Topics covered: Temporary Staffing Fundamentals, Strong Demand for IT Staffing, Secular Trend Toward Temporary Staffing, Outperformance in Tech and Health Care Staffing, Macroeconomic Effects on Staffing, Growth in Temporary Staffing Demand, Domestic Versus International Staffing Firms
Companies covered: ManpowerGroup (NYSE:MAN), Cross Country Healthcare, Inc. (NASDAQ:CCRN), Robert Half International Inc. (NYSE:RHI), Kforce, Inc. (NASDAQ:KFRC), On Assignment, Inc. (NYSE:ASGN), TrueBlue, Inc. (NYSE:TBI), AMN Healthcare Services Inc (NYSE:AMN), Resources Connection, Inc. (NASDAQ:RECN), Dice Holdings, Inc. (NYSE:DHX)
Topics covered: Value Investment, Sector Neutrality, Midcap Growth Investing, Long-Term Investing, Investment Risk Management Strategies, High-Quality Companies, Bottom-Up Stock Selection, Balanced Investment Approach
Companies covered: Apple Inc. (NASDAQ:AAPL), Oracle Corporation (NYSE:ORCL), Valeant Pharmaceuticals International, Inc. (NYSE:VRX), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Alphabet Inc (NASDAQ:GOOG), Allergan, Inc. (NYSE:AGN), TJX Companies, Inc. (The) (NYSE:TJX), Nike, Inc. (NYSE:NKE), L Brands, Inc. (NYSE:LB), Home Depot, Inc. (The) (NYSE:HD), Walt Disney Company (The) (NYSE:DIS), Blackhawk Network Holdings, Inc. (NASDAQ:HAWK), Western Union Company (The) (NYSE:WU), Safeway Inc. (NYSE:SWY), NVIDIA Corporation (NASDAQ:NVDA), Moneygram International, Inc. (NASDAQ:MGI), IPC Healthcare, Inc. (NASDAQ:IPCM), Greenlight Reinsurance, Ltd. (NASDAQ:GLRE), Family Dollar Stores, Inc. (NYSE:FDO), Fastenal Company (NASDAQ:FAST), Dollar Tree, Inc. (NASDAQ:DLTR), Amphenol Corporation (NYSE:APH), Medtronic, Inc. (NYSE:MDT), DexCom, Inc. (NASDAQ:DXCM), Covidien Ltd. (NYSE:COV), Cisco Systems, Inc. (NASDAQ:CSCO), Microsoft Corporation (NASDAQ:MSFT), Las Vegas Sands Corp. (NYSE:LVS), Lorillard, Inc (NYSE:LO), Kroger Company (The) (NYSE:KR), Hanesbrands Inc. (NYSE:HBI), Dow Inc. (NYSE:DOW), BP p.l.c. (NYSE:BP)
Topics covered: Orphan Drugs, High-Quality Biotech Stocks, FDA Approval Process, Emerging Pharmaceuticals, Biotechnology Fundamentals, Biotechnology and Pharmaceuticals, Biotechnology and Pharmaceutical Investing, Biotechnology and Pharmaceutical Companies Valuation
Companies covered: The Medicines Company (NASDAQ:MDCO), BioMarin Pharmaceutical Inc. (NASDAQ:BMRN), Biogen Inc. (NASDAQ:BIIB), Amgen Inc. (NASDAQ:AMGN), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Sanofi (NYSE:SNY), Pharmacyclics, Inc. (NASDAQ:PCYC), Merck & Company, Inc. (NYSE:MRK), Johnson & Johnson (NYSE:JNJ), InterMune Inc., Gilead Sciences, Inc. (NASDAQ:GILD), Express Scripts Holding Company (NASDAQ:ESRX), Cubist Pharmaceuticals Inc., Baxter International Inc. (NYSE:BAX), Celgene Corporation (NASDAQ:CELG), ARIAD Pharmaceuticals, Inc. (NASDAQ:ARIA), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Pfizer, Inc. (NYSE:PFE), Dynavax Technologies Corporation (NASDAQ:DVAX), Provectus Biopharmaceuticals, Inc. (AMEX:PVCT), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), XOMA Corporation (NASDAQ:XOMA), United Therapeutics Corporation (NASDAQ:UTHR), La Jolla Pharmaceutical Company (NASDAQ:LJPC), Cardiome Pharma Corporation (NASDAQ:CRME)
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)
