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)
Topics covered: Student Housing REITs, Growth Drivers in Chinese Education Sector, Gainful Employment Clarification, For-Profit Institutions, Enrollment and Retention Trends, Economic Recovery and Enrollment Trends, Chinese Education Growth Catalysts
Companies covered: New Oriental Education & Technology Group, Inc. (NYSE:EDU), China Distance Education Holdings Limited (NYSE:DL), Capella Education Company (NASDAQ:CPLA), Apollo Education Group, Inc. (NASDAQ:APOL), Strayer Education, Inc. (NASDAQ:STRA), Grand Canyon Education, Inc. (NASDAQ:LOPE), Lincoln Educational Services Corporation (NASDAQ:LINC), ITT Educational Services, Inc. (NYSE:ESI), DeVry Education Group Inc. (NYSE:DV), Corinthian Colleges, Inc. (NASDAQ:COCO), Bridgepoint Education, Inc. (NYSE:BPI), Rosetta Stone (NYSE:RST), J P Morgan Chase & Co (NYSE:JPM), Goldman Sachs Group, Inc. (The) (NYSE:GS), Education Realty Trust Inc. (NYSE:EDR), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), Deutsche Bank AG (NYSE:DB), CoreSite Realty Corporation (NYSE:COR), American Campus Communities Inc (NYSE:ACC)
Topics covered: Specialty Hardlines and Softlines Retail, Promotional Retail Atmosphere, Price Transparency, Omnichannel Experience, International Retail Platforms, Cautious Consumer Spending, Broadline Retail, Brick-And-Mortar Versus Online Retail Sales
Companies covered: Move, Inc., Beyond Inc. (NYSE:BYON), Walmart Inc. (NYSE:WMT), TJX Companies, Inc. (The) (NYSE:TJX), Ross Stores, Inc. (NASDAQ:ROST), Family Dollar Stores, Inc. (NYSE:FDO), Dollar Tree, Inc. (NASDAQ:DLTR), Best Buy Co., Inc. (NYSE:BBY), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Target Corporation (NYSE:TGT), AT&T Inc. (NYSE:T), Staples, Inc. (NASDAQ:SPLS), Sony Corp Ord (NYSE:SNE), RadioShack Corp., Pier 1 Imports, Inc. (NYSE:PIR), Office Depot, Inc. (NASDAQ:ODP), Gamestop Corporation (NYSE:GME), ARI Network Services, Inc. (NASDAQ:ARIS)
