Topics covered: Precious Metals Exploration and Production, Precious Metals, Investment and Central Bank Demand, Investing in Gold, Gold Production Cost Structures, Gold Producers vs. Gold ETF, Gold Industry Headwinds
Companies covered: Newmont Corporation (NYSE:NEM), Kinross Gold Corporation (NYSE:KGC), Iamgold Corporation (NYSE:IAG), Goldcorp Inc. (NYSE:GG), Eldorado Gold Corporation (NYSE:EGO), Yamana Gold Inc. (NYSE:AUY), AngloGold Ashanti Limited (NYSE:AU), Agnico Eagle Mines Limited (NYSE:AEM), Barrick Gold Corporation (NYSE:GOLD), Coeur Mining, Inc. (NYSE:CDE), International Tower Hill Mines Ltd (AMEX:THM), Hecla Mining Company (NYSE:HL), Solitario Zinc Corp. (NYSEAMERICAN:XPL), Silver Standard Resources Inc. (NASDAQ:SSRI), Silver Wheaton Corp (NYSE:SLW), Endeavour Silver Corporation (NYSE:EXK)
Topics covered: Professional Security Equipment, Organic Growth in Multi-Industrials, M&A Activity, Growth in Packaging, Future Growth and Market Share Gains, Emerging Markets Penetration, Commercial Aviation and Energy Expenditures, Aircraft Manufacturing Supply Chain
Companies covered: Westinghouse Air Brake Technologies Corporation (NYSE:WAB), United Technologies Corporation (NYSE:UTX), Tyco International plc (NYSE:TYC), 3M Company (NYSE:MMM), Lowe's Companies, Inc. (NYSE:LOW), Johnson Controls, Inc. (NYSE:JCI), ITT Corporation (NYSE:ITT), Ingersoll-Rand plc (Ireland) (NYSE:IR), Honeywell International Inc. (NYSE:HON), Home Depot, Inc. (The) (NYSE:HD), W.W. Grainger, Inc. (NYSE:GWW), Graco Inc. (NYSE:GGG), General Electric Company (NYSE:GE), Fastenal Company (NASDAQ:FAST), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), Emerson Electric Company (NYSE:EMR), Dresser-Rand Group Inc. (NYSE:DRC), Dover Corporation (NYSE:DOV), Boeing Company (The) (NYSE:BA), ABB Ltd (NYSE:ABB), Astronics Corporation (NASDAQ:ATRO), TriMas Corporation (NASDAQ:TRS), FLIR Systems, Inc. (NASDAQ:FLIR), Belden Inc (NYSE:BDC)
Topics covered: U.S. Regional and Emerging Market Hospitality, Regional Casino Development, Millennial Consumers, Las Vegas Recovery, Las Vegas Conventions and Casinos, International Business Market, Increased Corporate Ancillary Spending, Gaming Opportunities In Asian Markets
Companies covered: Boyd Gaming Corporation (NYSE:BYD), Carmike Cinemas, Inc. (NASDAQ:CKEC), Caesars Entertainment Corporation (NASDAQ:CZR), Starbucks Corporation (NASDAQ:SBUX), Pinnacle Entertainment, Inc. (NYSE:PNK), Penn National Gaming, Inc. (NASDAQ:PENN), Netflix, Inc. (NASDAQ:NFLX), MGM Resorts International (NYSE:MGM), Marriott International (NASDAQ:MAR), Starwood Hotels & Resorts Worldwide, Inc. (NYSE:HOT), Cinemark Holdings Inc (NYSE:CNK), InnSuites Hospitality Trust (NYSEMKT:IHT), Eldorado Resorts, Inc. (NASDAQ:ERI)
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)
