Topics Covered: North American Electrical Transmission, Infrastructure Build in Emerging Markets, Strong End Markets for Building Products, Energy Infrastructure Companies, Infrastructure Spending

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Companies Covered: Steel Dynamics Inc. (STLD), Nucor Corporation (NUE), United States Steel Corp. (X), BP plc (BP), Fluor Corporation (FLR), Jacobs Engineering Group, Inc. (JEC), Chicago Bridge & Iron Company (CBI), Quanta Services Inc. (PWR), Primoris Services Corporation (PRIM), Owens Corning (OC), Granite Construction Inc. (GVA), Great Lakes Dredge & Dock Corp (GLDD), MasTec, Inc. (MTZ), MYR Group, Inc. (MYRG), Willbros Group Inc. (WG), Dycom Industries Inc. (DY), General Cable Corp. (BGC), AZZ incorporated (AZZ), Powell Industries, Inc. (POWL), Acuity Brands, Inc. (AYI), Hubbell Inc. (HUB-B), WESCO International Inc. (WCC), EMCOR Group Inc. (EME), Belden, Inc. (BDC), Anixter International Inc. (AXE), TETRA Technologies Inc. (TTI), AT&T, Inc. (T), Petroleo Brasileiro (PBR), Dow Chemical Co. (DOW), KBR, Inc. (KBR), Halliburton Company (HAL), Exxon Mobil Corp. (XOM), Foster Wheeler AG (FWLT)

Topics Covered: Grid Parity Timelines for Alternative Energy, Asia Pacific Demand for Solar Energy, Alternative Energy Generation, Solar Energy Pricing, Government Subsidies and Regulation, The Rise of the Energy Efficiency Market, LED Adoption in Large-Scale Projects, Long-Term Opportunities in Emerging Markets, Solar Growth Drivers and Headwinds

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Companies Covered: Broadwind Energy, Inc. (BWEN), First Solar, Inc. (FSLR), Covanta Holding Corporation (CVA), EnerNOC, Inc. (ENOC), American Superconductor Corpor (AMSC), Suntech Power Holdings Co. Ltd (STP), Trina Solar Ltd. (TSL), Canadian Solar Inc. (CSIQ), Apple Inc. (AAPL), LDK Solar Co.Ltd. (LDK), Colgate-Palmolive Co. (CL), Koninklijke Philips Electronic (PHG), Siemens AG (SI), Cree Inc. (CREE), General Electric Co. (GE), Emerson Electric Co. (EMR), Acuity Brands, Inc. (AYI), Clean Energy Fuels Corp. (CLNE), Ascent Solar Technologies Inc. (ASTI), EMCORE Corporation (EMKR), DayStar Technologies Inc. (DSTI)

Topics Covered: Workforce Flexibility Requirements, Growth in Temporary Staffing Demand, Secular Trend Toward Temporary Staffing, Strong Demand For IT Staffing, Growth in Equipment Leasing Adoption Rates, Consolidation Potential in Fragmented Industry

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Companies Covered: Manpower Inc. (MAN), Robert Half International Inc. (RHI), Dice Holdings, Inc. (DHX), Monster Worldwide, Inc. (MWW), Automatic Data Processing, Inc (ADP), Paychex Inc. (PAYX), On Assignment Inc. (ASGN), AMN Healthcare Services Inc. (AHS), TrueBlue, Inc. (TBI), Manpower Inc. (MAN), Alliance Data Systems Corporat (ADS), Mastercard Incorporated (MA), Visa, Inc. (V), Western Union Co. (WU), Global Payments Inc. (GPN), Total System Services, Inc. (TSS), Corrections Corp. of America (CXW), Geo Group Inc. (GEO), Iron Mountain Inc. (IRM), FTI Consulting, Inc. (FCN), Kforce Inc. (KFRC), Lender Processing Services, In (LPS), Heidrick & Struggles Internati (HSII), Kelly Services Inc. (KELYA), General Electric Co. (GE), CIT Group, Inc. (CIT), Ryder System, Inc. (R), TAL International Group, Inc. (TAL), Textainer Group Holdings Limit (TGH), FedEx Corporation (FDX), United Parcel Service, Inc. (UPS), Expeditors International of Wa (EXPD), UTI Worldwide, Inc. (UTIW), Hub Group Inc. (HUBG), Pacer International Inc. (PACR), Kirby Corporation (KEX), Rand Logistics, Inc. (RLOG), Atlas Air Worldwide Holdings I (AAWW), CAI International Inc. (CAP), Aircastle LTD (AYR), AerCap Holdings N.V. (AER), Babcock & Brown Air Limited (FLY), Werner Enterprises Inc. (WERN), Old Dominion Freight Line Inc. (ODFL), Landstar System Inc. (LSTR), Resources Connection Inc. (RECN)

