Topics covered: Strong Demand for Higher-Specification Rigs, Shale Drilling Dynamics, Offshore Deepwater Oil Discoveries, Drilling Shift From Gas to Liquids
Companies covered: Bridge Capital Holdings (NASDAQ:BBNK), SVB Financial Group (NASDAQ:SIVB), Heritage Commerce Corp (NASDAQ:HTBK), Weatherford International plc (NASDAQ:WFRD), Schlumberger N.V. (NYSE:SLB), Oceaneering International, Inc. (NYSE:OII), National Oilwell Varco, Inc. (NYSE:NOV), Halliburton Company (NYSE:HAL), FMC Technologies, Inc. (NYSE:FTI), Cameron International Corporation (NYSE:CAM), Baker Hughes (NASDAQ:BKR), City National Corporation (NYSE:CYN), Comerica Incorporated (NYSE:CMA), Exxon Mobil Corporation (NYSE:XOM), Transocean Ltd. (NYSE:RIG), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Occidental Petroleum Corporation (NYSE:OXY), Noble Corporation (NYSE:NE), Nabors Industries Ltd. (NYSE:NBR), Helmerich & Payne, Inc. (NYSE:HP), BP p.l.c. (NYSE:BP), Anadarko Petroleum Corporation (NYSE:APC), Summit State Bank (NASDAQ:SSBI), Zion Oil & Gas Inc (NASDAQ:ZN)
Topics covered: Macroeconomic Outlook, Long-Term Investing in Canada, Dividend Paying Canadian Stocks, Conservative Canadian Investing
Companies covered: Xcel Energy Inc. (NYSE:XEL), Pacific Gas & Electric Co. (NYSE:PCG), NRG Energy, Inc. (NYSE:NRG), ITC Holdings Corp. (NYSE:ITC), FirstEnergy Corporation (NYSE:FE), Entergy Corporation (NYSE:ETR), Edison International (NYSE:EIX), CMS Energy Corporation (NYSE:CMS), Vodafone Group Plc (NASDAQ:VOD), Pepsico, Inc. (NASDAQ:PEP), Merck & Company, Inc. (NYSE:MRK), Johnson & Johnson (NYSE:JNJ), General Mills, Inc. (NYSE:GIS), Consolidated Edison Inc (NYSE:ED), Duke Energy Corporation (NYSE:DUK), TELUS Corporation (NYSE:TU), Sun Life Financial Inc. (NYSE:SLF), Manulife Financial Corp (NYSE:MFC), Enerplus Corporation (NYSE:ERF), Enbridge Inc (NYSE:ENB), Baytex Energy Corp (NYSE:BTE), Brookfield Infrastructure Partners LP (NYSE:BIP), Brookfield Asset Management Inc (NYSE:BAM), Gran Tierra Energy Inc. (NYSEAMERICAN:GTE), Watsco, Inc. (NYSE:WSO), Honeywell International Inc. (NYSE:HON), Health Care REIT, Inc. (NYSE:HCN), W.W. Grainger, Inc. (NYSE:GWW), Genuine Parts Company (NYSE:GPC), BorgWarner Inc. (NYSE:BWA), Brookdale Senior Living Inc. (NYSE:BKD), Agrium Inc. (NYSE:AGU), TransCanada Corporation (NYSE:TRP), Teck Resources Ltd. (NYSE:TECK), Suncor Energy Inc. (NYSE:SU), Rogers Communication, Inc. (NYSE:RCI), Goldcorp Inc. (NYSE:GG), Bank of Nova Scotia (The) (NYSE:BNS), Bank Of Montreal (NYSE:BMO), BCE, Inc. (NYSE:BCE), Barrick Mining Corp. (NYSE:B), Apple Inc. (NASDAQ:AAPL), Ross Stores, Inc. (NASDAQ:ROST), HP Inc (NYSE:HPQ), eBay Inc. (NASDAQ:EBAY), Coach, Inc. (NYSE:COH), Genworth Financial Inc (NYSE:GNW), Celestica, Inc. (NYSE:CLS)
Topics covered: Strategic Asset Allocation, Socially Responsible Investing, Covered Calls as a Hedge, Absolute Performance and Focused Portfolios
Companies covered: Compagnie G?n?rale de G?ophysi, Apple Inc. (NASDAQ:AAPL), Amazon.com, Inc. (NASDAQ:AMZN), Exxon Mobil Corporation (NYSE:XOM), Verizon Communications Inc. (NYSE:VZ), Vodafone Group Plc (NASDAQ:VOD), United Parcel Service, Inc. (NYSE:UPS), Union Pacific Corporation (NYSE:UNP), TriQuint Semiconductor, Inc., AT&T Inc. (NYSE:T), STEC, Inc., RF Micro Devices Inc., Nuance Communications, Inc. (NASDAQ:NUAN), JDS Uniphase Corporation (NASDAQ:JDSU), Alphabet Inc (NASDAQ:GOOG), GE Aerospace (General Electric Company) (NYSE:GE), E.I. du Pont de Nemours and Company (NYSE:DD), Chevron Corporation (NYSE:CVX), Computer Sciences Corporation (NYSE:CSC), Canadian Pacific Railway Limited (NYSE:CP), Crown Castle International (NYSE:CCI), CACI International, Inc. (NYSE:CACI), Boeing Company (The) (NYSE:BA), American Tower Corporation (REIT) (NYSE:AMT), Illinois Tool Works