Topics covered: Orthopedics and Cardiovascular Medical Devices, Medical Device Innovation and Consolidation Trends, Health Care, Cardiac, Affordable Care Act
Companies covered: Atossa Genetics Inc. (NASDAQ:ATOS), NeuroMetrix, Inc. (NASDAQ:NURO), Thoratec Corporation (NASDAQ:THOR), Medtronic, Inc. (NYSE:MDT), MAKO Surgical Corp., Integra LifeSciences Holdings Corporation (NASDAQ:IART), Heartware International, Inc. (NASDAQ:HTWR), Endologix, Inc. (NASDAQ:ELGX), Zimmer Holdings, Inc. (NYSE:ZMH), Wright Medical Group, Inc. (NASDAQ:WMGI), Stryker Corporation (NYSE:SYK), Smith & Nephew SNATS, Inc. (NYSE:SNN), Johnson & Johnson (NYSE:JNJ), Intuitive Surgical, Inc. (NASDAQ:ISRG), Baxter International Inc. (NYSE:BAX), Covidien Ltd. (NYSE:COV), Cooper Companies, Inc. (The) (NYSE:COO), Boston Scientific Corporation (NYSE:BSX), Abbott Laboratories (NYSE:ABT)
Topics covered: Value Investing, Longer-Term Investing, Long-Term Investing, Investment Strategies, High-Quality Companies, Global Investing, Bottom-Up Investing
Companies covered: Comcast Corporation (NASDAQ:CMCSA), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Target Corporation (NYSE:TGT), Nike, Inc. (NYSE:NKE), Netflix, Inc. (NASDAQ:NFLX), NCR Corporation (NYSE:NCR), Macy's Inc (NYSE:M), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Dick's Sporting Goods Inc (NYSE:DKS), Walt Disney Company (The) (NYSE:DIS), Best Buy Co., Inc. (NYSE:BBY), Amazon.com, Inc. (NASDAQ:AMZN), Starbucks Corporation (NASDAQ:SBUX), Rackspace Hosting, Inc (NYSE:RAX), Lockheed Martin Corporation (NYSE:LMT), HJ Heinz Co., eBay Inc. (NASDAQ:EBAY), Tiffany & Co. (NYSE:TIF), US Airways Group, Inc., Coach, Inc. (NYSE:COH), Alaska Air Group, Inc. (NYSE:ALK), Automatic Data Processing, Inc. (NASDAQ:ADP), Apple Inc. (NASDAQ:AAPL), Exxon Mobil Corporation (NYSE:XOM), Walmart Inc. (NYSE:WMT), United Parcel Service, Inc. (NYSE:UPS), Timken Company (The) (NYSE:TKR), The Charles Schwab Corporation (NYSE:SCHW), QUALCOMM Incorporated (NASDAQ:QCOM), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Paychex, Inc. (NASDAQ:PAYX), New York Times Company (The) (NYSE:NYT), NVIDIA Corporation (NASDAQ:NVDA), Nokia Corporation (NYSE:NOK), Newmont Corporation (NYSE:NEM), Martha Stewart Living Omnimedia, Inc. (NYSE:MSO), Mosaic Company (The) (NYSE:MOS), Coca-Cola Company (The) (NYSE:KO), Alphabet Inc (NASDAQ:GOOG), Corning Incorporated (NYSE:GLW), FedEx Corporation (NYSE:FDX), Family Dollar Stores, Inc. (NYSE:FDO), Expeditors International of Washington, Inc. (NASDAQ:EXPD), Dupont Fabros Technology, Inc. (NYSE:DFT), Chevron Corporation (NYSE:CVX), Costco Wholesale Corporation (NASDAQ:COST), Clean Harbors, Inc. (NYSE:CLH), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), CBS Corporation (NYSE:CBS), BP p.l.c. (NYSE:BP), Bank of America Corporation (NYSE:BAC), Cisco Systems, Inc. (NASDAQ:CSCO), Norfolk Southern Corporation (NYSE:NSC), Eli Lilly and Company (NYSE:LLY), Intel Corporation (NASDAQ:INTC), Becton, Dickinson and Company (NYSE:BDX)
Topics covered: Store Sales Growth Trends, Shift Toward Healthier Food Options, Focus on Brand Equity, Emerging Market Expansion, Cautious Consumer Spending
