Topics covered: Pockets of Growth in Northeastern Banking, Macroeconomic Fears Depress Financials' Valuations, Improving Credit Quality and Strong Fundamentals, Delayed Consolidation Activity
Companies covered: Exxon Mobil Corporation (NYSE:XOM), Occidental Petroleum Corporation (NYSE:OXY), Murphy Oil Corporation (NYSE:MUR), Marathon Oil Corporation (NYSE:MRO), InterOil Corporation (NYSE:IOC), Hess Corporation (NYSE:HES), Enterprise Products Partners L.P. (NYSE:EPD), Enbridge Inc (NYSE:ENB), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), BP p.l.c. (NYSE:BP), BHP Billiton Limited (NYSE:BHP), Atlas Energy, L.P. (NYSE:ATLS), Anadarko Petroleum Corporation (NYSE:APC), Apache Corporation (NASDAQ:APA), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), SINOPEC Shangai Petrochemical Company, Ltd. (NYSE:SHI), EXCO Resources NL (NYSE:XCO), Southwestern Energy Company (NYSE:SWN), Statoil ASA (NYSE:STO), Sandridge Energy Inc. (NYSE:SD), Gulfport Energy Corporation (NASDAQ:GPOR), EV Energy Partners, L.P. (NASDAQ:EVEP), EQT Corporation (NYSE:EQT), EOG Resources, Inc. (NYSE:EOG), Comstock Resources, Inc. (NYSE:CRK), Cabot Oil & Gas Corporation (NYSE:COG), Continental Resources, Inc. (NYSE:CLR), Chesapeake Energy Corporation (NYSE:CHK), Carrizo Oil & Gas, Inc. (NASDAQ:CRZO), FieldPoint Petroleum Corporation (AMEX:FPP), S&T Bancorp, Inc. (NASDAQ:STBA), CMS Bancorp, Inc. (NASDAQ:CMSB)
Topics covered: Truckload, Retail and Industrial Transportation Demand, Rail and Intermodal, Parcel, LTL, FMCSA CSA Regulations, Capacity Constraints Result in Pricing Power
Companies covered: Newmont Corporation (NYSE:NEM), Eldorado Gold Corporation (NYSE:EGO), Yamana Gold Inc. (NYSE:AUY), Barrick Mining Corp. (NYSE:B), Werner Enterprises, Inc. (NASDAQ:WERN), Old Dominion Freight Line, Inc. (NASDAQ:ODFL), Landstar System, Inc. (NASDAQ:LSTR), Knight Transportation, Inc. (NYSE:KNX), J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT), Hub Group, Inc. (NASDAQ:HUBG), United Parcel Service, Inc. (NYSE:UPS), Ryder System, Inc. (NYSE:R), Quality Distribution, Inc. (NASDAQ:QLTY), Kirby Corporation (NYSE:KEX), FedEx Corporation (NYSE:FDX), Canadian Pacific Railway Limited (NYSE:CP), Con-way Inc. (NYSE:CNW), C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW), UTi Worldwide Inc. (NASDAQ:UTIW), Union Pacific Corporation (NYSE:UNP), Pacer International Inc., Norfolk Southern Corporation (NYSE:NSC), Heartland Express, Inc. (NASDAQ:HTLD), Forward Air Corporation (NASDAQ:FWRD), Expeditors International of Washington, Inc. (NASDAQ:EXPD), CSX Corporation (NYSE:CSX), Arkansas Best Corp., Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Sears Holdings Corporation (OTCMKTS:SHLDQ), Kansas City Southern (NYSE:KSU), Seabridge Gold, Inc. (NYSE:SA), Gold Resource Corporation (AMEX:GORO)
Topics covered: Top-Down Investing, Enduring Trends and Thematic Investing, Cyclical Sectors, Bottom-Up Stock Selection
Companies covered: AT&T Inc. (NYSE:T), Stericycle, Inc. (NASDAQ:SRCL), Perrigo Company (NYSE:PRGO), 3M Company (NYSE:MMM), MedcoHealth Solutions Inc., Kroger Company (The) (NYSE:KR), HJ Heinz Co., Express Scripts Holding Company (NASDAQ:ESRX), CVS Health Corporation (NYSE:CVS), Church & Dwight Company, Inc. (NYSE:CHD), Autodesk, Inc. (NASDAQ:ADSK), NetScout Systems, Inc. (NASDAQ:NTCT), McDonald's Corporation (NYSE:MCD), Lumber Liquidators Holdings, Inc (NYSE:LL), Advance Auto Parts Inc (NYSE:AAP), Wells Fargo & Company (NYSE:WFC), Schlumberger N.V. (NYSE:SLB), Microsoft Corporation (NASDAQ:MSFT), Kraft Foods Inc., Johnson & Johnson (NYSE:JNJ), Intel Corporation (NASDAQ:INTC), IBM (International Business Machines Corp.) (NYSE:IBM), Honeywell International Inc. (NYSE:HON), Alphabet Inc (NASDAQ:GOOG), Walt Disney Company (The) (NYSE:DIS), Chevron Corporation (NYSE:CVX), Costco Wholesale Corporation (NASDAQ:COST), Caterpillar, Inc. (NYSE:CAT), Anadarko Petroleum Corporation (NYSE:APC), Citrix Systems, Inc. (NASDAQ:CTXS), Cerner Corporation (NASDAQ:CERN), British American Tobacco p.l.c. (AMEX:BTI), Yum! Brands, Inc. (NYSE:YUM), QUALCOMM Incorporated (NASDAQ:QCOM), Potash Corporation of Saskatchewan Inc. (NYSE:POT), Realty Income Corporation (NYSE:O), Novartis AG (NYSE:NVS), NICE Limited (NASDAQ:NICE), Coca-Cola Company (The) (NYSE:KO), Home Depot, Inc. (The) (NYSE:HD), Hansen Natural Corporation, Edwards Lifesciences Corporation (NYSE:EW)
Topics covered: Midcap and Small-Cap Consolidation Activity, Investment and Central Bank Demand, Gold Producers vs. Gold ETF, Dividends Dependent on Gold Prices
Companies covered: BHP Billiton Limited (NYSE:BHP), Teekay Corporation (NYSE:TK), Newmont Corporation (NYSE:NEM), Goldcorp Inc. (NYSE:GG), Eldorado Gold Corporation (NYSE:EGO), Barrick Mining Corp. (NYSE:B), Entertainment Gaming Asia Incorporated (NASDAQ:EGT), Endeavour Silver Corporation (NYSE:EXK), StealthGas, Inc. (NASDAQ:GASS), Solitario Resources Corp. (formerly Solitario Zinc Corp.) (NYSEAMERICAN:XPL), Rand Logistics, Inc. (NASDAQ:RLOG), Navios Maritime Holdings Inc. (NYSE:NM)
