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)
Topics covered: Managed Hosting and Cloud Computing, Infrastructure Upgrades and Consolidation Activity, Data Storage Headwinds, Data Center REITS, Cybersecurity Outperformance, Colocation, Cloud Computing Secular Trends
Companies covered: Check Point Software Technologies Ltd. (NASDAQ:CHKP), Target Corporation (NYSE:TGT), Sony Corp Ord (NYSE:SNE), NetApp, Inc. (NASDAQ:NTAP), J P Morgan Chase & Co (NYSE:JPM), Dot Hill Systems Corporation (NASDAQ:HILL), Home Depot, Inc. (The) (NYSE:HD), EMC Corporation (NYSE:EMC), CommVault Systems, Inc. (NASDAQ:CVLT), GlobalSCAPE, Inc. (NYSEMKT:GSB), CoreSite Realty Corporation (NYSE:COR), Dataram Corporation (NASDAQ:DRAM), Avago Technologies Limited (NASDAQ:AVGO), Western Digital Corporation (NASDAQ:WDC), Veeco Instruments Inc. (NASDAQ:VECO), Seagate Technology. (NASDAQ:STX), Intevac, Inc. (NASDAQ:IVAC), Hutchinson Technology Incorporated (NASDAQ:HTCH), Apple Inc. (NASDAQ:AAPL), Microsoft Corporation (NASDAQ:MSFT), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT)
Topics covered: West Coast Bank Outperformance, Southwest Bank Credit Improvement, Prolonged Interest Rate Environment Challenges, Oil Price Impact on Southwest Banks, M&A in Pacific Northwest Bank Segment, Interest Rates and Loan-Growth Strategies, Consolidation in Regional Banking
Companies covered: Oak Valley Bancorp (CA) (NASDAQ:OVLY), Pacific Mercantile Bancorp (NASDAQ:PMBC), Synovus Financial Corp. (NYSE:SNV), Signature Bank (NASDAQ:SBNY), Royal Bank Of Canada (NYSE:RY), PartnerRe Ltd. (NYSE:PRE), First Horizon National Corporation (NYSE:FHN), City National Corporation (NYSE:CYN), Axis Capital Holdings Limited (NYSE:AXS), Hilltop Holdings Inc. (NYSE:HTH), Hancock Holding Company (NASDAQ:HBHC), Cullen/Frost Bankers, Inc. (NYSE:CFR), Summit State Bank (NASDAQ:SSBI), Wilshire Bancorp, Inc. (NASDAQ:WIBC), Umpqua Holdings Corporation (NASDAQ:UMPQ), SVB Financial Group (NASDAQ:SIVB), West Bancorporation (NASDAQ:WTBA), Heritage Oaks Bancorp (NASDAQ:HEOP), Columbia Banking System, Inc. (NASDAQ:COLB), Cascade Bancorp (NASDAQ:CACB), Banner Corporation (NASDAQ:BANR), Sterling Bancorp (NYSE:STL), Pacific Continental Corporation (Ore) (NASDAQ:PCBK), Heritage Financial Group (NASDAQ:HBOS)
