Topics covered: Orthopedic and Hepatic Devices, Medical Device Innovation and Consolidation Trends, Global Health Care Utilization Rate, Cardiac, Aging U.S. Population
Companies covered: Insulet Corporation (NASDAQ:PODD), Exxon Mobil Corporation (NYSE:XOM), Sandridge Energy Inc. (NYSE:SD), Marathon Oil Corporation (NYSE:MRO), BHP Billiton Limited (NYSE:BHP), Zimmer Holdings, Inc. (NYSE:ZMH), Stryker Corporation (NYSE:SYK), ResMed Inc. (NYSE:RMD), Koninklijke Philips N.V. (NYSE:PHG), Orthofix International N.V. (NASDAQ:OFIX), Mindray Medical International Limited (NYSE:MR), Johnson & Johnson (NYSE:JNJ), Hospira Inc (NYSE:HSP), Hologic, Inc. (NASDAQ:HOLX), GE Aerospace (General Electric Company) (NYSE:GE), Edwards Lifesciences Corporation (NYSE:EW), Covidien Ltd. (NYSE:COV), Cardinal Health, Inc. (NYSE:CAH), Boston Scientific Corporation (NYSE:BSX), Baxter International Inc. (NYSE:BAX), Plains Exploration & Productio, McMoRan Exploration Co., Energy XXI Ltd. (NASDAQ:EXXI), Apache Corporation (NASDAQ:APA), St. Jude Medical, Inc. (NYSE:STJ), Medtronic, Inc. (NYSE:MDT), Blackstone Inc. (NYSE:BX), C.R. Bard, Inc. (NYSE:BCR), NxStage Medical, Inc. (NASDAQ:NXTM), DexCom, Inc. (NASDAQ:DXCM), Cyberonics, Inc. (NASDAQ:CYBX), Vascular Solutions, Inc. (NASDAQ:VASC), Given Imaging Ltd., Syneron Medical Ltd. (NASDAQ:ELOS), Carrizo Oil & Gas, Inc. (NASDAQ:CRZO), ENSERVCO Corporation (NYSEAMERICAN:ENSV)
Topics covered: Top-Down Strategy/Bottom-Up Analysis, Long-Term Value Investing, Large-Cap Value, Debt to Equity
Companies covered: WellPoint Inc., UnitedHealth Group Incorporated (NYSE:UNH), Molina Healthcare Inc (NYSE:MOH), Humana Inc. (NYSE:HUM), HealthSpring Inc., Centene Corporation (NYSE:CNC), Cigna Corporation (NYSE:CI), AMERIGROUP Corp., Aetna Inc. (NYSE:AET), Comcast Corporation (NASDAQ:CMCSA), CA Inc. (NASDAQ:CA), Occidental Petroleum Corporation (NYSE:OXY), Noble Energy Inc. (NYSE:NBL), Marathon Oil Corporation (NYSE:MRO), GE Aerospace (General Electric Company) (NYSE:GE), Flextronics International Ltd. (NASDAQ:FLEX), Canadian Natural Resources Limited (NYSE:CNQ), Anadarko Petroleum Corporation (NYSE:APC), Apple Inc. (NASDAQ:AAPL), Visa Inc. (NYSE:V), TransCanada Corporation (NYSE:TRP), Research In Motion Ltd., Pfizer, Inc. (NYSE:PFE), Netflix, Inc. (NASDAQ:NFLX), Microsoft Corporation (NASDAQ:MSFT), Merck & Company, Inc. (NYSE:MRK), lululemon athletica inc. (NASDAQ:LULU), Alphabet Inc (NASDAQ:GOOG), Canadian Pacific Railway Limited (NYSE:CP), Bank of Nova Scotia (The) (NYSE:BNS), Wells Fargo & Company (NYSE:WFC), Walgreen Co., Vodafone Group Plc (NASDAQ:VOD), United Technologies Corporation (NYSE:UTX), Time Warner Cable Inc (NYSE:TWC), Siemens AG (OTCMKTS:SIEGY), Nokia Corporation (NYSE:NOK), Lockheed Martin Corporation (NYSE:LMT), Intel Corporation (NASDAQ:INTC), Honeywell International Inc. (NYSE:HON), Home Depot, Inc. (The) (NYSE:HD), Diageo plc (NYSE:DEO), Chevron Corporation (NYSE:CVX), Baxter International Inc. (NYSE:BAX), Aflac Incorporated (NYSE:AFL), ABB Ltd (NYSE:ABB), Seaboard Corporation (AMEX:SEB), Home Properties, Inc. (NYSE:HME)
