSE:WTR), Wisconsin Energy Corporation (NYSE:WEC), UIL Holdings Corporation (NYSE:UIL), Integrys Energy Group (NYSE:TEG), Scana Corporation (NYSE:SCG), PEPCO Holdings, Inc. (NYSE:POM), Public Service Enterprise Group Incorporated (NYSE:PEG), NRG Energy, Inc. (NYSE:NRG), National Fuel Gas Company (NYSE:NFG), Macquarie Infrastructure Company LLC (NYSE:MIC), Laclede Group, Inc. (NYSE:LG), ITC Holdings Corp. (NYSE:ITC), Hawaiian Electric Industries, Inc. (NYSE:HE), FirstEnergy Corporation (NYSE:FE), Exelon Corporation (NYSE:EXC), Dynegy Inc. (NYSE:DYN), Dominion Energy, Inc. (NYSE:D), Calpine Corporation (NYSE:CPN), Cleco Corporation (NYSE:CNL), UNITIL Corporation (NYSE:UTL), SJW Corporation (NYSE:SJW), EnergySolutions, Inc, California Water Service Group Holding (NYSE:CWT), American States Water Company (NYSE:AWR), Clean Energy Fuels Corp. (NASDAQ:CLNE), Advanced Energy Industries, Inc. (NASDAQ:AEIS), Microsoft Corporation (NASDAQ:MSFT), EnerNOC, Inc. (NASDAQ:ENOC), Spire Corp., Ormat Technologies, Inc. (NYSE:ORA), AGL Resources, Inc. (NYSE:GAS)
Topics covered: Specialty Chemicals Fundamentals, Raw Material-Related Tailwinds, Macro Trends Impact Specialty Chemicals Companies, Dislocation Between Crude Oil and Natural Gas Prices, Chemical Sector Earnings Growth, Buying Opportunities in U.S.-Centric Companies, Bullish Outlook on U.S. Chemicals Industry, Alfalfa as Seed Source
Companies covered: Clean Diesel Technologies, Inc. (NASDAQ:CDTI), Amerco (NASDAQ:UHAL), Monsanto Company (NYSE:MON), Honda Motor Company, Ltd. (NYSE:HMC), E.I. du Pont de Nemours and Company (NYSE:DD), Dow Inc. (NYSE:DOW), Celanese Corporation (NYSE:CE), A. Schulman, Inc. (NASDAQ:SHLM), Valspar Corporation (The) (NYSE:VAL), Syngenta AG (NYSE:SYT), Sherwin-Williams Company (The) (NYSE:SHW), PPG Industries, Inc. (NYSE:PPG), PolyOne Corporation (NYSE:POL), H. B. Fuller Company (NYSE:FUL), Ferro Corporation (NYSE:FOE), FMC Corporation (NYSE:FMC), Cambrex Corporation (NYSE:CBM), Ashland Inc. (NYSE:ASH)
Topics covered: Shorting Individual Stocks, Investing in Precious Metals, Investing in ETFs, Interest Rate Issues, Downside Protection, Comprehensive Asset Allocation, Avoiding Single-Strategy Risk, Alternative Revenue Streams
Companies covered: Rogers Corporation (NYSE:ROG), Philip Morris International Inc (NYSE:PM), Pfizer, Inc. (NYSE:PFE), Merck & Company, Inc. (NYSE:MRK), Express Scripts Holding Company (NASDAQ:ESRX), Apple Inc. (NASDAQ:AAPL), Exxon Mobil Corporation (NYSE:XOM), International Business Machines Corporation (NYSE:IBM), Harley-Davidson, Inc. (NYSE:HOG), Alphabet Inc (NASDAQ:GOOG), 3D Systems Corporation (NYSE:DDD), Conn's, Inc. (NASDAQ:CONN), Newmont Corporation (NYSE:NEM), AngloGold Ashanti Limited (NYSE:AU), Barrick Gold Corporation (NYSE:GOLD), Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), Walt Disney Company (The) (NYSE:DIS)
Topics covered: Stable BDC Fundamentals, Slowed BDC Portfolio Growth, Oil Price Impact, Macro Impact on BDCs, Importance of Asset Quality, Divergence in BDC Types, Changing Management Focus, BDC Competition
Companies covered: CIFC Corp. (NASDAQ:CIFC), Ares Capital Corporation (NASDAQ:ARCC), General Electric Company (NYSE:GE), Fifth Street Finance Corp. (NASDAQ:FSC), Triangle Capital Corporation (NYSE:TCAP)
Topics covered: Weather Impact on Automotive, Peaked Valuations in Automotive, Normalized Vehicle Sales, DIY Auto Tailwinds, Challenges in Automotive Manufacturing, Automotive Retailers, Auto Parts Demand, Auto Dealer Opportunities
Companies covered: Wabco Holdings Inc. (NYSE:WBC), Tenneco Inc. (NYSE:TEN), Sonic Automotive, Inc. (NYSE:SAH), O'Reilly Automotive, Inc. (NASDAQ:ORLY), CarMax Inc (NYSE:KMX), Genuine Parts Company (NYSE:GPC), AutoZone, Inc. (NYSE:AZO), Asbury Automotive Group Inc (NYSE:ABG), Advance Auto Parts Inc (NYSE:AAP), Johnson Controls, Inc. (NYSE:JCI), Commercial Vehicle Group, Inc. (NASDAQ:CVGI), Penske Automotive Group, Inc. (NYSE:PAG), Toyota Motor Corp Ltd Ord (NYSE:TM), Lear Corporation (NYSE:LEA), Honda Motor Company, Ltd. (NYSE:HMC), Harman International Industries, Incorporated (NYSE:HAR), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), BorgWarner Inc. (NYSE:BWA), Autoliv, Inc. (NYSE:ALV), Pep Boys-Manny, Moe & Jack (The) (NYSE:PBY), Monro Muffler Brake, Inc. (NASDAQ:MNRO), Lithia Motors, Inc. (NYSE:LAD), Group 1 Automotive, Inc. (NYSE:GPI), AutoNation, Inc. (NYSE:AN)
