Topics covered: Midcap Growth Investing, Long-Term Investing, Investment Diversification, Investing in Private Equity, Disciplined Growth Approach, Bottom-Up Stock Selection
Companies covered: Akorn, Inc. (NASDAQ:AKRX), Target Corporation (NYSE:TGT), Stericycle, Inc. (NASDAQ:SRCL), J P Morgan Chase & Co (NYSE:JPM), Home Depot, Inc. (The) (NYSE:HD), Church & Dwight Company, Inc. (NYSE:CHD), Becton, Dickinson and Company (NYSE:BDX), Amgen Inc. (NASDAQ:AMGN), Insulet Corporation (NASDAQ:PODD), Oracle Corporation (NYSE:ORCL), International Business Machines Corporation (NYSE:IBM), Blackstone Inc. (NYSE:BX)
Topics covered: Reimbursement Shifts, Population Health Management, Healthcare IT Consolidation Trends, Electronic Health Records Implementation, Electronic Health Record Adoption, Data Analytics, Analytics for Evidence-Based Care Protocols, Affordable Care Act
Companies covered: Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Quality Systems, Inc. (NASDAQ:QSII), Quintiles Transitional Holdings Inc. (NYSE:Q), MedAssets, Inc. (NASDAQ:MDAS), ICON plc (NASDAQ:ICLR), Computer Programs and Systems, Inc. (NASDAQ:CPSI), The Advisory Board Company (NASDAQ:ABCO), IDEXX Laboratories, Inc. (NASDAQ:IDXX), CollabRx, Inc. (NASDAQ:CLRX), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), WebMD Health Corp (NASDAQ:WBMD), Netflix, Inc. (NASDAQ:NFLX), Alphabet Inc (NASDAQ:GOOG), Catamaran Corporation (NASDAQ:CTRX), Benefitfocus, Inc. (NASDAQ:BNFT), Tenet Healthcare Corporation (NYSE:THC), Patterson Companies, Inc. (NASDAQ:PDCO), McKesson Corporation (NYSE:MCK), Laboratory Corporation of America Holdings (NYSE:LH), Henry Schein, Inc. (NASDAQ:HSIC), Quest Diagnostics Incorporated (NYSE:DGX), Authentidate Holding Corp. (NASDAQ:ADAT)
Topics covered: Molecular Diagnostics, Increased M&A Activity in Diagnostics, Health Care Growth Sectors Identified, Health Care Consolidation Activity, Diagnostics Headwinds, Decentralized Testing
Companies covered: MDRNA, Inc., CEPHEID (NASDAQ:CPHD), Sequenom, Inc. (NASDAQ:SQNM), Qiagen N.V. (NASDAQ:QGEN), Neogen Corporation (NASDAQ:NEOG), Myriad Genetics, Inc. (NASDAQ:MYGN), Monsanto Company (NYSE:MON), Luminex Corporation (NASDAQ:LMNX), Hologic, Inc. (NASDAQ:HOLX), Haemonetics Corporation (NYSE:HAE), Genomic Health, Inc. (NASDAQ:GHDX), EXACT Sciences Corporation (NASDAQ:EXAS), Conagra Brands Inc. (NYSE:CAG), Becton, Dickinson and Company (NYSE:BDX), Abbott Laboratories (NYSE:ABT), Vical Incorporated (NASDAQ:VICL), ImmuCell Corporation (NASDAQ:ICCC), ZIOPHARM Oncology Inc (NASDAQ:ZIOP), Meridian Bioscience Inc. (NASDAQ:VIVO), Quidel Corporation (NASDAQ:QDEL), OraSure Technologies, Inc. (NASDAQ:OSUR), Laboratory Corporation of America Holdings (NYSE:LH), Quest Diagnostics Incorporated (NYSE:DGX), VolitionRX Limited (NYSEAMERICAN:VNRX), Organovo Holdings, Inc. (NASDAQ:ONVO), Cleveland BioLabs, Inc. (NASDAQ:CBLI), Zimmer Holdings, Inc. (NYSE:ZMH), Varian Medical Systems, Inc. (NYSE:VAR), Medtronic, Inc. (NYSE:MDT), Johnson & Johnson (NYSE:JNJ), Intuitive Surgical, Inc. (NASDAQ:ISRG), Covidien Ltd. (NYSE:COV)
Topics covered: Top-Down Analysis, Strong Risk-Adjusted Returns, Low-Volatility Investing, Long-Term Investing, Investment Risk Management Strategies, Hedge Strategy, Fundamentally Focused Investing, Bottom-Up Investing, Balanced Investment Approach
