Topics covered: Software-Defined Data Centers, Paradigm Shifts in Software, Larger IT Systems Upgrades, Cloud Computing Secular Trends, Cloud Computing and SaaS Trends, Business Services Capex Spending, B2B Recovery, Application Software Consolidation Activity
Companies covered: Callidus Software, Inc. (NASDAQ:CALD), Netsuite Inc (NYSE:N), Salesforce.com Inc (NYSE:CRM), Blackbaud, Inc. (NASDAQ:BLKB), Jack Henry & Associates, Inc. (NASDAQ:JKHY), FalconStor Software, Inc. (NASDAQ:FALC), Citrix Systems, Inc. (NASDAQ:CTXS), Cisco Systems, Inc. (NASDAQ:CSCO), Vmware, Inc. (NYSE:VMW), SAP SE (NYSE:SAP), Red Hat, Inc. (NYSE:RHT), PTC Inc. (NASDAQ:PTC), Oracle Corporation (NYSE:ORCL), NetApp, Inc. (NASDAQ:NTAP), Microsoft Corporation (NASDAQ:MSFT), Juniper Networks, Inc. (NYSE:JNPR), Intel Corporation (NASDAQ:INTC), IBM (International Business Machines Corp.) (NYSE:IBM), EMC Corporation (NYSE:EMC), Bottomline Technologies, Inc. (NASDAQ:EPAY), Acxiom Corporation (NASDAQ:ACXM), ACI Worldwide, Inc. (NASDAQ:ACIW), Total System Services, Inc. (NYSE:TSS), Heartland Payment Systems, Inc. (NYSE:HPY), Global Payments Inc. (NYSE:GPN), Fidelity National Information Services, Inc. (NYSE:FIS), Equifax, Inc. (NYSE:EFX), Dun & Bradstreet Corporation (The) (NYSE:DNB), CoStar Group, Inc. (NASDAQ:CSGP), Alliance Data Systems Corporation (NYSE:ADS)
Topics covered: Semiconductor Revenues and Demand, Semiconductor Capital Equipment Spending, Mobile Device Consumer Demand, Improvement from Cyclical Bottom, Enterprise Data Storage Demand, Energy Efficiency, Data Growth Trends, Cloud Computing and Telecommunications, Chinese Fabless Industry Growth
Companies covered: Netlist, Inc. (NASDAQ:NLST), On Track Innovations Ltd (NASDAQ:OTIV), GigOptix, Inc. (AMEX:GIG), Cavium, Inc. (NASDAQ:CAVM), Broadcom Corporation (NASDAQ:BRCM), Audience, Inc. (NASDAQ:ADNC), Western Digital Corporation (NASDAQ:WDC), Seagate Technology. (NASDAQ:STX), SanDisk Corporation (NASDAQ:SNDK), NVIDIA Corporation (NASDAQ:NVDA), Micron Technology, Inc. (NASDAQ:MU), Marvell Technology Group Ltd. (NASDAQ:MRVL), KLA-Tencor Corporation (NASDAQ:KLAC), China Mobile (Hong Kong) Ltd. (NYSE:CHL), Apple Inc. (NASDAQ:AAPL), United Microelectronics Corporation (NYSE:UMC), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Semiconductor Manufacturing International Corporation (HKG:0981), IBM (International Business Machines Corp.) (NYSE:IBM), Advanced Semiconductor Engineering, Inc. (NYSE:ASX), Avago Technologies Limited (NASDAQ:AVGO), Altera Corporation (NASDAQ:ALTR), Xilinx, Inc. (NASDAQ:XLNX), Texas Instruments Incorporated (NASDAQ:TXN), Skyworks Solutions, Inc. (NASDAQ:SWKS), RF Micro Devices Inc., Intel Corporation (NASDAQ:INTC), Walt Disney Company (The) (NYSE:DIS), Atmel Corporation (NASDAQ:ATML), Synaptics Incorporated (NASDAQ:SYNA), Sony Corp Ord (NYSE:SNE), Rubicon Technology, Inc. (NASDAQ:RBCN), Nike, Inc. (NYSE:NKE), Microsoft Corporation (NASDAQ:MSFT), Himax Technologies, Inc. (NASDAQ:HIMX), Alphabet Inc (NASDAQ:GOOG), Corning Incorporated (NYSE:GLW), LSI Corporation, Exar Corporation (NYSE:EXAR), LTX-Credence Corporation, Ambarella, Inc. (NASDAQ:AMBA), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Microchip Technology Incorporated (NASDAQ:MCHP), ARM Holdings plc (NASDAQ:ARM), Applied Micro Circuits Corporation (NASDAQ:AMCC), Advanced Micro Devices, Inc. (NASDAQ:AMD), QUALCOMM Incorporated (NASDAQ:QCOM), ON Semiconductor Corporation (NASDAQ:ON), International Rectifier Corpor, Fairchild Semiconductor International, Inc. (NASDAQ:FCS), TriQuint Semiconductor, Inc., Microsemi Corporation (NASDAQ:MSCC), Integrated Device Technology, Inc. (NASDAQ:IDTI), Dover Corporation (NYSE:DOV), Diodes Incorporated (NASDAQ:DIOD)
