Automotive

June 17, 2016

Companies covered: Copart, Inc. (NASDAQ:CPRT), Visteon Corporation (NYSE:VC), Ford Motor Company (NYSE:F), General Motors Company (NYSE:GM), Fiat Chrysler Automobiles N.V. (NYSE:FCAU), Valeo, SA (USA) (OTCMKTS:VLEEY), Delphi Automotive plc (NYSE:DLPH), Mobileye N.V. (NYSE:MBLY), Tesla Motors, Inc. (NASDAQ:TSLA), Harman International Industries, Incorporated (NYSE:HAR), Advance Auto Parts Inc (NYSE:AAP), AutoZone, Inc. (NYSE:AZO), O'Reilly Automotive, Inc. (NASDAQ:ORLY), Genuine Parts Company (NYSE:GPC), CarMax Inc (NYSE:KMX), The Priceline Group Inc. (NASDAQ:PCLN), Monro Muffler Brake, Inc. (NASDAQ:MNRO), AutoNation, Inc. (NYSE:AN), Penske Automotive Group, Inc. (NYSE:PAG), Daimler AG (OTCMKTS:DDAIF), Berkshire Hathaway Inc. (NYSE:BRK/A), Standard Motor Products, Inc. (NYSE:SMP), LKQ Corporation (NASDAQ:LKQ), Lithia Motors, Inc. (NYSE:LAD), Takata Corporation (TYO:7312), Volkswagen AG (ADR) (OTCMKTS:VLKAY)

Buy ($175)

Restaurants, Food and Drinks

February 12, 2016

Companies covered: Darden Restaurants, Inc. (NYSE:DRI), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), Shake Shack, Inc. (NYSE:SHAK), Starbucks Corporation (NASDAQ:SBUX), Chipotle Mexican Grill, Inc. (NYSE:CMG), Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY), McDonald's Corporation (NYSE:MCD), Wendy's Company (The) (NASDAQ:WEN), Sonic Corp. (NASDAQ:SONC), Panera Bread Company (NASDAQ:PNRA), Zoe's Kitchen, Inc. (NYSE:ZOES), Chuy's Holdings, Inc. (NASDAQ:CHUY), Del Frisco's Restaurant Group, Inc. (NASDAQ:DFRG), Fiesta Restaurant Group, Inc. (NASDAQ:FRGI), Dunkin' Brands Group, Inc. (NASDAQ:DNKN), Yum! Brands, Inc. (NYSE:YUM), Coffee Holding Co., Inc. (NASDAQ:JVA), Texas Roadhouse, Inc. (NASDAQ:TXRH), Kona Grill, Inc. (NASDAQ:KONA), DineEquity, Inc (NYSE:DIN), Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB), Imvescor Restaurant Group Inc. (TSE:IRG), Barfresh Food Group Inc. (OTCMKTS:BRFH), Soupman Inc. (OTCMKTS:SOUP), UFood Restaurant Group, Inc. (OTCMKTS:UFFCQ), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Celsius Holdings, Inc. (OTCMKTS:CELH), Youngevity International Inc. (OTCMKTS:YGYI)

Buy ($175)

Gaming and Leisure

November 27, 2015

Companies covered: Penn National Gaming, Inc. (NASDAQ:PENN), Melco Crown Entertainment Limited (NASDAQ:MPEL), Las Vegas Sands Corp. (NYSE:LVS), Wynn Resorts, Limited (NASDAQ:WYNN), Hilton Worldwide Holdings Inc. (NYSE:HLT), Marriott International (NASDAQ:MAR), Wyndham Worldwide Corp (NYSE:WYN), MGM Resorts International (NYSE:MGM), Netflix, Inc. (NASDAQ:NFLX), Starwood Hotels & Resorts Worldwide, Inc. (NYSE:HOT), Extended Stay America, Inc. (NYSE:STAY), AMC Entertainment Holdings, Inc. (NYSE:AMC), AMAYA INC (NASDAQ:AYA), Hyatt Hotels Corporation (NYSE:H), Brunswick Corporation (NYSE:BC), Thor Industries, Inc. (NYSE:THO), Harley-Davidson, Inc. (NYSE:HOG), Vista Outdoor Inc (NYSE:VSTO), Polaris Industries Inc. (NYSE:PII), Arctic Cat Inc. (NASDAQ:ACAT), Honda Motor Company, Ltd. (NYSE:HMC), Yamaha Motor Co., Ltd. (TYO:7272), BRP Inc (TSE:DOO), Smith & Wesson Holding Corporation (NASDAQ:SWHC), Nautilus Group, Inc. (The) (NYSE:NLS), Monarch Casino & Resort, Inc. (NASDAQ:MCRI)

Buy ($175)

