Companies covered: Microsoft Corporation (NASDAQ:MSFT), Lockheed Martin Corporation (NYSE:LMT), IBM (International Business Machines Corp.) (NYSE:IBM), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), Bed Bath & Beyond Inc. (NASDAQ:BBBY), Visa Inc. (NYSE:V), Triumph Group, Inc. (NYSE:TGI), Teradata Corporation (NYSE:TDC), Nike, Inc. (NYSE:NKE), Moody's Corporation (NYSE:MCO), Macy's Inc (NYSE:M), Lennar Corporation (NYSE:LEN), Kirby Corporation (NYSE:KEX), Home Depot, Inc. (The) (NYSE:HD), GE Aerospace (General Electric Company) (NYSE:GE), Expedia, Inc. (NASDAQ:EXPE), Apple Inc. (NASDAQ:AAPL), Sohu.com Inc. (NASDAQ:SOHU), Johnson & Johnson (NYSE:JNJ), Alphabet Inc (NASDAQ:GOOG), First Solar, Inc. (NASDAQ:FSLR)
Companies covered: Apollo Investment Corporation (NASDAQ:AINV), Ares Capital Corporation (NASDAQ:ARCC), American Capital, Ltd. (NASDAQ:ACAS), GE Aerospace (General Electric Company) (NYSE:GE), KeyCorp (NYSE:KEY), Comerica Incorporated (NYSE:CMA), CIT Group Inc (NYSE:CIT)
Companies covered: Uranium Energy Corp. (NYSEAMERICAN:UEC), J P Morgan Chase & Co (NYSE:JPM), Delcath Systems, Inc. (NASDAQ:DCTH), Bank of America Corporation (NYSE:BAC), UnitedHealth Group Incorporated (NYSE:UNH), Apache Corporation (NASDAQ:APA), Comcast Corporation (NASDAQ:CMCSA), Verizon Communications Inc. (NYSE:VZ), Alphabet Inc (NASDAQ:GOOG), Walt Disney Company (The) (NYSE:DIS), CBS Corporation (NYSE:CBS)
Topics covered: Production Shift to Emerging Markets, International Consumption Growth, Capital Equipment Technology Investing, Aircraft Manufacturing Supply Chain
Companies covered: United Technologies Corporation (NYSE:UTX), Raytheon Company (NYSE:RTN), Northrop Grumman Corporation (NYSE:NOC), Lockheed Martin Corporation (NYSE:LMT), L-3 Communications Holdings, Inc. (NYSE:LLL), General Dynamics Corporation (NYSE:GD), Boeing Company (The) (NYSE:BA), Alliant Techsystems Inc. (NYSE:ATK), Tyco International plc (NYSE:TYC), Siemens AG (OTCMKTS:SIEGY), Pentair plc. (NYSE:PNR), Manitowoc Company, Inc. (The) (NYSE:MTW), Halliburton Company (NYSE:HAL), GE Aerospace (General Electric Company) (NYSE:GE), Emerson Electric Company (NYSE:EMR), Caterpillar, Inc. (NYSE:CAT), ABB Ltd (NYSE:ABB), TriMas Corporation (NASDAQ:TRS), Highpower International Inc (NASDAQ:HPJ), Enersys (NYSE:ENS), Timken Company (The) (NYSE:TKR)
Topics covered: SaaS and PaaS, Desktop and Server Virtualization, Cloud Computing, Application Software Consolidation Activity, Advertisement and Carrier Spending
Companies covered: GSE Systems, Inc. (NASDAQ:GVP), Concurrent Computer Corporation (NASDAQ:CCUR), Unilever NV (NYSE:UL), Rentrak Corporation (NASDAQ:RENT), Procter & Gamble Company (The) (NYSE:PG), Monster Worldwide, Inc. (NYSE:MWW), Meredith Corporation (NYSE:MDP), Alphabet Inc (NASDAQ:GOOG), ClickSoftware Technologies Ltd. (NASDAQ:CKSW), Amdocs Limited (NASDAQ:DOX), Allot Communications Ltd. (NASDAQ:ALLT), TeleCommunication Systems, Inc. (NASDAQ:TSYS), AT&T Inc. (NYSE:T), Oracle Corporation (NYSE:ORCL), Neustar, Inc. (NYSE:NSR), NICE Limited (NASDAQ:NICE), IBM (International Business Machines Corp.) (NYSE:IBM), EZchip Semiconductor Limited (NASDAQ:EZCH), CSG Systems International, Inc. (NASDAQ:CSGS), Citrix Systems, Inc. (NASDAQ:CTXS), CA Inc. (NASDAQ:CA), Apple Inc. (NASDAQ:AAPL), Adobe Systems Incorporated (NASDAQ:ADBE), Vmware, Inc. (NYSE:VMW), SAP SE (NYSE:SAP), Microsoft Corporation (NASDAQ:MSFT), Salesforce.com Inc (NYSE:CRM), Asure Software Inc (NASDAQ:ASUR), Datawatch Corporation (NASDAQ:DWCH), Bottomline Technologies, Inc. (NASDAQ:EPAY), ACI Worldwide, Inc. (NASDAQ:ACIW), Western Union Company (The) (NYSE:WU), Visa Inc. (NYSE:V), Total System Services, Inc. (NYSE:TSS), Verifone Systems, Inc. (NYSE:PAY), Online Resources Corp., Mastercard Incorporated (NYSE:MA), Intuit Inc. (NASDAQ:INTU), Heartland Payment Systems, Inc. (NYSE:HPY), Global Payments Inc. (NYSE:GPN), Fidelity National Information Services, Inc. (NYSE:FIS), Alliance Data Systems Corporation (NYSE:ADS), Robert Half International Inc. (NYSE:RHI), Navigant Consulting, Inc. (NYSE:NCI), ICF International, Inc. (NASDAQ:ICFI), Huron Consulting Group Inc. (NASDAQ:HURN), FTI Consulting, Inc. (NYSE:FCN), Corporate Executive Board Co., EPIQ Systems, Inc. (NASDAQ:EPIQ), Dice Holdings, Inc. (NYSE:DHX), On Assignment, Inc. (NYSE:ASGN)
