Topics covered: Semiconductor Capital Equipment Spending, New Computing Platform Demand, Improvement from Cyclical Bottom, Chip Manufacturing Technology.
Companies covered: Brooks Automation, Inc. (NASDAQ:BRKS), ASML Holding N.V. (NASDAQ:ASML), Applied Materials, Inc. (NASDAQ:AMAT), Apple Inc. (NASDAQ:AAPL), Amkor Technology, Inc. (NASDAQ:AMKR), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Teradyne, Inc. (NYSE:TER), SanDisk Corporation (NASDAQ:SNDK), Rudolph Technologies, Inc. (NYSE:RTEC), QUALCOMM Incorporated (NASDAQ:QCOM), Novellus Systems, Inc., Lam Research Corporation (NASDAQ:LRCX), KLA-Tencor Corporation (NASDAQ:KLAC), Intel Corporation (NASDAQ:INTC), Cymer Inc., Cisco Systems, Inc. (NASDAQ:CSCO), CEVA, Inc. (NASDAQ:CEVA), Cavium, Inc. (NASDAQ:CAVM), Broadcom Corporation (NASDAQ:BRCM), Altera Corporation (NASDAQ:ALTR), Advanced Micro Devices, Inc. (NASDAQ:AMD), Xilinx, Inc. (NASDAQ:XLNX), Analog Devices, Inc. (NASDAQ:ADI), Vishay Intertechnology, Inc. (NYSE:VSH), Semtech Corporation (NASDAQ:SMTC), ON Semiconductor Corporation (NASDAQ:ON), Microsemi Corporation (NASDAQ:MSCC), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Linear Technology Corporation (NASDAQ:LLTC), Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Diodes Incorporated (NASDAQ:DIOD), TriQuint Semiconductor, Inc., Texas Instruments Incorporated (NASDAQ:TXN), Microsoft Corporation (NASDAQ:MSFT), Micron Technology, Inc. (NASDAQ:MU), Photronics, Inc. (NASDAQ:PLAB), Nanometrics Incorporated (NASDAQ:NANO), LTX-Credence Corporation, FormFactor, Inc. (NASDAQ:FORM), inTest Corporation (NYSEAMERICAN:INTT), Exar Corporation (NYSE:EXAR), ARM Holdings plc (NASDAQ:ARM), United Microelectronics Corporation (NYSE:UMC), Oracle Corporation (NYSE:ORCL), NVIDIA Corporation (NASDAQ:NVDA), LSI Corporation, IBM (International Business Machines Corp.) (NYSE:IBM), EMC Corporation (NYSE:EMC)
Companies covered: Central Garden & Pet Company (NASDAQ:CENT), Approach Resources Inc. (NASDAQ:AREX), White Mountains Insurance Group, Ltd. (NYSE:WTM), Scotts Miracle-Gro Company (The) (NYSE:SMG), Coca-Cola Company (The) (NYSE:KO), Apple Inc. (NASDAQ:AAPL), Western Union Company (The) (NYSE:WU), Walmart Inc. (NYSE:WMT), Starbucks Corporation (NASDAQ:SBUX), McDonald's Corporation (NYSE:MCD), First Cash Financial Services, Inc. (NASDAQ:FCFS), Eaton Corporation, PLC (NYSE:ETN), Exxon Mobil Corporation (NYSE:XOM), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Nokia Corporation (NYSE:NOK), Lowe's Companies, Inc. (NYSE:LOW), J P Morgan Chase & Co (NYSE:JPM), Intel Corporation (NASDAQ:INTC), Home Depot, Inc. (The) (NYSE:HD), Goldman Sachs Group, Inc. (The) (NYSE:GS), Chevron Corporation (NYSE:CVX), Chipotle Mexican Grill, Inc. (NYSE:CMG), Citigroup Inc. (NYSE:C)
Companies covered: Cubic Corporation (NYSE:CUB), 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), AeroVironment, Inc. (NASDAQ:AVAV), Teledyne Technologies Incorporated (NYSE:TDY), FLIR Systems, Inc. (NASDAQ:FLIR), Ducommun Incorporated (NYSE:DCO)
Topics covered: Investing in China, Equity Investing Strategies, Emerging Markets
Companies covered: VALE S.A. (NYSE:VALE), Freeport-McMoran, Inc. (NYSE:FCX), China Mobile (Hong Kong) Ltd. (NYSE:CHL), Caterpillar, Inc. (NYSE:CAT), Apple Inc. (NASDAQ:AAPL)
Topics covered: Integrated Network Computing Security, Increased Mobile Content Traffic, Chinese Online Monetization Trends, Ad Exchanges Disruptive Model
Companies covered: Inuvo, Inc (AMEX:INUV), Quepasa Corp., Dice Holdings, Inc. (NYSE:DHX), Market Leader, Inc., Akamai Technologies, Inc. (NASDAQ:AKAM), Adobe Systems Incorporated (NASDAQ:ADBE), Yahoo! Inc. (NASDAQ:YHOO), ValueClick Inc., SAP SE (NYSE:SAP), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), LivePerson, Inc. (NASDAQ:LPSN), Limelight Networks, Inc. (NASDAQ:LLNW), Alphabet Inc (NASDAQ:GOOG), DG FastChannel, Inc., CatchMark Timber Trust, Inc. (NYSE:CTT), Cisco Systems, Inc. (NASDAQ:CSCO), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Amazon.com, Inc. (NASDAQ:AMZN), Websense, Inc., Symantec Corporation (NASDAQ:SYMC), Rackspace Hosting, Inc (NYSE:RAX), Juniper Networks, Inc. (NYSE:JNPR), IBM (International Business Machines Corp.) (NYSE:IBM), HP Inc (NYSE:HPQ), Sourcefire, Inc., Equinix, Inc. (NASDAQ:EQIX), EMC Corporation (NYSE:EMC), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), CoreSite Realty Corporation (NYSE:COR), Baidu, Inc. (NASDAQ:BIDU), Sina Corporation (NASDAQ:SINA)