Companies covered: Spirit Aerosystems Holdings, Inc. (NYSE:SPR), OFG Bancorp (NYSE:OFG), Health Net Inc. (NYSE:HNT), Community Health Systems, Inc. (NYSE:CYH), Boulder Brands, Inc. (NASDAQ:BDBD), Walmart Inc. (NYSE:WMT), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Safeway Inc. (NYSE:SWY), Inventure Foods, Inc. (NASDAQ:SNAK), Panera Bread Company (NASDAQ:PNRA), Kroger Company (The) (NYSE:KR), Chipotle Mexican Grill, Inc. (NYSE:CMG), Apple Inc. (NASDAQ:AAPL), Wynn Resorts, Limited (NASDAQ:WYNN), Visa Inc. (NYSE:V), Southwestern Energy Company (NYSE:SWN), QUALCOMM Incorporated (NASDAQ:QCOM), Mastercard Incorporated (NYSE:MA), Las Vegas Sands Corp. (NYSE:LVS), EOG Resources, Inc. (NYSE:EOG), Cabot Oil & Gas Corporation (NYSE:COG), Blackstone Inc. (NYSE:BX), American Express Company (NYSE:AXP), Baidu, Inc. (NASDAQ:BIDU)
Topics covered: Semiconductor Up Cycle, Semiconductor Revenues and Demand, Semiconductor Consolidation Activity, Semiconductor Capital Equipment, Nonvolatile Memory Application, Mobile Device Consumer Demand, Enterprise Data Storage Demand, Automotive and Industrial End Markets
Companies covered: Coherent, Inc. (NASDAQ:COHR), Seagate Technology. (NASDAQ:STX), Rofin-Sinar Technologies, Inc. (NASDAQ:RSTI), Newport Corporation (NASDAQ:NEWP), IPG Photonics Corporation (NASDAQ:IPGP), FEI Company (NASDAQ:FEIC), Koninklijke Philips N.V. (NYSE:PHG), Home Depot, Inc. (The) (NYSE:HD), General Electric Company (NYSE:GE), Eaton Corporation, PLC (NYSE:ETN), Acuity Brands Inc (NYSE:AYI), Netlist, Inc. (NASDAQ:NLST), Cavium, Inc. (NASDAQ:CAVM), Broadcom Corporation (NASDAQ:BRCM), Avago Technologies Limited (NASDAQ:AVGO), Applied Optoelectronics, Inc. (NASDAQ:AAOI), Applied Micro Circuits Corporation (NASDAQ:AMCC), Applied Materials, Inc. (NASDAQ:AMAT), Apple Inc. (NASDAQ:AAPL), Analog Devices, Inc. (NASDAQ:ADI), GigOptix, Inc. (AMEX:GIG), TriQuint Semiconductor, Inc., RF Micro Devices Inc., QuickLogic Corporation (NASDAQ:QUIK), Pixelworks, Inc. (NASDAQ:PXLW), Pericom Semiconductor Corporation (NASDAQ:PSEM), NVIDIA Corporation (NASDAQ:NVDA), Micron Technology, Inc. (NASDAQ:MU), M/A-COM Technology Solutions Holdings, Inc. (NASDAQ:MTSI), Microsoft Corporation (NASDAQ:MSFT), MoSys, Inc. (NASDAQ:MOSY), Lantronix, Inc. (NASDAQ:LTRX), JDS Uniphase Corporation (NASDAQ:JDSU), International Rectifier Corpor, Intel Corporation (NASDAQ:INTC), Hittite Microwave Corporation, Finisar Corporation (NASDAQ:FNSR), Entropic Communications, Inc. (NASDAQ:ENTR), Ambarella, Inc. (NASDAQ:AMBA), SanDisk Corporation (NASDAQ:SNDK), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Microchip Technology Incorporated (NASDAQ:MCHP), Microsemi Corporation (NASDAQ:MSCC), Marvell Technology Group Ltd. (NASDAQ:MRVL), On Track Innovations Ltd (NASDAQ:OTIV), Western Digital Corporation (NASDAQ:WDC), Texas Instruments Incorporated (NASDAQ:TXN), Skyworks Solutions, Inc. (NASDAQ:SWKS), OmniVision Technologies, Inc. (NASDAQ:OVTI), Integrated Device Technology, Inc. (NASDAQ:IDTI), Semtech Corporation (NASDAQ:SMTC), Power Integrations, Inc. (NASDAQ:POWI), Maxim Integrated Products, Inc. (NASDAQ:MXIM), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Cirrus Logic, Inc. (NASDAQ:CRUS), Silicon Laboratories, Inc. (NASDAQ:SLAB), Atmel Corporation (NASDAQ:ATML), Xilinx, Inc. (NASDAQ:XLNX), ON Semiconductor Corporation (NASDAQ:ON), Fairchild Semiconductor International, Inc. (NASDAQ:FCS)
