Topics covered: Value Oriented Strategy, Value Investing, Small-Cap Investing, Deep-Value, Bottom-Up Stock Selection
Companies covered: International Game Technology (NYSE:IGT), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), Atmos Energy Corporation (NYSE:ATO), V.F. Corporation (NYSE:VFC), Microsoft Corporation (NASDAQ:MSFT), Lowe's Companies, Inc. (NYSE:LOW), Home Depot, Inc. (The) (NYSE:HD), CenturyLink, Inc. (NYSE:CTL), AmTrust Financial Services, Inc. (NASDAQ:AFSI), Questcor Pharmaceuticals, Inc., Novartis AG (NYSE:NVS), Mohawk Industries, Inc. (NYSE:MHK), Ascena Retail Group, Inc. (NASDAQ:ASNA), Thermo Fisher Scientific Inc (NYSE:TMO), Teleflex Incorporated (NYSE:TFX), Life Technologies Corporation, Conagra Brands Inc. (NYSE:CAG), ANN INC. (NYSE:ANN), Amazon.com, Inc. (NASDAQ:AMZN), Willis Group Holdings Limited (NYSE:WSH), Staples, Inc. (NASDAQ:SPLS), Radian Group Inc. (NYSE:RDN), Office Depot, Inc. (NASDAQ:ODP), Southwest Airlines Company (NYSE:LUV), Juniper Networks, Inc. (NYSE:JNPR), Freeport-McMoran, Inc. (NYSE:FCX), Best Buy Co., Inc. (NYSE:BBY), American Equity Investment Life Holding Company (NYSE:AEL), Procter & Gamble Company (The) (NYSE:PG), Pepsico, Inc. (NASDAQ:PEP), Mattel, Inc. (NASDAQ:MAT), Liberty Property Trust, Coca-Cola Company (The) (NYSE:KO), Johnson & Johnson (NYSE:JNJ), Dr Pepper Snapple Group, Inc (NYSE:DPS)
Topics covered: Skilled Nursing and Acute Care, Senior Housing, REIT Access to Capital, Medicare and Medicaid Reimbursements, Hospitals, Health Care REITs, Consolidation Activity, Affordable Care Act and Reimbursements
Companies covered: Emeritus Corp., Ventas, Inc. (NYSE:VTR), Senior Housing Properties Trust (NYSE:SNH), Healthcare Realty Trust Incorporated (NYSE:HR), Health Care REIT, Inc. (NYSE:HCN), Brookdale Senior Living Inc. (NYSE:BKD), National Health Investors, Inc. (NYSE:NHI), Kindred Healthcare, Inc. (NYSE:KND), Acadia Healthcare Company, Inc. (NASDAQ:ACHC), Skilled Healthcare Group, Inc., Hanger, Inc. (NYSE:HGR), The Ensign Group, Inc. (NASDAQ:ENSG), Capital Senior Living Corporation (NYSE:CSU), Biomed Realty Trust (NYSE:BMR)
Topics covered: Tower Cell Splitting, Mobile Trends in Emerging Markets, Global Wireless Spectrum Allocation, 4G LTE and 3G Infrastructure Upgrades, 4G Infrastructure Capital Expenditures
Companies covered: EarthLink Holdings Corp. (NASDAQ:ELNK), Ceragon Networks Ltd. (NASDAQ:CRNT), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), SBA Communications Corporation (NASDAQ:SBAC), Sprint Corporation (NYSE:S), DISH Network Corporation (NASDAQ:DISH), Crown Castle International (NYSE:CCI), American Tower Corporation (REIT) (NYSE:AMT), 8x8 Inc (NASDAQ:EGHT)
Topics covered: U.S. Corn Crop, Specialty Chemicals and Fertilizer Pricing Power, Paints and Coatings, Fertilizers, Emerging Market Demand, Crop Yield Management, Chemicals Companies Pricing Power, and Petrochemicals
Companies covered: Polypore International Inc (NYSE:PPO), OM Group, Inc. (NYSE:OMG), Monsanto Company (NYSE:MON), Hexcel Corporation (NYSE:HXL), W.R. Grace & Co. (NYSE:GRA), Avery Dennison Corporation (NYSE:AVY), American Vanguard Corporation (NYSE:AVD), Albemarle Corporation (NYSE:ALB), Valspar Corporation (The) (NYSE:VAL), Sherwin-Williams Company (The) (NYSE:SHW), RPM International Inc. (NYSE:RPM), PPG Industries, Inc. (NYSE:PPG), PolyOne Corporation (NYSE:POL), NewMarket Corporation (NYSE:NEU), Koppers Holdings Inc. (NYSE:KOP), Intrepid Potash, Inc (NYSE:IPI), Innospec Inc. (NASDAQ:IOSP), Huntsman Corporation (NYSE:HUN), Cytec Industries Inc. (NYSE:CYT), Carlisle Companies Incorporated (NYSE:CSL), Compass Minerals International, Inc. (NYSE:CMP), Cabot Corporation (NYSE:CBT), OMNOVA Solutions Inc. (NYSE:OMN), Minerals Technologies Inc. (NYSE:MTX), Quaker Chemical Corporation (NYSE:KWR), H. B. Fuller Company (NYSE:FUL), Pacific Ethanol, Inc. (NASDAQ:PEIX), Cyanotech Corporation (NASDAQ:CYAN), ADA-ES Inc.
Topics covered: Resiliency To Discretionary Spending Trends, Improving Pet Acquisitions, Heightened Competition Among Medication Providers, Competition From Big-Box Retailers
Companies covered: Align Technology, Inc. (NASDAQ:ALGN), ABAXIS, Inc. (NASDAQ:ABAX), Dentsply Sirona (NASDAQ:XRAY), VCA Inc. (NASDAQ:WOOF), Walmart Inc. (NYSE:WMT), Sirona Dental Systems, Inc. (NASDAQ:SIRO), Patterson Companies, Inc. (NASDAQ:PDCO), Laboratory Corporation of America Holdings (NYSE:LH), IDEXX Laboratories, Inc. (NASDAQ:IDXX), Heska Corporation (NASDAQ:HSKA), Henry Schein, Inc. (NASDAQ:HSIC), Quest Diagnostics Incorporated (NYSE:DGX), MWI Veterinary Supply, Inc. (NASDAQ:MWIV), Abbott Laboratories (NYSE:ABT), Target Corporation (NYSE:TGT), PetSmart, Inc (NASDAQ:PETM), Walt Disney Company (The) (NYSE:DIS)
