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)
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)
