Companies covered: Cisco Systems, Inc. (NASDAQ:CSCO), Cirrus Logic, Inc. (NASDAQ:CRUS), ARRIS International plc (NASDAQ:ARRS), Apple Inc. (NASDAQ:AAPL), Zumiez Inc. (NASDAQ:ZUMZ), Super Micro Computer, Inc. (NASDAQ:SMCI), Schlumberger N.V. (NYSE:SLB), Pacific Sunwear of California, Inc. (NASDAQ:PSUN), Newpark Resources, Inc. (NYSE:NR), Lam Research Corporation (NASDAQ:LRCX), Halliburton Company (NYSE:HAL), GrafTech International Ltd (NYSE:GTI), Alphabet Inc (NASDAQ:GOOG), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), EMC Corporation (NYSE:EMC), Coldwater Creek Inc., Chico's FAS, Inc. (NYSE:CHS), Baker Hughes (NYSE:BKR), Koninklijke Philips N.V. (NYSE:PHG), Melco Crown Entertainment Limited (NASDAQ:MPEL), Williams Companies, Inc. (The) (NYSE:WMB), AT&T Inc. (NYSE:T), Seagate Technology. (NASDAQ:STX), SLM Corporation (NASDAQ:SLM), Pfizer, Inc. (NYSE:PFE), Navient Corporation (NASDAQ:NAVI), Microsoft Corporation (NASDAQ:MSFT), Johnson & Johnson (NYSE:JNJ), International Paper Company (NYSE:IP), Intel Corporation (NASDAQ:INTC), HP Inc (NYSE:HPQ), General Electric Company (NYSE:GE), Dow Inc. (NYSE:DOW), Chevron Corporation (NYSE:CVX), Southwest Airlines Company (NYSE:LUV), Harley-Davidson, Inc. (NYSE:HOG), Carrols Restaurant Group, Inc. (NASDAQ:TAST), Wright Medical Group, Inc. (NASDAQ:WMGI), Oil States International, Inc. (NYSE:OIS), Medtronic, Inc. (NYSE:MDT), Johnson Controls, Inc. (NYSE:JCI), Genworth Financial Inc (NYSE:GNW), Covidien Ltd. (NYSE:COV), Agilent Technologies, Inc. (NYSE:A)