Topics covered: Marketing Budgets Increase, Luxury Item Retail Trends, International Paid Television Growth, Global Premium Theater Expansion, Cable Subscription Rates
Companies covered: Comcast Corporation (NASDAQ:CMCSA), Charter Communications, Inc. (NASDAQ:CHTR), ViaSat, Inc. (NASDAQ:VSAT), Time Warner Cable Inc (NYSE:TWC), EchoStar Corporation (NASDAQ:SATS), GeoEye, Inc., DIRECTV (NASDAQ:DTV), DISH Network Corporation (NASDAQ:DISH), Cablevision Systems Corporation (NYSE:CVC), Carmike Cinemas, Inc. (NASDAQ:CKEC), Regal Entertainment Group (NYSE:RGC), Netflix, Inc. (NASDAQ:NFLX), Coca-Cola Company (The) (NYSE:KO), IMAX Corporation (NYSE:IMAX), Dreamworks Animation SKG, Inc. (NASDAQ:DWA), Walt Disney Company (The) (NYSE:DIS), Cinemark Holdings Inc (NYSE:CNK), CBS Corporation (NYSE:CBS), Central European Media Enterprises Ltd. (NASDAQ:CETV), Apple Inc. (NASDAQ:AAPL), AMC Networks Inc. (NASDAQ:AMCX), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Time Warner Inc. (NYSE:TWX), Grupo Televisa S.A. (NYSE:TV), Scripps Networks Interactive, Inc (NYSE:SNI), Live Nation Entertainment, Inc. (NYSE:LYV), Liberty Global plc (NASDAQ:LBTYA), Knology, Inc., Entravision Communications Corporation (NYSE:EVC), Discovery Communications, Inc. (NASDAQ:DISCA), Clear Channel Outdoor Holdings, Inc. (NYSE:CCO), Blackstone Inc. (NYSE:BX), Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Quality Systems, Inc. (NASDAQ:QSII), MedAssets, Inc. (NASDAQ:MDAS), McKesson Corporation (NYSE:MCK), Siemens AG (OTCMKTS:SIEGY), Oracle Corporation (NYSE:ORCL), Omnicell, Inc. (NASDAQ:OMCL), Microsoft Corporation (NASDAQ:MSFT), International Business Machines Corporation (NYSE:IBM), Healthways, Inc. (NASDAQ:HWAY), General Electric Company (NYSE:GE), Computer Programs and Systems, Inc. (NASDAQ:CPSI), The Advisory Board Company (NASDAQ:ABCO), SXC Health Solutions, Corp., Seven Arts Pictures plc, Toll Brothers Inc. (NYSE:TOL), Nexstar Media Group (NASDAQ:NXST), Post Properties, Inc. (NYSE:PPS)
