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)
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)
