Topics Covered: Commercial Aviation and Energy Expenditures, Industrial Restructuring, Emerging Markets Penetration, Heightened M&A Activity, Defense Budget Uncertainty, Capital Equipment Technology Investing

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Companies Covered: Boeing Co. (BA), Rockwell Automation Inc. (ROK), ABB Ltd. (ABB), Emerson Electric Co. (EMR), General Electric Co. (GE), Caterpillar Inc. (CAT), SPX Corporation (SPW), Boeing Co. (BA), Lockheed Martin Corporation (LMT), BE Aerospace Inc. (BEAV), Triumph Group Inc. (TGI), Rockwell Collins Inc. (COL), Spirit AeroSystems Holdings In (SPR), Precision Castparts Corp. (PCP), TransDigm Group Incorporated (TDG), Alliant Techsystems Inc. (ATK), Orbital Sciences Corp. (ORB), Siemens AG (SI), Honeywell International Inc. (HON), United Technologies Corp. (UTX), EMBRAER - Empresa Brasileira d (ERJ), Dover Corp. (DOV), Gardner Denver Inc. (GDI), Eaton Corporation (ETN), Belden, Inc. (BDC), Astronics Corp. (ATRO), Hardinge Inc. (HDNG), TriMas Corporation (TRS), Encore Acquisition Co. (EAC), Columbus Mckinnon Corp. (CMCO)

Topics Covered: Semiconductor Capital Equipment, Cloud Computing, Mobile Device Consumer Demand, Semiconductor Inventory Burnoff, Improvement from Cyclical Bottom, Semiconductor Capital Equipment Spending, New Computing Platform Demand

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Companies Covered: China Mobile Limited (CHL), Broadcom Corp. (BRCM), Marvell Technology Group Ltd. (MRVL), SanDisk Corp. (SNDK), Micron Technology Inc. (MU), Apple Inc. (AAPL), Intel Corporation (INTC), NVIDIA Corporation (NVDA), Texas Instruments Inc. (TXN), Analog Devices Inc. (ADI), Altera Corp. (ALTR), QUALCOMM Inc. (QCOM), Skyworks Solutions Inc. (SWKS), Xilinx Inc. (XLNX), Finisar Corp. (FNSR), JDS Uniphase Corp. (JDSU), RF Micro Devices Inc. (RFMD), Semtech Corp. (SMTC), Lattice Semiconductor Corporat (LSCC), Microsoft Corporation (MSFT), Amazon.com Inc. (AMZN), AT&T, Inc. (T), Verizon Communications Inc. (VZ), Atmel Corp. (ATML), ON Semiconductor Corp. (ONNN), TriQuint Semiconductor, Inc. (TQNT), Linear Technology Corp. (LLTC), Fairchild Semiconductor Intern (FCS), Cypress Semiconductor Corporat (CY), Taiwan Semiconductor Manufactu (TSM), Cisco Systems, Inc. (CSCO), HJ Heinz Co. (HNZ), China Mobile Limited (CHL), Sprint Nextel Corp. (S), Mindspeed Technologies Inc. (MSPD), Maxim Integrated Products Inc. (MXIM), Diodes Incorporated (DIOD), Monolithic Power Systems Inc. (MPWR), STMicroelectronics NV (STM), Microchip Technology Inc. (MCHP), Silicon Laboratories, Inc. (SLAB), Volterra Semiconductor Corpora (VLTR), Intersil Corp. (ISIL), Exar Corp. (EXAR), Hittite Microwave Corporation (HITT), Lam Research Corporation (LRCX), Applied Materials Inc. (AMAT), Nanometrics Inc. (NANO), Nova Measuring Instruments Ltd (NVMI), KLA-Tencor Corporation (KLAC), International Rectifier Corpor (IRF), LSI Corporation (LSI)

Topics Covered: Investing in Financial Services, Large Cap Investing, Value Investing, High Quality Companies, Bottom-up Investing, All-Cap Growth Investing

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Companies Covered: Genworth Financial Inc. (GNW), Hartford Financial Services Gr (HIG), MetLife, Inc. (MET), Citigroup, Inc. (C), Bank of America Corporation (BAC), JPMorgan Chase & Co. (JPM), Aetna Inc. (AET), Tyco Electronics, Ltd. (TEL), Molex Inc. (MOLX), Amphenol Corporation (APH), Fidelity National Financial, I (FNF), First American Corp. (FAF), Caterpillar Inc. (CAT), Newmont Mining Corp. (NEM), Tecumseh Products Company (TECUA), Apple Inc. (AAPL), Merck & Co. Inc. (MRK), Berkshire Hathaway Inc. (BRK-A), Dell Inc. (DELL), Transocean Ltd. (RIG), Sears Holdings Corporation (SHLD), J. C. Penney Company, Inc. (JCP), Ultra Petroleum Corp. (UPL), SCBT Financial Corp. (SCBT), First Financial Holdings Inc. (FFCH), Ameris Bancorp (ABCB)

