Topics covered: Secular Growth Themes, Reactionary Investing, Long-Term Investing, Large-Cap, Investing in Special Situations, High-Quality Companies, Event-Driven Investment Opportunities, Defensive Growth Approach, Deep-Value
Companies covered: Biogen Inc. (NASDAQ:BIIB), Visa Inc. (NYSE:V), Target Corporation (NYSE:TGT), Mastercard Incorporated (NYSE:MA), Alphabet Inc (NASDAQ:GOOG), Pacific Premier Bancorp Inc (NASDAQ:PPBI), Furmanite Corporation (NYSE:FRM), Delta Air Lines, Inc. (NYSE:DAL), Alaska Air Group, Inc. (NYSE:ALK), Federal Agricultural Mortgage Corporation (NYSE:AGM), Strayer Education, Inc. (NASDAQ:STRA), Microsoft Corporation (NASDAQ:MSFT), Lockheed Martin Corporation (NYSE:LMT), J P Morgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Apple Inc. (NASDAQ:AAPL), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Walgreen Co., ITT Educational Services, Inc. (NYSE:ESI), CVS Health Corporation (NYSE:CVS), Cooper Tire & Rubber Company (NYSE:CTB)
Topics covered: Strong BDC Fundamentals, Internally and Externally Managed BDCs, Competitive Outlook for BDCs, Business Development Companies Historical Overview, BDC Risk/Reward Profile, BDC Returns, BDC Dividend Growth, BDC and Bank Differences
Companies covered: Ares Capital Corporation (NASDAQ:ARCC), Fifth Street Finance Corp. (NASDAQ:FSC), Apollo Investment Corporation (NASDAQ:AINV), American Capital, Ltd. (NASDAQ:ACAS), Triangle Capital Corporation (NYSE:TCAP), Goldman Sachs Group, Inc. (The) (NYSE:GS), General Electric Company (NYSE:GE), Blackstone Inc. (NYSE:BX), CIFC Corp. (NASDAQ:CIFC)
Topics covered: Small-Cap Investing, Secular Growth Themes, Quality of Business, Long/Short Strategy, Investment Risk/Return, Growth at a Reasonable Price, Bottom-Up Stock Selection, All-Cap Investing
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), V.F. Corporation (NYSE:VFC), TJX Companies, Inc. (The) (NYSE:TJX), McDonald's Corporation (NYSE:MCD), Johnson & Johnson (NYSE:JNJ), Fly Leasing Limited (NYSE:FLY), CenturyLink, Inc. (NYSE:CTL), Chipotle Mexican Grill, Inc. (NYSE:CMG), AutoZone, Inc. (NYSE:AZO), Willis Group Holdings Limited (NYSE:WSH), Staples, Inc. (NASDAQ:SPLS), Pfizer, Inc. (NYSE:PFE), Office Depot, Inc. (NASDAQ:ODP), Medtronic, Inc. (NYSE:MDT), Intuitive Surgical, Inc. (NASDAQ:ISRG), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), EOG Resources, Inc. (NYSE:EOG), Brunswick Corporation (NYSE:BC), Boeing Company (The) (NYSE:BA), AstraZeneca PLC (NASDAQ:AZN), General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), Avago Technologies Limited (NASDAQ:AVGO), Warner Chilcott Limited, TRW Automotive Holdings Corporation (NYSE:TRW), Nu Skin Enterprises, Inc. (NYSE:NUS), Methode Electronics, Inc. (NYSE:MEI), McKesson Corporation (NYSE:MCK), LSI Corporation, Lear Corporation (NYSE:LEA), L Brands, Inc. (NYSE:LB), Herbalife LTD. (NYSE:HLF), Forest Laboratories Inc., Armstrong World Industries Inc (NYSE:AWI)
Topics covered: Low Profitability and Low Interest Rates, Emerging Market Expansion, Consolidation Trends, Commercial Line Brokers and Underwriters, Commercial & Reinsurance Subsectors, Analysis Of Personal
Companies covered: Validus Holdings, Ltd. (NYSE:VR), The Travelers Companies, Inc. (NYSE:TRV), Endurance Specialty Holdings Ltd (NYSE:ENH), Citizens, Inc. (NYSE:CIA), Chubb Corporation (The) (NYSE:CB), American International Group, Inc. (NYSE:AIG), Aspen Insurance Holdings Limited (NYSE:AHL), Genworth Financial Inc (NYSE:GNW), Allied World Assurance Company Holdings, AG (NYSE:AWH), XL Group plc (NYSE:XL), Prudential Financial, Inc. (NYSE:PRU), MetLife, Inc. (NYSE:MET), Lincoln National Corporation (NYSE:LNC), Arch Capital Group Ltd. (NASDAQ:ACGL), American Equity Investment Life Holding Company (NYSE:AEL), The Navigators Group, Inc. (NASDAQ:NAVG), Progressive Corporation (The) (NYSE:PGR), Procter & Gamble Company (The) (NYSE:PG), Lloyds Banking Group Plc (NYSE:LYG), Allstate Corporation (The) (NYSE:ALL), Ace Limited (NYSE:ACE), CorVel Corp. (NASDAQ:CRVL), Willis Group Holdings Limited (NYSE:WSH), Marsh & McLennan Companies, Inc. (NYSE:MMC), Brown & Brown, Inc. (NYSE:BRO), Arthur J. Gallagher & Co. (NYSE:AJG)
Topics covered: Software-Defined Data Centers, Paradigm Shifts in Software, Larger IT Systems Upgrades, Cloud Computing Secular Trends, Cloud Computing and SaaS Trends, Business Services Capex Spending, B2B Recovery, Application Software Consolidation Activity
Companies covered: Callidus Software, Inc. (NASDAQ:CALD), Netsuite Inc (NYSE:N), Salesforce.com Inc (NYSE:CRM), Blackbaud, Inc. (NASDAQ:BLKB), Jack Henry & Associates, Inc. (NASDAQ:JKHY), FalconStor Software, Inc. (NASDAQ:FALC), Citrix Systems, Inc. (NASDAQ:CTXS), Cisco Systems, Inc. (NASDAQ:CSCO), Vmware, Inc. (NYSE:VMW), SAP SE (NYSE:SAP), Red Hat, Inc. (NYSE:RHT), PTC Inc. (NASDAQ:PTC), Oracle Corporation (NYSE:ORCL), NetApp, Inc. (NASDAQ:NTAP), Microsoft Corporation (NASDAQ:MSFT), Juniper Networks, Inc. (NYSE:JNPR), Intel Corporation (NASDAQ:INTC), International Business Machines Corporation (NYSE:IBM), EMC Corporation (NYSE:EMC), Bottomline Technologies, Inc. (NASDAQ:EPAY), Acxiom Corporation (NASDAQ:ACXM), ACI Worldwide, Inc. (NASDAQ:ACIW), Total System Services, Inc. (NYSE:TSS), Heartland Payment Systems, Inc. (NYSE:HPY), Global Payments Inc. (NYSE:GPN), Fidelity National Information Services, Inc. (NYSE:FIS), Equifax, Inc. (NYSE:EFX), Dun & Bradstreet Corporation (The) (NYSE:DNB), CoStar Group, Inc. (NASDAQ:CSGP), Alliance Data Systems Corporation (NYSE:ADS)
