Topics Covered: Increasing Demand for Midstream Assets, U.S. Energy Infrastructure Build Out, Oil and Gas Transportation Infrastructure Demand, Master Limited Partnerships Distribution Growth, Low Treasury Yields and MLP Dividends -

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Companies Covered: El Paso Pipeline Partners, L.P (EPB), Copano Energy LLC (CPNO), Williams Companies, Inc. (WMB), Linn Energy, LLC (LINE), Berry Petroleum Co. (BRY), Vanguard Natural Resources, LL (VNR), Legacy Reserves Lp (LGCY), ONEOK Inc. (OKE), Williams Partners L.P. (WPZ), ONEOK Partners, L.P. (OKS), AmeriGas Partners LP (APU), Spectra Energy Partners, LP (SEP), Genesis Energy LP (GEL), Plains All American Pipeline L (PAA), Targa Resources Partners LP (NGLS), Enterprise Products Partners L (EPD), Kinder Morgan Energy Partners (KMP), Magellan Midstream Partners LP (MMP), Walt Disney Co. (DIS), American Tower Corp. (AMT), Boeing Co. (BA), Chesapeake Energy Corporation (CHK), Devon Energy Corporation (DVN), Union Pacific Corp. (UNP), Centerpoint Energy Inc. (CNP), MV Oil Trust (MVO), SandRidge Permian Trust (PER), SandRidge Energy, Inc. (SD), Breitburn Energy Partners LP (BBEP), Capstone Turbine Corp. (CPST), Baytex Energy Trust (BTE)

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: Precious Metals, Global Iron Ore Production, Emerging Market Infrastructure Construction, Midcap and Small-Cap Consolidation Activity

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Companies Covered: Companhia Vale do Rio Doce (VALE), Cliffs Natural Resources Inc. (CLF), Freeport-McMoRan Copper & Gold (FCX), Newmont Mining Corp. (NEM), Royal Gold, Inc. (RGLD), Teck Resources Limited (TCK), Thompson Creek Metals Company (TC), Plains Exploration & Productio (PXP), McMoRan Exploration Co. (MMR), Barrick Gold Corporation (ABX), United States Steel Corp. (X), Nucor Corporation (NUE), Allegheny Technologies Inc. (ATI), Walter Energy, Inc. (WLT), GrafTech International Ltd. (GTI), Steel Dynamics Inc. (STLD), Commercial Metals Co. (CMC), Reliance Steel & Aluminum Co. (RS), Worthington Industries, Inc. (WOR), Olympic Steel Inc. (ZEUS), Thomson S.A. (TMS), Haynes International Inc. (HAYN), Kaiser Aluminum Corporation (KALU), AM Castle & Co. (CAS), Carpenter Technology Corp. (CRS), Dynamic Materials Corp. (BOOM), RTI International Metals Inc. (RTI), Schnitzer Steel Industries Inc (SCHN), Universal Stainless & Alloy Pr (USAP), Peabody Energy Corp. (BTU), AK Steel Holding Corp. (AKS), Boeing Co. (BA), Companhia Siderurgica Nacional (SID), Quaterra Resources Inc. (QMM)

Topics Covered: Increasing Demand for Midstream Assets, U.S. Energy Infrastructure Build Out, Emerging Shale Plays, Oil and Gas Transportation Infrastructure Demand, Master Limited Partnerships Distribution Growth, Outlook for Natural Gas Liquids, Low Treasury Yields and MLP Dividends

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Companies Covered: Plains All American Pipeline L (PAA), Magellan Midstream Partners LP (MMP), Western Gas Partners Lp (WES), DCP Midstream Partners LP (DPM), Anadarko Petroleum Corp. (APC), Kinder Morgan Energy Partners (KMP), Copano Energy LLC (CPNO), Energy Transfer Partners L.P. (ETP), El Paso Pipeline Partners, L.P (EPB), Sunoco Logistics Partners LP (SXL), Enterprise Products Partners L (EPD), EV Energy Partners LP (EVEP), Linn Energy, LLC (LINE), Atlas Pipeline Partners LP (APL), Plains All American Pipeline L (PAA), Dow Chemical Co. (DOW), Targa Resources Partners LP (NGLS), Williams Companies, Inc. (WMB), Berry Petroleum Co. (BRY), Vanguard Natural Resources, LL (VNR), Legacy Reserves Lp (LGCY), ONEOK Inc. (OKE), Williams Partners L.P. (WPZ), ONEOK Partners, L.P. (OKS), AmeriGas Partners LP (APU), Spectra Energy Partners, LP (SEP), Genesis Energy LP (GEL), SandRidge Energy, Inc. (SD), Breitburn Energy Partners LP (BBEP), Boardwalk Pipeline Partners, L (BWP), Enbridge Energy Partners LP (EEP), Eagle Rock Energy Partners, L. (EROC), Crosstex Energy LP (XTEX)

Topics Covered: Capital Expenditures and Consolidation Activity, Frontier Exploration and Development , Shale Drilling Capital Expenditures, Oil Price Expectations , Shale Drilling Dynamics, Shale, Offshore and Deepwater Drilling, Oil and Gas Price Divergence, Offshore Deepwater Oil Discoveries

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Companies Covered: Schlumberger Limited (SLB), Halliburton Company (HAL), Baker Hughes Inc. (BHI), Weatherford International Ltd. (WFT), Cameron International Corporat (CAM), Noble Corp. (NE), Hornbeck Offshore Services, In (HOS), Lufkin Industries Inc. (LUFK), Gulfmark Offshore Inc. (GLF), Tidewater Inc. (TDW), Cal Dive International Inc (DVR), Helix Energy Solutions Group, (HLX), Oceaneering International, Inc (OII), National Oilwell Varco, Incorp (NOV), FMC Technologies, Inc. (FTI), Petroleo Brasileiro (PBR), Key Energy Services Inc. (KEG), Diamond Offshore Drilling Inc. (DO), Transocean Ltd. (RIG), Ensco International Inc. (ESV), Rowan Companies Inc. (RDC), General Electric Co. (GE), Atwood Oceanics Inc. (ATW), Hercules Offshore, Inc. (HERO), Superior Energy Services Inc. (SPN), Basic Energy Services, Inc. (BAS), Natural Gas Services Group Inc (NGS), Oil States International Inc. (OIS), Exxon Mobil Corp. (XOM), Schlumberger Limited (SLB), Helmerich & Payne Inc. (HP), Nabors Industries Ltd. (NBR), Patterson-UTI Energy Inc. (PTEN), Chesapeake Energy Corporation (CHK)

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)