Topics covered: Value Oriented Strategy, Small-Cap Investing, Quality of Business, Long-Term Investing, Investment Diversification, Investing in Emerging Markets, Disciplined Growth Approach, Bottom-Up Stock Selection
Companies covered: United Technologies Corporation (NYSE:UTX), Unit Corporation (NYSE:UNT), MKS Instruments, Inc. (NASDAQ:MKSI), Jacobs Engineering Group Inc. (NYSE:JEC), CIRCOR International, Inc. (NYSE:CIR), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), Analogic Corporation (NASDAQ:ALOG), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Union Pacific Corporation (NYSE:UNP), Stratasys, Ltd. (NASDAQ:SSYS), Oracle Corporation (NYSE:ORCL), Mednax, Inc (NYSE:MD), Sourcefire, Inc., F5 Networks, Inc. (NASDAQ:FFIV), Eaton Corporation, PLC (NYSE:ETN), EOG Resources, Inc. (NYSE:EOG), 3D Systems Corporation (NYSE:DDD), Acme United Corporation. (AMEX:ACU), Walmart Inc. (NYSE:WMT), Freightcar America, Inc. (NASDAQ:RAIL), Pfizer, Inc. (NYSE:PFE), Murphy Oil Corporation (NYSE:MUR), Mattel, Inc. (NASDAQ:MAT), Leapfrog Enterprises Inc (NYSE:LF), Johnson & Johnson (NYSE:JNJ), Intel Corporation (NASDAQ:INTC), Hasbro, Inc. (NASDAQ:HAS), Freeport-McMoran, Inc. (NYSE:FCX), Dover Saddlery, Inc. (NASDAQ:DOVR), Walt Disney Company (The) (NYSE:DIS), Consolidated Communications Holdings, Inc. (NASDAQ:CNSL), Amazon.com, Inc. (NASDAQ:AMZN), Pepsico, Inc. (NASDAQ:PEP), Microsoft Corporation (NASDAQ:MSFT), Coca-Cola Company (The) (NYSE:KO), Walgreen Co., UnitedHealth Group Incorporated (NYSE:UNH), McKesson Corporation (NYSE:MCK), Express Scripts Holding Company (NASDAQ:ESRX), CVS Health Corporation (NYSE:CVS), Cigna Corporation (NYSE:CI), Cardinal Health, Inc. (NYSE:CAH), AmerisourceBergen Corporation (Holding Co) (NYSE:ABC)
Topics covered: Value Investment, Small-Cap Investing, Long-Term Investing, Investment Risk Management Strategies, High-Quality Companies, Dividend-Paying Stocks, Diversified Assets, Company Fundamentals
Companies covered: MWI Veterinary Supply, Inc. (NASDAQ:MWIV), Centene Corporation (NYSE:CNC), United Dominion Realty Trust, Inc. (NYSE:UDR), Lennar Corporation (NYSE:LEN), Home Depot, Inc. (The) (NYSE:HD), Cisco Systems, Inc. (NASDAQ:CSCO), Thermo Fisher Scientific Inc (NYSE:TMO), Rayonier Inc. (NYSE:RYN), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), Masimo Corporation (NASDAQ:MASI), Intel Corporation (NASDAQ:INTC), International Game Technology (NYSE:IGT), FTI Consulting, Inc. (NYSE:FCN), Dresser-Rand Group Inc. (NYSE:DRC), Covidien Ltd. (NYSE:COV), Universal Electronics Inc. (NASDAQ:UEIC), British American Tobacco p.l.c. (AMEX:BTI), Toyota Motor Corp Ltd Ord (NYSE:TM)
Topics covered: Toy Industry in Emerging Markets, Toy Company Competition, Strong Secular Growth in E-Commerce, Specialty Hardlines and Softlines Retail, Outdoor Toy Segment, Omnichannel Experience, Brick-And-Mortar Versus Online Retail Sales, Birth Rate Stabilization
Companies covered: Charter Communications, Inc. (NASDAQ:CHTR), AMC Networks Inc. (NASDAQ:AMCX), Amazon.com, Inc. (NASDAQ:AMZN), Time Warner Cable Inc (NYSE:TWC), AT&T Inc. (NYSE:T), Scripps Networks Interactive, Inc (NYSE:SNI), Sirius XM Holdings Inc. (NASDAQ:SIRI), Netflix, Inc. (NASDAQ:NFLX), Live Nation Entertainment, Inc. (NYSE:LYV), Liberty Global plc (NASDAQ:LBTYA), DIRECTV (NASDAQ:DTV), DISH Network Corporation (NASDAQ:DISH), Discovery Communications, Inc. (NASDAQ:DISCA), Children's Place, Inc. (NASDAQ:PLCE), Ulta Beauty (NASDAQ:ULTA), Summer Infant, Inc. (NASDAQ:SUMR), Newell Rubbermaid Inc. (NYSE:NWL), Mattel, Inc. (NASDAQ:MAT), Leapfrog Enterprises Inc (NYSE:LF), Johnson & Johnson (NYSE:JNJ), JAKKS Pacific, Inc. (NASDAQ:JAKK), Jarden Corporation (NYSE:JAH), Inter Parfums, Inc. (NASDAQ:IPAR), Helen of Troy Limited (NASDAQ:HELE), Hasbro, Inc. (NASDAQ:HAS), Estee Lauder Companies, Inc. (The) (NYSE:EL), Walt Disney Company (The) (NYSE:DIS), Carter's, Inc. (NYSE:CRI), Build-A-Bear Workshop, Inc. (NYSE:BBW), Polaris Industries Inc. (NYSE:PII), Harley-Davidson, Inc. (NYSE:HOG), Honda Motor Company, Ltd. (NYSE:HMC), Brunswick Corporation (NYSE:BC)