Entertainment, Toys and Games

October 09, 2015

Companies covered: Netflix, Inc. (NASDAQ:NFLX), Comcast Corporation (NASDAQ:CMCSA), Time Warner Cable Inc (NYSE:TWC), Charter Communications, Inc. (NASDAQ:CHTR), Pandora Media, Inc. (NYSE:P), Live Nation Entertainment, Inc. (NYSE:LYV), AMC Networks Inc. (NASDAQ:AMCX), Discovery Communications, Inc. (NASDAQ:DISCA), Amazon.com, Inc. (NASDAQ:AMZN), Lions Gate Entertainment Corporation (NYSE:LGF), DIRECTV (NASDAQ:DTV), AT&T Inc. (NYSE:T), Apple Inc. (NASDAQ:AAPL), Yahoo! Inc. (NASDAQ:YHOO), Sirius XM Holdings Inc. (NASDAQ:SIRI), Walt Disney Company (The) (NYSE:DIS), Viacom Inc. (NASDAQ:VIA), Dreamworks Animation SKG, Inc. (NASDAQ:DWA), Regal Entertainment Group (NYSE:RGC), Cinemark Holdings Inc (NYSE:CNK), IMAX Corporation (NYSE:IMAX), RealD Inc (NYSE:RLD), Scripps Networks Interactive, Inc (NYSE:SNI), Cumulus Media Inc. (NASDAQ:CMLS), Twenty-First Century Fox, Inc. (NASDAQ:FOX), Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG), Sony Corp Ord (NYSE:SNE), MDC Partners Inc. (NASDAQ:MDCA), Carmike Cinemas, Inc. (NASDAQ:CKEC), Meredith Corporation (NYSE:MDP), Media General, Inc. (NYSE:MEG), Verizon Communications Inc. (NYSE:VZ), Time Warner Inc. (NYSE:TWX), CBS Corporation (NYSE:CBS), Madison Square Garden Co. (NYSE:MSG), Hemisphere Media Group, Inc. (NASDAQ:HMTV), Starz (NASDAQ:STRZA), Mad Catz Interactive, Inc. (NYSEMKT:MCZ), Social Reality, Inc. (OTCMKTS:SCRI), NTN Buzztime, Inc. (NYSEMKT:NTN), Mood Media Corporation (TSE:MM), rVue Holdings, Inc. (OTCMKTS:RVUE)

Buy ($175)

Consumer Staples & Retail

August 27, 2015

Topics covered: Shift to Natural and Organic, Product Quality Improvements, M&A Activity in Staples Sector, Emerging Markets Growth, Currency Headwinds, Conventional Supermarket Trends, Consumer Staples Companies, Bullish Outlook on Beauty

Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Wal-Mart Stores, Inc. (NYSE:WMT), SuperValu Inc. (NYSE:SVU), Starbucks Corporation (NASDAQ:SBUX), Panera Bread Company (NASDAQ:PNRA), Kroger Company (The) (NYSE:KR), Costco Wholesale Corporation (NASDAQ:COST), Tractor Supply Company (NASDAQ:TSCO), O'Reilly Automotive, Inc. (NASDAQ:ORLY), Hess Corporation (NYSE:HES), ENERGY TRANSFER PARTNERS (NYSE:ETP), Core-Mark Holding Company, Inc. (NASDAQ:CORE), AutoZone, Inc. (NYSE:AZO), Allstate Corporation (The) (NYSE:ALL), Advance Auto Parts Inc (NYSE:AAP), Lifetime Brands, Inc. (NASDAQ:LCUT), Apple Inc. (NASDAQ:AAPL), Western Union Company (The) (NYSE:WU), Visa Inc. (NYSE:V), Verifone Systems, Inc. (NYSE:PAY), NCR Corporation (NYSE:NCR), Mastercard Incorporated (NYSE:MA), eBay Inc. (NASDAQ:EBAY), Diebold, Incorporated (NYSE:DBD), American Express Company (NYSE:AXP), Procter & Gamble Company (The) (NYSE:PG), Pepsico, Inc. (NYSE:PEP), Coca-Cola Company (The) (NYSE:KO), The Hain Celestial Group, Inc. (NASDAQ:HAIN), Estee Lauder Companies, Inc. (The) (NYSE:EL), Dr Pepper Snapple Group, Inc (NYSE:DPS), Ulta Salon, Cosmetics & Fragrance, Inc. (NASDAQ:ULTA), Sally Beauty Holdings, Inc. (NYSE:SBH), Newell Rubbermaid Inc. (NYSE:NWL), Jarden Corporation (NYSE:JAH), Inter Parfums, Inc. (NASDAQ:IPAR), Clorox Company (The) (NYSE:CLX), Colgate-Palmolive Company (NYSE:CL), Tupperware Brands Corporation (NYSE:TUP)

Buy ($175)

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