Topics covered: Value Oriented Strategy, Value and Dividend, Focus on Financials, Equity, Contrarian Investing and Sell Discipline
Companies covered: ValueClick Inc., Regal Entertainment Group (NYSE:RGC), Alphabet Inc (NASDAQ:GOOG), Cinemark Holdings Inc (NYSE:CNK), Buckeye Technologies Inc., Tech Data Corporation (NASDAQ:TECD), Plantronics, Inc. (NYSE:PLT), Vornado Realty Trust (NYSE:VNO), Simon Property Group, Inc. (NYSE:SPG), Public Storage (NYSE:PSA), Post Properties, Inc. (NYSE:PPS), Kimco Realty Corporation (NYSE:KIM), Heritage Commerce Corp (NASDAQ:HTBK), First Potomac Realty Trust (NYSE:FPO), Boston Properties, Inc. (NYSE:BXP), MBIA, Inc. (NYSE:MBI), Bank of America Corporation (NYSE:BAC), TJX Companies, Inc. (The) (NYSE:TJX), Pepsico, Inc. (NASDAQ:PEP)
Topics covered: Global Iron Ore Production, Emerging Market Infrastructure Construction, Chinese Demand for Industrial Metals -Precious Metal Companies Yield Dividends
Companies covered: Tetra Tech, Inc. (NASDAQ:TTEK), Sterling Construction Company Inc (NASDAQ:STRL), Jacobs Engineering Group Inc. (NYSE:JEC), Granite Construction Incorporated (NYSE:GVA), VALE S.A. (NYSE:VALE), National Steel Company (NYSE:SID), Gerdau S.A. (NYSE:GGB), BHP Billiton Limited (NYSE:BHP), Quanta Services, Inc. (NYSE:PWR), MYR Group, Inc. (NASDAQ:MYRG), Fluor Corporation (NYSE:FLR), Dycom Industries, Inc. (NYSE:DY), New York Community Bancorp Inc, AAON, Inc. (NASDAQ:AAON)
Topics covered: Stock Rally in Homebuilding and Home Improvement, North American Electrical Transmission, Improving Domestic Building Metrics, Construction Equipment Replacement Trends
Companies covered: Tellabs Inc., AT&T Inc. (NYSE:T), Sierra Wireless, Inc. (NASDAQ:SWIR), CenturyLink, Inc. (NYSE:CTL), Boston Scientific Corporation (NYSE:BSX), Alcatel Lucent (NYSE:ALU), Terex Corporation (NYSE:TEX), Manitowoc Company, Inc. (The) (NYSE:MTW), Martin Marietta Materials, Inc. (NYSE:MLM), Deere & Company (NYSE:DE), Caterpillar, Inc. (NYSE:CAT), Apple Inc. (NASDAQ:AAPL), Newmont Corporation (NYSE:NEM), Kinross Gold Corporation (NYSE:KGC), Freeport-McMoran, Inc. (NYSE:FCX), Cliffs Natural Resources Inc. (NYSE:CLF), Coeur Mining, Inc. (NYSE:CDE), Barrick Mining Corp. (NYSE:B), Stantec Inc (NYSE:STN), Ritchie Bros. Auctioneers Incorporated (NYSE:RBA), Beacon Roofing Supply, Inc. (NASDAQ:BECN), USG Corporation (NYSE:USG), Toll Brothers Inc. (NYSE:TOL), PulteGroup, Inc. (NYSE:PHM), Owens Corning Inc (NYSE:OC), Mohawk Industries, Inc. (NYSE:MHK), Masco Corporation (NYSE:MAS), Lowe's Companies, Inc. (NYSE:LOW), Lennar Corporation (NYSE:LEN), KB Home (NYSE:KBH), Home Depot, Inc. (The) (NYSE:HD), D.R. Horton, Inc. (NYSE:DHI), Armstrong World Industries Inc (NYSE:AWI), Ethan Allen Interiors Inc. (NYSE:ETD)
Topics covered: Regional Loan Growth Trends, Midcap Banks' Market Share Gains, Exchanges Trading Volumes and Cash Flow, Dodd-Frank Creates Opportunities for Brokers
