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)
Topics covered: Strategic Diversification, Netherlands, Maximizing Bottom Line on After-Tax Basis, Long-Term Active Investing, Investing in the Indian Market, Fixed Income Asset Management, Cautious Stance on Biotech and Energy, Bottom-Up Investment Approach, Belgium and Germany Small Caps
Companies covered: BlackBerry Limited (NASDAQ:BBRY), AT&T Inc. (NYSE:T), McKesson Corporation (NYSE:MCK), International Business Machines Corporation (NYSE:IBM), Hologic, Inc. (NASDAQ:HOLX), American Eagle Outfitters, Inc. (NYSE:AEO), Wells Fargo & Company (NYSE:WFC), J P Morgan Chase & Co (NYSE:JPM), Deere & Company (NYSE:DE), Caterpillar, Inc. (NYSE:CAT), Bank of America Corporation (NYSE:BAC)
