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)
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)
