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)
Topics covered: Top-Down Analysis, Long-Term Investing, Investment Risk Management Strategies, Hedge Strategy, Fundamentally Focused Investing, Dividend-Paying Stocks, Balanced Investment Approach
Companies covered: Texas Pacific Land Trust (NYSE:TPL), Compass Minerals International, Inc. (NYSE:CMP), Chicago Bridge & Iron Company N.V. (NYSE:CBI), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Hershey Company (The) (NYSE:HSY), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC), Apple Inc. (NASDAQ:AAPL), Weatherford International plc (NYSE:WFT), Union Pacific Corporation (NYSE:UNP), Scotts Miracle-Gro Company (The) (NYSE:SMG), Schlumberger N.V. (NYSE:SLB), Pioneer Natural Resources Company (NYSE:PXD), Pentair plc. (NYSE:PNR), JetBlue Airways Corporation (NASDAQ:JBLU), Home Depot, Inc. (The) (NYSE:HD), Alphabet Inc (NASDAQ:GOOG), EMC Corporation (NYSE:EMC), Delta Air Lines, Inc. (NYSE:DAL), ConocoPhillips (NYSE:COP), Cummins Inc. (NYSE:CMI), Continental Resources, Inc. (NYSE:CLR), Caterpillar, Inc. (NYSE:CAT), Alaska Air Group, Inc. (NYSE:ALK)
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.
