Topics covered: Water Infrastructure Development, Water Industry Consolidation, Outlook for Biofuels and Biochemicals, Irrigation and Metering Technology, Grid Parity Timelines for Alternative Energy, Asia Pacific Demand for Solar Energy
Companies covered: American Water Works (NYSE:AWK), American Superconductor Corporation (NASDAQ:AMSC), TransCanada Corporation (NYSE:TRP), Spectra Energy Corp (NYSE:SE), Pentair plc. (NYSE:PNR), Pall Corporation (NYSE:PLL), W.W. Grainger, Inc. (NYSE:GWW), Flowserve Corporation (NYSE:FLS), Fastenal Company (NASDAQ:FAST), Donaldson Company, Inc. (NYSE:DCI), Clean Harbors, Inc. (NYSE:CLH), American States Water Company (NYSE:AWR), Williams Partners LP (NYSE:WPZ), Williams Companies, Inc. (The) (NYSE:WMB), Western Gas Partners, LP (NYSE:WES), Sunoco LP (NYSE:SUN), ONEOK Partners, L.P. (NYSE:OKS), ONEOK, Inc. (NYSE:OKE), Noble Corporation (NYSE:NE), Kinder Morgan Energy Partners, ENERGY TRANSFER PARTNERS (NYSE:ETP), Enterprise Products Partners L.P. (NYSE:EPD), Enbridge Inc (NYSE:ENB), Anadarko Petroleum Corporation (NYSE:APC), Consolidated Water Co. Ltd. (NASDAQ:CWCO), Broadwind Energy, Inc. (NASDAQ:BWEN), MEMC Electronic Materials Inc., Veeco Instruments Inc. (NASDAQ:VECO), First Solar, Inc. (NASDAQ:FSLR), Southern Company (The) (NYSE:SO), Scana Corporation (NYSE:SCG), Pacific Gas & Electric Co. (NYSE:PCG), Northeast Utilities (NYSE:NU), NRG Energy, Inc. (NYSE:NRG), Exelon Corporation (NYSE:EXC), Duke Energy Corporation (NYSE:DUK), Dominion Energy, Inc. (NYSE:D), CH Energy Group Inc., ITC Holdings Corp. (NYSE:ITC), Codexis, Inc. (NASDAQ:CDXS), Ceres, Inc. (NASDAQ:CERE), Amyris, Inc. (NASDAQ:AMRS), Sasol Ltd. (NYSE:SSL), Siemens AG (OTCMKTS:SIEGY), Real Goods Solar, Inc., GE Aerospace (General Electric Company) (NYSE:GE), Echelon Corporation (NASDAQ:ELON), Canadian Solar Inc. (NASDAQ:CSIQ), Total SA (ADR) (NYSE:TOT), Toyota Motor Corp Ltd Ord (NYSE:TM), Maxwell Technologies, Inc. (NASDAQ:MXWL), Johnson Controls, Inc. (NYSE:JCI), EnerNOC, Inc. (NASDAQ:ENOC), Dow Inc. (NYSE:DOW), Chevron Corporation (NYSE:CVX), Covanta Holding Corporation (NYSE:CVA), Albemarle Corporation (NYSE:ALB), ABB Ltd (NYSE:ABB), Valmont Industries, Inc. (NYSE:VMI), Lindsay Corporation (NYSE:LNN)
Topics covered: NIH Budget Uncertainty, Health Care Consolidation Activity, Cost Reduction and Improving Efficiencies, Chinese CRO Growth
Companies covered: Neostem, Inc. (NASDAQ:NBS), NanoViricides, Inc. (NYSEAMERICAN:NNVC), Albany Molecular Research, Inc. (NASDAQ:AMRI), Thermo Fisher Scientific Inc (NYSE:TMO), Medtronic, Inc. (NYSE:MDT), Life Technologies Corporation, Illumina, Inc. (NASDAQ:ILMN), Hologic, Inc. (NASDAQ:HOLX), Edwards Lifesciences Corporation (NYSE:EW), Agilent Technologies, Inc. (NYSE:A), CEPHEID (NASDAQ:CPHD), Danaher Corporation (NYSE:DHR), Amazon.com, Inc. (NASDAQ:AMZN), Wuxi Pharmatech (Cayman) Inc. (NYSE:WX), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), 3SBio Inc., Mindray Medical International Limited (NYSE:MR), Enzo Biochem, Inc. (NYSE:ENZ), Cleveland BioLabs, Inc. (NASDAQ:CBLI), Amgen Inc. (NASDAQ:AMGN)
