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)
Topics covered: Trading in Discount Volatility, Social and Governance Awareness, Investing in European Equities, High-Quality, High Yield Investing, Growth and Value Investing, Focusing on Absolute Returns, Export-Oriented European Stocks, Environmental, Emerging Markets Strategy
Companies covered: Apple Inc. (NASDAQ:AAPL), Pearson, Plc (NYSE:PSO), Microsoft Corporation (NASDAQ:MSFT), Apollo Global Management, LLC (NYSE:APO), Banco Santander, S.A. (NYSE:SAN), Amerco (NASDAQ:UHAL), Tessera Technologies, Inc. (NASDAQ:TSRA), The Goodyear Tire & Rubber Company (NASDAQ:GT)
Topics covered: Regulatory Outlook Gains Clarity, Prolonged Interest Rate Environment Challenges, Investing in Financial Services, Interest Rates and Loan-Growth Strategies, Increased Short-Term Interest Rates, Fed Capital Review Program, Benefits from Higher Interest Rates, A More Nationalized Banking System
Companies covered: National Bank of Greece SA (NYSE:NBG), Gamco Investors, Inc. (NYSE:GBL), Waddell & Reed Financial, Inc. (NYSE:WDR), T. Rowe Price Group, Inc. (NASDAQ:TROW), Legg Mason, Inc. (NYSE:LM), Janus Capital Group, Inc (NYSE:JNS), Invesco Ltd. (NYSE:IVZ), BlackRock, Inc. (NYSE:BLK), Franklin Resources, Inc. (NYSE:BEN), Affiliated Managers Group, Inc. (NYSE:AMG), Wells Fargo & Company (NYSE:WFC), Simon Property Group, Inc. (NYSE:SPG), Royal Bank Of Canada (NYSE:RY), Regions Financial Corporation (NYSE:RF), Huntington Bancshares Incorporated (NASDAQ:HBAN), FirstMerit Corporation (NASDAQ:FMER), Fifth Third Bancorp (NASDAQ:FITB), City National Corporation (NYSE:CYN), Diamond Hill Investment Group, Inc. (NASDAQ:DHIL), Apple Inc. (NASDAQ:AAPL), J P Morgan Chase & Co (NYSE:JPM), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC), Morgan Stanley (NYSE:MS), KeyCorp (NYSE:KEY), Goldman Sachs Group, Inc. (The) (NYSE:GS), The Charles Schwab Corporation (NYSE:SCHW), Federated Investors, Inc. (NYSE:FII), Eaton Vance Corporation (NYSE:EV), TD Ameritrade Holding Corporation (NYSE:AMTD)
Topics covered: Orthopedics and Cardiovascular Medical Devices, Medical Technology Segment Outperformance, Medical Technology Innovation, Medical Device Innovation and Consolidation Trends, Med Tech M&A, Efficient Patient Treatment, Aging U.S. Population, Affordable Care Act
Companies covered: Wright Medical Group, Inc. (NASDAQ:WMGI), St. Jude Medical, Inc. (NYSE:STJ), Smith & Nephew SNATS, Inc. (NYSE:SNN), Koninklijke Philips N.V. (NYSE:PHG), Medtronic, Inc. (NYSE:MDT), Johnson & Johnson (NYSE:JNJ), Endologix, Inc. (NASDAQ:ELGX), Becton, Dickinson and Company (NYSE:BDX), C.R. Bard, Inc. (NYSE:BCR), Abbott Laboratories (NYSE:ABT), Amedica Corporation (NASDAQ:AMDA), Electromed, Inc. (AMEX:ELMD)
Topics covered: Underlying Interest Rate Environments, Underappreciated Structural Change, Top-Down and Bottom-Up Analysis, Small-Cap Value Investing, Outperforming the S&P 500, Macro Analysis Overlay, Fundamental Research and Quantitative Analysis, Building a Long/Short Fund
Companies covered: Exxon Mobil Corporation (NYSE:XOM), Time Warner Inc. (NYSE:TWX), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), Johnson & Johnson (NYSE:JNJ), CBS Corporation (NYSE:CBS), Wells Fargo & Company (NYSE:WFC), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Belden Inc (NYSE:BDC), Carrizo Oil & Gas, Inc. (NASDAQ:CRZO), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), ON Semiconductor Corporation (NASDAQ:ON), Lockheed Martin Corporation (NYSE:LMT), Intersil Corporation (NASDAQ:ISIL), Investors Bancorp, Inc. (NASDAQ:ISBC), Hexcel Corporation (NYSE:HXL), Gulfport Energy Corporation (NASDAQ:GPOR), Entegris, Inc. (NASDAQ:ENTG), Boeing Company (The) (NYSE:BA), ATMI Inc., AAR Corp. (NYSE:AIR), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL)
