Topics covered: Technology in the Retail Sector, Reducing Drug Development Risk, Pharmaceutical Market Opportunities, New-Build Construction, Diabetic Pharmaceuticals, Clinical Trials, Asset-Light Businesses, Acquisitions for Growth
Companies covered: Biocept, Inc. (NASDAQ:BIOC), Borderfree, Inc. (NASDAQ:BRDR)
Topics covered: Water Treatment Companies, North American Solid Waste Names, Nonresidential Construction Pickup, Hazardous Waste Growth Dynamics, EPA Rules, Environmental Services, Defensive Water Plays
Companies covered: Clean Diesel Technologies, Inc. (NASDAQ:CDTI), Casella Waste Systems, Inc. (NASDAQ:CWST), Waste Connections, Inc. (NYSE:WCN), Republic Services, Inc. (NYSE:RSG), Cintas Corporation (NASDAQ:CTAS), US Ecology, Inc. (NASDAQ:ECOL), Duke Energy Corporation (NYSE:DUK), Clean Harbors, Inc. (NYSE:CLH), ABM Industries Incorporated (NYSE:ABM), Itron, Inc. (NASDAQ:ITRI), First Solar, Inc. (NASDAQ:FSLR), Covanta Holding Corporation (NYSE:CVA), Calgon Carbon Corporation (NYSE:CCC)
Topics covered: Zinc and Copper Outlook, Strengthening U.S. Dollar, Short and Long Term Views on Base Metals, Metals Headwinds, Investing in Uranium, Investing in the Athabasca Basin, China Slowdown
Companies covered: Eurasian Minerals Inc. (AMEX:EMXX), Olympic Steel, Inc. (NASDAQ:ZEUS), United States Steel Corporation (NYSE:X), Steel Dynamics, Inc. (NASDAQ:STLD), RTI International Metals, Inc. (NYSE:RTI), Reliance Steel & Aluminum Co. (NYSE:RS), Nucor Corporation (NYSE:NUE), ArcelorMittal (NYSE:MT), Kaiser Aluminum Corporation (NASDAQ:KALU), Commercial Metals Company (NYSE:CMC), AK Steel Holding Corporation (NYSE:AKS), Alcoa Inc. (NYSE:AA), Freeport-McMoran, Inc. (NYSE:FCX), Boeing Company (The) (NYSE:BA), Stillwater Mining Company (NYSE:SWC), Uranium Energy Corp. (NYSEAMERICAN:UEC), Cameco Corporation (NYSE:CCJ), North American Palladium, Ltd. (AMEX:PAL), United States Antimony Corporation (NYSEAMERICAN:UAMY)
Topics covered: Small-Cap Investing, Reasonable Valuations, Equity and High Yield Mix, Downside Risk Focus, Disciplined and Quantitative Investing, Christian-Based Investing, Bond
Companies covered: Littelfuse, Inc. (NASDAQ:LFUS), Dresser-Rand Group Inc. (NYSE:DRC), NetApp, Inc. (NASDAQ:NTAP), NewMarket Corporation (NYSE:NEU), Family Dollar Stores, Inc. (NYSE:FDO), Dollar Tree, Inc. (NASDAQ:DLTR), Atwood Oceanics, Inc. (NYSE:ATW)
Topics covered: U.S. Energy Infrastructure Build Out, Outlook for Natural Gas Liquids, Oil Price Expectations, Midstream MLP Opportunities, Investing in Large-Cap, High-Quality MLPs, High-Liquidity MLPs, Energy Infrastructure Investments, Dividend Yields for Energy Investors
Companies covered: BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), Sunoco LP (NYSE:SUN), Magellan Midstream Partners L.P. (NYSE:MMP), ENERGY TRANSFER PARTNERS (NYSE:ETP), Energy Transfer Equity, L.P. (NYSE:ETE), Enterprise Products Partners L.P. (NYSE:EPD), Procter & Gamble Company (The) (NYSE:PG), FirstEnergy Corporation (NYSE:FE), Dominion Energy Midstream Partners LP (NYSE:DM), Range Resources Corporation (NYSE:RRC), Plains All American Pipeline, L.P. (NYSE:PAA), MarkWest Energy Partners, LP (NYSE:MWE), EQT Corporation (NYSE:EQT), Williams Partners LP (NYSE:WPZ), Williams Companies, Inc. (The) (NYSE:WMB), Vanguard Natural Resources LLC (NASDAQ:VNR), AmeriGas Partners, L.P. (NYSE:APU)