Topics covered: Software-Defined Data Centers, Software Innovation, Next-Generation Data Centers, Internet of Things Trend, Cybersecurity, Cloud Computing Secular Trends, Cloud Computing and SaaS Trends, Big Data Analytics
Companies covered: Solera Holdings, Inc. (NYSE:SLH), Citrix Systems, Inc. (NASDAQ:CTXS), Cisco Systems, Inc. (NASDAQ:CSCO), Check Point Software Technologies Ltd. (NASDAQ:CHKP), ARM Holdings plc (NASDAQ:ARM), Amazon.com, Inc. (NASDAQ:AMZN), Akamai Technologies, Inc. (NASDAQ:AKAM), Vmware, Inc. (NYSE:VMW), Teradata Corporation (NYSE:TDC), Sierra Wireless, Inc. (NASDAQ:SWIR), SAP SE (NYSE:SAP), Rockwell Automation, Inc. (NYSE:ROK), Red Hat, Inc. (NYSE:RHT), QUALCOMM Incorporated (NASDAQ:QCOM), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), Monsanto Company (NYSE:MON), Intel Corporation (NASDAQ:INTC), Informatica Corporation (NASDAQ:INFA), International Business Machines Corporation (NYSE:IBM), HP Inc (NYSE:HPQ), Alphabet Inc (NASDAQ:GOOG), General Electric Company (NYSE:GE), EMC Corporation (NYSE:EMC), Tableau Software, Inc. (NYSE:DATA), Salesforce.com Inc (NYSE:CRM), Advent Software, Inc. (NASDAQ:ADVS), Apple Inc. (NASDAQ:AAPL), Adobe Systems Incorporated (NASDAQ:ADBE), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Netsuite Inc (NYSE:N), Mastercard Incorporated (NYSE:MA), eBay Inc. (NASDAQ:EBAY), CSG Systems International, Inc. (NASDAQ:CSGS), Autodesk, Inc. (NASDAQ:ADSK), Verizon Communications Inc. (NYSE:VZ), Symantec Corporation (NASDAQ:SYMC), PTC Inc. (NASDAQ:PTC), NetApp, Inc. (NASDAQ:NTAP), Juniper Networks, Inc. (NYSE:JNPR), Intuit Inc. (NASDAQ:INTU), Home Depot, Inc. (The) (NYSE:HD), Amdocs Limited (NASDAQ:DOX), Vodafone Group Plc (NASDAQ:VOD), Target Corporation (NYSE:TGT), AT&T Inc. (NYSE:T), Synchronoss Technologies, Inc. (NASDAQ:SNCR), PROS Holdings, Inc. (NYSE:PRO), Pfizer, Inc. (NYSE:PFE), Nuance Communications, Inc. (NASDAQ:NUAN), Eli Lilly and Company (NYSE:LLY), Concur Technologies, Inc., Citigroup Inc. (NYSE:C), Allstate Corporation (The) (NYSE:ALL), Catamaran Corporation (NASDAQ:CTRX)
Topics covered: Supply and Demand Dynamics, Self-Storage and Office REITs, REIT Growth Strategies, REIT Access to Capital, Pricing Power Outlook, Lodging, Favorable REIT Fundamentals, Correlation Between Macroeconomy and Real Estate, Consolidation Activity, Apartment
Companies covered: Dupont Fabros Technology, Inc. (NYSE:DFT), Boston Properties, Inc. (NYSE:BXP), EPR Properties (NYSE:EPR), American Campus Communities Inc (NYSE:ACC), First Potomac Realty Trust (NYSE:FPO), American Realty Capital Properties, Inc. (NASDAQ:ARCP), Walmart Inc. (NYSE:WMT), Realty Income Corporation (NYSE:O), Home Properties, Inc. (NYSE:HME), Vornado Realty Trust (NYSE:VNO), SL Green Realty Corporation (NYSE:SLG), Parkway Properties, Inc. (NYSE:PKY), Kilroy Realty Corporation (NYSE:KRC), Highwoods Properties, Inc. (NYSE:HIW), Duke Realty Corporation (NYSE:DRE), Cousins Properties Incorporated (NYSE:CUZ), W.P. Carey Inc. (NYSE:WPC), Sunstone Hotel Investors, Inc. (NYSE:SHO), LaSalle Hotel Properties (NYSE:LHO), Hersha Hospitality Trust (NYSE:HT), FelCor Lodging Trust Incorporated (NYSE:FCH), Diamondrock Hospitality Company (NYSE:DRH), Farmland Partners Inc. (NYSE:FPI)
