Topics covered: Zinc Supply Deficit, Mining Safety and Environmental Concerns, Global Iron Ore Production, Emerging Market Infrastructure Construction, Demand Growth in Zinc, Copper Demand in China, Chinese Demand for Industrial Metals, Accelerated Grid Spending in China
Companies covered: Endeavour Silver Corporation (NYSE:EXK), Paramount Gold and Silver Corp. (AMEX:PZG), Stillwater Mining Company (NYSE:SWC), United States Antimony Corporation (NYSEAMERICAN:UAMY), Horsehead Holding Corp. (NASDAQ:ZINC), United States Steel Corporation (NYSE:X), Teck Resources Ltd. (NYSE:TECK), Steel Dynamics, Inc. (NASDAQ:STLD), POSCO (NYSE:PKX), Nucor Corporation (NYSE:NUE), ArcelorMittal (NYSE:MT), Freeport-McMoran, Inc. (NYSE:FCX), Cliffs Natural Resources Inc. (NYSE:CLF), NovaCopper Inc. (AMEX:NCQ), Goldcorp Inc. (NYSE:GG), Augusta Resource Corp., Yamana Gold Inc. (NYSE:AUY), BHP Billiton Limited (NYSE:BHP), Silver Bull Resources, Inc. (AMEX:SVBL), Solitario Zinc Corp. (NYSEAMERICAN:XPL), Taseko Mines Limited (NYSEAMERICAN:TGB), Nevsun Resources Ltd. (NYSEAMERICAN:NSU), RTI International Metals, Inc. (NYSE:RTI), Natural Resource Partners LP (NYSE:NRP), Ur Energy Inc (AMEX:URG)
Topics covered: Upside in Small-Cap Stocks, Small-Cap Investing, MLP Investing, Investing Through Construction Trends, Global Macro Trends, Dividend-Paying Stocks, Dividend-Paying Small Caps, Capital Appreciation
Companies covered: Comcast Corporation (NASDAQ:CMCSA), Apple Inc. (NASDAQ:AAPL), Wells Fargo & Company (NYSE:WFC), Time Warner Cable Inc (NYSE:TWC), Pfizer, Inc. (NYSE:PFE), Merck & Company, Inc. (NYSE:MRK), Gilead Sciences, Inc. (NASDAQ:GILD), CenturyLink, Inc. (NYSE:CTL), Sony Corp Ord (NYSE:SNE), Nu Skin Enterprises, Inc. (NYSE:NUS), Microsoft Corporation (NASDAQ:MSFT), Helmerich & Payne, Inc. (NYSE:HP), Gamestop Corporation (NYSE:GME), Buckle, Inc. (The) (NYSE:BKE), Aeropostale Inc (NYSE:ARO), Abercrombie & Fitch Company (NYSE:ANF), American Eagle Outfitters, Inc. (NYSE:AEO), Crosstex Energy LP, Sunoco Logistics Partners LP (NYSE:SXL), Plains All American Pipeline, L.P. (NYSE:PAA), Targa Resources Partners LP (NYSE:NGLS-A), 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), Cisco Systems, Inc. (NASDAQ:CSCO), Xerox Corporation (NYSE:XRX), Valero Energy Corporation (NYSE:VLO), TRW Automotive Holdings Corporation (NYSE:TRW), McDonald's Corporation (NYSE:MCD), International Business Machines Corporation (NYSE:IBM), China Unicom (Hong Kong) Ltd (NYSE:CHU), China Mobile (Hong Kong) Ltd. (NYSE:CHL), Simon Property Group, Inc. (NYSE:SPG), MasTec, Inc. (NYSE:MTZ), Home Depot, Inc. (The) (NYSE:HD), EMCOR Group, Inc. (NYSE:EME), AECOM (NYSE:ACM), Whiting Petroleum Corporation (NYSE:WLL), Walgreen Co., Visa Inc. (NYSE:V), Rite Aid Corporation (NYSE:RAD), The Priceline Group Inc. (NASDAQ:PCLN), Las Vegas Sands Corp. (NYSE:LVS), Intercontinental Exchange Inc. (NYSE:ICE), Alphabet Inc (NASDAQ:GOOG), Goldcorp Inc. (NYSE:GG), EOG Resources, Inc. (NYSE:EOG), Walt Disney Company (The) (NYSE:DIS), CVS Health Corporation (NYSE:CVS), Continental Resources, Inc. (NYSE:CLR), American Express Company (NYSE:AXP), Agnico Eagle Mines Limited (NYSE:AEM)
