Topics covered: Used Aircraft in Commercial Aerospace, Growth in Commercial Aerospace, Future Growth for Multi-Industrials, Energy Equipment Manufacturing, Composite Materials, Commercial Aircraft Manufacturing, Commercial Aerospace Aftermarket, Attractive Defense Environment
Companies covered: Erickson Incorporated (NASDAQ:EAC), Chart Industries, Inc. (NASDAQ:GTLS), B/E Aerospace, Inc. (NASDAQ:BEAV), American Airlines Group, Inc. (NASDAQ:AAL), United Technologies Corporation (NYSE:UTX), Triumph Group, Inc. (NYSE:TGI), Transdigm Group Incorporated (NYSE:TDG), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), SAIC, Inc., Raytheon Company (NYSE:RTN), Precision Castparts Corporation (NYSE:PCP), ManTech International Corporation (NASDAQ:MANT), Southwest Airlines Company (NYSE:LUV), Lockheed Martin Corporation (NYSE:LMT), Harris Corporation (NYSE:HRS), General Electric Company (NYSE:GE), Esterline Technologies Corporation (NYSE:ESL), Delta Air Lines, Inc. (NYSE:DAL), Curtiss-Wright Corporation (NYSE:CW), CACI International, Inc. (NYSE:CACI), Boeing Company (The) (NYSE:BA), Graham Corporation (NYSE:GHM), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), Westinghouse Air Brake Technologies Corporation (NYSE:WAB), Verizon Communications Inc. (NYSE:VZ), Vodafone Group Plc (NASDAQ:VOD), AT&T Inc. (NYSE:T), Rockwell Automation, Inc. (NYSE:ROK), ITT Corporation (NYSE:ITT), Illinois Tool Works Inc. (NYSE:ITW), Intel Corporation (NASDAQ:INTC), Honeywell International Inc. (NYSE:HON), Alphabet Inc (NASDAQ:GOOG), Graco Inc. (NYSE:GGG), Emerson Electric Company (NYSE:EMR), Dover Corporation (NYSE:DOV), ABB Ltd (NYSE:ABB), Hexcel Corporation (NYSE:HXL)
Topics covered: Strong Performance by Diversified Diagnostics Companies, Large Health Care REITs, Lagging Diagnostics Space, Health Care REIT Earnings Growth, Diagnostics and Lab Services, Consolidation in the REIT Sector
Companies covered: Cytori Therapeutics Inc (NASDAQ:CYTX), Ventas, Inc. (NYSE:VTR), Taubman Centers, Inc. (NYSE:TCO), Simon Property Group, Inc. (NYSE:SPG), Omega Healthcare Investors, Inc. (NYSE:OHI), Macerich Company (The) (NYSE:MAC), Health Care REIT, Inc. (NYSE:HCN), HCP, Inc. (NYSE:HCP), Meridian Bioscience Inc. (NASDAQ:VIVO), Myriad Genetics, Inc. (NASDAQ:MYGN), Laboratory Corporation of America Holdings (NYSE:LH), Quest Diagnostics Incorporated (NYSE:DGX), DARA Biosciences, Inc. (NASDAQ:DARA)
Topics covered: Traditional Fundamental Research, Quantitative Screening Process, Hands-On, GARP Strategy, Flexible Investment Approach, Employing a Well-Defined Sell Discipline, Bottom-Up Investing, Asset Mix Determined by Risk Tolerance, Active Equity Management
Companies covered: Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Valero Energy Corporation (NYSE:VLO), Ultra Petroleum Corp. (NYSE:UPL), Unit Corporation (NYSE:UNT), Tesoro Corporation (NYSE:TSO), AT&T Inc. (NYSE:T), Republic Airways Holdings, Inc. (NASDAQ:RJET), Ingram Micro Inc. (NYSE:IM), Dillard's, Inc. (NYSE:DDS), Chevron Corporation (NYSE:CVX), Cooper Tire & Rubber Company (NYSE:CTB), Alaska Air Group, Inc. (NYSE:ALK), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Xcel Energy Inc. (NYSE:XEL), Urban Outfitters, Inc. (NASDAQ:URBN), Time Warner