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 Global SA (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)
Topics covered: Regulatory Outlook Gains Clarity, Growth in U.S. Midwest, Consolidation in Regional Banking
Companies covered: Weatherford International plc (NASDAQ:WFRD), Tidewater Inc. (NYSE:TDW), Schlumberger N.V. (NYSE:SLB), Transocean Ltd. (NYSE:RIG), National Oilwell Varco, Inc. (NYSE:NOV), Noble Corporation (NYSE:NE), Hornbeck Offshore Services (NYSE:HOS), Halliburton Company (NYSE:HAL), ENSCO plc (NYSE:ESV), Cameron International Corporation (NYSE:CAM), Baker Hughes (NASDAQ:BKR), Cathay General Bancorp (NASDAQ:CATY), BBCN Bancorp, Inc. (NASDAQ:BBCN), Zions Bancorporation (NASDAQ:ZION), Comerica Incorporated (NYSE:CMA), Exxon Mobil Corporation (NYSE:XOM), Rowan Companies plc (NYSE:RDC), FMC Technologies, Inc. (NYSE:FTI), Dresser-Rand Group Inc. (NYSE:DRC), Chevron Corporation (NYSE:CVX), BP p.l.c. (NYSE:BP), Anadarko Petroleum Corporation (NYSE:APC), Dejour Energy Inc. (AMEX:DEJ), Farmers Capital Bank Corporation (NASDAQ:FFKT), CenterState Banks, Inc. (NASDAQ:CSFL), EnerJex Resources, Inc. (AMEX:ENRJ)
Topics covered: Shale, Rising Costs of Equipment and Services, Offshore and Deepwater Drilling, International Increase in Capital Expenditures, Consolidation to Achieve Economies of Scale
Companies covered: Bank OZK (formerly Bank of the Ozarks) (NASDAQ:OZK), Wells Fargo & Company (NYSE:WFC), SCBT Financial Corp., Signature Bank (NASDAQ:SBNY), Old National Bancorp (NASDAQ:ONB), Lakeland Financial Corporation (NASDAQ:LKFN), J P Morgan Chase & Co (NYSE:JPM), Bank of America Corporation (NYSE:BAC), Philip Morris International Inc (NYSE:PM), Pfizer, Inc. (NYSE:PFE), Altria Group (NYSE:MO), Mattel, Inc. (NASDAQ:MAT), Kraft Foods Inc., Schlumberger N.V. (NYSE:SLB), Noble Corporation (NYSE:NE), Halliburton Company (NYSE:HAL), ENSCO plc (NYSE:ESV), Baker Hughes (NASDAQ:BKR), Microsoft Corporation (NASDAQ:MSFT), Huntington Bancshares Incorporated (NASDAQ:HBAN), FirstMerit Corporation (NASDAQ:FMER), Fifth Third Bancorp (NASDAQ:FITB), Citigroup Inc. (NYSE:C), Globecomm Systems Inc.
Topics covered: MLPs, Latin American Strategy, Exposure to Emerging Markets, Asia Pacific Investment
Companies covered: Verizon Communications Inc. (NYSE:VZ), United States Cellular Corporation (NYSE:USM), tw telecom inc., AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), QUALCOMM Incorporated (NASDAQ:QCOM), MetroPCS Communications Inc., Level 3 Communications, Inc. (NYSE:LVLT), Leap Wireless International In, DISH Network Corporation (NASDAQ:DISH), CenturyLink, Inc. (NYSE:CTL), Clearwire Corporation, Cincinnati Bell Inc (NYSE:CBB), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), Nike, Inc. (NYSE:NKE), Banco Latinoamericano de Comercio Exterior, S.A. (NYSE:BLX), Targa Resources Partners LP (NYSE:NGLS-A), Kinder Morgan Management LLC, El Paso Corp.
Topics covered: Wireless Carriers Compete for Spectrum, Smartphone Operating Systems, Emerging Markets Growth Shifts to Data ARPU, 4G LTE and 3G Infrastructure Upgrades
Companies covered: United Rentals, Inc. (NYSE:URI), RSC Holdings, Inc., Hertz Global Holdings, Inc (OTCMKTS:HTZGQ), H&E Equipment Services, Inc. (NASDAQ:HEES), Caterpillar, Inc. (NYSE:CAT), Apple Inc. (NASDAQ:AAPL), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Research In Motion Ltd., QUALCOMM Incorporated (NASDAQ:QCOM), Nokia Corporation (NYSE:NOK), Boingo Wireless, Inc. (NASDAQ:WIFI), Vodafone Group Plc (NASDAQ:VOD), Telefonica SA (NYSE:TEF), Sprint Corporation (NYSE:S), Rackspace Hosting, Inc (NYSE:RAX), MetroPCS Communications Inc., NII Holdings Inc., Leap Wireless International In, Alphabet Inc (NASDAQ:GOOG), Equinix, Inc. (NASDAQ:EQIX), America Movil, S.A.B. de C.V. (NYSE:AMX), Cisco Systems, Inc. (NASDAQ:CSCO), Cavium, Inc. (NASDAQ:CAVM), Broadcom Corporation (NASDAQ:BRCM), Atmel Corporation (NASDAQ:ATML), Texas Instruments Incorporated (NASDAQ:TXN), TriQuint Semiconductor, Inc., Skyworks Solutions, Inc. (NASDAQ:SWKS), STMicroelectronics N.V. (NYSE:STM), RF Micro Devices Inc., NVIDIA Corporation (NASDAQ:NVDA), NetLogic Microsystems Inc., Maxim Integrated Products, Inc. (NASDAQ:MXIM), Marvell Technology Group Ltd. (NASDAQ:MRVL), LSI Corporation, Juniper Networks, Inc. (NYSE:JNPR), Intel Corporation (NASDAQ:INTC), On Assignment, Inc. (NYSE:ASGN), Loral Space and Communications, Inc. (NASDAQ:LORL), Warwick Valley Telephone Co., Ryder System, Inc. (NYSE:R)
