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)
Topics covered: Truckload, Trucking Pricing & Capacity Dynamics, Trucking Labor Shortage, Tight Truckload Capacity, Technology Adoption and Infrastructure Investments, Retail and Industrial Transportation Demand, Regulatory Issues in the Trucking Industry, Rail and Intermodal, Parcel, LTL
Companies covered: Safe Bulkers, Inc (NYSE:SB), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), Atlas Air Worldwide Holdings (NASDAQ:AAWW), C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), ArcBest Corporation (NASDAQ:ARCB), Werner Enterprises, Inc. (NASDAQ:WERN), UTi Worldwide Inc. (NASDAQ:UTIW), United Parcel Service, Inc. (NYSE:UPS), Landstar System, Inc. (NASDAQ:LSTR), Knight Transportation, Inc. (NYSE:KNX), Kirby Corporation (NYSE:KEX), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Hub Group, Inc. (NASDAQ:HUBG), Heartland Express, Inc. (NASDAQ:HTLD), Genesee & Wyoming, Inc. (NYSE:GWR), FedEx Corporation (NYSE:FDX), Expeditors International of Washington, Inc. (NASDAQ:EXPD), Con-way Inc. (NYSE:CNW), Air Transport Services Group, Inc (NASDAQ:ATSG), XPO Logistics, Inc. (NYSE:XPO), Rand Logistics, Inc. (NASDAQ:RLOG), Ryder System, Inc. (NYSE:R), Quality Distribution, Inc. (NASDAQ:QLTY), Pioneer Natural Resources Company (NYSE:PXD), World Fuel Services Corporation (NYSE:INT), Forward Air Corporation (NASDAQ:FWRD), Enterprise Products Partners L.P. (NYSE:EPD), Diana Shipping inc. (NYSE:DSX), Cai International, Inc. (NYSE:CAP), Boeing Company (The) (NYSE:BA), Aegean Marine Petroleum Network Inc. (NYSE:ANW), Covenant Transportation Group, Inc. (NASDAQ:CVTI), Walmart Inc. (NYSE:WMT), Union Pacific Corporation (NYSE:UNP), Universal Truckload Services, Inc. (NASDAQ:UACL), Target Corporation (NYSE:TGT), Canadian Pacific Railway Limited (NYSE:CP), Canadian National Railway Company (NYSE:CNI)
Topics covered: Top-Down Analysis, Strong Risk-Adjusted Returns, Quality of Business, Low-Volatility Investing, Long-Term Investing, Growth at a Reasonable Price, Global Economy, Capitalizing on Negative Surprises
Companies covered: Capella Education Company (NASDAQ:CPLA), Apollo Education Group, Inc. (NASDAQ:APOL), Questcor Pharmaceuticals, Inc., Ion Geophysical Corporation (NYSE:IO), DeVry Education Group Inc. (NYSE:DV), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), Tyco International plc (NYSE:TYC), AT&T Inc. (NYSE:T), Rambus, Inc. (NASDAQ:RMBS), Microsoft Corporation (NASDAQ:MSFT), Medtronic, Inc. (NYSE:MDT), Intel Corporation (NASDAQ:INTC), Alphabet Inc (NASDAQ:GOOG), Chevron Corporation (NYSE:CVX), Credit Suisse Group (NYSE:CS), Covidien Ltd. (NYSE:COV), Boeing Company (The) (NYSE:BA), Bank of America Corporation (NYSE:BAC), Abbott Laboratories (NYSE:ABT), Sempra Energy (NYSE:SRE), OGE Energy Corporation (NYSE:OGE), NiSource, Inc (NYSE:NI), Edison International (NYSE:EIX), Dominion Energy, Inc. (NYSE:D), Teva Pharmaceutical Industries Limited (NYSE:TEVA), BP p.l.c. (NYSE:BP)
Topics covered: Utility Infrastructure Capital Expenditures, Solar Growth Drivers and Headwinds, Regulatory Headwinds for U.S. Utilities, New Market Opportunities in Energy, Government Subsidies and Regulation, Electric Vehicles, Asia Pacific Demand for Solar Energy, Alternative Energy Generation
Companies covered: American States Water Company (NYSE:AWR), TransAlta Corporation (NYSE:TAC), Ballard Power Systems, Inc. (NASDAQ:BLDP), Middlesex Water Company (NASDAQ:MSEX), American DG Energy Inc. (AMEX:ADGE), ONEOK, Inc. (NYSE:OKE), Northwest Natural Gas Company (NYSE:NWN), Laclede Group, Inc. (NYSE:LG), AGL Resources, Inc. (NYSE:GAS), Energen Corporation (NYSE:EGN), DTE Energy Company (NYSE:DTE), ITC Holdings Corp. (NYSE:ITC), Maxwell Technologies, Inc. (NASDAQ:MXWL), American Superconductor Corporation (NASDAQ:AMSC), Walmart Inc. (NYSE:WMT), Total SA (ADR) (NYSE:TOT), Rockwood Holdings Inc., Johnson Controls, Inc. (NYSE:JCI), Home Depot, Inc. (The) (NYSE:HD), First Solar, Inc. (NASDAQ:FSLR), Albemarle Corporation (NYSE:ALB), Chart Industries, Inc. (NASDAQ:GTLS), Advanced Energy Industries, Inc. (NASDAQ:AEIS), Abengoa Yield plc (NASDAQ:ABY), EnerNOC, Inc. (NASDAQ:ENOC), ABB Ltd (NYSE:ABB), Energy Recovery, Inc. (NASDAQ:ERII), Pacific Gas & Electric Co. (NYSE:PCG), NRG Energy, Inc. (NYSE:NRG), Hawaiian Electric Industries, Inc. (NYSE:HE), Exelon Corporation (NYSE:EXC), Edison International (NYSE:EIX), Calpine Corporation (NYSE:CPN), CBD Energy Limited (NASDAQ:CBDE)
Topics covered: Skilled Nursing and Acute Care, Senior Housing, REIT Access to Capital, Medicare and Medicaid Reimbursements, Medical Office Real Estate, Hospitals, Health Care REITs, Consolidation Activity, Affordable Care Act and Reimbursements
Companies covered: Healthcare Realty Trust Incorporated (NYSE:HR), U.S. Physical Therapy, Inc. (NYSE:USPH), CareTrust REIT, Inc. (NYSE:CTRE), Air Methods Corporation (NASDAQ:AIRM), Hanger, Inc. (NYSE:HGR), HCP, Inc. (NYSE:HCP), Five Star Senior Living (NASDAQ:FVE), Emeritus Corp., The Ensign Group, Inc. (NASDAQ:ENSG), Capital Senior Living Corporation (NYSE:CSU), Brookdale Senior Living Inc. (NYSE:BKD), Ventas, Inc. (NYSE:VTR), Omega Healthcare Investors, Inc. (NYSE:OHI), National Health Investors, Inc. (NYSE:NHI), Newcastle Investment Corporation (NYSE:NCT), LTC Properties, Inc. (NYSE:LTC), Kindred Healthcare, Inc. (NYSE:KND), HealthSouth Corporation (NYSE:HLS), Health Care REIT, Inc. (NYSE:HCN), Fortress Investment Group LLC (NYSE:FIG)
