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)
Topics covered: Population Health Management, Healthcare IT Consolidation Trends, Health Care, Electronic Health Records Implementation, Data Analytics, Affordable Care Act
Companies covered: International Business Machines Corporation (NYSE:IBM), Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Quality Systems, Inc. (NASDAQ:QSII), MedAssets, Inc. (NASDAQ:MDAS), Computer Programs and Systems, Inc. (NASDAQ:CPSI), Merge Healthcare Incorporated. (NASDAQ:MRGE), McKesson Corporation (NYSE:MCK)
