Topics covered: Technology to Drive Efficiency, Machinery Rental Trends, Infrastructure Spending, Infrastructure Funds, Infrastructure Build in Emerging Markets, Increased Rental Demand, Energy Infrastructure Companies, Construction Equipment Replacement Trends
Companies covered: Vulcan Materials Company (NYSE:VMC), United Rentals, Inc. (NYSE:URI), Martin Marietta Materials, Inc. (NYSE:MLM), Actuant Corporation (NYSE:ATU), Enbridge Energy, L.P. (NYSE:EEP), Wabco Holdings Inc. (NYSE:WBC), Manitowoc Company, Inc. (The) (NYSE:MTW), AAON, Inc. (NASDAQ:AAON)
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)
