Topics covered: Unconventional Resources, Shale Drilling Capital Expenditures, Oil Price Expectations, Oil and Gas, Independent E&P Opportunities, Emerging Shale Plays, Capital Expenditures and Consolidation Activity
Companies covered: United Parcel Service, Inc. (NYSE:UPS), Pioneer Natural Resources Company (NYSE:PXD), Newfield Exploration Company (NYSE:NFX), Goodrich Petroleum Corporation (NYSE:GDP), FedEx Corporation (NYSE:FDX), EOG Resources, Inc. (NYSE:EOG), Cheniere Energy, Inc. (NYSEAMERICAN:LNG), Exxon Mobil Corporation (NYSE:XOM), Total SA (ADR) (NYSE:TOT), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Occidental Petroleum Corporation (NYSE:OXY), Murphy Oil Corporation (NYSE:MUR), Marathon Oil Corporation (NYSE:MRO), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), BP p.l.c. (NYSE:BP), Anadarko Petroleum Corporation (NYSE:APC), Apache Corporation (NASDAQ:APA)
Topics covered: Secular Growth Themes, Midcap Growth Strategy, High-Quality Companies, Dividend-Paying Stocks, Bottom-Up Stock Selection
Companies covered: Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Copart, Inc. (NASDAQ:CPRT), Biogen Inc. (NASDAQ:BIIB), Amazon.com, Inc. (NASDAQ:AMZN), Rackspace Hosting, Inc (NYSE:RAX), Pfizer, Inc. (NYSE:PFE), NII Holdings Inc., Merck & Company, Inc. (NYSE:MRK), Intuitive Surgical, Inc. (NASDAQ:ISRG), Illumina, Inc. (NASDAQ:ILMN), Alphabet Inc (NASDAQ:GOOG), Gilead Sciences, Inc. (NASDAQ:GILD), Catamaran Corporation (NASDAQ:CTRX), The Priceline Group Inc. (NASDAQ:PCLN), Netflix, Inc. (NASDAQ:NFLX), Monster Worldwide, Inc. (NYSE:MWW), The Middleby Corporation (NASDAQ:MIDD), Canadian Pacific Railway Limited (NYSE:CP), Canadian National Railway Company (NYSE:CNI), Alliance Data Systems Corporation (NYSE:ADS), Walgreen Co., QUALCOMM Incorporated (NASDAQ:QCOM), Medtronic, Inc. (NYSE:MDT), Johnson & Johnson (NYSE:JNJ), International Business Machines Corporation (NYSE:IBM), Eaton Corporation, PLC (NYSE:ETN), Walt Disney Company (The) (NYSE:DIS), Chevron Corporation (NYSE:CVX), CVS Health Corporation (NYSE:CVS), BlackRock, Inc. (NYSE:BLK)
Topics covered: Upside in Small-Cap Stocks, Small-Cap Investing, Portfolio Managers, Lowered Risk, Large-Cap Growth, Investing Strategies, Capital Appreciation, Bottom-Up Stock Selection
Companies covered: Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), QUALCOMM Incorporated (NASDAQ:QCOM), Netflix, Inc. (NASDAQ:NFLX), lululemon athletica inc. (NASDAQ:LULU), Alphabet Inc (NASDAQ:GOOG), Chipotle Mexican Grill, Inc. (NYSE:CMG), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), Valspar Corporation (The) (NYSE:VAL), Titan Machinery Inc. (NASDAQ:TITN), Loews Corporation (NYSE:L), Badger Meter, Inc. (NYSE:BMI), McDonald's Corporation (NYSE:MCD), Coca-Cola Company (The) (NYSE:KO), Johnson & Johnson (NYSE:JNJ), Federated Investors, Inc. (NYSE:FII), Cliffs Natural Resources Inc. (NYSE:CLF), Best Buy Co., Inc. (NYSE:BBY), Starbucks Corporation (NASDAQ:SBUX), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Merck & Company, Inc. (NYSE:MRK), Intuitive Surgical, Inc. (NASDAQ:ISRG), Chicago Bridge & Iron Company N.V. (NYSE:CBI)
Topics covered: Mobile Computing, Managed Hosting and Cloud Computing, International Enterprise and Consumer Demand, Infrastructure Upgrades and Consolidation Activity, Flash Memory, Data Hosting Centers, Data Center REITS, Colocation, Cloud Computing Secular Trends
Companies covered: Brocade Communications Systems, Inc. (NASDAQ:BRCD), Amazon.com, Inc. (NASDAQ:AMZN), Xyratex Ltd., Western Digital Corporation (NASDAQ:WDC), Seagate Technology. (NASDAQ:STX), STEC, Inc., Rackspace Hosting, Inc (NYSE:RAX), QLogic Corporation (NASDAQ:QLGC), NetApp, Inc. (NASDAQ:NTAP), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Gartner, Inc. (NYSE:IT), Intel Corporation (NASDAQ:INTC), International Business Machines Corporation (NYSE:IBM), Equinix, Inc. (NASDAQ:EQIX), EMC Corporation (NYSE:EMC), Emulex Corporation (NYSE:ELX), CommVault Systems, Inc. (NASDAQ:CVLT), Datalink Corporation (NASDAQ:DTLK), SanDisk Corporation (NASDAQ:SNDK), Intevac, Inc. (NASDAQ:IVAC), Hutchinson Technology Incorporated (NASDAQ:HTCH), 21Vianet Group, Inc. (NASDAQ:VNET), Vmware, Inc. (NYSE:VMW), Microsoft Corporation (NASDAQ:MSFT), Iron Mountain Incorporated (NYSE:IRM), Alphabet Inc (NASDAQ:GOOG), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), Salesforce.com Inc (NYSE:CRM), CoreSite Realty Corporation (NYSE:COR), Cogent Communications Holdings, Inc. (NASDAQ:CCOI), Akamai Technologies, Inc. (NASDAQ:AKAM), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), F5 Networks, Inc. (NASDAQ:FFIV), GlobalSCAPE, Inc. (NYSEMKT:GSB), Prudential Financial, Inc. (NYSE:PRU)
