Topics covered: Increase In Investor Risk Tolerance, Capital Market Development In Emerging Economies, Asset Growth
Companies covered: Sonic Corp. (NASDAQ:SONC), Starbucks Corporation (NASDAQ:SBUX), Panera Bread Company (NASDAQ:PNRA), McDonald's Corporation (NYSE:MCD), Kraft Foods Inc., Chipotle Mexican Grill, Inc. (NYSE:CMG), The Cheesecake Factory Incorporated (NASDAQ:CAKE), CME Group Inc. (NASDAQ:CME), CBOE Holdings, Inc. (NASDAQ:CBOE), Och-Ziff Capital Management Group LLC (NYSE:OZM), Legg Mason, Inc. (NYSE:LM), Invesco Ltd. (NYSE:IVZ), Intercontinental Exchange Inc. (NYSE:ICE), Fortress Investment Group LLC (NYSE:FIG), Eaton Vance Corporation (NYSE:EV), Blackstone Inc. (NYSE:BX), Franklin Resources, Inc. (NYSE:BEN), Waddell & Reed Financial, Inc. (NYSE:WDR), T. Rowe Price Group, Inc. (NASDAQ:TROW), Affiliated Managers Group, Inc. (NYSE:AMG), Allianceberstein Holding L.P. (NYSE:AB), Janus Capital Group, Inc (NYSE:JNS), BlackRock, Inc. (NYSE:BLK), Bob Evans Farms, Inc. (NASDAQ:BOBE), Wendy's Company (The) (NASDAQ:WEN), Tim Hortons Inc., Ruby Tuesday, Inc. (NYSE:RT), Papa John's International, Inc. (NASDAQ:PZZA), Jack In The Box Inc. (NASDAQ:JACK), Brinker International, Inc. (NYSE:EAT), Domino's Pizza Inc (NYSE:DPZ), Dine Brands Global (NYSE:DIN), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), BJ's Restaurants, Inc. (NASDAQ:BJRI), Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB), PF Chang's China Bistro Inc., Darden Restaurants, Inc. (NYSE:DRI), California Pizza Kitchen Inc., CEC Entertainment Inc., Spartech Corp., PPG Industries, Inc. (NYSE:PPG), PolyOne Corporation (NYSE:POL), FMC Corporation (NYSE:FMC), Ecolab Inc. (NYSE:ECL), Albemarle Corporation (NYSE:ALB), Yum! Brands, Inc. (NYSE:YUM), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), BOK Financial Corporation (NASDAQ:BOKF), Washington Federal Inc., Sterling Bancshares Inc., International Bancshares Corporation (NASDAQ:IBOC), East West Bancorp, Inc. (NASDAQ:EWBC), Comerica Incorporated (NYSE:CMA), Meridian Bancorp, Inc. (NASDAQ:EBSB), TradeStation Group Inc., Sanders Morris Harris Group, I, Innospec Inc. (NASDAQ:IOSP), U.S. Global Investors, Inc. (NASDAQ:GROW), Beacon Federal Bancorp, Inc., BofI Holding, Inc. (NASDAQ:BOFI), Investors Bancorp, Inc. (NASDAQ:ISBC), Salisbury Bancorp, Inc. (NASDAQ:SAL), Pzena Investment Management Inc (NYSE:PZN)