Topics covered: Regulatory Outlook Gains Clarity, Recovery in the Pacific Northwest, Prolonged Interest Rate Environment Challenges, Pockets of Growth in Western Banking, Investing in Regional Banks, Interest Rates and Loan-Growth Strategies, Heightened M&A Activity, Consolidation in Regional Banking
Companies covered: Columbia Banking System, Inc. (NASDAQ:COLB), Washington Banking Co., Heritage Financial Corporation (NASDAQ:HFWA), Umpqua Holdings Corporation (NASDAQ:UMPQ), Texas Capital Bancshares, Inc. (NASDAQ:TCBI), Zions Bancorporation (NASDAQ:ZION), City National Corporation (NYSE:CYN), BofI Holding, Inc. (NASDAQ:BOFI), Summit State Bank (NASDAQ:SSBI), Southwest Bancorp, Inc. (NASDAQ:OKSB), BBCN Bancorp, Inc. (NASDAQ:BBCN), Wilshire Bancorp, Inc. (NASDAQ:WIBC), SVB Financial Group (NASDAQ:SIVB), Preferred Bank (NASDAQ:PFBC), PacWest Bancorp (NASDAQ:PACW), East West Bancorp, Inc. (NASDAQ:EWBC), CapitalSource Inc., Bank of Hawaii Corporation (NYSE:BOH), Western Alliance Bancorporation (NYSE:WAL), Glacier Bancorp, Inc. (NASDAQ:GBCI)
Topics covered: Unconventional Resources, Shale Drilling Capital Expenditures, Oil Price Expectations, Oil and Gas, Independent E&P Opportunities, Emerging Shale Plays, Capital Expenditures and Consolidation Activity
Companies covered: United Parcel Service, Inc. (NYSE:UPS), Pioneer Natural Resources Company (NYSE:PXD), Newfield Exploration Company (NYSE:NFX), Goodrich Petroleum Corporation (NYSE:GDP), FedEx Corporation (NYSE:FDX), EOG Resources, Inc. (NYSE:EOG), Cheniere Energy, Inc. (NYSE:LNG), Exxon Mobil Corporation (NYSE:XOM), Total SA (ADR) (NYSE:TOT), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Occidental Petroleum Corporation (NYSE:OXY), Murphy Oil Corporation (NYSE:MUR), Marathon Oil Corporation (NYSE:MRO), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), BP p.l.c. (NYSE:BP), Anadarko Petroleum Corporation (NYSE:APC), Apache Corporation (NASDAQ:APA)
Topics covered: Secular Growth Themes, Midcap Growth Strategy, High-Quality Companies, Dividend-Paying Stocks, Bottom-Up Stock Selection
Companies covered: Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Copart, Inc. (NASDAQ:CPRT), Biogen Inc. (NASDAQ:BIIB), Amazon.com, Inc. (NASDAQ:AMZN), Rackspace Hosting, Inc (NYSE:RAX), Pfizer, Inc. (NYSE:PFE), NII Holdings Inc., Merck & Company, Inc. (NYSE:MRK), Intuitive Surgical, Inc. (NASDAQ:ISRG), Illumina, Inc. (NASDAQ:ILMN), Alphabet Inc (NASDAQ:GOOG), Gilead Sciences, Inc. (NASDAQ:GILD), Catamaran Corporation (NASDAQ:CTRX), The Priceline Group Inc. (NASDAQ:PCLN), Netflix, Inc. (NASDAQ:NFLX), Monster Worldwide, Inc. (NYSE:MWW), The Middleby Corporation (NASDAQ:MIDD), Canadian Pacific Railway Limited (NYSE:CP), Canadian National Railway Company (NYSE:CNI), Alliance Data Systems Corporation (NYSE:ADS), Walgreen Co., QUALCOMM Incorporated (NASDAQ:QCOM), Medtronic, Inc. (NYSE:MDT), Johnson & Johnson (NYSE:JNJ), IBM (International Business Machines Corp.) (NYSE:IBM), Eaton Corporation, PLC (NYSE:ETN), Walt Disney Company (The) (NYSE:DIS), Chevron Corporation (NYSE:CVX), CVS Health Corporation (NYSE:CVS), BlackRock, Inc. (NYSE:BLK)
Topics covered: Upside in Small-Cap Stocks, Small-Cap Investing, Portfolio Managers, Lowered Risk, Large-Cap Growth, Investing Strategies, Capital Appreciation, Bottom-Up Stock Selection
Companies covered: Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), QUALCOMM Incorporated (NASDAQ:QCOM), Netflix, Inc. (NASDAQ:NFLX), lululemon athletica inc. (NASDAQ:LULU), Alphabet Inc (NASDAQ:GOOG), Chipotle Mexican Grill, Inc. (NYSE:CMG), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), Valspar Corporation (The) (NYSE:VAL), Titan Machinery Inc. (NASDAQ:TITN), Loews Corporation (NYSE:L), Badger Meter, Inc. (NYSE:BMI), McDonald's Corporation (NYSE:MCD), Coca-Cola Company (The) (NYSE:KO), Johnson & Johnson (NYSE:JNJ), Federated Investors, Inc. (NYSE:FII), Cliffs Natural Resources Inc. (NYSE:CLF), Best Buy Co., Inc. (NYSE:BBY), Starbucks Corporation (NASDAQ:SBUX), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Merck & Company, Inc. (NYSE:MRK), Intuitive Surgical, Inc. (NASDAQ:ISRG), Chicago Bridge & Iron Company N.V. (NYSE:CBI)