Topics Covered: Health Care, Electronic Health Record Adoption, Biotechnology and Pharmaceutical Investing, Biotechnology and Pharmaceuticals, Biotechnology and Pharmaceutical Companies Valuation, Platform Interoperability and Data Analytics, HITECH Act Incentives, Affordable Care Act

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Companies Covered: Apple Inc. (AAPL), Google Inc. (GOOG), Baidu, Inc. (BIDU), Sina Corp. (SINA), QUALCOMM Inc. (QCOM), CVS Caremark Corporation (CVS), ConAgra Foods, Inc. (CAG), Boeing Co. (BA), eBay Inc. (EBAY), Amazon.com Inc. (AMZN), Yahoo! Inc. (YHOO), Starbucks Corp. (SBUX), Monsanto Co. (MON), Citigroup, Inc. (C), Goldman Sachs Group Inc. (GS), Morgan Stanley (MS), Bank of America Corporation (BAC), Dell Inc. (DELL), Hewlett-Packard Company (HPQ), VMware, Inc. (VMW), Salesforce.com (CRM), HJ Heinz Co. (HNZ), Charles Schwab Corp. (SCHW), SanDisk Corp. (SNDK), American International Group, (AIG), CR Bard Inc. (BCR), Becton, Dickinson and Company (BDX), Biogen Idec Inc. (BIIB), Dendreon Corp. (DNDN), Pharmacyclics Inc. (PCYC), Johnson & Johnson (JNJ), Celgene Corporation (CELG), Pfizer Inc. (PFE), Merck & Co. Inc. (MRK), Merge Healthcare Incorporated. (MRGE), Athenahealth, Inc. (ATHN), Humana Inc. (HUM)

Topics Covered: Investing in Financial Services, Long-Term Investing, Large Cap Investing, Value Investing, High Quality Companies, Bottom-up Investing, All-Cap Growth Investing, Investing in Emerging Markets

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Companies Covered: Apple Inc. (AAPL), Google Inc. (GOOG), Baidu, Inc. (BIDU), Sina Corp. (SINA), QUALCOMM Inc. (QCOM), CVS Caremark Corporation (CVS), ConAgra Foods, Inc. (CAG), Boeing Co. (BA), eBay Inc. (EBAY), Amazon.com Inc. (AMZN), Yahoo! Inc. (YHOO), Starbucks Corp. (SBUX), Monsanto Co. (MON), Citigroup, Inc. (C), Goldman Sachs Group Inc. (GS), Morgan Stanley (MS), Bank of America Corporation (BAC), Dell Inc. (DELL), Hewlett-Packard Company (HPQ), VMware, Inc. (VMW), Salesforce.com (CRM), HJ Heinz Co. (HNZ), Charles Schwab Corp. (SCHW), SanDisk Corp. (SNDK), American International Group, (AIG), GameStop Corp. (GME), Time Warner Inc. (TWX), Sinclair Broadcast Group Inc. (SBGI), MEDNAX, Inc. (MD), Polo Ralph Lauren Corp. (RL), Oshkosh Corporation (OSK), Cognizant Technology Solutions (CTSH), Tetra Tech Inc. (TTEK), Target Corp. (TGT), Novartis AG (NVS), CSX Corp. (CSX), Accenture Ltd. (ACN), Emerson Electric Co. (EMR), Pfizer Inc. (PFE), Chevron Corp. (CVX), Hasbro Inc. (HAS), American Community Properties (APO), The Blackstone Group (BX), KKR Financial Holdings LLC (KFN), Franklin Resources Inc. (BEN), Potash Corp. of Saskatchewan, (POT), Mastercard Incorporated (MA)

Topics Covered: Increased Mobile Content Traffic, Chinese Online Monetization Trends, Internet Infrastructure and Services Consolidation, Social Networking Economics -

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Companies Covered: Baidu, Inc. (BIDU), Sina Corp. (SINA), Google Inc. (GOOG), Cisco Systems, Inc. (CSCO), Juniper Networks, Inc. (JNPR), Sourcefire, Inc. (FIRE), FLIR Systems Inc. (FLIR), Amazon.com Inc. (AMZN), Rackspace Hosting, Inc (RAX), Cortex Pharmaceuticals Inc. (COR), Equinix Inc. (EQIX), Digital Realty Trust Inc. (DLR), Microsoft Corporation (MSFT), International Business Machine (IBM), VMware, Inc. (VMW), DuPont Fabros Technology, Inc. (DFT), Oracle Corp. (ORCL), Tibco Software Inc. (TIBX), F5 Networks Inc. (FFIV), eBay Inc. (EBAY), Nordstrom Inc. (JWN), Yahoo! Inc. (YHOO), Apple Inc. (AAPL), Activision Blizzard, Inc. (ATVI), Sony Corporation (SNE), SupportSoft, Inc. (SPRT)