Topics covered: Unconventional Resources, Shale Production Growth, Shale, Oil Price Expectations, Oil and Gas Investing, Offshore and Deepwater Drilling, Frontier Exploration and Development, Emerging Shale Plays, Capital Expenditures and Consolidation Activity
Companies covered: Halliburton Company (NYSE:HAL), Energy Recovery, Inc. (NASDAQ:ERII), Transocean Ltd. (NYSE:RIG), Rowan Companies plc (NYSE:RDC), Diamond Offshore Drilling, Inc. (OTCMKTS:DOFSQ), Core Laboratories N.V. (NYSE:CLB), Atwood Oceanics, Inc. (NYSE:ATW), Natural Gas Services Group, Inc. (NYSE:NGS), Schlumberger N.V. (NYSE:SLB), Nabors Industries Ltd. (NYSE:NBR), Baker Hughes (NYSE:BKR), Weatherford International plc (NYSE:WFT), National Oilwell Varco, Inc. (NYSE:NOV)
Topics covered: Rising Interest Rates, Regulatory Outlook Gains Clarity, Pockets of Growth in Northeastern Banking, Investing in Regional Banks, Interest Rates and Loan-Growth Strategies, Growing Compliance Costs, Benefits from Higher Interest Rates, A More Nationalized Banking System
Companies covered: Zions Bancorporation (NASDAQ:ZION), Wells Fargo & Company (NYSE:WFC), TCF Financial Corporation (NYSE:TCF), Susquehanna Bancshares, Inc. (NASDAQ:SUSQ), SunTrust Banks, Inc. (NYSE:STI), Synovus Financial Corp. (NYSE:SNV), PNC Financial Services Group, Inc. (The) (NYSE:PNC), M&T Bank Corporation (NYSE:MTB), KeyCorp (NYSE:KEY), Hudson City Bancorp, Inc. (NASDAQ:HCBK), Flagstar Bancorp, Inc. (NYSE:FBC), CIT Group Inc (NYSE:CIT), BB&T Corporation (NYSE:BBT), Investors Bancorp, Inc. (NASDAQ:ISBC), Evans Bancorp, Inc. (NYSEAMERICAN:EVBN), Valley National Bancorp (NYSE:VLY), Peoples Bancorp Inc. (NASDAQ:PEBO), Astoria Financial Corporation (NYSE:AF), Columbia Banking System, Inc. (NASDAQ:COLB), Banner Corporation (NASDAQ:BANR), Umpqua Holdings Corporation (NASDAQ:UMPQ), Sterling Bancorp (NYSE:STL), Preferred Bank (NASDAQ:PFBC), Heritage Financial Corporation (NASDAQ:HFWA), Alphabet Inc (NASDAQ:GOOG), Glacier Bancorp, Inc. (NASDAQ:GBCI), Salesforce.com Inc (NYSE:CRM), U.S. Bancorp (NYSE:USB), Huntington Bancshares Incorporated (NASDAQ:HBAN), Fifth Third Bancorp (NASDAQ:FITB), First Horizon National Corporation (NYSE:FHN), Comerica Incorporated (NYSE:CMA), Cullen/Frost Bankers, Inc. (NYSE:CFR), Lake Shore Bancorp, Inc. (NASDAQ:LSBK), Regions Financial Corporation (NYSE:RF), Morgan Stanley (NYSE:MS), Lazard Ltd. (NYSE:LAZ), J P Morgan Chase & Co (NYSE:JPM), Goldman Sachs Group, Inc. (The) (NYSE:GS), Greenhill & Co., Inc. (NYSE:GHL), BP p.l.c. (NYSE:BP), Bank Of New York Mellon Corporation (The) (NYSE:BK), Bank of America Corporation (NYSE:BAC)
Topics covered: Research-Driven Strategy, Quantitative Research, Quality Indicators, Portfolio Managers, Midcap Investing, Long-Term Investing, Fundamental Analysis, Energy-Focused Investing, Dividend-Paying Stocks
Companies covered: Weatherford International plc (NYSE:WFT), Schlumberger N.V. (NYSE:SLB), Halliburton Company (NYSE:HAL), Encana Corporation (NYSE:ECA), Devon Energy Corporation (NYSE:DVN), Baker Hughes (NYSE:BKR), Walmart Inc. (NYSE:WMT), QUALCOMM Incorporated (NASDAQ:QCOM), M&T Bank Corporation (NYSE:MTB), Gentex Corporation (NASDAQ:GNTX), Amazon.com, Inc. (NASDAQ:AMZN), Starbucks Corporation (NASDAQ:SBUX), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), Encore Wire Corporation (NASDAQ:WIRE), CenturyLink, Inc. (NYSE:CTL), Skyworks Solutions, Inc. (NASDAQ:SWKS), Kirby Corporation (NYSE:KEX), IHS Inc. (NYSE:IHS), Eagle Materials Inc (NYSE:EXP)
Topics covered: Internally and Externally Managed BDCs, Closed-End Funds, BDC Returns, BDC Dividend Growth, BDC and Bank Differences
Companies covered: Wells Fargo & Company (NYSE:WFC), U.S. Bancorp (NYSE:USB), Spectra Energy Corp (NYSE:SE), Northeast Utilities (NYSE:NU), NiSource, Inc (NYSE:NI), DTE Energy Company (NYSE:DTE), Bank of America Corporation (NYSE:BAC)
Companies covered: Cisco Systems, Inc. (NASDAQ:CSCO), Cirrus Logic, Inc. (NASDAQ:CRUS), ARRIS International plc (NASDAQ:ARRS), Apple Inc. (NASDAQ:AAPL), Zumiez Inc. (NASDAQ:ZUMZ), Super Micro Computer, Inc. (NASDAQ:SMCI), Schlumberger N.V. (NYSE:SLB), Pacific Sunwear of California, Inc. (NASDAQ:PSUN), Newpark Resources, Inc. (NYSE:NR), Lam Research Corporation (NASDAQ:LRCX), Halliburton Company (NYSE:HAL), GrafTech International Ltd (NYSE:GTI), Alphabet Inc (NASDAQ:GOOG), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), EMC Corporation (NYSE:EMC), Coldwater Creek Inc., Chico's FAS, Inc. (NYSE:CHS), Baker Hughes (NYSE:BKR), Koninklijke Philips N.V. (NYSE:PHG), Melco Crown Entertainment Limited (NASDAQ:MPEL), Williams Companies, Inc. (The) (NYSE:WMB), AT&T Inc. (NYSE:T), Seagate Technology. (NASDAQ:STX), SLM Corporation (NASDAQ:SLM), Pfizer, Inc. (NYSE:PFE), Navient Corporation (NASDAQ:NAVI), Microsoft Corporation (NASDAQ:MSFT), Johnson & Johnson (NYSE:JNJ), International Paper Company (NYSE:IP), Intel Corporation (NASDAQ:INTC), HP Inc (NYSE:HPQ), General Electric Company (NYSE:GE), Dow Inc. (NYSE:DOW), Chevron Corporation (NYSE:CVX), Southwest Airlines Company (NYSE:LUV), Harley-Davidson, Inc. (NYSE:HOG), Carrols Restaurant Group, Inc. (NASDAQ:TAST), Wright Medical Group, Inc. (NASDAQ:WMGI), Oil States International, Inc. (NYSE:OIS), Medtronic, Inc. (NYSE:MDT), Johnson Controls, Inc. (NYSE:JCI), Genworth Financial Inc (NYSE:GNW), Covidien Ltd. (NYSE:COV), Agilent Technologies, Inc. (NYSE:A)
