Topics covered: Value Oriented Strategy, Long-Term Investing, Investment Risk Management Strategies, High-Quality Companies, Global Macro Trends, Exposure to Emerging Markets, Dividend-Paying Stocks, Cyclical Sectors, Capital Appreciation
Companies covered: Verizon Communications Inc. (NYSE:VZ), Vodafone Group Plc (NASDAQ:VOD), Sonic Corp. (NASDAQ:SONC), Chipotle Mexican Grill, Inc. (NYSE:CMG), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Sysco Corporation (NYSE:SYY), Sears Holdings Corporation (OTCMKTS:SHLDQ), Procter & Gamble Company (The) (NYSE:PG), Pepsico, Inc. (NASDAQ:PEP), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), Coca-Cola Company (The) (NYSE:KO), Intel Corporation (NASDAQ:INTC), CBS Corporation (NYSE:CBS), C.R. Bard, Inc. (NYSE:BCR), Tiffany & Co. (NYSE:TIF), Johnson & Johnson (NYSE:JNJ), W.W. Grainger, Inc. (NYSE:GWW)
Topics covered: Social Networking Economics, Mobile Monetization, Internet Content Providers, Increased Mobile Content Traffic, Data Security, Chinese Online Monetization Trends, Chinese Internet Market
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Alphabet Inc (NASDAQ:GOOG), Yahoo! Inc. (NASDAQ:YHOO), Bankrate, Inc. (NYSE:RATE), Walt Disney Company (The) (NYSE:DIS), Internet Gold Golden Lines Ltd. (NASDAQ:IGLD), Baidu, Inc. (NASDAQ:BIDU), VASCO Data Security International, Inc. (NASDAQ:VDSI)
Topics covered: Population Health Management, Healthcare IT Consolidation Trends, Health Care, Electronic Health Records Implementation, Data Analytics, Affordable Care Act
Companies covered: IBM (International Business Machines Corp.) (NYSE:IBM), Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Quality Systems, Inc. (NASDAQ:QSII), MedAssets, Inc. (NASDAQ:MDAS), Computer Programs and Systems, Inc. (NASDAQ:CPSI), Merge Healthcare Incorporated. (NASDAQ:MRGE), McKesson Corporation (NYSE:MCK)
Topics covered: Regulatory Outlook Gains Clarity, Opportunities in Larger Banks, Investing in Regional Banks, Investing in Financial Services, Interest Rates and Loan-Growth Strategies, Fed Capital Review Program, Challenging Revenue Environment
Companies covered: KeyCorp (NYSE:KEY), Zions Bancorporation (NASDAQ:ZION), PacWest Bancorp (NASDAQ:PACW), M&T Bank Corporation (NYSE:MTB), J P Morgan Chase & Co (NYSE:JPM), Hudson City Bancorp, Inc. (NASDAQ:HCBK), Goldman Sachs Group, Inc. (The) (NYSE:GS), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC), Ohio Legacy Corp., Morgan Stanley (NYSE:MS), Discover Financial Services (NYSE:DFS), Capital One Financial Corporation (NYSE:COF)
Topics covered: Orphan Drugs, Orphan Drug and Biologics Manufacturing, Oncology Drug Development, Health Care, Genetic and Cell Therapies, FDA Approval Process, Biotechnology and Pharmaceuticals, Biotechnology and Pharmaceutical Companies Valuation
Companies covered: MannKind Corporation (NASDAQ:MNKD), Alexza Pharmaceuticals, Inc. (NASDAQ:ALXA), Oragenics, Inc. (AMEX:OGEN), Cempra, Inc. (NASDAQ:CEMP), Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), Achillion Pharmaceuticals, Inc. (NASDAQ:ACHN), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Theravance, Inc. (NASDAQ:THRX), Pharmacyclics, Inc. (NASDAQ:PCYC), Merck & Company, Inc. (NYSE:MRK), InterMune Inc., Isis Pharmaceuticals, Inc. (NASDAQ:ISIS), Idenix Pharmaceuticals Inc., Gilead Sciences, Inc. (NASDAQ:GILD), Curis, Inc. (NASDAQ:CRIS), Cubist Pharmaceuticals Inc., Bristol-Myers Squibb Company (NYSE:BMY), Celgene Corporation (NASDAQ:CELG), NPS Pharmaceuticals, Inc. (NASDAQ:NPSP), Keryx Biopharmaceuticals, Inc. (NASDAQ:KERX), Celladon Corporation (NASDAQ:CLDN), bluebird bio, Inc. (NASDAQ:BLUE), Amgen Inc. (NASDAQ:AMGN), Novartis AG (NYSE:NVS), Infinity Pharmaceuticals, Inc. (NASDAQ:INFI), Dendreon Corp., Novo Nordisk A/S (NYSE:NVO), GlaxoSmithKline PLC (NYSE:GSK)
