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)
Topics covered: Investing Strategies, Investing in Canada, Downside Protection, Deep-Value
Companies covered: Gorman-Rupp Company (The) (AMEX:GRC), Span-America Medical Systems, Inc. (NASDAQ:SPAN), Sturm, Ruger & Company, Inc. (NYSE:RGR), J & J Snack Foods Corp. (NASDAQ:JJSF), Granite Construction Incorporated (NYSE:GVA), Badger Meter, Inc. (NYSE:BMI), Cisco Systems, Inc. (NASDAQ:CSCO), Wisconsin Energy Corporation (NYSE:WEC), Maxwell Technologies, Inc. (NASDAQ:MXWL), Bill Barrett Corporation (NYSE:BBG), Walmart Inc. (NYSE:WMT), TJX Companies, Inc. (The) (NYSE:TJX), Tim Hortons Inc., PF Chang's China Bistro Inc., Magna International, Inc. (NYSE:MGA), Kohl's Corporation (NYSE:KSS), Coca-Cola Company (The) (NYSE:KO), Kraft Foods Inc., Johnson & Johnson (NYSE:JNJ), The Cheesecake Factory Incorporated (NASDAQ:CAKE)
Topics covered: Tower Cell Splitting, Telco Dividend Yields, Global Wireless Spectrum Allocation, 4G Infrastructure Capital Expenditures
Companies covered: Gilat Satellite Networks Ltd. (NASDAQ:GILT), Broadcom Corporation (NASDAQ:BRCM), Avago Technologies Limited (NASDAQ:AVGO), Apple Inc. (NASDAQ:AAPL), Altera Corporation (NASDAQ:ALTR), Xilinx, Inc. (NASDAQ:XLNX), United Microelectronics Corporation (NYSE:UMC), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), TriQuint Semiconductor, Inc., Skyworks Solutions, Inc. (NASDAQ:SWKS), Research In Motion Ltd., RF Micro Devices Inc., QUALCOMM Incorporated (NASDAQ:QCOM), NVIDIA Corporation (NASDAQ:NVDA), Nokia Corporation (NYSE:NOK), Marvell Technology Group Ltd. (NASDAQ:MRVL), Intel Corporation (NASDAQ:INTC), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), SBA Communications Corporation (NASDAQ:SBAC), Sprint Corporation (NYSE:S), Crown Castle International (NYSE:CCI), American Tower Corporation (REIT) (NYSE:AMT), Windstream Holdings, Inc. (NASDAQ:WIN), MetroPCS Communications Inc., Leap Wireless International In, Frontier Communications Corporation (NASDAQ:FTR), CenturyLink, Inc. (NYSE:CTL), Vodafone Group Plc (NASDAQ:VOD), TIM Participacoes S.A. (NYSE:TSU), Alcatel Lucent (NYSE:ALU), ARC Group Worldwide, Inc. (NASDAQ:ARCW)
Topics covered: Value Investing, Investing in Canada, Global Macroeconomic Trends, Downside Protection, Dividend Yields
Companies covered: Walmart Inc. (NYSE:WMT), TJX Companies, Inc. (The) (NYSE:TJX), Tim Hortons Inc., PF Chang's China Bistro Inc., Magna International, Inc. (NYSE:MGA), Kohl's Corporation (NYSE:KSS), Coca-Cola Company (The) (NYSE:KO), Kraft Foods Inc., Johnson & Johnson (NYSE:JNJ), The Cheesecake Factory Incorporated (NASDAQ:CAKE), U.S. Bancorp (NYSE:USB), CGI Group, Inc. (NYSE:GIB), Barrick Mining Corp. (NYSE:B), Bank of Nova Scotia (The) (NYSE:BNS), Ross Stores, Inc. (NASDAQ:ROST), Philip Morris International Inc (NYSE:PM), Annaly Capital Management Inc (NYSE:NLY), Altria Group (NYSE:MO), Federated Investors, Inc. (NYSE:FII), TELUS Corporation (NYSE:TU), Target Corporation (NYSE:TGT), Shaw Communications Inc. (NYSE:SJR), McDonald's Corporation (NYSE:MCD), Canadian National Railway Company (NYSE:CNI), Walgreen Co., Sun Life Financial Inc. (NYSE:SLF), Royal Bank Of Canada (NYSE:RY), Research In Motion Ltd., Pfizer, Inc. (NYSE:PFE), NYSE Euronext, Inc., Microsoft Corporation (NASDAQ:MSFT), Manulife Financial Corp (NYSE:MFC), Goldcorp Inc. (NYSE:GG), CSX Corporation (NYSE:CSX), Canadian Imperial Bank of Commerce (NYSE:CM), Citigroup Inc. (NYSE:C), Bank Of Montreal (NYSE:BMO), Bank of America Corporation (NYSE:BAC)
Companies covered: H. B. Fuller Company (NYSE:FUL), Valspar Corporation (The) (NYSE:VAL), Syngenta AG (NYSE:SYT), Sherwin-Williams Company (The) (NYSE:SHW), PPG Industries, Inc. (NYSE:PPG), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Monsanto Company (NYSE:MON), E.I. du Pont de Nemours and Company (NYSE:DD), CF Industries Holdings, Inc. (NYSE:CF), Agrium Inc. (NYSE:AGU), RPM International Inc. (NYSE:RPM), OM Group, Inc. (NYSE:OMG), Mosaic Company (The) (NYSE:MOS), Koppers Holdings Inc. (NYSE:KOP), Intrepid Potash, Inc (NYSE:IPI), Huntsman Corporation (NYSE:HUN), Compass Minerals International, Inc. (NYSE:CMP), Cabot Corporation (NYSE:CBT), American Vanguard Corporation (NYSE:AVD)