Topics covered: Natural Resources, Investing in Emerging Markets, Investing in China, Emerging Middle Class
Companies covered: Walmart Inc. (NYSE:WMT), YPF Sociedad Anonima (NYSE:YPF), PulteGroup, Inc. (NYSE:PHM), Lennar Corporation (NYSE:LEN), Home Depot, Inc. (The) (NYSE:HD), Apple Inc. (NASDAQ:AAPL), Coca-Cola Company (The) (NYSE:KO), Companhia Brasileira de Distribuicao (NYSE:CBD)
Topics covered: Skilled Nursing and Acute Care, Senior Housing, REIT Access to Capital, Hospitals, Fragmented Real Estate Market Consolidation, Affordable Care Act and Reimbursements
Companies covered: Ventas, Inc. (NYSE:VTR), Sun Healthcare Group Inc., Senior Housing Properties Trust (NYSE:SNH), Skilled Healthcare Group, Inc., Omega Healthcare Investors, Inc. (NYSE:OHI), Kindred Healthcare, Inc. (NYSE:KND), Health Care REIT, Inc. (NYSE:HCN), HCP, Inc. (NYSE:HCP), The Ensign Group, Inc. (NASDAQ:ENSG), Capital Senior Living Corporation (NYSE:CSU), Brookdale Senior Living Inc. (NYSE:BKD), Universal Health Services, Inc. (NYSE:UHS), HealthSouth Corporation (NYSE:HLS), LTC Properties, Inc. (NYSE:LTC), Healthcare Realty Trust Incorporated (NYSE:HR), LCA-Vision Inc., Amsurg Corp. (NASDAQ:AMSG), UnitedHealth Group Incorporated (NYSE:UNH), NxStage Medical, Inc. (NASDAQ:NXTM), MWI Veterinary Supply, Inc. (NASDAQ:MWIV), Mednax, Inc (NYSE:MD), Laboratory Corporation of America Holdings (NYSE:LH), DaVita healthCare Partners Inc. (NYSE:DVA), Quest Diagnostics Incorporated (NYSE:DGX)
Topics covered: Orthopedics and Cardiovascular Medical Devices, Medtech Tax Affects Earnings, Innovation Counters Pricing Pressure, Chinese Low Penetration Rate
Companies covered: Zimmer Holdings, Inc. (NYSE:ZMH), Volcano Corporation (NASDAQ:VOLC), Stryker Corporation (NYSE:SYK), St. Jude Medical, Inc. (NYSE:STJ), Insulet Corporation (NASDAQ:PODD), Medtronic, Inc. (NYSE:MDT), Johnson & Johnson (NYSE:JNJ), Edwards Lifesciences Corporation (NYSE:EW), DexCom, Inc. (NASDAQ:DXCM), Cyberonics, Inc. (NASDAQ:CYBX), Boston Scientific Corporation (NYSE:BSX), Wright Medical Group, Inc. (NASDAQ:WMGI), Symmetry Medical, Inc., NuVasive, Inc. (NASDAQ:NUVA), MAKO Surgical Corp., Baxter International Inc. (NYSE:BAX), ABIOMED, Inc. (NASDAQ:ABMD), Cooper Companies, Inc. (The) (NYSE:COO), Covidien Ltd. (NYSE:COV), Abbott Laboratories (NYSE:ABT), NxStage Medical, Inc. (NASDAQ:NXTM), Siemens AG (OTCMKTS:SIEGY), Koninklijke Philips N.V. (NYSE:PHG), Mindray Medical International Limited (NYSE:MR), GE Aerospace (General Electric Company) (NYSE:GE), FedEx Corporation (NYSE:FDX), Cardica, Inc. (NASDAQ:CRDC)