Inc. (NYSE:TWX), Staples, Inc. (NASDAQ:SPLS), Newmont Corporation (NYSE:NEM), Noble Energy Inc. (NYSE:NBL), General Electric Company (NYSE:GE), Devon Energy Corporation (NYSE:DVN), Discovery Communications, Inc. (NASDAQ:DISCA), Bunge Limited (NYSE:BG), Allegheny Technologies Incorporated (NYSE:ATI), Apple Inc. (NASDAQ:AAPL), Sonic Corp. (NASDAQ:SONC), Schlumberger N.V. (NYSE:SLB), Microsoft Corporation (NASDAQ:MSFT), McDonald's Corporation (NYSE:MCD), Southwest Airlines Company (NYSE:LUV), Aetna Inc. (NYSE:AET)
Topics covered: Quality of Care Reimbursement, Population Health, Overlapping of Health Care IT and Contract Research, Mixed Performance in Health Care IT, Market Pause in Health Care IT, Increasing Importance of Date in Health Care, Effects of Affordable Care Act, Analytics Side of Health Care IT
Companies covered: Aetna Inc. (NYSE:AET), Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Walgreen Co., UnitedHealth Group Incorporated (NYSE:UNH), McKesson Corporation (NYSE:MCK), International Business Machines Corporation (NYSE:IBM), Humana Inc. (NYSE:HUM), General Electric Company (NYSE:GE), Express Scripts Holding Company (NASDAQ:ESRX), CVS Health Corporation (NYSE:CVS), Cardinal Health, Inc. (NYSE:CAH), AmerisourceBergen Corporation (Holding Co) (NYSE:ABC), Quality Systems, Inc. (NASDAQ:QSII), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Rosetta Stone (NYSE:RST), Netflix, Inc. (NASDAQ:NFLX), Alphabet Inc (NASDAQ:GOOG), Computer Programs and Systems, Inc. (NASDAQ:CPSI), WebMD Health Corp (NASDAQ:WBMD), IDEXX Laboratories, Inc. (NASDAQ:IDXX), Community Health Systems, Inc. (NYSE:CYH), The Advisory Board Company (NASDAQ:ABCO), Authentidate Holding Corp. (NASDAQ:ADAT), Walmart Inc. (NYSE:WMT), Quintiles Transitional Holdings Inc. (NYSE:Q)
Topics covered: Volatility as a Positive, Heavy Focus on Asset Quality, Generating Consistent Performance, Emerging Markets Opportunities, Domestic Midcaps, Businesses with Inherent Stable Values, A Consistent Approach to Risk
Companies covered: UnitedHealth Group Incorporated (NYSE:UNH), Philip Morris International Inc (NYSE:PM), Goldman Sachs Group, Inc. (The) (NYSE:GS), Alphabet Inc (NASDAQ:GOOG), Allianceberstein Holding L.P. (NYSE:AB), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Coca-Cola Company (The) (NYSE:KO), Tidewater Inc. (NYSE:TDW), SanDisk Corporation (NASDAQ:SNDK), NetApp, Inc. (NASDAQ:NTAP), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Mattel, Inc. (NASDAQ:MAT), Juniper Networks, Inc. (NYSE:JNPR), Hasbro, Inc. (NASDAQ:HAS), Walt Disney Company (The) (NYSE:DIS), Toyota Motor Corp Ltd Ord (NYSE:TM), Honda Motor Company, Ltd. (NYSE:HMC), General Motors Company (NYSE:GM), Apple Inc. (NASDAQ:AAPL), Visa Inc. (NYSE:V), Oceaneering International, Inc. (NYSE:OII), Men's Wearhouse, Inc. (The) (NYSE:MW), Hershey Company (The) (NYSE:HSY), HP Inc (NYSE:HPQ), General Electric Company (NYSE:GE), 3D Systems Corporation (NYSE:DDD), Boeing Company (The) (NYSE:BA), CME Group Inc. (NASDAQ:CME), Waters Corporation (NYSE:WAT), T. Rowe Price Group, Inc. (NASDAQ:TROW), QUALCOMM Incorporated (NASDAQ:QCOM), MSC Industrial Direct Company, Inc. (NYSE:MSM), Marriott International (NASDAQ:MAR), Express Scripts Holding Company (NASDAQ:ESRX), Unilever PLC (NYSE:UL)
