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)
Topics covered: Small and Midcap E&P Investing, Oil Price Expectations, International Energy Opportunities, Global Energy Policy and Trends, Dividend Yields for Energy Investors, Defensive E&P Names Within Volatile Environment, Capital Expenditures and Consolidation Activity, Bargain E&P Stocks
Companies covered: Carrizo Oil & Gas, Inc. (NASDAQ:CRZO), Whiting Petroleum Corporation (NYSE:WLL), Range Resources Corporation (NYSE:RRC), Pioneer Natural Resources Company (NYSE:PXD), EOG Resources, Inc. (NYSE:EOG), Continental Resources, Inc. (NYSE:CLR), Exxon Mobil Corporation (NYSE:XOM), Total SA (ADR) (NYSE:TOT), Statoil ASA (NYSE:STO), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), ENI S.p.A. (NYSE:E), Chevron Corporation (NYSE:CVX), BP p.l.c. (NYSE:BP), Cimarex Energy Co (NYSE:XEC), SM Energy Company (NYSE:SM), Anadarko Petroleum Corporation (NYSE:APC), Occidental Petroleum Corporation (NYSE:OXY), Gulfport Energy Corporation (NASDAQ:GPOR), EQT Corporation (NYSE:EQT), Encana Corporation (NYSE:ECA), Chesapeake Energy Corporation (NYSE:CHK), Newfield Exploration Company (NYSE:NFX), Marathon Oil Corporation (NYSE:MRO), Synergy Resources Corporation (AMEX:SYRG), Noble Corporation (NYSE:NE), Goodrich Petroleum Corporation (NYSE:GDP)
Topics covered: Using Both Top-Down and Bottom-Up Strategies, Long/Short Investing, Investing in Media and Leisure Sectors, Investing in Businesses With Limited Government Regulation, Flexible Approach to Building Portfolios
Companies covered: Southwest Airlines Company (NYSE:LUV), Comcast Corporation (NASDAQ:CMCSA), Amazon.com, Inc. (NASDAQ:AMZN), Advanced Micro Devices, Inc. (NASDAQ:AMD), Yahoo! Inc. (NASDAQ:YHOO), Wynn Resorts, Limited (NASDAQ:WYNN), Time Warner Cable Inc (NYSE:TWC), Grupo Televisa S.A. (NYSE:TV), Take-Two Interactive Software, Inc. (NASDAQ:TTWO), AT&T Inc. (NYSE:T), Sony Corp Ord (NYSE:SNE), News Corporation (NASDAQ:NWSA), Las Vegas Sands Corp. (NYSE:LVS), Liberty Global plc (NASDAQ:LBTYA), Intel Corporation (NASDAQ:INTC), Alphabet Inc (NASDAQ:GOOG), DIRECTV (NASDAQ:DTV), Cablevision Systems Corporation (NYSE:CVC), American Capital, Ltd. (NASDAQ:ACAS), TJX Companies, Inc. (The) (NYSE:TJX), Raymond James Financial, Inc. (NYSE:RJF), Oshkosh Corporation (NYSE:OSK), Morgan Stanley (NYSE:MS), Exxon Mobil Corporation (NYSE:XOM), Morningstar, Inc. (NASDAQ:MORN)
