Topics covered: Skilled Nursing and Alternative Site Care, Medicare and Medicaid Reimbursements, Health Care REITs, Consolidation Activity
Companies covered: Ventas, Inc. (NYSE:VTR), Sunrise Senior Living Inc., Omega Healthcare Investors, Inc. (NYSE:OHI), Healthcare Realty Trust Incorporated (NYSE:HR), Cogdell Spencer Inc., Amsurg Corp. (NASDAQ:AMSG), WellPoint Inc., UnitedHealth Group Incorporated (NYSE:UNH), Sanofi (NYSE:SNY), Mednax, Inc (NYSE:MD), Laboratory Corporation of America Holdings (NYSE:LH), DaVita healthCare Partners Inc. (NYSE:DVA), Quest Diagnostics Incorporated (NYSE:DGX), Cigna Corporation (NYSE:CI), Aetna Inc. (NYSE:AET), TriMas Corporation (NASDAQ:TRS), National Health Investors, Inc. (NYSE:NHI), Kindred Healthcare, Inc. (NYSE:KND)
Topics covered: Uneven Growth Across End Markets, Performance Correlation with Macroeconomic Data, Industrial Restructuring, Commercial Aviation and Energy Expenditures
Companies covered: Ventas, Inc. (NYSE:VTR), Vornado Realty Trust (NYSE:VNO), Senior Housing Properties Trust (NYSE:SNH), Prudential Financial, Inc. (NYSE:PRU), Post Properties, Inc. (NYSE:PPS), LTC Properties, Inc. (NYSE:LTC), Healthcare Realty Trust Incorporated (NYSE:HR), Health Care REIT, Inc. (NYSE:HCN), HCP, Inc. (NYSE:HCP), Federal Realty Investment Trust (NYSE:FRT), Comcast Corporation (NASDAQ:CMCSA), Wabco Holdings Inc. (NYSE:WBC), United Technologies Corporation (NYSE:UTX), Siemens AG (OTCMKTS:SIEGY), Goodrich Corp., GE Aerospace (General Electric Company) (NYSE:GE), Eaton Corporation, PLC (NYSE:ETN), Cummins Inc. (NYSE:CMI), Cameco Corporation (NYSE:CCJ), Boeing Company (The) (NYSE:BA), ABB Ltd (NYSE:ABB), Tyco International plc (NYSE:TYC), SPX Corporation (NYSE:SPW), Illinois Tool Works Inc. (NYSE:ITW), Honeywell International Inc. (NYSE:HON), Emerson Electric Company (NYSE:EMR), Danaher Corporation (NYSE:DHR), Crane Company (NYSE:CR), Textron Inc. (NYSE:TXT), Raytheon Company (NYSE:RTN), Procter & Gamble Company (The) (NYSE:PG), Precision Castparts Corporation (NYSE:PCP), Northrop Grumman Corporation (NYSE:NOC), Lockheed Martin Corporation (NYSE:LMT), General Dynamics Corporation (NYSE:GD), Rockwell Collins, Inc. (NYSE:COL), AMR Corporation, Internap Corporation (NASDAQ:INAP), U.S. Physical Therapy, Inc. (NYSE:USPH), Anixter International Inc. (NYSE:AXE)
Topics covered: Private Middle Market Funding, Higher Dividend Yields, Business Development Companies Historical Overview, BDC Risk/Reward Profile
Companies covered: United Technologies Corporation (NYSE:UTX), Tyco International plc (NYSE:TYC), Rockwell Automation, Inc. (NYSE:ROK), ITT Corporation (NYSE:ITT), Ingersoll-Rand plc (Ireland) (NYSE:IR), Goodrich Corp., Emerson Electric Company (NYSE:EMR), Cooper Industries Ltd., Ares Capital Corporation (NASDAQ:ARCC), Apollo Investment Corporation (NASDAQ:AINV), American Capital, Ltd. (NASDAQ:ACAS), GE Aerospace (General Electric Company) (NYSE:GE)
Topics covered: Value and Growth, Superdiversification, Managed Futures, Bottom-up Approach
Companies covered: Occidental Petroleum Corporation (NYSE:OXY), Holly Energy Partners, L.P. (NYSE:HEP), ENSCO plc (NYSE:ESV)
Topics covered: Strong Quarterly Earnings Reports, Managed Hosting and Cloud Computing, International Enterprise and Consumer Demand, Increasing Secular Digitization, Data Center Expansion, Colocation
Companies covered: Microsoft Corporation (NASDAQ:MSFT), Itron, Inc. (NASDAQ:ITRI), Honeywell International Inc. (NYSE:HON), Alphabet Inc (NASDAQ:GOOG), GE Aerospace (General Electric Company) (NYSE:GE), ESCO Technologies Inc. (NYSE:ESE), EnerNOC, Inc. (NASDAQ:ENOC), Comverge, Inc., Amazon.com, Inc. (NASDAQ:AMZN), 21Vianet Group, Inc. (NASDAQ:VNET), Yahoo! Inc. (NASDAQ:YHOO), Rackspace Hosting, Inc (NYSE:RAX), Netflix, Inc. (NASDAQ:NFLX), IBM (International Business Machines Corp.) (NYSE:IBM), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), Salesforce.com Inc (NYSE:CRM), CoreSite Realty Corporation (NYSE:COR), Caterpillar, Inc. (NYSE:CAT), Cogent Communications Holdings, Inc. (NASDAQ:CCOI), Apple Inc. (NASDAQ:AAPL), Verizon Communications Inc. (NYSE:VZ), tw telecom inc., AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), MetroPCS Communications Inc., NII Holdings Inc., Leap Wireless International In, CenturyLink, Inc. (NYSE:CTL), Cbeyond, Inc., America Movil, S.A.B. de C.V. (NYSE:AMX), Cisco Systems, Inc. (NASDAQ:CSCO), Internap Corporation (NASDAQ:INAP), Cincinnati Bell Inc (NYSE:CBB), Akamai Technologies, Inc. (NASDAQ:AKAM), GlobalSCAPE, Inc. (NYSEMKT:GSB), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Oracle Corporation (NYSE:ORCL), Nuance Communications, Inc. (NASDAQ:NUAN), Limelight Networks, Inc. (NASDAQ:LLNW), BTU International Inc., FuelCell Energy, Inc. (NASDAQ:FCEL)