Companies covered: Chuy's Holdings, Inc. (NASDAQ:CHUY), Carrols Restaurant Group, Inc. (NASDAQ:TAST), Buffalo Wild Wings, Inc. (NASDAQ:BWLD), BJ's Restaurants, Inc. (NASDAQ:BJRI), Panera Bread Company (NASDAQ:PNRA), McDonald's Corporation (NYSE:MCD), Krispy Kreme Doughnuts, Inc. (NYSE:KKD), Chipotle Mexican Grill, Inc. (NYSE:CMG), The Cheesecake Factory Incorporated (NASDAQ:CAKE), Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB), Dine Brands Global (NYSE:DIN), Bloomin' Brands, Inc. (NASDAQ:BLMN), Sonic Corp. (NASDAQ:SONC), Starbucks Corporation (NASDAQ:SBUX), Bravo Brio Restaurant Group, Inc. (NASDAQ:BBRG), Bob Evans Farms, Inc. (NASDAQ:BOBE), Yum! Brands, Inc. (NYSE:YUM), Brinker International, Inc. (NYSE:EAT), Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL), Wendy's Company (The) (NASDAQ:WEN), Darden Restaurants, Inc. (NYSE:DRI)
Topics covered: Regulatory Outlook Gains Clarity, Regulatory Obstacles and Fee Income Replacement, Pockets of Growth in Western Banking, Interest Rates and Loan-Growth Strategies, Heightened M&A Activity
Companies covered: Viewpoint Financial Group, Texas Capital Bancshares, Inc. (NASDAQ:TCBI), Southside Bancshares, Inc. (NASDAQ:SBSI), First Financial Bankshares, Inc. (NASDAQ:FFIN), Cullen/Frost Bankers, Inc. (NYSE:CFR), Pacific Continental Corporation (Ore) (NASDAQ:PCBK), Sterling Financial Corp., Heritage Financial Corporation (NASDAQ:HFWA), SVB Financial Group (NASDAQ:SIVB), East West Bancorp, Inc. (NASDAQ:EWBC), City National Corporation (NYSE:CYN), CapitalSource Inc., Bank of Hawaii Corporation (NYSE:BOH), Western Alliance Bancorporation (NYSE:WAL), Hilltop Holdings Inc. (NYSE:HTH), Flagstar Bancorp, Inc. (NYSE:FBC), Comerica Incorporated (NYSE:CMA)
Topics covered: Value Investing, Long-Term Investing, Large-Cap Investing, Investment Strategies, High-Quality Companies, Global Investing, Bottom-Up Investing
Companies covered: Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Time Warner Inc. (NYSE:TWX), Tootsie Roll Industries, Inc. (NYSE:TR), Scotts Miracle-Gro Company (The) (NYSE:SMG), Pfizer, Inc. (NYSE:PFE), Microsoft Corporation (NASDAQ:MSFT), Lennar Corporation (NYSE:LEN), Genuine Parts Company (NYSE:GPC), Dr Pepper Snapple Group, Inc (NYSE:DPS), Discovery Communications, Inc. (NASDAQ:DISCA), Dell Inc. (NASDAQ:DELL), Crown Media Holdings, Inc. (NASDAQ:CRWN), Symantec Corporation (NASDAQ:SYMC), PPG Industries, Inc. (NYSE:PPG), Kohl's Corporation (NYSE:KSS), Honda Motor Company, Ltd. (NYSE:HMC), Coach, Inc. (NYSE:COH), Conagra Brands Inc. (NYSE:CAG), Home Depot, Inc. (The) (NYSE:HD), Alphabet Inc (NASDAQ:GOOG), eBay Inc. (NASDAQ:EBAY), Denny's Corporation (NASDAQ:DENN), Apollo Education Group, Inc. (NASDAQ:APOL), Marvell Technology Group Ltd. (NASDAQ:MRVL), IBM (International Business Machines Corp.) (NYSE:IBM), HP Inc (NYSE:HPQ), Corning Incorporated (NYSE:GLW), DeVry Education Group Inc. (NYSE:DV), Citigroup Inc. (NYSE:C), Bank of America Corporation (NYSE:BAC), Walmart Inc. (NYSE:WMT), Molson Coors Brewing Company (NYSE:TAP), Hospira Inc (NYSE:HSP), Costco Wholesale Corporation (NASDAQ:COST), Bank Of New York Mellon Corporation (The) (NYSE:BNY), Allergan, Inc. (NYSE:AGN), Abbott Laboratories (NYSE:ABT), Viewpoint Financial Group, Valero Energy Corporation (NYSE:VLO), Sunoco Logistics Partners LP (NYSE:SXL), Precision Castparts Corporation (NYSE:PCP), ENERGY TRANSFER PARTNERS (NYSE:ETP)
