Small Cap Investing and Other Investing Strategies Report

Topics Covered: Small Cap Growth Companies, Major Trends in the Macro Environment, High Quality Fast-Growing Smaller Cap Companies, All-Weather Business Models, Global Small Cap Value, Long/Short Hedge Strategy, Preservation of Capital, Absolute Return Strategies, Consistent Growth in Earnings

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Companies Covered: Ann Taylor (ANN), BJ's Restaurants (BJRI), China Fire & Security (CFSG), Cirrus Logic (CRUS), Dean Foods (DF), Interactive Intelligence (ININ), Lancashire Holdings (LRE), Lululemon Athletica (LULU), Rigel Pharmaceuticals (RIGL), Wal-Mart  (WMT), iShares S&P Global Materials Fund (MXI), . Ithaca Energy (IAE), 3M (MMM), AT&T (T), Acacia Research (ACTG), Alberto-Culver (ACV), American Axel (AXL), Apple (AAPL), AstraZeneca (AZN), Barclays (BCS), Brigham Exploration (BEXP), Cal Dive International (DVR), Cavium Networks (CAVM), CenturyLink (CTL), Chevron (CVX), Church & Dwight (CHD), Cincinnati Financial (CINF), Cisco (CSCO), ConAgra (CAG), Conoco (COP), Courier Corporation (CRRC), DG FastChannel (DGIT), Devon (DVN), Disney (DIS), EMC Corp (EMC), East West Bancorp (EWBC), Ev3 (EVVV), First Financial Bancorp (FFBC), Franco-Nevada (FNV), General Mills (GIS), Google (GOOG), Green Mountain Coffee Roasters (GMCR), HMS Holdings (HMSY), IBM (IBM), IMS Health (RX), JPMorgan Chase (JPM), Johnson & Johnson (JNJ), Lincoln Educational Services (LINC), Linear Technology (LLTC), LogMeIn (LOGM), MAXIMUS Inc. (MMS), McCormick (MKC), Microsoft (MSFT), Nabors Industries (NBR), NetLogic (NETL), Newmont Mining (NEM), Nike (NKE), Nortel (NTL), Northern Oil & Gas (NOG), Oracle (ORCL), Panera Bread (PNRA), Pepsi (PEP), PetroBakken (PBN), Petrobank (PBG), Plantronics (PLT), Platinum Underwriters (PTP), Polypore (PPO), Portfolio Recovery Associates (PRAA), Procter & Gamble (PG), Questar Corp  (STR), Rosetta Resources (ROSE), SPDR Gold Trust (GLD), Saks (SKS), Steven Madden (SHOO), Talbots (TLB), Taseko Mines (TKO), Tenneco (TEN), Tethys Petroleum Limited (TPL), Tupperware Brands Corp. (TUP), US Tobacco (UST), UnionBanCal (UB), United Technologies (UTX), Yellow Pages Income Fund (YLO.UN), Zenith National (ZNT), iShares Barclays Aggregate Bond Fund (AGG)