Medical Real Estate

August 01, 2014

Buy ($175)

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)

Medical Devices

August 01, 2014

Buy ($175)

Topics covered: Orthopedics and Cardiovascular Medical Devices, Medical Technology Innovation, Medical Equipment Growth Opportunities, Medical Device Innovation and Consolidation Trends, Efficient Patient Treatment, Bifurcation in Medical Devices, Aging U.S. Population, Affordable Care Act

Companies covered: Tandem Diabetes Care, Inc. (NASDAQ:TNDM), Vision-Sciences, Inc. (NASDAQ:VSCI), The Spectranetics Corporation (NASDAQ:SPNC), Zimmer Holdings, Inc. (NYSE:ZMH), NuVasive, Inc. (NASDAQ:NUVA), Johnson & Johnson (NYSE:JNJ), Baxter International Inc. (NYSE:BAX), Alexza Pharmaceuticals, Inc. (NASDAQ:ALXA), Navidea Biopharmaceuticals, Inc. (NYSEAMERICAN:NAVB), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Medtronic, Inc. (NYSE:MDT), Cytori Therapeutics Inc (NASDAQ:CYTX), Cyberonics, Inc. (NASDAQ:CYBX), Covidien Ltd. (NYSE:COV), DexCom, Inc. (NASDAQ:DXCM), Bio-Techne Corp (NASDAQ:TECH)

Investing Strategies

August 01, 2014

Buy ($175)

Topics covered: Value Investment, Small-Cap Investing, Long-Term Investing, Long-Term Growth, Investment Risk Management Strategies, High-Quality Companies, Diversified Assets, Company Fundamentals

Companies covered: Sun Life Financial Inc. (NYSE:SLF), Diageo plc (NYSE:DEO), Verizon Communications Inc. (NYSE:VZ), Procter & Gamble Company (The) (NYSE:PG), Lockheed Martin Corporation (NYSE:LMT), Gilead Sciences, Inc. (NASDAQ:GILD), ENSCO plc (NYSE:ESV), Devon Energy Corporation (NYSE:DVN), Lions Gate Entertainment Corporation (NYSE:LGF), CGI Group, Inc. (NYSE:GIB), Brookfield Asset Management Inc (NYSE:BAM), Visa Inc. (NYSE:V), Thermo Fisher Scientific Inc (NYSE:TMO), QUALCOMM Incorporated (NASDAQ:QCOM), Novartis AG (NYSE:NVS), Johnson & Johnson (NYSE:JNJ), Ecolab Inc. (NYSE:ECL), Accenture plc. (NYSE:ACN), Amedisys Inc (NASDAQ:AMED), UnitedHealth Group Incorporated (NYSE:UNH), Toro Company (The) (NYSE:TTC), NewMarket Corporation (NYSE:NEU), Eli Lilly and Company (NYSE:LLY), AutoZone, Inc. (NYSE:AZO)

Investing Strategies

July 18, 2014

Buy ($175)

Topics covered: Value and Low-Volatility Investing, MLP Investing, Long-Term Investing, Investing in ETFs, Cleantech Megatrend, Canadian Small-Cap Companies, Bottom-Up Stock Selection, Blue-Chip Growth Investing

Companies covered: Nike, Inc. (NYSE:NKE), Enterprise Products Partners L.P. (NYSE:EPD), Amphenol Corporation (NYSE:APH), Accenture plc. (NYSE:ACN), TransCanada Corporation (NYSE:TRP), Apple Inc. (NASDAQ:AAPL), Time Warner Cable Inc (NYSE:TWC), Starbucks Corporation (NASDAQ:SBUX), QUALCOMM Incorporated (NASDAQ:QCOM), Mastercard Incorporated (NYSE:MA), Coca-Cola Company (The) (NYSE:KO), Alphabet Inc (NASDAQ:GOOG), Keurig Green Mountain, Inc. (NASDAQ:GMCR), American Express Company (NYSE:AXP), TJX Companies, Inc. (The) (NYSE:TJX), Ross Stores, Inc. (NASDAQ:ROST), Protective Life Corp., US Ecology, Inc. (NASDAQ:ECOL), BancorpSouth, Inc. (NYSE:BXS), MarkWest Energy Partners, LP (NYSE:MWE), ENERGY TRANSFER PARTNERS (NYSE:ETP), Energy Transfer Equity, L.P. (NYSE:ETE), WellPoint Inc., Valero Energy Corporation (NYSE:VLO), NRG Energy, Inc. (NYSE:NRG), Nabors Industries Ltd. (NYSE:NBR), Humana Inc. (NYSE:HUM), Genworth Financial Inc (NYSE:GNW), Assurant, Inc. (NYSE:AIZ), Alcoa Inc. (NYSE:AA)

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