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)
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)
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)