Topics covered: Shale, North American Rig Build Cycle, Emerging Markets Oil Demand, Drilling Services Pricing Power, Basin and Offshore Drilling
Companies covered: Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Vital Images Inc., Siemens AG (OTCMKTS:SIEGY), Quality Systems, Inc. (NASDAQ:QSII), Oracle Corporation (NYSE:ORCL), Omnicell, Inc. (NASDAQ:OMCL), MedAssets, Inc. (NASDAQ:MDAS), McKesson Corporation (NYSE:MCK), GE Aerospace (General Electric Company) (NYSE:GE), eHealth, Inc. (NASDAQ:EHTH), Computer Programs and Systems, Inc. (NASDAQ:CPSI), 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), Exxon Mobil Corporation (NYSE:XOM), Union Drilling, Inc., Transocean Ltd. (NYSE:RIG), RPC, Inc. (NYSE:RES), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), National Fuel Gas Company (NYSE:NFG), Noble Energy Inc. (NYSE:NBL), Hess Corporation (NYSE:HES), Devon Energy Corporation (NYSE:DVN), Chevron Corporation (NYSE:CVX), CONSOL Energy Inc. (NYSE:CNX), Chesapeake Energy Corporation (NYSE:CHK), BP p.l.c. (NYSE:BP), Nabors Industries Ltd. (NYSE:NBR), Helmerich & Payne, Inc. (NYSE:HP), ENSCO plc (NYSE:ESV), Streamline Health Solutions, Inc. (NASDAQ:STRM), Atwood Oceanics, Inc. (NYSE:ATW)
Topics covered: Value-Creating Opportunities, Non-directional Investing, Long-Term Approach For Deeper Value
Companies covered: Exxon Mobil Corporation (NYSE:XOM), Strayer Education, Inc. (NASDAQ:STRA), Olin Corporation (NYSE:OLN), IBM (International Business Machines Corp.) (NYSE:IBM), Eastman Kodak Co., Amazon.com, Inc. (NASDAQ:AMZN), Wells Fargo & Company (NYSE:WFC), Toyota Motor Corp Ltd Ord (NYSE:TM), Netflix, Inc. (NASDAQ:NFLX), J P Morgan Chase & Co (NYSE:JPM), Intel Corporation (NASDAQ:INTC), Alphabet Inc (NASDAQ:GOOG), General Motors Company (NYSE:GM), Citigroup Inc. (NYSE:C), American International Group, Inc. (NYSE:AIG)
Topics covered: Meaningful Use Implementation Delays, HITECH Act Incentives, Healthcare IT Consolidation Trends, Electronic Health Records Adoption
Companies covered: W&T Offshore, Inc. (NYSE:WTI), Orange 21 Inc., Cerner Corporation (NASDAQ:CERN), Bio-Reference Laboratories, Inc. (NASDAQ:BRLI), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Quality Systems, Inc. (NASDAQ:QSII), MedAssets, Inc. (NASDAQ:MDAS), Siemens AG (OTCMKTS:SIEGY), McKesson Corporation (NYSE:MCK), HMS Holdings Corp (NASDAQ:HMSY), GE Aerospace (General Electric Company) (NYSE:GE), Computer Programs and Systems, Inc. (NASDAQ:CPSI), Weatherford International plc (NASDAQ:WFRD), Tetra Technologies, Inc. (NYSE:TTI), Schlumberger N.V. (NYSE:SLB), Transocean Ltd. (NYSE:RIG), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), National Oilwell Varco, Inc. (NYSE:NOV), Helmerich & Payne, Inc. (NYSE:HP), Halliburton Company (NYSE:HAL), FMC Technologies, Inc. (NYSE:FTI), Cameron International Corporation (NYSE:CAM), BP p.l.c. (NYSE:BP), Baker Hughes (NASDAQ:BKR), Oracle Corporation (NYSE:ORCL), Arrowhead Research Corporation (NASDAQ:ARWR), NCR Corporation (NYSE:NCR), SAP SE (NYSE:SAP), Merge Healthcare Incorporated. (NASDAQ:MRGE), MGT Capital Investments Inc (AMEX:MGT), Mediware Information Systems I
