Topics covered: Reimbursement Trends, Orphan Drugs, Oncology Drug Development, FDA Approval Process, Biotechnology and Pharmaceutical Valuations
Companies covered: Cyclacel Pharmaceuticals, Inc. (NASDAQ:CYCC), Rigel Pharmaceuticals, Inc. (NASDAQ:RIGL), PDL BioPharma, Inc. (NASDAQ:PDLI), Celgene Corporation (NASDAQ:CELG), Biogen Inc. (NASDAQ:BIIB), Amgen Inc. (NASDAQ:AMGN), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Seattle Genetics, Inc. (NASDAQ:SGEN), Pfizer, Inc. (NYSE:PFE), Pharmacyclics, Inc. (NASDAQ:PCYC), Merck & Company, Inc. (NYSE:MRK), Incyte Corporation (NASDAQ:INCY), Idenix Pharmaceuticals Inc., Gilead Sciences, Inc. (NASDAQ:GILD), Bristol-Myers Squibb Company (NYSE:BMY), Celldex Therapeutics, Inc. (NASDAQ:CLDX), Pluristem Therapeutics, Inc. (NASDAQ:PSTI), ImmunoGen, Inc. (NASDAQ:IMGN), Curis, Inc. (NASDAQ:CRIS), ARIAD Pharmaceuticals, Inc. (NASDAQ:ARIA), United Therapeutics Corporation (NASDAQ:UTHR), Synta Pharmaceuticals Corp. (NASDAQ:SNTA), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Onyx Pharmaceuticals Inc., Isis Pharmaceuticals, Inc. (NASDAQ:ISIS)
Topics covered: Small-Cap Investing, Price Discrepancies, Investing in Technology, Bottom-Up Investing, Alternative Investing
Companies covered: Myriad Genetics, Inc. (NASDAQ:MYGN), 3M Company (NYSE:MMM), Johnson & Johnson (NYSE:JNJ), International Rectifier Corpor, GE Aerospace (General Electric Company) (NYSE:GE), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Trinity Biotech plc (NASDAQ:TRIB), Enzo Biochem, Inc. (NYSE:ENZ), Community Health Systems, Inc. (NYSE:CYH), PowerSecure International, Inc (NYSE:POWR), Innovative Solutions and Support, Inc. (NASDAQ:ISSC), Furmanite Corporation (NYSE:FRM), BP p.l.c. (NYSE:BP), Boeing Company (The) (NYSE:BA), Cisco Systems, Inc. (NASDAQ:CSCO), ARM Holdings plc (NASDAQ:ARM), Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Adobe Systems Incorporated (NASDAQ:ADBE), Vmware, Inc. (NYSE:VMW), Teradata Corporation (NYSE:TDC), Red Hat, Inc. (NYSE:RHT), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), HP Inc (NYSE:HPQ), Alphabet Inc (NASDAQ:GOOG), EMC Corporation (NYSE:EMC), Dell Inc. (NASDAQ:DELL), Salesforce.com Inc (NYSE:CRM), Accenture plc. (NYSE:ACN), QUALCOMM Incorporated (NASDAQ:QCOM)
Topics covered: Strong Secular Growth in E-Commerce, Specialty Hardlines and Softlines Retail, International Retail Platforms, Cautious Consumer Spending, Brick-And-Mortar Versus Online Retail Sales
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Under Armour, Inc. (NYSE:UA), Nike, Inc. (NYSE:NKE), lululemon athletica inc. (NASDAQ:LULU), Dick's Sporting Goods Inc (NYSE:DKS), U.S. Auto Parts Network, Inc. (NASDAQ:PRTS), Dover Saddlery, Inc. (NASDAQ:DOVR), Walmart Inc. (NYSE:WMT), Staples, Inc. (NASDAQ:SPLS), PetSmart, Inc (NASDAQ:PETM), OfficeMax Inc., Lowe's Companies, Inc. (NYSE:LOW), Home Depot, Inc. (The) (NYSE:HD), Costco Wholesale Corporation (NASDAQ:COST), Best Buy Co., Inc. (NYSE:BBY), TJX Companies, Inc. (The) (NYSE:TJX), Ross Stores, Inc. (NASDAQ:ROST), Apple Inc. (NASDAQ:AAPL), Target Corporation (NYSE:TGT), Safeway Inc. (NYSE:SWY), SuperValu Inc. (NYSE:SVU), Saks Incorporated, Macy's Inc (NYSE:M), Kohl's Corporation (NYSE:KSS), Kroger Company (The) (NYSE:KR), Nordstrom, Inc. (NYSE:JWN), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Family Dollar Stores, Inc. (NYSE:FDO), Dollar Tree, Inc. (NASDAQ:DLTR), Big Lots, Inc. (NYSE:BIG), Williams-Sonoma, Inc. (NYSE:WSM), Luxottica Group, S.p.A. (NYSE:LUX), Bed Bath & Beyond Inc. (NASDAQ:BBBY), RadioShack Corp., Pier 1 Imports, Inc. (NYSE:PIR)
Topics covered: Value Investing, Risk Mitigation, Large-Cap Investing, Downside Protection
Companies covered: Xerox Corporation (NYSE:XRX), Exxon Mobil Corporation (NYSE:XOM), WellPoint Inc., The Travelers Companies, Inc. (NYSE:TRV), Target Corporation (NYSE:TGT), RenaissanceRe Holdings Ltd. (NYSE:RNR), Occidental Petroleum Corporation (NYSE:OXY), Marathon Oil Corporation (NYSE:MRO), General Motors Company (NYSE:GM), ConocoPhillips (NYSE:COP), Aetna Inc. (NYSE:AET), Ace Limited (NYSE:ACE), Cisco Systems, Inc. (NASDAQ:CSCO), Norfolk Southern Corporation (NYSE:NSC), Expeditors International of Washington, Inc. (NASDAQ:EXPD), J P Morgan Chase & Co (NYSE:JPM), Goldman Sachs Group, Inc. (The) (NYSE:GS), Cummins Inc. (NYSE:CMI), Citigroup Inc. (NYSE:C), Boeing Company (The) (NYSE:BA), Bank of America Corporation (NYSE:BAC), Texas Instruments Incorporated (NASDAQ:TXN), Staples, Inc. (NASDAQ:SPLS), BB&T Corporation (NYSE:BBT), Aqua America, Inc. (NYSE:WTR), McCormick & Company, Incorporated (NYSE:MKC), Meredith Corporation (NYSE:MDP), Mattel, Inc. (NASDAQ:MAT), Wells Fargo & Company (NYSE:WFC), National Bank of Greece SA (NYSE:NBG), Capital One Financial Corporation (NYSE:COF)
Topics covered: Regulatory Risks, Online Content Distribution, For-Profit Institutions, Enrollment and Retention Trends, Chinese Education Growth Catalysts
Companies covered: ATA Inc. (NASDAQ:ATAI), New Oriental Education & Technology Group, Inc. (NYSE:EDU), China Distance Education Holdings Limited (NYSE:DL), ChinaEdu Corporation, Grand Canyon Education, Inc. (NASDAQ:LOPE), American Public Education, Inc. (NASDAQ:APEI), Noah Education Holdings, Ltd., Career Education Corporation (NASDAQ:CECO), Apollo Education Group, Inc. (NASDAQ:APOL), ITT Educational Services, Inc. (NYSE:ESI), DeVry Education Group Inc. (NYSE:DV), Strayer Education, Inc. (NASDAQ:STRA)