Topics covered: Production Rates in Capital Goods, Opportunities in Domestic Shale Infrastructure, Infrastructure Spending, Infrastructure Build in Emerging Markets, Increased Rental Demand, Growth in Equipment Leasing Adoption Rates, Energy Infrastructure Companies, Construction Equipment Replacement Trends
Companies covered: General Steel Holdings, Inc. (NYSE:GSI), Leggett & Platt, Incorporated (NYSE:LEG), Astec Industries, Inc. (NASDAQ:ASTE), Wabco Holdings Inc. (NYSE:WBC), Titan International, Inc. (NYSE:TWI), Titan Machinery Inc. (NASDAQ:TITN), Terex Corporation (NYSE:TEX), Manitowoc Company, Inc. (The) (NYSE:MTW), Deere & Company (NYSE:DE), Cummins Inc. (NYSE:CMI), Caterpillar, Inc. (NYSE:CAT), Blount International, Inc. (NYSE:BLT), United Technologies Corporation (NYSE:UTX), Parker-Hannifin Corporation (NYSE:PH), PACCAR Inc. (NASDAQ:PCAR), Navistar International Corporation (NYSE:NAV), Kennametal Inc. (NYSE:KMT), Illinois Tool Works Inc. (NYSE:ITW), Emerson Electric Company (NYSE:EMR), AGCO Corporation (NYSE:AGCO), RPM International Inc. (NYSE:RPM), Vulcan Materials Company (NYSE:VMC), USG Corporation (NYSE:USG), Texas Industries Inc., Martin Marietta Materials, Inc. (NYSE:MLM), Eagle Materials Inc (NYSE:EXP), Smith (A.O.) Corporation (NYSE:AOS), Willbros Group, Inc. (NYSE:WG), Quanta Services, Inc. (NYSE:PWR), Primoris Services Corporation (NASDAQ:PRIM), MasTec, Inc. (NYSE:MTZ), Matrix Service Company (NASDAQ:MTRX), Jacobs Engineering Group Inc. (NYSE:JEC), Fluor Corporation (NYSE:FLR), Comfort Systems USA, Inc. (NYSE:FIX), EMCOR Group, Inc. (NYSE:EME), Chicago Bridge & Iron Company N.V. (NYSE:CBI), United Rentals, Inc. (NYSE:URI), Oshkosh Corporation (NYSE:OSK)
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: Western Gas Partners, LP (NYSE:WES), Plains All American Pipeline, L.P. (NYSE:PAA), DCP Midstream Partners, LP (NYSE:DPM), Boardwalk Pipeline Partners L.P. (NYSE:BWP), Anadarko Petroleum Corporation (NYSE:APC), Linn Energy, LLC (NASDAQ:LINE)
Topics covered: Regulatory Outlook Gains Clarity, Investing in Financial Services, Capital Flow Into Equities, Asset Growth, Alternative Asset Management, Active Management
Companies covered: Interactive Brokers Group, Inc. (NASDAQ:IBKR), Principal Financial Group Inc (NYSE:PFG), GFI Group Inc. (NYSE:GFIG), T. Rowe Price Group, Inc. (NASDAQ:TROW), The Charles Schwab Corporation (NYSE:SCHW), Janus Capital Group, Inc (NYSE:JNS), Cohn & Steers Inc (NYSE:CNS), BlackRock, Inc. (NYSE:BLK), TD Ameritrade Holding Corporation (NYSE:AMTD), Apollo Investment Corporation (NASDAQ:AINV), Waddell & Reed Financial, Inc. (NYSE:WDR), State Street Corporation (NYSE:STT), SEI Investments Company (NASDAQ:SEIC), Legg Mason, Inc. (NYSE:LM), Invesco Ltd. (NYSE:IVZ), Eaton Vance Corporation (NYSE:EV), Blackstone Inc. (NYSE:BX), Bank Of New York Mellon Corporation (The) (NYSE:BK), Franklin Resources, Inc. (NYSE:BEN), Affiliated Managers Group, Inc. (NYSE:AMG), Allianceberstein Holding L.P. (NYSE:AB)
