Topics covered: Increased R&D, Higher Input Costs, Focus on Brand Equity
Companies covered: Fairchild Semiconductor International, Inc. (NASDAQ:FCS), Walmart Inc. (NYSE:WMT), Safeway Inc. (NYSE:SWY), Ralcorp Holdings Inc., McCormick & Company, Incorporated (NYSE:MKC), Kraft Foods Inc., Kellogg Company (NYSE:K), Hershey Company (The) (NYSE:HSY), HJ Heinz Co., General Mills, Inc. (NYSE:GIS), Dean Foods Company (NYSE:DF), Campbell Soup Company (NYSE:CPB), Costco Wholesale Corporation (NASDAQ:COST), Conagra Brands Inc. (NYSE:CAG), Tractor Supply Company (NASDAQ:TSCO), Target Corporation (NYSE:TGT), PetSmart, Inc (NASDAQ:PETM), Inventure Foods, Inc. (NASDAQ:SNAK)
Topics covered: Wireless Data Capacity Constraints, Mobile Trends in Emerging Markets, Mobile Network Mergers
Companies covered: TrueBlue, Inc. (NYSE:TBI), Stifel Financial Corporation (NYSE:SFN), Robert Half International Inc. (NYSE:RHI), ManpowerGroup (NYSE:MAN), Kforce, Inc. (NASDAQ:KFRC), Kelly Services, Inc. (NASDAQ:KELYA), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), Nokia Corporation (NYSE:NOK), Microsoft Corporation (NASDAQ:MSFT), Juniper Networks, Inc. (NYSE:JNPR), Alphabet Inc (NASDAQ:GOOG), Alcatel Lucent (NYSE:ALU), Verizon Communications Inc. (NYSE:VZ), Vodafone Group Plc (NASDAQ:VOD), AT&T Inc. (NYSE:T), Sprint Corporation (NYSE:S), MetroPCS Communications Inc., Leap Wireless International In, TeleTech Holdings, Inc. (NASDAQ:TTEC), Sykes Enterprises, Incorporated (NASDAQ:SYKE), Iron Mountain Incorporated (NYSE:IRM), Convergys Corporation (NYSE:CVG), TELUS Corporation (NYSE:TU), Thomson Reuters Corp (NYSE:TRI), Shaw Communications Inc. (NYSE:SJR), Rogers Communication, Inc. (NYSE:RCI), Netflix, Inc. (NASDAQ:NFLX), BCE, Inc. (NYSE:BCE), Grupo Televisa S.A. (NYSE:TV), Telefonica SA (NYSE:TEF), NII Holdings Inc., America Movil, S.A.B. de C.V. (NYSE:AMX), Dice Holdings, Inc. (NYSE:DHX), Phazar Corp., Mobile TeleSystems OJSC (NYSE:MBT), AMN Healthcare Services Inc (NYSE:AMN), Maxcom Telecomunicaciones S.A.
Topics covered: Increased Pricing Power in Employment Services, Growth in Temporary Staffing Demand, BPO Market Trends
Companies covered: Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Sykes Enterprises, Incorporated (NASDAQ:SYKE), Pearson, Plc (NYSE:PSO), Perficient, Inc. (NASDAQ:PRFT), Alphabet Inc (NASDAQ:GOOG), Genpact Limited (NYSE:G), Ford Motor Company (NYSE:F), Dun & Bradstreet Corporation (The) (NYSE:DNB), Convergys Corporation (NYSE:CVG), Ciber, Inc. (NYSE:CBR), Cincinnati Bell Inc (NYSE:CBB), Bank of America Corporation (NYSE:BAC), Accenture plc. (NYSE:ACN), TrueBlue, Inc. (NYSE:TBI), Stifel Financial Corporation (NYSE:SFN), Robert Half International Inc. (NYSE:RHI), Monster Worldwide, Inc. (NYSE:MWW), ManpowerGroup (NYSE:MAN), Hudson Highland Group Inc., Cross Country Healthcare, Inc. (NASDAQ:CCRN), AMN Healthcare Services Inc (NYSE:AMN), Apple Inc. (NASDAQ:AAPL), Sprint Corporation (NYSE:S), MetroPCS Communications Inc., Microsoft Corporation (NASDAQ:MSFT), Leap Wireless International In, Intel Corporation (NASDAQ:INTC), IBM (International Business Machines Corp.) (NYSE:IBM), Dell Inc. (NASDAQ:DELL), Crown Castle International (NYSE:CCI), American Tower Corporation (REIT) (NYSE:AMT), 51job, Inc. (NASDAQ:JOBS), CTPartners Executive Search Inc. (AMEX:CTP), Paychex, Inc. (NASDAQ:PAYX), Korn/Ferry International (NYSE:KFY), Dice Holdings, Inc. (NYSE:DHX), CoreSite Realty Corporation (NYSE:COR), Clearfield, Inc. (NASDAQ:CLFD)
Topics covered: The Singapore Fund, Thai Capital Fund, Contrarian Value Strategy Across the
Companies covered: CME Group Inc. (NASDAQ:CME), Cisco Systems, Inc. (NASDAQ:CSCO), Universal Corporation (NYSE:UVV), McCormick & Company, Incorporated (NYSE:MKC), Hormel Foods Corporation (NYSE:HRL), Genuine Parts Company (NYSE:GPC), General Motors Company (NYSE:GM), Dean Foods Company (NYSE:DF), Bemis Company, Inc. (NYSE:BMS)
Topics covered: Undercovered Small-cap Stocks, Deep-value Philosophy, Conservative Long/Short Investing
Companies covered: IBM (International Business Machines Corp.) (NYSE:IBM), General Motors Company (NYSE:GM), Verizon Communications Inc. (NYSE:VZ), PowerSecure International, Inc (NYSE:POWR), OGE Energy Corporation (NYSE:OGE), Frontier Communications Corporation (NASDAQ:FTR), Caterpillar, Inc. (NYSE:CAT)