Companies covered: Williams Partners LP (NYSE:WPZ), Williams Companies, Inc. (The) (NYSE:WMB), TransCanada Corporation (NYSE:TRP), Southern Union Co., Spectra Energy Corp (NYSE:SE), ONEOK, Inc. (NYSE:OKE), National Fuel Gas Company (NYSE:NFG), Energy Transfer Equity, L.P. (NYSE:ETE), Enterprise Products Partners L.P. (NYSE:EPD), El Paso Corp., Enbridge Inc (NYSE:ENB), Crosstex Energy LP, Plains All American Pipeline, L.P. (NYSE:PAA), Targa Resources Partners LP (NYSE:NGLS-A), MarkWest Energy Partners, LP (NYSE:MWE), Kinder Morgan Management LLC, Kinder Morgan Energy Partners, EV Energy Partners, L.P. (NASDAQ:EVEP), Enbridge Energy, L.P. (NYSE:EEP), Anadarko Petroleum Corporation (NYSE:APC), Susquehanna Bancshares, Inc. (NASDAQ:SUSQ), People's United Financial, Inc. (NASDAQ:PBCT), National Penn Bancshares, Inc. (NASDAQ:NPBC), Fulton Financial Corporation (NASDAQ:FULT), Community Financial System, Inc. (NYSE:CBU), Astoria Financial Corporation (NYSE:AF), Hologic, Inc. (NASDAQ:HOLX), BreitBurn Energy Partners, L.P. (NASDAQ:BBEP), Interactive Brokers Group, Inc. (NASDAQ:IBKR), Linn Energy, LLC (NASDAQ:LINE), Lake Shore Bancorp, Inc. (NASDAQ:LSBK), Diamond Hill Investment Group, Inc. (NASDAQ:DHIL), BofI Holding, Inc. (NASDAQ:BOFI), F.N.B. Corporation (NYSE:FNB), Encore Bancshares, Inc., Berkshire Hills Bancorp, Inc. (NYSE:BHLB)
Topics covered: Outlook for Natural Gas Liquids, Oil and Gas Transportation Infrastructure Demand, Master Limited Partnerships Distribution Growth, Low Treasury Yields and MLP Dividends
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Unilever PLC (NYSE:UL), Staples, Inc. (NASDAQ:SPLS), Sanofi (NYSE:SNY), Nokia Corporation (NYSE:NOK), Murphy Oil Corporation (NYSE:MUR), Microsoft Corporation (NASDAQ:MSFT), Kraft Foods Inc., Alphabet Inc (NASDAQ:GOOG), Cheniere Energy, Inc. (NYSE:LNG), Cheniere Energy Partners, LP (NYSE:CQP), Western Gas Partners, LP (NYSE:WES), Vanguard Natural Resources LLC (NASDAQ:VNR), Teekay LNG Partners L.P. (NYSE:TGP), Sunoco Logistics Partners LP (NYSE:SXL), Southern Union Co., Sandridge Energy Inc. (NYSE:SD), Plains All American Pipeline, L.P. (NYSE:PAA), Inergy LP, Linn Energy, LLC (NASDAQ:LINE), EV Energy Partners, L.P. (NASDAQ:EVEP), ENERGY TRANSFER PARTNERS (NYSE:ETP), Energy Transfer Equity, L.P. (NYSE:ETE), Chesapeake Energy Corporation (NYSE:CHK), Blackstone Inc. (NYSE:BX), BP p.l.c. (NYSE:BP), Anadarko Petroleum Corporation (NYSE:APC), Valley National Bancorp (NYSE:VLY), Provident New York Bancorp, People's United Financial, Inc. (NASDAQ:PBCT), Oritani Financial Corp. (NASDAQ:ORIT), New York Community Bancorp Inc, M&T Bank Corporation (NYSE:MTB), Fulton Financial Corporation (NASDAQ:FULT), Dime Community Bancshares, Inc. (NASDAQ:DCOM), First Defiance Financial Corp. (NASDAQ:FDEF), Investors Bancorp, Inc. (NASDAQ:ISBC), Nustar Energy L.P. (NYSE:NS)
