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)
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)
