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)
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)