Inc. (NYSE:ITW), CVS Health Corporation (NYSE:CVS), Franklin Resources, Inc. (NYSE:BEN), Accenture plc. (NYSE:ACN), United Technologies Corporation (NYSE:UTX), Procter & Gamble Company (The) (NYSE:PG), Occidental Petroleum Corporation (NYSE:OXY), Netflix, Inc. (NASDAQ:NFLX), McKesson Corporation (NYSE:MCK), Goldman Sachs Group, Inc. (The) (NYSE:GS), General Motors Company (NYSE:GM), eBay Inc. (NASDAQ:EBAY), American Express Company (NYSE:AXP), AMERIPRISE FINANCIAL SERVICES, INC. (NYSE:AMP), Aflac Incorporated (NYSE:AFL), American Electric Power Company, Inc. (NASDAQ:AEP), Automatic Data Processing, Inc. (NASDAQ:ADP), Yum! Brands, Inc. (NYSE:YUM), Southern Company (The) (NYSE:SO), McDonald's Corporation (NYSE:MCD), IBM (International Business Machines Corp.) (NYSE:IBM), Ecolab Inc. (NYSE:ECL)
Topics covered: PCIe Storage, Infrastructure Upgrades and Consolidation Activity, Data Storage Spending Trends, Data Center REITS, Cloud Computing and the Virtual Desktop, Big Data
Companies covered: Apple Inc. (NASDAQ:AAPL), Procter & Gamble Company (The) (NYSE:PG), Microsoft Corporation (NASDAQ:MSFT), MetLife, Inc. (NYSE:MET), McDonald's Corporation (NYSE:MCD), Coca-Cola Company (The) (NYSE:KO), IBM (International Business Machines Corp.) (NYSE:IBM), HP Inc (NYSE:HPQ), Alphabet Inc (NASDAQ:GOOG), Clorox Company (The) (NYSE:CLX), Bank of America Corporation (NYSE:BAC), Alpha Natural Resources, Inc. (OTCMKTS:ANRZQ), Rackspace Hosting, Inc (NYSE:RAX), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), CoreSite Realty Corporation (NYSE:COR), Cisco Systems, Inc. (NASDAQ:CSCO), Brocade Communications Systems, Inc. (NASDAQ:BRCD), Aruba Networks, Inc. (NASDAQ:ARUN), Advanced Micro Devices, Inc. (NASDAQ:AMD), Yahoo! Inc. (NASDAQ:YHOO), Western Digital Corporation (NASDAQ:WDC), Vmware, Inc. (NYSE:VMW), Seagate Technology. (NASDAQ:STX), Super Micro Computer, Inc. (NASDAQ:SMCI), QLogic Corporation (NASDAQ:QLGC), NetApp, Inc. (NASDAQ:NTAP), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Juniper Networks, Inc. (NYSE:JNPR), Intel Corporation (NASDAQ:INTC), Hitachi Ltd., EMC Corporation (NYSE:EMC), Emulex Corporation (NYSE:ELX), CommVault Systems, Inc. (NASDAQ:CVLT), Dell Inc. (NASDAQ:DELL), Old National Bancorp (NASDAQ:ONB)
Topics covered: Regulatory Headwinds for U.S. Utilities, Outlook for Biofuels and Biochemicals, Grid Parity Timelines for Alternative Energy, Asia Pacific Demand for Solar Energy
Companies covered: Brocade Communications Systems, Inc. (NASDAQ:BRCD), Western Digital Corporation (NASDAQ:WDC), Vmware, Inc. (NYSE:VMW), Seagate Technology. (NASDAQ:STX), QLogic Corporation (NASDAQ:QLGC), NetApp, Inc. (NASDAQ:NTAP), Microsoft Corporation (NASDAQ:MSFT), IBM (International Business Machines Corp.) (NYSE:IBM), HP Inc (NYSE:HPQ), EMC Corporation (NYSE:EMC), Emulex Corporation (NYSE:ELX), Dell Inc. (NASDAQ:DELL), Clean Energy Fuels Corp. (NASDAQ:CLNE), American Superconductor Corporation (NASDAQ:AMSC), Unilever NV (NYSE:UL), Siemens AG (OTCMKTS:SIEGY), Rentech, Inc. (NASDAQ:RTK), Real Goods Solar, Inc., Power-One Inc., GE Aerospace (General Electric Company) (NYSE:GE), Ecopetrol S.A. (NYSE:EC), Chevron Corporation (NYSE:CVX), Chesapeake Energy Corporation (NYSE:CHK), Bunge Limited (NYSE:BG), Trina Solar Limited (NYSE:TSL), Total SA (ADR) (NYSE:TOT), Suntech Power Holdings Co. Ltd, LDK Solar Co.Ltd., First Solar, Inc. (NASDAQ:FSLR), Codexis, Inc. (NASDAQ:CDXS), Sasol Ltd. (NYSE:SSL), Maxwell Technologies, Inc. (NASDAQ:MXWL), Itron, Inc. (NASDAQ:ITRI), EnerNOC, Inc. (NASDAQ:ENOC), Covanta Holding Corporation (NYSE:CVA), Comverge, Inc., Calgon Carbon Corporation (NYSE:CCC), Mellanox Technologies, Ltd. (NASDAQ:MLNX), Gas Natural Inc. (AMEX:EGAS), Plug Power, Inc. (NASDAQ:PLUG), American DG Energy Inc. (AMEX:ADGE), Xcel Energy Inc. (NYSE:XEL)
