Topics covered: Social Networking Economics, Mobile Monetization, Internet Content Providers, Increased Mobile Content Traffic, Data Security, Data Hosting Centers, Cloud Computing Secular Trends, Chinese Internet Market
Companies covered: Cogent Communications Holdings, Inc. (NASDAQ:CCOI), Boingo Wireless, Inc. (NASDAQ:WIFI), Amazon.com, Inc. (NASDAQ:AMZN), Akamai Technologies, Inc. (NASDAQ:AKAM), Verizon Communications Inc. (NYSE:VZ), tw telecom inc., AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), Rackspace Hosting, Inc (NYSE:RAX), Netflix, Inc. (NASDAQ:NFLX), Level 3 Communications, Inc. (NYSE:LVLT), Alphabet Inc (NASDAQ:GOOG), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), CenturyLink, Inc. (NYSE:CTL), Yahoo! Inc. (NASDAQ:YHOO), Target Corporation (NYSE:TGT), Home Depot, Inc. (The) (NYSE:HD), Expedia, Inc. (NASDAQ:EXPE), eBay Inc. (NASDAQ:EBAY), Local Corporation (NASDAQ:LOCM), GlobalSCAPE, Inc. (NYSEMKT:GSB), Wave Systems Corp. (NASDAQ:WAVX), Cisco Systems, Inc. (NASDAQ:CSCO), CalAmp Corp. (NASDAQ:CAMP), Tyler Technologies, Inc. (NYSE:TYL), Trimble Navigation Limited (NASDAQ:TRMB), Symantec Corporation (NASDAQ:SYMC), FLIR Systems, Inc. (NASDAQ:FLIR), VASCO Data Security International, Inc. (NASDAQ:VDSI)
Topics covered: Top-Down Analysis, Strong Risk-Adjusted Returns, Quality of Business, Low-Volatility Investing, Long-Term Investing, Investment Risk/Return, Closed End Mutual Funds, Cash-Flow-Oriented Global Companies
Companies covered: Biogen Inc. (NASDAQ:BIIB), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), Union Pacific Corporation (NYSE:UNP), Pharmacyclics, Inc. (NASDAQ:PCYC), The Priceline Group Inc. (NASDAQ:PCLN), Johnson & Johnson (NYSE:JNJ), Alphabet Inc (NASDAQ:GOOG), Gilead Sciences, Inc. (NASDAQ:GILD), Dean Foods Company (NYSE:DF), Thermo Fisher Scientific Inc (NYSE:TMO), Johnson Controls, Inc. (NYSE:JCI), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), AutoNation, Inc. (NYSE:AN), American International Group, Inc. (NYSE:AIG), Comcast Corporation (NASDAQ:CMCSA), ICON plc (NASDAQ:ICLR), Abbott Laboratories (NYSE:ABT), Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Apple Inc. (NASDAQ:AAPL), Wells Fargo & Company (NYSE:WFC), United Technologies Corporation (NYSE:UTX), Unilever PLC (NYSE:UL), Stanley Black & Decker, Inc. (NYSE:SWK), Synovus Financial Corp. (NYSE:SNV), Schlumberger N.V. (NYSE:SLB), Microsoft Corporation (NASDAQ:MSFT), Merck & Company, Inc. (NYSE:MRK), MetLife, Inc. (NYSE:MET), Coca-Cola Company (The) (NYSE:KO), Genesee & Wyoming, Inc. (NYSE:GWR), General Electric Company (NYSE:GE), Eaton Vance Corporation (NYSE:EV), Diageo plc (NYSE:DEO), Deere & Company (NYSE:DE), Chevron Corporation (NYSE:CVX), Salesforce.com Inc (NYSE:CRM), BlackRock, Inc. (NYSE:BLK), Bunge Limited (NYSE:BG), American Water Works (NYSE:AWK), Apache Corporation (NASDAQ:APA)
Topics covered: Managed Hosting and Cloud Computing, Internet Infrastructure Build, Infrastructure Upgrades and Consolidation Activity, Data Hosting Centers, Data Center REITS, Colocation, Cloud Computing Secular Trends
Companies covered: Internap Corporation (NASDAQ:INAP), Digital Realty Trust, Inc. (NYSE:DLR), Overland Storage Inc.
Topics covered: Orphan Drug and Biologics Manufacturing, Oncology Drug Development, Genetic and Cell Therapies, FDA Approval Process, Cancer Immunotherapy, Biotechnology and Pharmaceuticals
Companies covered: Pfenex Inc. (AMEX:PFNX), Actinium Pharmaceuticals, Inc. (NYSEAMERICAN:ATNM), Neurocrine Biosciences, Inc. (NASDAQ:NBIX), Chimerix, Inc. (NASDAQ:CMRX), Assembly Biosciences, Inc. (NASDAQ:ASMB), Arrowhead Research Corporation (NASDAQ:ARWR), ARIAD Pharmaceuticals, Inc. (NASDAQ:ARIA), Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Pharmacyclics, Inc. (NASDAQ:PCYC), Merck & Company, Inc. (NYSE:MRK), Medivation, Inc. (NASDAQ:MDVN), Johnson & Johnson (NYSE:JNJ), Gilead Sciences, Inc. (NASDAQ:GILD), Dynavax Technologies Corporation (NASDAQ:DVAX), Dendreon Corp., Bristol-Myers Squibb Company (NYSE:BMY), Clovis Oncology, Inc. (NASDAQ:CLVS), Celgene Corporation (NASDAQ:CELG), Biogen Inc. (NASDAQ:BIIB), Amgen Inc. (NASDAQ:AMGN), Valeant Pharmaceuticals International, Inc. (NYSE:VRX), Pfizer, Inc. (NYSE:PFE), AstraZeneca PLC (NASDAQ:AZN), Allergan, Inc. (NYSE:AGN), bluebird bio, Inc. (NASDAQ:BLUE), WellPoint Inc., Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Novartis AG (NYSE:NVS), NPS Pharmaceuticals, Inc. (NASDAQ:NPSP), Durect Corporation (NASDAQ:DRRX), NanoViricides, Inc. (NYSEAMERICAN:NNVC)
Topics covered: Value Oriented Strategy, Long-Term Investing, Investment Risk Management Strategies, High-Quality Companies, Exposure to Emerging Markets, Dividend-Paying Stocks, Cyclical Sectors, Capital Appreciation, Balanced Investment Approach
Companies covered: Apple Inc. (NASDAQ:AAPL), Unilever PLC (NYSE:UL), Rayonier Inc. (NYSE:RYN), Panera Bread Company (NASDAQ:PNRA), Procter & Gamble Company (The) (NYSE:PG), Pepsico, Inc. (NASDAQ:PEP), National Oilwell Varco, Inc. (NYSE:NOV), McDonald's Corporation (NYSE:MCD), Coca-Cola Company (The) (NYSE:KO), Chipotle Mexican Grill, Inc. (NYSE:CMG), Yum! Brands, Inc. (NYSE:YUM), Visa Inc. (NYSE:V), Starbucks Corporation (NASDAQ:SBUX), Hershey Company (The) (NYSE:HSY), Danaher Corporation (NYSE:DHR), Campbell Soup Company (NYSE:CPB), Colfax Corporation (NYSE:CFX), Citigroup Inc. (NYSE:C)
