Topics covered: Pharma and Medical Device Convergence, Orthopedics and Cardiovascular Medical Devices, Medical Device Innovation and Consolidation Trends, End Market Improvement, Changing Competitive Dynamics, Biotech, Aging U.S. Population, Affordable Care Act
Companies covered: EDAP TMS S.A. (NASDAQ:EDAP), Insulet Corporation (NASDAQ:PODD), Accuray Incorporated (NASDAQ:ARAY), Varian Medical Systems, Inc. (NYSE:VAR), Thermo Fisher Scientific Inc (NYSE:TMO), Stryker Corporation (NYSE:SYK), Sirona Dental Systems, Inc. (NASDAQ:SIRO), Intuitive Surgical, Inc. (NASDAQ:ISRG), Illumina, Inc. (NASDAQ:ILMN), Hologic, Inc. (NASDAQ:HOLX), Genomic Health, Inc. (NASDAQ:GHDX), FEI Company (NASDAQ:FEIC), Quest Diagnostics Incorporated (NYSE:DGX), Agilent Technologies, Inc. (NYSE:A), Celgene Corporation (NASDAQ:CELG), Navidea Biopharmaceuticals, Inc. (NYSEAMERICAN:NAVB), Vision-Sciences, Inc. (NASDAQ:VSCI), Cytori Therapeutics Inc (NASDAQ:CYTX), Cyberonics, Inc. (NASDAQ:CYBX), Zimmer Holdings, Inc. (NYSE:ZMH), Tandem Diabetes Care, Inc. (NASDAQ:TNDM), St. Jude Medical, Inc. (NYSE:STJ), STAAR Surgical Company (NASDAQ:STAA), Medtronic, Inc. (NYSE:MDT), MAKO Surgical Corp., Johnson & Johnson (NYSE:JNJ), Endologix, Inc. (NASDAQ:ELGX), Covidien Ltd. (NYSE:COV), Urologix, Inc., Wright Medical Group, Inc. (NASDAQ:WMGI), Smith & Nephew SNATS, Inc. (NYSE:SNN), Forest Laboratories Inc., Greatbatch, Inc. (NYSE:GB), Edwards Lifesciences Corporation (NYSE:EW), Boston Scientific Corporation (NYSE:BSX), Becton, Dickinson and Company (NYSE:BDX), Baxter International Inc. (NYSE:BAX), Abbott Laboratories (NYSE:ABT), InspireMD, Inc. (AMEX:NSPR)
Topics covered: Value Investment, Value and Growth Investing, Upside in Small-Cap Stocks, Small-Cap Investing, Secular Growth Themes, Global Growth Equities, Balanced Investment Approach, All-Cap Investing
Companies covered: Biogen Inc. (NASDAQ:BIIB), Amgen Inc. (NASDAQ:AMGN), ACADIA Pharmaceuticals Inc. (NASDAQ:ACAD), Neurocrine Biosciences, Inc. (NASDAQ:NBIX), Alphabet Inc (NASDAQ:GOOG), Gilead Sciences, Inc. (NASDAQ:GILD), CBS Corporation (NYSE:CBS), Orion Energy Systems, Inc. (NASDAQ:OESX), Wendy's Company (The) (NASDAQ:WEN), Freightcar America, Inc. (NASDAQ:RAIL), McDermott International, Inc. (NYSE:MDR), Freeport-McMoran, Inc. (NYSE:FCX), Deckers Outdoor Corporation (NYSE:DECK), CSX Corporation (NYSE:CSX), Amazon.com, Inc. (NASDAQ:AMZN), Internap Corporation (NASDAQ:INAP), Geo Group Inc (The) (NYSE:GEO), eBay Inc. (NASDAQ:EBAY), Apple Inc. (NASDAQ:AAPL), Sempra Energy (NYSE:SRE), IHS Inc. (NYSE:IHS), FactSet Research Systems Inc. (NYSE:FDS), Stericycle, Inc. (NASDAQ:SRCL), Illumina, Inc. (NASDAQ:ILMN)
Topics covered: Regulatory Outlook Gains Clarity, Recovery in the Pacific Northwest, Prolonged Interest Rate Environment Challenges, Pockets of Growth in Western Banking, Investing in Regional Banks, Interest Rates and Loan-Growth Strategies, Heightened M&A Activity, Consolidation in Regional Banking
Companies covered: Columbia Banking System, Inc. (NASDAQ:COLB), Washington Banking Co., Heritage Financial Corporation (NASDAQ:HFWA), Umpqua Holdings Corporation (NASDAQ:UMPQ), Texas Capital Bancshares, Inc. (NASDAQ:TCBI), Zions Bancorporation (NASDAQ:ZION), City National Corporation (NYSE:CYN), BofI Holding, Inc. (NASDAQ:BOFI), Summit State Bank (NASDAQ:SSBI), Southwest Bancorp, Inc. (NASDAQ:OKSB), BBCN Bancorp, Inc. (NASDAQ:BBCN), Wilshire Bancorp, Inc. (NASDAQ:WIBC), SVB Financial Group (NASDAQ:SIVB), Preferred Bank (NASDAQ:PFBC), PacWest Bancorp (NASDAQ:PACW), East West Bancorp, Inc. (NASDAQ:EWBC), CapitalSource Inc., Bank of Hawaii Corporation (NYSE:BOH), Western Alliance Bancorporation (NYSE:WAL), Glacier Bancorp, Inc. (NASDAQ:GBCI)
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)
