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: True Religion Apparel Inc., Smith & Wesson Holding Corporation (NASDAQ:SWHC), Raytheon Company (NYSE:RTN), Questcor Pharmaceuticals, Inc., Oshkosh Corporation (NYSE:OSK), Myriad Genetics, Inc. (NASDAQ:MYGN), Marvell Technology Group Ltd. (NASDAQ:MRVL), Fresh Del Monte Produce, Inc. (NYSE:FDP), Deckers Outdoor Corporation (NYSE:DECK), J P Morgan Chase & Co (NYSE:JPM), International Business Machines Corporation (NYSE:IBM), ENSCO plc (NYSE:ESV), DIRECTV (NASDAQ:DTV), Franklin Resources, Inc. (NYSE:BEN), Aflac Incorporated (NYSE:AFL), VimpelCom Ltd. (NASDAQ:VIP), Deutsche Bank AG (NYSE:DB), Cliffs Natural Resources Inc. (NYSE:CLF), Amazon.com, Inc. (NASDAQ:AMZN), Under Armour, Inc. (NYSE:UA), Lumber Liquidators Holdings, Inc (NYSE:LL), Catamaran Corporation (NASDAQ:CTRX), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), Synaptics Incorporated (NASDAQ:SYNA), Royal Caribbean Cruises Ltd. (NYSE:RCL), O'Reilly Automotive, Inc. (NASDAQ:ORLY), Illumina, Inc. (NASDAQ:ILMN), Quest Diagnostics Incorporated (NYSE:DGX), Cigna Corporation (NYSE:CI)
Topics covered: Professional Security Equipment, Increased Commercial Aircraft Production Rate, Heightened M&A Activity, Growth Opportunities in Data Security, Future Growth and Market Share Gains, Emerging Markets Penetration, Capital Equipment Technology Investing, Aircraft Manufacturing Supply Chain
Companies covered: Cubic Corporation (NYSE:CUB), Esterline Technologies Corporation (NYSE:ESL), B/E Aerospace, Inc. (NASDAQ:BEAV), Triumph Group, Inc. (NYSE:TGI), Transdigm Group Incorporated (NYSE:TDG), Precision Castparts Corporation (NYSE:PCP), Orbital Sciences Corporation (NYSE:ORB), Mercury Systems Inc (NASDAQ:MRCY), Lockheed Martin Corporation (NYSE:LMT), Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), General Dynamics Corporation (NYSE:GD), Curtiss-Wright Corporation (NYSE:CW), Boeing Company (The) (NYSE:BA), Alliant Techsystems Inc. (NYSE:ATK), United Technologies Corporation (NYSE:UTX), Tyco International plc (NYSE:TYC), 3M Company (NYSE:MMM), Illinois Tool Works Inc. (NYSE:ITW), Danaher Corporation (NYSE:DHR), Carlisle Companies Incorporated (NYSE:CSL), Crane Company (NYSE:CR)
Topics covered: U.S. Energy Infrastructure Build Out, Shale Production Growth, Outlook for Natural Gas Liquids, Oil and Gas Investing, Increasing Demand for Midstream Assets, Emerging Shale Plays
Companies covered: Williams Companies, Inc. (The) (NYSE:WMB), ONEOK, Inc. (NYSE:OKE), Targa Resources Partners LP (NYSE:NGLS-A), Anadarko Petroleum Corporation (NYSE:APC), Energy Transfer Equity, L.P. (NYSE:ETE), Chesapeake Energy Corporation (NYSE:CHK), Crosstex Energy LP, Sunoco Logistics Partners LP (NYSE:SXL), Plains All American Pipeline, L.P. (NYSE:PAA), MarkWest Energy Partners, LP (NYSE:MWE), Magellan Midstream Partners L.P. (NYSE:MMP), El Paso Pipeline Partners, L.P, Enterprise Products Partners L.P. (NYSE:EPD), Enbridge Energy, L.P. (NYSE:EEP), Devon Energy Corporation (NYSE:DVN), ConocoPhillips (NYSE:COP), Buckeye Partners L.P. (NYSE:BPL), Western Gas Partners, LP (NYSE:WES), DCP Midstream Partners, LP (NYSE:DPM), Boardwalk Pipeline Partners L.P. (NYSE:BWP), BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), Sandridge Energy Inc. (NYSE:SD)
Topics covered: Value Oriented Strategy, Long-Term Investing, Investment Risk Management Strategies, High-Quality Companies, Global Macro Trends, Exposure to Emerging Markets, Dividend-Paying Stocks, Cyclical Sectors, Capital Appreciation
Companies covered: Verizon Communications Inc. (NYSE:VZ), Vodafone Group Plc (NASDAQ:VOD), Sonic Corp. (NASDAQ:SONC), Chipotle Mexican Grill, Inc. (NYSE:CMG), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Sysco Corporation (NYSE:SYY), Sears Holdings Corporation (OTCMKTS:SHLDQ), Procter & Gamble Company (The) (NYSE:PG), Pepsico, Inc. (NASDAQ:PEP), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), Coca-Cola Company (The) (NYSE:KO), Intel Corporation (NASDAQ:INTC), CBS Corporation (NYSE:CBS), C.R. Bard, Inc. (NYSE:BCR), Tiffany & Co. (NYSE:TIF), Johnson & Johnson (NYSE:JNJ), W.W. Grainger, Inc. (NYSE:GWW)
Topics covered: Social Networking Economics, Mobile Monetization, Internet Content Providers, Increased Mobile Content Traffic, Data Security, Chinese Online Monetization Trends, Chinese Internet Market
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Alphabet Inc (NASDAQ:GOOG), Yahoo! Inc. (NASDAQ:YHOO), Bankrate, Inc. (NYSE:RATE), Walt Disney Company (The) (NYSE:DIS), Internet Gold Golden Lines Ltd. (NASDAQ:IGLD), Baidu, Inc. (NASDAQ:BIDU), VASCO Data Security International, Inc. (NASDAQ:VDSI)