Topics Covered: Application Software Consolidation Activity, Cloud Computing and SaaS Trends, Health Care Transition to ICD-10, Outsourcing and Offshoring Trends

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Companies Covered: VMware, Inc. (VMW), Microsoft Corporation (MSFT), SAP AG (SAP), Hewlett-Packard Company (HPQ), Dell Inc. (DELL), CA, Inc. (CA), Salesforce.com (CRM), Adobe Systems Inc. (ADBE), Apple Inc. (AAPL), Citrix Systems, Inc. (CTXS), CoStar Group Inc. (CSGP), Global Payments Inc. (GPN), Heartland Payment Systems Inc. (HPY), Fidelity National Information (FIS), ACI Worldwide, Inc. (ACIW), Bottomline Technologies Inc. (EPAY), Total System Services, Inc. (TSS), Wipro Ltd. (WIT), Syntel Inc. (SYNT), Genpact Ltd. (G), Exlservice Holdings, Inc. (EXLS), WNS (Holdings), Ltd. (WNS), Convergys Corporation (CVG), TeleTech Holdings Inc. (TTEC), Cognizant Technology Solutions (CTSH), General Electric Co. (GE), Advent Software, Inc. (ADVS)

Topics Covered: Hotel Occupancy, Rates and RevPAR Trend Upward, U.S. Regional and Emerging Market Hospitality, Gaming Opportunities In Asian Markets, Macau VIP and Mass Market Gaming

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Companies Covered: Marriott International, Inc. (MAR), Carnival Corp. (CCL), Royal Caribbean Cruises Ltd. (RCL), Starwood Hotels & Resorts Worl (HOT), Las Vegas Sands Corp. (LVS), Wynn Resorts Ltd. (WYNN), MGM Mirage (MGM), Penn National Gaming Inc. (PENN), Melco Crown Entertainment Ltd. (MPEL), Isle of Capri Casinos Inc. (ISLE), Marriott International, Inc. (MAR), Host Hotels & Resorts Inc. (HST), Intercontinental Hotels Group (IHG), Shuffle Master Inc. (SHFL), Bally Technologies, Inc. (BYI), Century Casinos Inc. (CNTY), International Game Technology (IGT)

Topics Covered: Commercial Aviation and Energy Expenditures, Industrial Restructuring, Emerging Markets Penetration, Heightened M&A Activity, Future Growth and Market Share Gains, Increased Commercial Aircraft Production Rate, Defense Budget Uncertainty, Growth Opportunities in Data Security -

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Companies Covered: Boeing Co. (BA), Precision Castparts Corp. (PCP), Rockwell Collins Inc. (COL), TransDigm Group Incorporated (TDG), Triumph Group Inc. (TGI), Spirit AeroSystems Holdings In (SPR), Hexcel Corp. (HXL), Esterline Technologies Corp. (ESL), LMI Aerospace Inc. (LMIA), Curtiss-Wright Corp. (CW), Lockheed Martin Corporation (LMT), Northrop Grumman Corporation (NOC), Raytheon Co. (RTN), General Dynamics Corp. (GD), BE Aerospace Inc. (BEAV), Boeing Co. (BA), EMBRAER - Empresa Brasileira d (ERJ), SkyWest Inc. (SKYW), Republic Airways Holdings Inc. (RJET), Alaska Air Group Inc. (ALK), Hawaiian Holdings Inc. (HA), JetBlue Airways Corporation (JBLU), Allegiant Travel Company (ALGT), Southwest Airlines Co. (LUV), Copa Holdings SA (CPA), LAN Airlines S.A. (LFL), GOL Linhas A?reas Inteligentes (GOL), US Airways Group, Inc. (LCC), Arotech Corp. (ARTX), Edac Technologies Corp. (EDAC), Graham Corp. (GHM), EnerSys (ENS), Molex Inc. (MOLX)