Topics covered: Small-Cap Investing, Secular Growth Themes, Quality of Business, Long/Short Strategy, Investment Risk/Return, Growth at a Reasonable Price, Bottom-Up Stock Selection, All-Cap Investing
Companies covered: True Religion Apparel Inc., Smith & Wesson Holding Corporation (NASDAQ:SWHC), Raytheon Company (NYSE:RTN), Questcor Pharmaceuticals, Inc., Oshkosh Corporation (NYSE:OSK), Myriad Genetics, Inc. (NASDAQ:MYGN), Marvell Technology Group Ltd. (NASDAQ:MRVL), Fresh Del Monte Produce, Inc. (NYSE:FDP), Deckers Outdoor Corporation (NYSE:DECK), J P Morgan Chase & Co (NYSE:JPM), IBM (International Business Machines Corp.) (NYSE:IBM), ENSCO plc (NYSE:ESV), DIRECTV (NASDAQ:DTV), Franklin Resources, Inc. (NYSE:BEN), Aflac Incorporated (NYSE:AFL), VimpelCom Ltd. (NASDAQ:VIP), Deutsche Bank AG (NYSE:DB), Cliffs Natural Resources Inc. (NYSE:CLF), Amazon.com, Inc. (NASDAQ:AMZN), Under Armour, Inc. (NYSE:UA), Lumber Liquidators Holdings, Inc (NYSE:LL), Catamaran Corporation (NASDAQ:CTRX), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), Synaptics Incorporated (NASDAQ:SYNA), Royal Caribbean Cruises Ltd. (NYSE:RCL), O'Reilly Automotive, Inc. (NASDAQ:ORLY), Illumina, Inc. (NASDAQ:ILMN), Quest Diagnostics Incorporated (NYSE:DGX), Cigna Corporation (NYSE:CI)
Topics covered: Professional Security Equipment, Increased Commercial Aircraft Production Rate, Heightened M&A Activity, Growth Opportunities in Data Security, Future Growth and Market Share Gains, Emerging Markets Penetration, Capital Equipment Technology Investing, Aircraft Manufacturing Supply Chain
Companies covered: Cubic Corporation (NYSE:CUB), Esterline Technologies Corporation (NYSE:ESL), B/E Aerospace, Inc. (NASDAQ:BEAV), Triumph Group, Inc. (NYSE:TGI), Transdigm Group Incorporated (NYSE:TDG), Precision Castparts Corporation (NYSE:PCP), Orbital Sciences Corporation (NYSE:ORB), Mercury Systems Inc (NASDAQ:MRCY), Lockheed Martin Corporation (NYSE:LMT), Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), General Dynamics Corporation (NYSE:GD), Curtiss-Wright Corporation (NYSE:CW), Boeing Company (The) (NYSE:BA), Alliant Techsystems Inc. (NYSE:ATK), United Technologies Corporation (NYSE:UTX), Tyco International plc (NYSE:TYC), 3M Company (NYSE:MMM), Illinois Tool Works Inc. (NYSE:ITW), Danaher Corporation (NYSE:DHR), Carlisle Companies Incorporated (NYSE:CSL), Crane Company (NYSE:CR)
Topics covered: U.S. Energy Infrastructure Build Out, Shale Production Growth, Outlook for Natural Gas Liquids, Oil and Gas Investing, Increasing Demand for Midstream Assets, Emerging Shale Plays
Companies covered: Williams Companies, Inc. (The) (NYSE:WMB), ONEOK, Inc. (NYSE:OKE), Targa Resources Partners LP (NYSE:NGLS-A), Anadarko Petroleum Corporation (NYSE:APC), Energy Transfer Equity, L.P. (NYSE:ETE), Chesapeake Energy Corporation (NYSE:CHK), Crosstex Energy LP, Sunoco Logistics Partners LP (NYSE:SXL), Plains All American Pipeline, L.P. (NYSE:PAA), MarkWest Energy Partners, LP (NYSE:MWE), Magellan Midstream Partners L.P. (NYSE:MMP), El Paso Pipeline Partners, L.P, Enterprise Products Partners L.P. (NYSE:EPD), Enbridge Energy, L.P. (NYSE:EEP), Devon Energy Corporation (NYSE:DVN), ConocoPhillips (NYSE:COP), Buckeye Partners L.P. (NYSE:BPL), Western Gas Partners, LP (NYSE:WES), DCP Midstream Partners, LP (NYSE:DPM), Boardwalk Pipeline Partners L.P. (NYSE:BWP), BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), Sandridge Energy Inc. (NYSE:SD)
