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)
Topics covered: Secular Growth Themes, Large-Cap Growth, Investing in the Swiss Market, Investing in Stable Economies, Global Growth Equities, Dividend-Paying Stocks, Capital Appreciation, Basic Needs Investing
Companies covered: Unilever PLC (NYSE:UL), Tesoro Corporation (NYSE:TSO), Packaging Corporation of America (NYSE:PKG), Plum Creek Timber Company, Inc. (NYSE:PCL), Meadwestvaco Corporation (NYSE:MWV), Chevron Corporation (NYSE:CVX), Bunge Limited (NYSE:BG), Archer-Daniels-Midland Company (NYSE:ADM), Chart Industries, Inc. (NASDAQ:GTLS), V.F. Corporation (NYSE:VFC), TJX Companies, Inc. (The) (NYSE:TJX), O'Reilly Automotive, Inc. (NASDAQ:ORLY), Monsanto Company (NYSE:MON), Kimberly-Clark Corporation (NYSE:KMB), Alphabet Inc (NASDAQ:GOOG), Crown Castle International (NYSE:CCI), American Tower Corporation (REIT) (NYSE:AMT), UIL Holdings Corporation (NYSE:UIL), AT&T Inc. (NYSE:T), Pepsico, Inc. (NASDAQ:PEP), National Health Investors, Inc. (NYSE:NHI), Coca-Cola Company (The) (NYSE:KO), GlaxoSmithKline PLC (NYSE:GSK), ENERGY TRANSFER PARTNERS (NYSE:ETP), EPR Properties (NYSE:EPR), Dr Pepper Snapple Group, Inc (NYSE:DPS), Apple Inc. (NASDAQ:AAPL), Verizon Communications Inc. (NYSE:VZ), Owens Corning Inc (NYSE:OC), Avago Technologies Limited (NASDAQ:AVGO), Toyota Motor Corp Ltd Ord (NYSE:TM), Prudential Financial, Inc. (NYSE:PRU), Las Vegas Sands Corp. (NYSE:LVS), Governor and Company of the Bank of Ireland (The) (NYSE:IRE), Weatherford International plc (NYSE:WFT), UBS AG (NYSE:UBS), Transocean Ltd. (NYSE:RIG), Novartis AG (NYSE:NVS), Credit Suisse Group (NYSE:CS), ABB Ltd (NYSE:ABB)
Topics covered: Value for Consumers, Store Sales Growth Trends, Restaurant Trends in China, Quick Casual Restaurant Growth, Emerging Market Expansion, Cautious Consumer Spending
Companies covered: Yum! Brands, Inc. (NYSE:YUM), Starbucks Corporation (NASDAQ:SBUX), McDonald's Corporation (NYSE:MCD), Chuy's Holdings, Inc. (NASDAQ:CHUY), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), BJ's Restaurants, Inc. (NASDAQ:BJRI), Wendy's Company (The) (NASDAQ:WEN), Sonic Corp. (NASDAQ:SONC), Ruth's Hospitality Group, Inc. (NASDAQ:RUTH), Panera Bread Company (NASDAQ:PNRA), Kona Grill, Inc. (NASDAQ:KONA), Jack In The Box Inc. (NASDAQ:JACK), Darden Restaurants, Inc. (NYSE:DRI), Chipotle Mexican Grill, Inc. (NYSE:CMG), Amazon.com, Inc. (NASDAQ:AMZN), Texas Roadhouse, Inc. (NASDAQ:TXRH), Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB), Krispy Kreme Doughnuts, Inc. (NYSE:KKD), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Apollo Global Management, LLC (NYSE:APO)
