Topics covered: Value Investing, Large-Cap Investing, Investing in Financial Services, High-Quality Companies, Bottom-Up Investing, All-Cap Growth Investing
Companies covered: Newmont Corporation (NYSE:NEM), Caterpillar, Inc. (NYSE:CAT), Apple Inc. (NASDAQ:AAPL), Ultra Petroleum Corp. (NYSE:UPL), Tecumseh Products Company, Sears Holdings Corporation (OTCMKTS:SHLDQ), Transocean Ltd. (NYSE:RIG), Merck & Company, Inc. (NYSE:MRK), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Dell Inc. (NASDAQ:DELL), Ameris Bancorp (NASDAQ:ABCB), SCBT Financial Corp., J P Morgan Chase & Co (NYSE:JPM), First Financial Holdings Inc., Citigroup Inc. (NYSE:C), TE Connectivity Ltd. (NYSE:TEL), Molex Inc., Bank of America Corporation (NYSE:BAC), Amphenol Corporation (NYSE:APH), Aetna Inc. (NYSE:AET), Fidelity National Financial, Inc. (NYSE:FNF), First American Corporation (The) (NYSE:FAF), MetLife, Inc. (NYSE:MET), Hartford Insurance Group, Inc., The (formerly Hartford Financial Services Group) (NYSE:HIG), Genworth Financial Inc (NYSE:GNW)
Topics covered: Industrial Restructuring, Heightened M&A Activity, Emerging Markets Penetration, Defense Budget Uncertainty, Commercial Aviation and Energy Expenditures, Capital Equipment Technology Investing
Companies covered: Belden Inc (NYSE:BDC), Erickson Incorporated (NASDAQ:EAC), Hardinge, Inc. (NASDAQ:HDNG), Columbus McKinnon Corporation (NASDAQ:CMCO), TriMas Corporation (NASDAQ:TRS), Astronics Corporation (NASDAQ:ATRO), SPX Corporation (NYSE:SPW), Rockwell Automation, Inc. (NYSE:ROK), GE Aerospace (General Electric Company) (NYSE:GE), Emerson Electric Company (NYSE:EMR), Caterpillar, Inc. (NYSE:CAT), Boeing Company (The) (NYSE:BA), ABB Ltd (NYSE:ABB), B/E Aerospace, Inc. (NASDAQ:BEAV), Triumph Group, Inc. (NYSE:TGI), Transdigm Group Incorporated (NYSE:TDG), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Precision Castparts Corporation (NYSE:PCP), Orbital Sciences Corporation (NYSE:ORB), Lockheed Martin Corporation (NYSE:LMT), Rockwell Collins, Inc. (NYSE:COL), Alliant Techsystems Inc. (NYSE:ATK), United Technologies Corporation (NYSE:UTX), Siemens AG (OTCMKTS:SIEGY), Honeywell International Inc. (NYSE:HON), Gardner Denver Inc., Eaton Corporation, PLC (NYSE:ETN), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), Dover Corporation (NYSE:DOV)
Topics covered: Platform Interoperability and Data Analytics, HITECH Act Incentives, Health Care, Electronic Health Record Adoption, Biotechnology and Pharmaceuticals, Biotechnology and Pharmaceutical Investing, Biotechnology and Pharmaceutical Companies Valuation, Affordable Care Act
Companies covered: Humana Inc. (NYSE:HUM), athenahealth, Inc. (NASDAQ:ATHN), Merge Healthcare Incorporated. (NASDAQ:MRGE), Celgene Corporation (NASDAQ:CELG), Biogen Inc. (NASDAQ:BIIB), Pfizer, Inc. (NYSE:PFE), Pharmacyclics, Inc. (NASDAQ:PCYC), Merck & Company, Inc. (NYSE:MRK), Johnson & Johnson (NYSE:JNJ), Dendreon Corp., Baidu, Inc. (NASDAQ:BIDU), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Yahoo! Inc. (NASDAQ:YHOO), Vmware, Inc. (NYSE:VMW), SanDisk Corporation (NASDAQ:SNDK), Sina Corporation (NASDAQ:SINA), The Charles Schwab Corporation (NYSE:SCHW), Starbucks Corporation (NASDAQ:SBUX), QUALCOMM Incorporated (NASDAQ:QCOM), Morgan Stanley (NYSE:MS), Monsanto Company (NYSE:MON), HP Inc (NYSE:HPQ), HJ Heinz Co., Goldman Sachs Group, Inc. (The) (NYSE:GS), Alphabet Inc (NASDAQ:GOOG), eBay Inc. (NASDAQ:EBAY), Dell Inc. (NASDAQ:DELL), CVS Health Corporation (NYSE:CVS), Salesforce.com Inc (NYSE:CRM), Conagra Brands Inc. (NYSE:CAG), Citigroup Inc. (NYSE:C), Boeing Company (The) (NYSE:BA), Bank of America Corporation (NYSE:BAC), American International Group, Inc. (NYSE:AIG), Becton, Dickinson and Company (NYSE:BDX), C.R. Bard, Inc. (NYSE:BCR)
Topics covered: Value Investing, Long-Term Investing, Large-Cap Investing, Investing in Financial Services, Investing in Emerging Markets, High-Quality Companies, Bottom-Up Investing, All-Cap Growth Investing
Companies covered: KKR Financial Holdings LLC, HJ Heinz Co., Blackstone Inc. (NYSE:BX), Franklin Resources, Inc. (NYSE:BEN), Apollo Global Management, LLC (NYSE:APO), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Mastercard Incorporated (NYSE:MA), Alphabet Inc (NASDAQ:GOOG), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Tetra Tech, Inc. (NASDAQ:TTEK), Target Corporation (NYSE:TGT), Ralph Lauren Corporation (NYSE:RL), Pfizer, Inc. (NYSE:PFE), Oshkosh Corporation (NYSE:OSK), Novartis AG (NYSE:NVS), Mednax, Inc (NYSE:MD), Hasbro, Inc. (NASDAQ:HAS), Emerson Electric Company (NYSE:EMR), Chevron Corporation (NYSE:CVX), CSX Corporation (NYSE:CSX), Accenture plc. (NYSE:ACN), Baidu, Inc. (NASDAQ:BIDU), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Yahoo! Inc. (NASDAQ:YHOO), Vmware, Inc. (NYSE:VMW), SanDisk Corporation (NASDAQ:SNDK), Sina Corporation (NASDAQ:SINA), The Charles Schwab Corporation (NYSE:SCHW), Starbucks Corporation (NASDAQ:SBUX), QUALCOMM Incorporated (NASDAQ:QCOM), Morgan Stanley (NYSE:MS), Monsanto Company (NYSE:MON), HP Inc (NYSE:HPQ), Goldman Sachs Group, Inc. (The) (NYSE:GS), eBay Inc. (NASDAQ:EBAY), Dell Inc. (NASDAQ:DELL), CVS Health Corporation (NYSE:CVS), Salesforce.com Inc (NYSE:CRM), Conagra Brands Inc. (NYSE:CAG), Citigroup Inc. (NYSE:C), Boeing Company (The) (NYSE:BA), Bank of America Corporation (NYSE:BAC), American International Group, Inc. (NYSE:AIG), Time Warner Inc. (NYSE:TWX), Sinclair Broadcast Group, Inc. (NASDAQ:SBGI), Gamestop Corporation (NYSE:GME)
Topics covered: Social Networking Economics, Internet Infrastructure and Services Consolidation, Increased Mobile Content Traffic, Chinese Online Monetization Trends
Companies covered: support.com, Inc. (NASDAQ:SPRT), Amazon.com, Inc. (NASDAQ:AMZN), Vmware, Inc. (NYSE:VMW), Tibco Software Inc., Rackspace Hosting, Inc (NYSE:RAX), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), IBM (International Business Machines Corp.) (NYSE:IBM), F5 Networks, Inc. (NASDAQ:FFIV), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), CoreSite Realty Corporation (NYSE:COR), Baidu, Inc. (NASDAQ:BIDU), Sina Corporation (NASDAQ:SINA), Alphabet Inc (NASDAQ:GOOG), Apple Inc. (NASDAQ:AAPL), Activision Blizzard, Inc (NASDAQ:ATVI), Yahoo! Inc. (NASDAQ:YHOO), Sony Corp Ord (NYSE:SNE), Nordstrom, Inc. (NYSE:JWN), eBay Inc. (NASDAQ:EBAY), Cisco Systems, Inc. (NASDAQ:CSCO), Juniper Networks, Inc. (NYSE:JNPR), FLIR Systems, Inc. (NASDAQ:FLIR), Sourcefire, Inc.
